How Shepherd governs at scale
Administration
- Group-wide admin controls cover settings, templates, and form management across the entire organization.
- SOAP templates, appointment types, discharge instructions, and communication settings can be standardized across every site.
- Bulk edits apply group-wide.
- Each location operates within those standards without being constrained by them—clinic-level flexibility is preserved while group-level consistency holds.
Reporting
Enterprise reporting provides a single view of revenue, patient volume, and provider performance across all locations. Reports are filterable by location, provider, or date range.
Security and compliance
Shepherd is SOC 2 compliant. IP restrictions are available for access management across a large organization.
Roadmap
The product roadmap is practitioner-driven. Feature prioritization is shaped by input from real operators and every product decision is reviewed by Dr. Lauren Jones, Shepherd's Director of Veterinary Medicine.
Implementation
Rollout uses a phased model: One location at a time, with standardization built in from the start rather than retrofitted. A dedicated implementation team manages each go-live. Enterprise scope, timeline, and approach are discussed during a discovery call.
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Built for implementation at scale, by people who've been there
More than 90% of Shepherd's team came from veterinary clinics. At enterprise scale, that experience shapes how Shepherd approaches implementation, change management, and what rollout support looks like when moving through a large organization.
Lauren Jones, VMD, is Shepherd's Director of Veterinary Medicine. She reviews every product decision against the clinical reality of how large groups operate: Where standardization breaks under real clinic conditions, what frontline adoption requires, and which features belong on a roadmap built for operators, not just for scale.
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Frequently asked questions
Is Shepherd designed for large enterprise veterinary groups?
Yes. Shepherd supports enterprise veterinary organizations with centralized admin controls, group-wide reporting, SOC 2 compliance, standardized workflows, and phased implementation support, without the IT overhead most enterprise platforms assume you have.
What does the enterprise discovery process look like?
Enterprise conversations start with a discovery call to understand your organization's current state, locations, and what standardization and rollout need to look like. From there, we map a phased implementation plan and scope pricing. There's no standard rate card for enterprise. It's scoped to your organization.
Is Shepherd SOC 2 compliant?
Yes. Shepherd is SOC 2 compliant. IP restrictions are also available for access management at scale.
How does implementation work across a large group?
Shepherd uses a phased rollout model: One location at a time, with standardization built into the process from the start. A dedicated implementation team manages each go-live. Enterprise onboarding scope and timeline are determined during the discovery process.
Does Shepherd support PE-backed or corporate veterinary organizations?
Yes. Shepherd works with independently owned groups as well as private equity-backed and corporate veterinary organizations. Pricing, feature scope, and implementation approach are discussed during a dedicated discovery conversation.