How a clinic day runs in Shepherd
The day starts on the dashboard. Every patient's status is visible at a glance: Where they are in the visit and who's next. From there, SOAP connects directly to the estimate, treatment plan, and invoice. 96.2% of charges entered in the medical record are reflected on the invoice.
Client communication lives in the same record:
- Two-way texting tied to the patient file
- Automated reminders that reduce no-shows by 41.2%
- Free client portal with online booking, Rx refill requests, vaccine certificate printing, and online payments
Documentation keeps pace with care. Notes are captured during or immediately after the visit. Discharge instructions go out from the same place the record lives. Shepherd Pay handles checkout without a third-party processor.
ShepherdAI is part of the same workflow:
- TranscribeAI: Ambient SOAP capture during the visit. Notes written as care happens, not reconstructed after hours.
- DiagnoseAI: Clinical decision support at the point of care. Differentials, drug references, and treatment guidance without leaving the record.
- SummarizeAI: Clinical decision support at the point of care. Differentials, drug references, and treatment guidance without leaving the record.
Ready to see it in action?
Book your demoSuccess by the numbers
96.2%
17.3%
41.2%
~$6K–$12K
Built by people who've been there
More than 90% of Shepherd's team came from veterinary clinics. We know what being eight appointments behind feels like, and what it costs when documentation catches up at home instead of in the exam room. The software moves the way a clinic day moves.
Lauren Jones, VMD, is Shepherd's Director of Veterinary Medicine — a role no other PIMS has created. She reviews every feature decision against the clinical reality of high-paced, high-volume practice. When a workflow doesn't hold up under pressure, she flags it before it ships.
Second Nature Software™ isn't a tagline. It's what she tests every product decision against.
Talk to someone who’s worked in a practice like yours >>
Frequently asked questions
What does switching to Shepherd look like for a practice already on another PIMS?
Shepherd's migration team handles the transfer of your patient and client records. For practices not migrating existing data, onboarding typically takes four to six weeks. For practices migrating historical records, the process takes 8 to 10 weeks. A dedicated onboarding team supports every step.
Which tools does Shepherd replace?
For most GP practices, Shepherd replaces a separate texting platform, a third-party client portal, and a standalone payment processor. The client portal, two-way texting, automated reminders, and Shepherd Pay are all included. Digital intake and consent forms are included as well.
Will my staff actually learn it?
Shepherd is built to feel familiar from day one. More than 90% of our team came from veterinary clinics; onboarding is designed around how clinic teams learn. Most practices report staff comfort within the first week.
Can I migrate my existing patient records?
Yes. Your patient and client records come with you.
What's included, and what costs extra?
Scheduling, SOAPs, charge capture, two-way texting, automated reminders, the client portal, digital forms, and Shepherd Pay are all included. ShepherdAI features are optional. Integrations with third-party lab and diagnostic tools are available. Pricing is discussed during a demo.