How Shepherd runs in the field

Before the appointment

  • The dashboard shows client alerts with GPS-friendly addresses and a location field for route planning by ZIP code, direction, or neighborhood.
  • Shepherd integrates with Kumba, a scheduling tool that books appointments by geographic area, so your route makes sense before you start it.
  • Pre-built estimates can be created in advance and imported at the appointment.
Shepherd Dashboard

During the appointment

  • Shepherd runs in the browser on your tablet, phone, or laptop.
  • TranscribeAI captures SOAP notes via ambient dictation during the visit or while driving between stops. 
  • Charges stay connected to the record as care is documented. 96.2% of charges entered in the medical record are reflected on the invoice.
TranscribeAI

Between stops

  • Two-way texting with field-ready templates ('We're on the way!') handles client communication between appointments.
  • When connectivity is limited, treatment plans and notes can be prepared in advance.
  • Once back online, everything syncs, and a payment link can be sent to the client via Shepherd Pay.
TranscribeAI

At checkout

  • Shepherd Pay handles payment on-site without a third-party processor. If the client needs to pay after the visit, a payment link goes to their phone.
Shepherd Pay

See how Shepherd works from the road

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Success by the numbers

96.2%

charge capture—documentation during the visit, not hours later

17.3%

potential revenue increase for switching practices

Cut third-party costs

Eliminate separate subscriptions for texting, payment processing, and scheduling tools

Built for how a mobile practice 
actually runs

More than 90% of Shepherd's team came from veterinary clinics. The mobile workflows in Shepherd reflect how a practice on the road field runs.

Lauren Jones, VMD, is Shepherd's Director of Veterinary Medicine. She reviews every product decision against clinical reality, which for a mobile practice means asking whether the workflow holds up when there's no desk, no reliable signal, and a client waiting at the door.

Talk to someone who gets the mobile workflow >>
Lauren Jones, VMD

Frequently asked questions

  • Is Shepherd built for mobile and housecall veterinary practices?

    Yes. Shepherd runs in the browser on phones, tablets, and laptops; no separate app or VPN required. It includes GPS-friendly route planning, Kumba integration for geography-based scheduling, in-field SOAP capture with TranscribeAI, and mobile checkout via Shepherd Pay.

  • What happens in areas with no cellular service?

    You can prepare treatment plans and notes in advance for no-service visits. Once back online, everything syncs and you can send a payment link to the client via Shepherd Pay. For most visits, a mobile hotspot provides a reliable backup. Shepherd's onboarding team can help you develop a connectivity plan tailored to your routes.

  • How does scheduling work for a mobile practice?

    Shepherd supports request-only bookings through the free client portal. For geography-based scheduling, Shepherd integrates with Kumba, which books appointments by area so your route is organized before the day starts.

  • Can I bill a client after the visit if I can't process payment on-site?

    Yes. Shepherd Pay allows you to send a payment link to the client's phone after the visit. They can pay remotely without any additional setup on your end.

  • Does Shepherd work for a hybrid practice that also has a clinic location?

    Yes. Shepherd runs the same workflow across both settings—same login, same records, same tools—whether you're at a clinic or on the road.

See how Shepherd fits your mobile practice

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