Midwest Veterinary Labs' purpose is to ensure accurate and quality animal health testing with excellent customer service. MVL is a full-service veterinary reference laboratory with the ability to service large and small animal practices as well as avian, reptile, and exotic samples.

Midwest Veterinary Labs ensures quick turnaround on results with the prompt and efficient delivery services they provide. They take pride in being able to work with each individual clinic to meet their needs, as well as maintaining effective communication with their on-site lab technicians who personally handle patient samples.

Visit our Midwest Veterinary Labs help guides to learn more!

Shepherd now offers a customizable appointment cancellation reason list. You can access the cancellation reason list by following: Admin -> Scheduling -> Appointment Cancellation Reason. On release, this feature is usable immediately without further activation, and a default comprehensive reason list is provided, which you can update and modify as needed.

Visit our Schedule Settings help guide to learn more!

If you've imported an estimate into a SOAP and there was an error so you need to remove the estimate, you can utilize the reverse import action to remove the estimate. This action is not available for Locked SOAPs, or if the estimate has been approved or transferred into the treatment plan already.

You can initiate the reversal of the import from 3 key areas:

You'll appreciate a reverse arrow icon or a Reverse Import action option if the capability is available. Visit our Estimates help guide to learn more!

When accepting a check as a payment, you can now define a check number. You will also have visibility to the check number within any areas where payment details are displayed.

Visit our Payments help guide to learn more!

Our prescription features now support the ability to renew prescriptions. This is helpful in events where you are wanting to duplicate an existing previous prescription that has expired to create a new similar prescription. Renew Prescription capability can be accessed from the patient profile under the new Prescription tab. You'll appreciate a round medication icon within the action column which triggers the prescription renewal. A renewed prescription will open a new prescription page, with suggested details from the existing prescription that the renewal was initiated from. Cancelled prescriptions do not support renewal capabilities.

Visit our Prescription Management help guide to learn more!

We now offer the ability to assign a client type classification to client profiles. This change supports additional client categorization within reporting for added analytical capabilities as well as ease of client type reference when viewing profiles. This new feature is optional, and can be configured by following: Admin -> Clinic Settings -> Settings -> Client Types. Once you've prepared a Client Type list, you can begin assigning these to client profiles. The client type field is accessible from within the general information details of the client profile.

Visit our Client Type help guide to learn more!

To better support insights into SOAP activity, we are introducing a new report - the SOAP report. The SOAP report captures insights focused on SOAP activity which includes a visit's team such as supervising Dr and assigned users, as well as other visit details such as the time stamps between status changes, and related financial metrics to evaluate productivity and performance. To generate the report you must select a SOAP status to initially filter data results by. You can additionally filter by Supervising Doctor(s) and or Assigned User(s), or filter the data further while you're viewing the report.

Visit our Reports Overview help guide to learn more!

To better support insights into discount events, we are introducing a new report - the Discount report. The Discount report offers a breakdown of applied discounts by type, showing original prices, discount amounts, discount percentages, and the final adjusted price. Discounts are categorized by Client Discount Type or Manually Applied Discounts. Manual item price changes on invoices not utilizing discount features are not captured in this report due to their increase or decrease possibilities. The report also offers a grand total of discounts offered, an original total sum, and a discount total sum for easy analytical overview. You can generate the report by a specific discount type, or filter data while you're viewing the report.

Visit our Reports Overview help guide to learn more!

To better support insights into Purchase Order history, we are introducing a new report - the Purchase Order History report. The Purchase Order history report helps evaluate inventory purchase order habits and provides essential accounting data for financial teams, supporting analytical needs around purchasing trends. You can generate the report by custom vendor or status advanced filters, or filter data while you're viewing the report.

Visit our Reports Overview help guide to learn more!

As a continuation of our report enhancement objective, you are now able to pin data columns within reports. This will freeze that column in place while you are comparing multiple columns across a report. To pin a column simply select the pin icon available within any column title block. When the pin highlights yellow, you have pinned that column. As you scroll left or right, the pinned columns will freeze and collect alongside each other.

Visit our Reports Overview help guide to learn more!

If the Shepherd Pay payment integration is enabled for your account, you'll now have 2 new payment detail columns: Authorization ID and Last 4 Digits of Card visible anywhere payment information is offered. This includes the client profile, invoice pages, as well as the Summary and Transaction reports.

Visit our Payments help guide to learn more!

Statement PDFs now support a custom note that you can share specific instructions or details with your clients when transmitting statements. The custom note will be included at the bottom of every statement. You can update your custom Statement note by following: Admin -> Settings -> General -> Notes & Disclaimers -> Statement Note.

Visit our Clinic Settings help guide to learn more!

Tasks now support the ability to assign priority statuses to better assist with actioning higher priority tasks first with less manual review. Tasks are automatically assigned as a default medium priority with the option to increase priority to urgent, or decrease to low. Automatic tasks can also be assigned a default priority, to ensure that any new tasks are created with your preferred priority. Tasks are organized by due date chronologically and then priority status within each date.

Visit our Task help guide to learn more about tasks!

We've optimized the visibility of declined treatments from estimates within the patient's lifecycle view. You will now appreciate a color visual + text indicator of declined treatments.

Visit our Patient Lifecycle help guide to learn more!

Our invoice PDFs have received an update! As a part of the objective to condense the invoice print onto fewer pages when printed, and to support the usage of two window envelopes, the layout of invoices has changed.

Invoices no longer display a discount column by default on PDF generation, unless a discount is included within any of the invoice item rows. Below you're provided an example without a discount, and with for comparison.

Visit Invoices Overview help guide to learn more!

The patient's prescription list has been relocated from the right-sided bar to a new tab within the main body of the patient page. A new Prescription tab is now available. This change supports a more interactive and dedicated prescription management area.
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With this design change, we've also included the ability to search a prescription history, download or export a prescription list with or without discharge instructions, filtering capabilities to show cancelled or chronic medications only, as well the ability to pin commonly interacted with prescriptions to the top of the prescription record. The ability to cancel a prescription event was also added directly into the prescription record area, reducing the need to navigate to any additional pages to complete a cancellation.

Visit our Managing Prescriptions help guide to learn more!

Our Referral Source features now support the ability to define a phone number in addition to an email address. Navigate to Admin -> Clinic Settings -> Settings -> Referral Sources to update any Referral Source options, or add new Referral Sources!

Visit our Referral Source help guide to learn more.

The existing Accounts Receivable report has received a few updates! Report results can now be advanced filtered by account status - outstanding balance or credit balance. This will assist with separating accounts which have a deposit present on their profile versus an owed amount to ensure you are reviewing the most relevant data for your analytical needs. A new invoice status filter has also been introduced. This supports filtering account balances by associated invoice types. If you do not transmit statements for active or charges complete invoice types, you can elect to only review checked out invoices. Additionally, the AR report also offers a new Inactive Client filtering toggle. The toggle filter will default load disabled, and this will provide an active client list only when viewing a report. Enabling the toggle will include your inactive client profiles, with a status indication.

Visit our Reports Overview help guide to learn more!

The existing Product report has received a few updates! A new column titled 'Linked Inventory' now is included to easily recall any products that are not linked to inventory, or easily review the associations at a glance. This column can also be filtered and sorted to organize your product list by items needing specific attention relating to inventory associations. Another new column has been included titled 'Previous Selling Price' to offer better insights into any recent price changes. We have also additionally added a column for Markup % and Markup Amount. This ensures you have an analytical overview to your markup percentages or amounts to ensure pricing accuracy and consistency.

Visit our Reports Overview help guide to learn more!

The existing Reminders report received a new filtering possibility update. The communication preferences column can now be filtered by reminder communication preference indication. This ensures you are able to recall a list of communication preferences across your clients to ensure you have appropriate communication details. This also ensures you can easily recall if there are select clients who need manual engagement to receive patient service reminders successfully.

Visit our Reports Overview help guide to learn more!

The existing QuickBooks Journal Entry report now supports additional filtering capabilities in each data column. Additionally, rows now organize alphabetically by parent description, which is the primary identification type for the data.

The existing Vaccine report received a few updates. It is now possible to search within the client address column so you can filter results by a specific city or zip code for example. A new advanced filter has also been added to include or disregard archived vaccination events.

Visit our Reports Overview help guide to learn more!

Block notes defined with schedule template settings now appear on the appointment calendar, matching the behavior of manually placed blocks.

Visit our Schedule Template help guide to learn more!

Within the invoice dashboard, under the Remaining Balance tab, you are now able to filter the shown client rows by status (active/inactive). This ensures you are able to refine your client list and transmit statements to your preferred client list.

Visit our Statements help guide to learn more!

Our statement layout has received a few enhancements. The header now is organized to support two-window envelope usage when mailed. The statement print also includes a summary of invoices and associated payments, as well as an aging balance table, and a complete itemized breakdown of each included invoice. The statement print also now supports a custom note that can be included optionally at the end of each statement, and a clear statement title as well as labeling on each subsequent page.

Visit our Statements help guide to learn more!