IDEXX Web PACS Is Now Live!
Our IDEXX Web PACS integration is officially out of beta and available to all Shepherd users. This integration streamlines the way you order, view, and manage diagnostic imaging from IDEXX directly within Shepherd. With seamless access to imaging studies and automated order syncing, you can simplify your workflow and enhance patient care—all without leaving your Shepherd account. Learn more in our Help Center

Easily organize your boarding resources with optional wards.
Boarding wards let you group resources into specific areas, making it easier to manage and recall them when needed. Once enabled, you can classify resources under parent wards and filter your main boarding calendar to focus on specific areas.

To make things even more streamlined, your boarding settings now have their own dedicated Admin Settings tab—so everything is easier to find and manage.
​Learn more about Boarding Wards in our Boarding Features guide!

Navigating the boarding calendar is now smoother than a cat on a windowsill. Zoom in or out by holding CTRL (or ⌘ on Mac) and scrolling with your mouse wheel. Need to pan left or right? Hold Shift and scroll horizontally. No more squinting at the screen
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To better support your preferred use of cancellation reasons, we’ve added a new customization option.

Ever canceled a block appointment and thought, "Should I explain why?" Now, you can decide! Head to Admin Scheduling → Cancellation Reason Settings to toggle the "Require Cancellation Reasons for Scheduling Block Cancellations" option. Choose your own adventure!
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To access this setting, go to Admin Scheduling → Cancellation Reason Settings, and look for: "Require Cancellation Reasons for Scheduling Block Cancellations".
​By default, this setting is enabled—meaning cancellation reasons will be required when removing blocks. If you prefer not to require a reason, simply disable the setting.

We've expanded our patient profiles to include new sex status options: FS/OSS, MN/VAS, and Altered/Other. Because every pet's unique status deserves recognition.

First impressions matter! Customize the message clients see when they access the Pet Portal by navigating to Admin → Client Communications → Pet Portal → Customization. Scroll to the bottom to find the Default Landing Page Message setting. Don't forget to hit Save after adding your personal touch!

To accommodate regional regulatory requirements, we've introduced two formatting options for written prescriptions:
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Substitution Permitted | Dispense as Written: The existing layout with the "Substitution Permitted" line on the left.

Dispense as Written | Substitution Permitted: An alternative layout placing the "Substitution Permitted" line on the right.

Choose the format that best suits your needs in the Admin Clinic Settings.

All other written prescription functionality remains unchanged.

Review and modify Production User assignments directly from the Invoice Summary tab on your SOAP page. This centralized approach helps reduce errors and ensures accurate production tracking.
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Referral Sources can now be assigned directly to Patient profiles within the General Information section.

Referral Sources can now be assigned directly to Patient profiles within the General Information section. Manage these options centrally under Admin → Clinic Settings → Referral Source Settings to maintain consistency across records.

🎉 Please join us in giving a warm welcome to the newest addition to our reporting suite — the Estimate Report!
This initial release provides key insights into estimate statuses and general information to support overall estimate monitoring.

Assign automatic tasks to specific users within Product Details → Automatic Task Settings.

Autosave is now active in the Discharge Instructions section of the SOAP!

Say goodbye to lost work! Autosave is now active in the Discharge Instructions section of the SOAP, ensuring your notes are captured more reliably across various workflows.

We’ve introduced a new design element in Estimates to improve clarity around pricing and weight entry related events.

We've improved clarity in weight and cost estimation sequences within Estimates. Now, your estimates will be as precise as a cat's pounce!

To improve clarity while configuring production and commission settings, we’ve refined the language and streamlined the design layout.

Our End of Day report has received some special updates, bringing new features and enhancements to improve custom reporting needs, reconciliation, and financial tracking.

Some key changes to note are:

We're excited to continue enhancing our reporting capabilities to better serve your needs! If you have questions or feedback, our support team is here to help.

The Whiteboard just got a design upgrade!

You’ll now see full client and patient names displayed in each row for clearer identification.
We’ve also added a date and time design element to provide better clarity for scheduled treatments.

We’ve made several OpenAPI updates in this release to support more robust integrations—especially for those working with client communication tools, inventory tracking systems, task workflows, and multi-site environments. These updates help ensure data stays in sync between Shepherd and any connected third-party platforms.

You can now read and create tasks through the OpenAPI. This supports automating to-dos, reminders, or follow-ups linked to clients, patients, or SOAPs.
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Endpoints:
GET /pav2/open-api-tasks
POST /pav2/open-api-tasks/write

We’ve introduced a new endpoint to retrieve inventory transaction events, including adjustments, transfers, and other activity logs that affect inventory balances.
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Endpoint: POST /pav2/open-api-inventory-status

You can now access scheduling template data through the API. This includes availability and restriction configurations to support better coordination with third-party calendar tools.
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Endpoint: GET /pav2/open-api-schedule-templates

You can now manage a client’s opt-in preferences for email, SMS, and reminders through the API, including fields for mass communications, direct messaging, and reminders. This ensures external systems stay in sync with Shepherd's communication settings.
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Endpoint: POST /pav2/open-api-clients/write

You can now export all patient notes through a two-step background process: one endpoint to start the export job and another to check its status and download the resulting CSV.
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Endpoints:
POST /open-api-patient-notes/bulk-export
POST /open-api-patient-notes/bulk-result

You’ll now see better support for filtering by clinicId across multiple endpoints, including SOAPs, refill requests, discharge instructions, and balances—making it easier to work with multi-site data.