Oliver helps veterinary teams reduce no-shows, improve client communication, and save staff time. With automated reminders, a digital waitlist, and smart scheduling tools, Oliver keeps your schedule full and your clients engaged—without adding more work for your team. Learn more about Oliver.

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We’ve introduced a new setting that gives you greater control over your boarding schedule preferences. You can now choose whether to allow multiple boarding reservations on the same day.

To customize this setting, go to:
​Admin → Boarding → Settings → Allow Multiple Boarding Reservations Per Day and toggle the option according to your preference.

We’ve added a new “Patient Preferred Provider” field to patient profiles. This field allows you to select one or more preferred providers for each patient, helping ensure continuity of care and scheduling alignment.

All scheduling providers with an associated doctor user are available for selection. The selected providers will be visible during appointment scheduling, offering greater visibility and helping staff align appointments with patient preferences.

We’re excited to introduce the newest addition to our reporting suite: the User Activity Report. This report provides a centralized view of user activity across your organization, helping you monitor engagement and ensure operational transparency.

Key features include the ability to filter by:

With these flexible filters, you can quickly drill down into specific actions or patterns and make informed decisions with confidence.

👉Learn more about the User Activity report!

We’re excited to introduce User Teams, a powerful new way to organize and collaborate within Shepherd!

Users can now be grouped into teams, making it easier to coordinate across core workflows like tasks and messaging. When an item is assigned to a team, all members are notified - ensuring the right people are informed and nothing falls through the cracks.

This update enhances communication, streamlines assignments, and supports more efficient teamwork across your organization.

👉 Learn more about User Teams

You can now add titles to your message conversations for easier reference in medical records.
Titles can be added directly from your messaging inbox or after a conversation has been linked to a client. This makes it easier to quickly identify and retrieve the relevant conversation when you need it - no second-guessing required.

We’ve introduced a User Activity Log on the Whiteboard page to help you stay informed and in control. This log provides a clear record of recent events, changes, and updates - making it easy to track actions and recall important details at a glance.

Stay organized and never miss a beat with improved visibility into your team’s activity.

We’ve added Client Type as a new field within the Bulk Edit → Client tool!
This enhancement allows you to update client records with client type associations in bulk, saving time and ensuring consistent data management across your client base.

Perfect for onboarding updates, data cleanup, or large-scale changes - no more one-by-one edits!

We’ve optimized how declined items on estimates are handled to improve visibility and alignment across your workflows.

Now, any declined items from an estimate are automatically transferred to the SOAP Plan → Ordered Treatment section when an estimate is transferred into the plan. This ensures seamless continuity between estimation, patient care, and medical records, allowing your team to stay fully informed and aligned.

We’ve unified and refined financial-related terminology across our Inventory features to improve clarity and alignment when interpreting key values.

Projected Revenue

This term now consistently represents projected revenue excluding inventory costs.

Total Cost Value

This term indicates the total inventory cost value, calculated as follows:

These enhancements aim to ensure consistent understanding and more informed financial decision-making across your inventory workflows.

We've refined the language used in inventory lot management to improve clarity and ease of understanding. When the inventory lot archiving feature is enabled, relevant inventory transactions now clearly indicate lot archiving events with distinct and consistent terminology. This ensures better transparency and tracking throughout your inventory records.
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To support optimal system performance and deliver a smoother user experience, we are introducing new limits on the number of future scheduled treatments allowed on the whiteboard.
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New Limits Being Introduced

These changes are designed to prevent performance issues and improve overall usability, especially in high-volume scenarios.

To improve clarity and consistency in appointment related messaging, we've updated the communications sent during various stages of the appointment request process. These enhancements ensure pet owners receive clear, actionable updates through each step of the scheduling experience.

📨 Appointment Request Received

Subject: Confirmation – Appointment Request Submission Received

Your appointment request submission for [patient name] has been received. We will review your request shortly. Please monitor incoming communications for further details and any necessary follow-up actions. You can also monitor your request status by logging into your Pet Portal. Click here to log in. If you have any questions or require further assistance, please do not hesitate to contact us.

📅 Appointment Suggested – Confirmation Needed

Subject: Appointment Suggested – Confirmation Required

We have reviewed your appointment request for [patient name], and would like to offer the following appointment: [date] [time] AM/PM. Please confirm your availability for this appointment at your earliest convenience. If the proposed date or time does not work for you, kindly let us know, and we will do our best to accommodate an alternative appointment. You can confirm, request a new appointment scheduling, or cancel your request from your Pet Portal. Click here to log in. If you have any questions or require further assistance, please do not hesitate to contact us.

✅ Appointment Confirmed

Subject: Appointment Scheduled for [Date] at [Time] AM/PM

Thank you for confirming [patient name]'s appointment on [date] at [time] AM/PM. Please ensure that we receive any previous vaccination and medical records before the scheduled appointment. Alternatively, you may present [Patient Name]’s records in person. If you have any questions or require further assistance, please do not hesitate to contact us.

❌ Appointment Request Declined

Subject: Declined – Appointment Request Submission

Your appointment request submission for [patient name] has been declined. If you have any questions or require further assistance, please do not hesitate to contact us.

🔕 Streamlined Communication

To reduce unnecessary notifications, communication is no longer sent when appointment requests are deleted within Shepherd.

Thanks to your valuable feedback, we’ve introduced several key improvements to the Production Report. The report now features a fully interactive interface, designed to offer greater flexibility, clarity, and export capabilities—including PDF export.

🔍 Advanced Filtering Options

The new interface empowers you with more precise control over report data. You can now filter results based on:

📊 Improved Report Structure

The updated report layout is organized primarily by:

Within each category, you can expand sections to view individual production items, making it easier to analyze performance at both a summary and detailed level.

💰 Clear Financial Insights

At the bottom of each production user's section, across product categories, and at the end of the report, you'll find comprehensive totals such as:

Metrics are shown both in dollar amounts and percentages, ensuring a complete understanding of individual and team contributions.

Learn more about the Production Report

To improve clarity within medical records, we’ve updated the terminology used in treatment handling within SOAPs.
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🔹 “Entered By” Replaces “Administered By”

We’ve replaced the “Administered By” label with “Entered By” to more accurately reflect the user who recorded the treatment in the SOAP.
This change helps eliminate confusion and ensures a clearer distinction between the person documenting the treatment and the one potentially administering it.

🔹 Reverse Treatment Labeling

Alongside this phrasing enhancement, we've made improvements to how reverse treatments are labeled and displayed, aligning with this terminology update to maintain consistency across all treatment-related actions.
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These adjustments are part of our ongoing efforts to enhance transparency and accuracy within the medical record workflow.

We’ve expanded the item activity log to now include a comprehensive snapshot of all fields at the time of item creation.

This enhancement provides:

These improvements ensure you can confidently track and review the complete history of changes for any item.
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The PDF lab results for Zoetis testing now include the Supervising Doctor associated with the SOAP in which the lab was ordered.

This enhancement ensures:

This small but important update helps streamline communication and enhances the professional presentation of lab results.

We’ve made key OpenAPI enhancements in this release to support more intelligent workflows and data consistency across tools—especially for task coordination, provider preference syncing, and team-based assignment handling. These updates help ensure your external integrations stay aligned with how your team operates in Shepherd.

User Teams Support
You can now access and assign User Teams through the OpenAPI, making it easier to coordinate workflows across task automation, team-based assignments, and internal integrations.

Endpoints:

This update improves support for managing assignments across teams in multi-user environments.

Patient Preferred Providers
The patient endpoint now supports the Patient Preferred Provider field, helping external tools stay in sync with provider preferences used during appointment scheduling.

Example field:
​"patientPreferredProviders": [{ "providerId": "abc123", "provider": { ... } }]

This makes it easier to reflect provider alignment logic in custom scheduling or CRM integrations.