PetDesk is currently in closed beta, but we're gearing up for an exciting public launch very soon!
Simplify your clinic with PetDesk’s user-friendly client engagement tools to boost clinic admin efficiency and client relationships. PetDesk includes a #1 rated pet parent app and ensures automated, effortless client engagement, while PetDesk Phones (Kontak) enables shorter, productive and more personalized calls. PetDesk integrates seamlessly with Shepherd to eliminate tedious data entry and reduce front-desk workload so you can reclaim your time, delight your staff, and your clinic.
Integration Perk
Reclaim hours daily and eliminate double data entry with seamless syncs. Reduce phone calls by over 50% with automated reminders, two-way texting, and an intuitive pet parent app for self-service.
Integration Overview
The integration with Shepherd enables seamless synchronization of client and patient data, unlocking a suite of enhanced capabilities within the PetDesk platform - accessible via both the web interface and mobile app.
Key Features and Benefits
Automated Data Sync
Effortless transfer of client and patient information from Shepherd into PetDesk, ensuring records are always up to date.Enhanced Client Communication
Streamline communication workflows with tools to manage messages, reminders, and confirmations, directly within PetDesk.Scheduled Appointments: View and manage confirmed appointments
Scheduled Requests: Track and organize appointment requests submitted by clients.
Confirmation Call Lists: Generate call lists for confirming upcoming appointments.
Scheduled Appointments: View and manage confirmed appointments with real-time syncing.
Smart Messaging Capabilities
Leverage PetDesk’s messaging features, powered by synchronized data, to deliver timely and relevant communications.Compliance & Reminder Reporting
Access detailed compliance reports tied to patient service reminders, supporting proactive healthcare and improved client adherence.Client Insights & Analytics
Monitor key metrics and statistics to better understand client behavior and clinic performance.
Configuring the PetDesk Integration with Shepherd
To enable the integration, follow these steps within Shepherd:
Within Shepherd, navigate to:
Admin → Integrations → Data Connections → PetDeskToggle the "Enable Integration" switch to activate the connection.
Next, navigate to your Admin Clinic Settings to record your Clinic ID
Finally, contact PetDesk to provide your Clinic ID and complete your PetDesk account configuration
Login into your PetDesk account with your new login credentials provided for each location.
If you have multiple locations and wish to integrate just one location, please make sure you state which location we are connecting. Every location has a unique ID, and if we’re integrating multiple locations, each one will be connected to a separate instance.
Need Help?
If you have any questions or need assistance with the integration, feel free to reach out to PetDesk Support:
Email: support@petdesk.com
Phone: 844.PET.APPT (844.738.2778)