Use the Global Search feature to quickly find Products, Bundles, Patients, Clients, and Prescriptions from anywhere in Shepherd.
To start a search:
Click the magnifying glass icon in the upper-right corner of any page
Begin typing your search term
Optionally, apply filters to narrow results by category (e.g., Product, Client, Patient)
This tool helps you move faster by reducing the need to navigate through multiple menus. Whether you’re updating a patient record or locating a specific prescription, global search gets you there in just a few clicks.
Use filters to refine your results and find exactly what you need more efficiently.
