🚀 New Features & Capabilities
SummarizeAI | Patient History Summaries
SummarizeAI gives teams a clear, structured overview of a patient’s medical history without scrolling through years of records. It analyzes existing data in Shepherd including notes, vitals, medications, lab work, and visit history to generate an organized, read-only summary in seconds, helping teams prepare for appointments and make informed decisions faster.
What’s New
Instant Patient History Summaries: Generate a structured summary of a patient’s medical history using existing Shepherd data.
Five Organized Sections: View Clinical Summary, Visit Recap, Medications and Supplements, Lab Work, and Behavior and Lifestyle.
Multiple Access Points: Launch SummarizeAI from the Patient Profile or directly within active SOAP notes.
Read-Only and Controlled Updates: Summaries remain visible until patient data changes and only refresh when you choose to regenerate.
Clear Generation Feedback: See progress indicators during generation and return later if needed.
Why It Matters
Saves Time Before Appointments: Quickly understand long-term history without manual chart review.
Improves Clinical Context: Gives teams a consistent, high-level view of complex patient records.
Reduces Cognitive Load: Organizes years of information into an easy-to-scan format.
Supports Better Decisions: Helps clinicians focus on care instead of record navigation.
SummarizeAI creates a structured overview of a patient’s medical history using existing Shepherd data and helps teams prepare faster by organizing years of records into clear, easy-to-read summaries. Learn more about SummarizeAI in our Help Center.
🧩Integrations & Data Connection Updates
Midwest Veterinary Supply | Direct Ordering (Closed Beta)
The Midwest Veterinary Supply Purchase Order Integration gives practices a seamless way to manage ordering and inventory within Shepherd. Clinics can place purchase orders directly, receive invoices automatically, and access real-time product and pricing updates from Midwest - all without leaving Shepherd!
By reducing manual entry errors and saving valuable staff time, this integration helps keep inventory accurate and up to date. By streamlining supply management, clinics can spend less time on administration and more time focusing on delivering quality patient care. Learn more about the integration here.
MWI Animal Health | Purchase Order Integration (Closed Beta)
The MWI Animal Health Purchase Order Integration allows practices to manage ordering directly within Shepherd. Clinics can link Shepherd inventory items to MWI products and submit purchase orders without leaving Shepherd.
By reducing duplicate entry and supporting a more centralized purchasing workflow, this integration helps improve ordering accuracy and save staff time. Learn more about this integration here.
Radimal | Diagnostic Imaging Integration
The Radimal Integration connects Shepherd with Radimal to streamline diagnostic imaging workflows. By importing patient data directly from Shepherd and automatically syncing completed radiology reports back, practices can reduce manual entry, improve accuracy, and keep imaging documentation centralized in the patient record.Learn more about Radimal integration here.
Vetcove | Ordering Integration (Closed Beta)
The Vetcove Integration connects Shepherd with the Vetcove ordering platform to reduce the need to switch between systems. By linking inventory items and syncing orders automatically, practices can streamline purchasing while keeping inventory accurate in Shepherd.
We've partnered with Vetcove to integrate the ordering experience within Shepherd's workflow. The integration aims to reduce the steps to navigate between two systems, saving you valuable time. Learn more about Vetcove integration here.
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