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Feature Updates
Refund Page Design
The Refund page has been updated to feel more consistent with the Payment page, creating a more familiar and intuitive workflow across refund types.
Patient Service Reminders
Reminder template configuration has been updated to allow multiple trigger products in one template, reducing the need for multiple templates and simplifying setup. No action is required on existing reminder templates. They will convert to the new style and continue to function as normal, but you can combine multiple templates now if desired.
Reminders will now also have a corresponding ID in the admin settings and under each patient’s reminders, so it is easy to audit and understand why and when a reminder was created for a patient.
Inventory Order History
The Item History tab has been renamed to Order History and has been updated to make purchasing, receiving, and cost details easier to review.
Reporting
More Flexible Filtering
Invoice Summary, Summary, and Sales Tax Reports now include the option to filter by Item Administration Date or Item Creation Date
Appointment Report
The Appointment Report now includes a Reason for Visit column.
Inventory Sales & Usage Report
The Inventory Sales & Usage Report now keeps the initial ordered quantity, regardless of whether any items have been received.
Production Report
The Production Report now has a Production Exclusions tab to quickly reference what items are not included in the main production report. For example, if the option for Refills Count Towards Production is off, then any refills will now be listed in this exclusions section. Any products returned will also be listed in the exclusions section.
Integrations & Data Connection Updates
Passpaw
Passpaw integrates with Shepherd to streamline international pet travel documentation. Clinics can import patient and medical data to generate health certificates, validate requirements, and prepare USDA VEHCS submissions. With destination-specific guidance and a client portal, Passpaw reduces paperwork, minimizes errors, and simplifies travel preparation. Learn more here.
Modeus Vet S8
The Shepherd x Vet S8 integration connects your PIMS with your electronic S8 drug register to streamline controlled drug compliance. Medication activity in Shepherd automatically syncs to Vet S8, eliminating manual logbook entries, reducing errors, and keeping records accurate and audit-ready. Learn more here.
Next in Line (Open Beta)
The Next In Line integration helps veterinary practices streamline scheduling and client communication by enabling online booking and automated messaging. By connecting Next In Line with Shepherd, clinics can reduce front desk workload, minimize manual scheduling errors, and improve the overall client experience through real-time availability and automated reminders. Learn more here.