The Front of House webinar is a practical walkthrough of every major workflow your front desk team uses in Shepherd — from creating clients and patients, to scheduling, check-in, refills, payments, refunds, discounts, and quick invoices. It also covers key reports and how to reach support.

The Back of House webinar walks through the full clinical workflow inside Shepherd — from checking in a patient through the complete SOAP, including estimates, physical exam templates, Transcribe AI, labs, treatments, prescriptions, and bundles. It also covers how to manage the dashboard, patient records, and the Message Center.

Walk through end-of-year inventory in Shepherd before you need it. This webinar covers common EOY questions and best practices to help your team close out the year smoothly.