To navigate to the ‘Subjective’ section:

  • From the dashboard, click on a patient with an open SOAP

  • Once open, click the ‘S’ at the top of the record.


The 'Subjective' of the SOAP is designed to be filled out at the beginning of a patient's visit. Whether you're an emergency clinic or you mostly see patients who've put something on the schedule beforehand, we've made Shepherd work intuitively with how you actually see patients.

Pro Tip: This is also a great place to use one of our talk-to-text integrations.

In the ‘Subjective’ section, you’re able to start documenting the patient’s

  • Initial complaint

  • Current medications/supplements

  • History

Regardless of which field you’re filling out, this whole section is designed to be filled out as you’re in the process of checking the patient in, and is a great tool in building rapport with the client.

Even though all the fields are fairly self-explanatory, let’s check these tasks out in a bit more detail.

Initial complaint

The patient's initial complaint can be populated in two ways:

  • The 'Reason for Visit,' when the patient's appointment is scheduled

  • As you are checking the patient into their appointment

This means Shepherd is able to adapt to every veterinary setting from an emergency hospital to a small, much more schedule-oriented clinic. And no matter the patient’s initial complaint is noted, it’s a great way to deepen the relationship with the client.

Current medications/supplements

This section is exactly what it says: a place to add any existing medications into the patient’s medical record.

If the patient is a returning patient and medications/supplements have already been added into their record from a previous Shepherd SOAP, their existing prescription History and Current medications will populate.


The history is related to the initial complaint. It can be how long the patient has been experiencing symptoms, anything that seems to have caused the symptom’s onset, and any other relevant information regarding the patient’s medical past.

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