Clinic settings provide behind-the-scenes options that keep your Shepherd account running smoothly. From tax rates and payment types to SOAP defaults and practice hours, this is where you customize Shepherd to match your clinic’s workflows.

Navigate to Admin → Clinic Settings. You can open settings by clicking the tile header or by selecting an individual section.

Manage billing details and subscription information.

Our all-in-one payment solution brings you simple payment processing, right from your practice management software! Learn more about Shepherd Pay.

Tax rates can be based on Client Zip Code, Clinic Address, or Product.

Include Rabies Certificate on Invoice: Automatically displays any Rabies certificate(s) on invoices

Include Discharge Instructions on Invoice: Displays patient discharge instructions on invoices

Include Patient Reminders on Invoice: Displays upcoming patient reminders on invoices

Include Appointments on Invoice: Displays scheduled appointments on invoices

Prevent changing the default supervising doctor for production: When enabled, the default production user assignment will always be the supervising doctor, regardless if the treatment administering user has production enabled.

Require Production User Assignments: When enabled, all invoiced items must have a designated production user assigned.

Use default provided payment types or add any custom payment methods. Select + Add New to add a new custom payment type, or select the edit pencil icon to update any existing payment type.

Client discounts are applied to discountable line items and are automatically calculated on invoices. To create one, simply assign a descriptive name (e.g., Employee, Teacher, Military) and a default discount percentage, or define it by product type. Client discounts are applied to the client profile when creating or editing a client.

Written Prescription Signature Format: Customize the order of the signature lines on written prescriptions to comply with state-specific regulatory requirements. Adjust the placement of ‘Dispense as Written' and 'Substitution Permitted' lines based on your state's guidelines.

Invoice Note: Add a note, update, or information regarding closures that printer on every invoice.

Estimate Disclaimer: Write a disclaimer that will appear on every estimates.

Statement Note: Write a note that will appear on every client statement.

Postcard Note: Add a note that will print on the bottom of reminder postcards.

Rabies Certificate: Add a note that will print on the bottom of rabies certificates.

Save time when writing records and add shortcuts to quickly input your custom pre-determined text throughout Shepherd. Learn more about Clinic Shortcuts.

Locations are anywhere a patient can be in your practice - parking spots, the lobby, boarding, surgery, or exam rooms. To add a new location, select + Add New. You can also edit or archive an existing location by selecting the pencil icon.

A Referral Source is anything that helps bring clients to your practice - this could be another referring clinic, a digital marketing campaign, or even a search engine result. Tracking referral sources is a great way to understand where your new business is coming from.

To create a new referral source, simply click the + Add New button.
You can also edit or archive an existing source using the pencil icon next to it.

Referral sources can be:

Shepherd offers the ability to assign a client type classification to client profiles. This supports enhanced reporting and makes it easier to identify client types within profiles. Learn more about Client Types.

Enable Transcribe AI: When Enabled, TranscribeAI captures spoken observations and client conversations during visits, then intelligently places the medical details into the correct SOAP note fields to save time and improve accuracy.

Default to normal Physical Exam Template values: When enabled, Physical Exam Templates used within TranscribeAI features will, by default, retain ‘normal’ examination elections unless marked abnormal by context.

Default Weight Unit: Selects the default unit for weight measurements in patient records (g, kg, or lb)

Temperature Unit: Selects the default unit for temperature measurements in patient records (Celsius or Fahrenheit)

Include Blood Pressure on Vitals: When enabled, the Systolic/Diastolic (MAP) mmHg blood pressure fields will default appear in the Vitals section of your SOAP.

Shepherd uses the American Animal Hospital Association (AAHA), American Association of Equine Practitioners (AAEP), and Small Animal Specialty (SAS) subsets from SNOMED codes. AAHA codes are enabled by default and you may opt to also include AAEP and SAS codes. We recommend having all codes enabled as some diagnoses may only be included in one subset. You can disable any duplicates or irrelevant diagnoses you do not want available as options.

Inactivate or re-activate diagnosis codes and enter Discharge Instructions.

Shepherd provides many default body maps that are used within physical exams. you can remove any body maps you don’t need in your account.

Create, edit, and archive Physical Exam Templates

Use a default label template, or customize your own for Prescription, Patient, and Cage Card labels. Learn more about Label Printing.