Products and services encompass everything that can be on an invoice. Whether it’s medication, procedures, examinations, food, etc., they will all be in the ‘Products’ section of Admin.

To get to ‘Products,’ click ‘Admin’ and then click ‘Products.’

Every product needs to belong to a category. On top of helping keep your products and services organized, categories provide each product with an overarching set of rules that help ensure your charges and production tracking are accurate.

To add a new product category, click the ‘Add New’ button on the top right of the screen.

When you add a new category, the first thing you’ll need to give the category a name. You can also give the category a parent category. For example, if you’re making a ‘MRI’ product category, your parent category could be ‘Imaging.’ You have the option to create a new Parent Category within the New Product Category page under the Parent Category dropdown (first option).

You’ll also need to decide whether or not the category is discountable; if so, toggle on the Client Discount Eligible option.

Dispensing fee groups can be set up from the main products section and then applied to each product and service.

This is the tab you’ll land on when you click on ‘Products.’ It’s where all of the products and services your practice offers live in the Shepherd database. From this tab, you’re able to:

To add a product or service, click the ‘Add New’ button on the right side of the screen. When you make a new product, you’ll have to fill out the following fields:

Depending on the ‘Product Type’ you select, you’ll have to add different fields that support that product type (since things like ‘Injectables’ and ‘Services’ require different kinds of data attached to them).

Automatic discharge instructions can be linked to products and services as well as diagnosis. When a discharge instruction is linked to a product or service, when that item is administered in the SOAP or a prescription is added in the Rx tab, the discharges will automatically populate.

Adding a task to a product or service means that, whenever that product or service is administered, a task will automatically be created in the ‘Tasks’ section of Shepherd.

When you add a task, you’ll need to give the task a name as well as a due date. You can have the task automatically assigned the task to a user interacting with the SOAP (supervising doc or assigned user) or no assigned user.

You can set up a medical record note to automatically populate when that product or service is administered in the SOAP. This helps save time from having to type the same details many times. When a treatment is added, the note will populate under that item in Tx History where you can make any edits and then apply the note. (It will not automatically apply to the record.)

To save time, you can create default prescription directions for your medications. Anytime you create a new Rx, both within and outside of a SOAP, the default directions will pre-fill but can also be edited on an as-needed basis.

To add default prescription directions, toggle on "Product Default Directions"

When a product or service is administered, it can automatically update the patient status to Female Spayed/Male Neutered or Deceased.