The ‘Diagnoses’ section of Shepherd’s Admin contains all of the diagnoses that can populate within the ‘Assessment’ section of a patient’s SOAP. These are all from the AAHA database and have their own SNOMED CT Concept ID.

To get to the ‘Diagnoses’ section of Admin, click ‘Admin’ and then click ‘Diagnoses.’

When you’re in the diagnoses section, you’re able to do a few things:

  • Search for a diagnoses

  • Sort diagnoses

  • View diagnoses

  • Edit diagnoses

If you’re looking for an interactive, high-level overview of the ‘Diagnoses’ section, we have a walkthrough that should do the trick.

Search for Diagnoses

To search for a diagnosis, type its name into the search bar at the top left of the screen. The list below will automatically filter to results that have the text you’ve typed in.

Searching broad terms is a great way to see all the specific diagnoses that are available for similar symptoms.

Sort Diagnoses

The diagnoses list will automatically be sorted A to Z. If you want to change the sort order to Z to A, click the arrows to the right of ‘Diagnosis.’

View A Diagnosis

To see specifics about a diagnosis, click the ‘view’ icon (looks like an eye) on the right side of the screen under ‘Actions.’

Viewing a diagnosis allows you to see its:

  • Preferred Description

  • Acceptable Descriptions

  • SNOWMED CT Concept ID

  • Subset (AAHA, AAEP, SAS)

  • Status

  • Discharge Instructions

Editing a Diagnosis

There are a few ways to edit a diagnosis.

  • Click the diagnosis in the ‘Diagnoses’ section of Admin

  • View a diagnosis (see above) and click the ‘Edit’ button at the bottom

Regardless of how you get into editing a diagnosis, you’ll be able to:

  • Activate/deactivate it

  • Add discharge instructions

Activating or Deactivating a Diagnosis

If you’re finding that there are similar diagnoses in the database(s) you’re using, you can deactivate any diagnoses that you feel are the same as another diagnosis. Whittling down the number of diagnoses and reducing diagnosis redundancy is a great way to ensure consistent care across all patients, as well as minimize the amount of confusion on medical records and in discharge instructions.

Activating or deactivating a diagnosis is done by toggling the ‘Active’ switch to the ‘On’ (dark blue with the circle on the right) or ‘Off’ (light blue with the circle on the left) position.

When you’re done, click the ‘Save’ button at the bottom of the screen.

Adding Discharge Instructions to a Diagnosis

If you find yourself manually inputting discharge instructions for specific diagnoses, adding discharge instructions to a diagnosis is a huge time saver. Shepherd comes with hundreds of discharge instructions already, but you’re welcome to add your own—or edit the approved ones we have, as well.

To add discharge instructions to a diagnosis (or edit existing ones), click into the freeform text field and add/edit the instructions to your liking.

Tip: this is a fully formattable text field, so you can control everything from font size to color. You can even add pictures if you want.

Note: remember that these are supposed to be generic discharge instructions that can apply to any patient with this diagnosis. You’ll be able to edit them on an individual basis within the patient’s SOAP, but the goal of this is to minimize the amount of work up front by making these as generic as possible.

When you’re done, click the ‘Save’ button at the bottom of the screen. After the discharge instructions have been saved, they’ll populate whenever the diagnosis is added to the patient’s medical record.

Adding Additional Diagnosis Subsets

While Shepherd’s standard diagnosis database is AAHA, there’s also the option to add in diagnoses from the AAEP (American Association of Equine Practitioners) and the SAS (Small Animal Specialty) databases, as well.

To activate those:

  1. Click ‘Admin’ then ‘Clinic Settings’

  2. Click ‘Edit Clinic Settings’

  3. In the bottom right corner in the ‘Diagnoses Settings’ box, click the toggles to activate them

  4. Save by clicking the ‘Save’ button at the bottom

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