Welcome to Shepherd!

Hello! We’re so excited to have you on board (and onboard, for that matter), and are keen to help get you and your practice up and running as quickly and easily as possible.

We know switching software comes with tons of challenges, but know that we’re here for you every step of the way—and that includes after we launch.

Shepherd was born out of frustration with existing veterinary software. We’ve combined stellar design with a robust feature set all with saving you (and everyone else in your practice) time and money.

We’re a team with several decades' worth of experience in the veterinary world, so we know what works for practices and what doesn't. If you ever need any help with anything, don’t hesitate to reach out.

Here's what this article contains:

Training

We've made some walkthroughs that guide you through just about every part of Shepherd.

To surface a walkthrough:

  1. Copy the walkthrough name (below)

  2. Paste walkthrough name in a new conversation in Intercom

  3. Press 'Enter'

Here's the recommended order:

  1. Get a quick Shepherd overview

  2. Learn how to create a client

  3. Then create a patient

  4. Get a high-level view with SOAP: Summary

  5. Start taking notes in SOAP: Subjective

  6. Take vitals (and more!) in SOAP: Objective

  7. Make an Assessment in the SOAP Assessment

  8. Make a Tx Plan in SOAP: Plan

  9. Learn about charges, invoices, and payments

Help Content Library

Our help content library holds helpful guides for just about anything Shepherd can do (and if there’s not one you need, let us know!). We’ve broken the content down by collections, each with a specific set of groups of articles crafted to help you with anything you may need to know.

In fact, we have an entire collection of different articles dedicated solely to learning the ropes of Shepherd's SOAPs and other tasks you'll do daily.

Reaching Out for Support

If you can’t find what you’re looking for in the help library, you’re always welcome to reach out and we’ll be sure to get back to you as soon as we can. You can message us through the Intercom chat (located in the bottom right corner of your screen) or drop a line to support@shepherdapp.com.

We’re here to see you succeed and are looking forward to seeing how Shepherd helps you thrive.

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