Logging in with Shepherd requires:

  1. One practice-wide email account

  2. A password

  3. A unique user PIN

Your Practice’s Shepherd Email

This is the email that’s used to log in to Shepherd from your practice. If you’re a practice manager or the person who’s in charge of getting Shepherd set up, your customer success associate will have given this to you, or it’s the same email you used to set up your trial account. Or, if you’re not in charge of getting Shepherd set up, chat with the person who is and they’ll be able to take care of you.

With the exception of users with remote access, there will only need to be one email per practice.

Your Practice’s Shepherd Password

Similar to how a practice only needs one email, there’s only one password needed to access Shepherd. If you’re a practice manager or the person who’s in charge of getting Shepherd set up, your customer success associate will have given this to you, or it’s the same email you used to set up your trial account. Or, if you’re not in charge of getting Shepherd set up, chat with the person who is and they’ll be able to take care of you.

the Shepherd login screen

The Shepherd login screen

Your Unique User PIN

Each user in Shepherd will have their own PIN. You’ll likely have received this in an email from your practice manager.

Your PIN is your unique user login, and is attached to your user name so that every change you make will be tracked in an activity log with your name attached. So don’t share it with anyone. That way, any changes made by you in a patient’s medical record (or on an invoice) will actually have been made by you—and not by someone else.

You’ll enter your PIN after you log in with your email and password. After you enter your PIN, you’ll land on Shepherd’s Dashboard.

The Shepherd PIN screen

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