Getting patients on the books (and keeping those books organized) is paramount for running a veterinary practice. Thankfully, Shepherd makes scheduling patients a snap. Plus, there are a few ways to schedule a patient, all of which have their own benefits. You can schedule a patient through the:

  • Patient's dashboard

  • Client's dashboard

  • Schedule

Scheduling an Appointment through the Patient Dashboard

See our walkthrough for scheduling a patient.

The way we usually recommend people schedule a patient is through the patient's dashboard. This allows whoever's scheduling the appointment to build a bit of rapport with the client, as well as allows Shepherd to populate some helpful information along the way.

To open the patient's dashboard:

  1. Click 'Clients/Patients'

  2. Search for the patient

  3. Click on their name to open their dashboard

From the patient's dashboard, you'll be able to see a few things that can help inform the reason (or additional reasons) for their upcoming visit:

  • Upcoming appointments

  • Reminders

  • Active chronic conditions

Note: all three of those fields are on the left side of the dashboard.

If the appointment doesn't have anything to do with any of these, you can always ask a doctor if the appointments can be combined.

For example: the patient is due in for a vaccine appointment a month after the appointment that's being requested (say, a nail trimming). These appointments could easily be combined, so the client won’t have to come in more than once.

After you've reviewed the patient's upcoming schedules/medical history a bit, click the 'Add Appt.' button in the 'Upcoming Appointment' box on the right side of the screen. This will bring you to the scheduling section of Shepherd.

Once the schedule has loaded, you'll note that the patient's information is at the top of the page.

From there, we'd recommend:

  1. Filtering the view to 'Week' (orange)

  2. Selecting the date the client wants to schedule the appointment for (in the calendar on the right side of the screen) (teal)

  3. Choosing the providers the client wants to see their patient—or who's able to perform the treatment that's needed. (green)

Note: filtering by provider only works when one provider is selected.

Note: filtering by week and then selecting your date will give you a bit more flexibility for scheduling if there's nothing available.

Once the calendar's been filtered to the date/provider availability, click the time slot on the calendar that most closely aligns with what the client needs. This will generate a calendar modal where you'll need to fill in the following information in order to finalize the appointment:

  • Reason for visit (this will populate in the patient's record as the 'initial complaint' in the 'Subjective' section of the SOAP)

  • Appointment Type

Tip: booking an appointment through the patient's dashboard pre-populates the 'Client' and 'Patients' fields.

Once you've filled out all the information, click 'Save' and the appointment will be saved on your calendar.

Scheduling an Appointment through the Client Dashboard

You can also book an appointment through a client's dashboard. This is a good way to go if you were unable to get the patient's name or it's unclear which of the client's pets the appointment is for.

To open the client's dashboard:

  1. Click 'Clients/Patients'

  2. Search for the client

  3. Click on their name to open their dashboard

Once their dashboard is open, click on 'Add Appointment' to pull up the schedule.

Note: the client's information is at the top of the page.

From there, we'd recommend:

  1. Filtering the view to 'Week' (orange)

  2. Selecting the date the client wants to schedule the appointment for (in the calendar on the right side of the screen (teal)

  3. Choosing the providers the client wants to see their patient—or who's able to perform the treatment that's needed. (green)

Note: filtering by provider only works when one provider is selected.

Note: filtering by week and then selecting your date will give you a bit more flexibility for scheduling if there's nothing available.

Once the calendar's been filtered to the date/provider availability, click the time slot that most closely aligns with what the client needs. This will generate a calendar modal where you'll need to fill in the following information in order to finalize the appointment:

  • Reason for visit (this will populate in the patient's record as the 'initial complaint' in the 'Subjective' section of the SOAP)

  • Appointment type

  • Patient(s)

Tip: booking an appointment through the client's dashboard pre-populates the 'Client' field

Once you've filled out all the information, click 'Save' and the appointment will be saved on your calendar.

Scheduling an Appointment through the Schedule

To open the schedule, click on ‘Schedule’ on the left side of the screen. From there, we'd recommend:

  1. Filtering the view to 'Week' (orange)

  2. Selecting the date the client wants to schedule the appointment for (in the calendar on the right side of the screen (teal)

  3. Choosing the providers the client wants to see their patient—or who's able to perform the treatment that's needed. (green)

Note: filtering by provider only works when one provider is selected.

Note: filtering by week and then selecting your date will give you a bit more flexibility for scheduling if there's nothing available.

Once the calendar's been filtered to the date/provider availability, click the time slot on the calendar that most closely aligns with what the client needs. This will generate a calendar modal where you'll need to fill in the following information in order to finalize the appointment:

  • Reason for visit (this will populate in the patient's record as the 'initial complaint' in the 'Subjective' section of the SOAP)

  • Appointment type

  • Provider (if not selected on calendar)

  • Client

  • Patient(s)

Once you've filled out all the information, click 'Save' and the appointment will be saved on your calendar.

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