There are two ways to create a new patient:
Adding the new patient directly under the Clients profile
Through the appointment schedule when creating an appointment for a new patient
Adding a new profile directly allows for more information to be entered immediately whereas adding from the schedule may be quicker when collecting basic information for a new appointment, but you may need to go back and complete their full profile later.
Take a Look
Add a New Patient
To add a new patient to the client's profile, select the + icon in the Patients section on the right-hand side.
Patient Information
Photo
Name
Status ('Active,' 'Inactive,' 'Deceased')
Species (selectable via a dropdown)
Breed (dependent on 'Species' being selected; selectable via a dropdown)
Sex (M, F, MN, FS, U)
Color
Date of Birth (populates from the 'Age' field being filled in)
Age (populates from the 'Date of Birth' field being filled in)
Microchip number (Tip: this is searchable on the 'Clients/Patients screen)
Rabies Tag (Tip: this is searchable on the 'Clients/Patients screen)
Patient Preferred Provide (the preferred provider for visits)
CPR Status
Allows you to select CPR or DNR if the client completed a CPR form
Alerts (i.e. 'Needs a muzzle for blood draw')
Alert notifications show next to patient names so you can hover over the icon and see the patient alert
Additional Information (any other relevant information about the patient)
Once you've added all the information select Save.
NOTE: The Species and Breeds are managed by the Shepherd team directly and cannot be edited within your account. We maintain these lists across all Shepherd —we keep this as an internal process for a standardized list and to avoid misspellings, nicknames, endless 'doodle' variations, etc.
To add or update a breed or species, all you need to do is ask! Send us a message with the species/breed and—assuming it's an actual/reasonable type of pet—we can add it.
If you ask within business hours, we may even be able to update the correct breed within a few minutes. The customer care team member assisting you will let you know what details you need to provide in order to make that happen.
Create a Patient from the Schedule
If you are creating a new patient (or client) from the appointment schedule, you will select the +New Patient (or +New Client) from the appointment schedule box and complete the required information.
