Shepherd products and services are broken down into the following categories:

Having these categories at the core of your product database helps ensure consistency for your products and services database while allowing you the options to customize individual products and services to suit your practice's needs.

It's also worth noting that product types are different than product categories.

If you want a high level view, we also have an overview for products and services, too.

Common Fields

While the 5 types have their own distinct fields, they also have some common fields. These fields are the checkboxes at the bottom of each product. They're broken into two categories.

1. They denote whether or not the product/service is:

  • Active/inactive

  • Controlled (applies to all but services)

  • Discountable

  • Taxable

  • Included on invoice

  • Included in medical record

2. These fields also allow you to create automated processes for whenever a product or service is administered or added to an invoice. These automations are:

Injections

Injections are all non-vaccine, injectable products (remember vaccines have their own type). The fields for vaccines are:

  • Product Category

  • Injection Name: The name as it will appear in the medical record. Tip: It's useful to also include the dosage.

  • Concentration: Dosage concentration. Used when Shepherd automatically calculates the quantity needed based on patient weight.

  • Medication Unit: g, mg, mcg, IU

  • Volume: ml

  • Selling Price: what the product sells for

  • Min. Price: the lowest price an injection will cost, regardless of quantity

  • Dispensing Fee: allows you to select one of your pre-made dispensing fees and automatically populates the amount (which can be overridden).

  • Dispensing Fee Amount: you can also set a unique amount for specific products

  • Administration Route: CRI, IM, IV, OTM, PO, PR, SC, and Other

Medications

Medications and injections have more or less the same fields. But since they're administered differently, they deserve to have their own type.

  • Product category

  • Medication Name: The name as it will appear in the medical record. Tip: It's useful to also include the dosage.

  • Concentration: Dosage concentration. Used when Shepherd automatically calculates the quantity needed based on patient weight.

  • Medication Unit: g, mg, mcg, IU

  • Volume: capsule, caplet, tablet, ml

  • Selling Price: what the product sells for

  • Min. Price: the lowest price an medication will cost, regardless of quantity

  • Dispensing Fee: allows you to select one of your pre-made dispensing fees and automatically populates the amount (which can be overridden).

  • Dispensing Fee Amount: you can also set a unique amount for specific products

  • Administration Route: CRI, IM, IV, OTM, PO, PR, SC, and Other

Products

Products is sort of a catch-all that covers everything from food and treats to merchandise.

Tip: this is also a great way to categorize any medication that will always be sold with a whole quantity and don't need a concentration (wound cream, ear medication, etc.).

Bonus tip: you can also sell whole bottles of pills as products. Just be sure to add the concentration in the Display Name.

The fields for products are:

  • Product category

  • Display name: the name that will display in the record and invoice

  • Selling Price: what the product sells for

  • Dispensing Fee: allows you to select one of your pre-made dispensing fees and automatically populates the amount (which can be overridden).

  • Dispensing Fee Amount: you can also set a unique amount for specific products

Services

Services usually encompass procedures (spay/neuter, nail trim, laser treatments, exams) and can also include things like emergency visits.

The fields for services are:

  • Product category

  • Display name: the name that will display in the record and invoice

  • Selling Price: what the product sells for

  • Dispensing Fee: allows you to select one of your pre-made dispensing fees and automatically populates the amount (which can be overridden).

  • Dispensing Fee Amount: you can also set a unique amount for specific

Services also allow you to automatically update a patient status. For example, a spay can change a patient status to 'Male, Neutered' or 'Female, Spayed' and euthanasias would change the patient status to 'Deceased.'

Vaccines

While technically a subset of injections, vaccines are different enough to require their own set of fields. Those are:

  • Product category

  • Display name: the name that will display in the record and invoice

  • Label Name: the name on the label

  • Manufacturer: the vaccine's manufacturer

  • Serial Number: the serial number of the vaccine

  • Lot Number: the vaccine's lot number

  • Vaccine Lot Expiration Date: when the vaccine expires

  • Default Due Date/Time Unit from administration time: two fields that allow you to set when a followup vaccine is required.

  • Selling Price: what the product sells for

  • Dispensing Fee: allows you to select one of your pre-made dispensing fees and automatically populates the amount (which can be overridden).

  • Dispensing Fee Amount: you can also set a unique amount for specific products

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