Shepherd Walkthroughs

There are certain things that everyone—from kennel techs to practice owners and docs—should know how to do in Shepherd. So, to help you dip your toes in (metaphorically), we put together a greatest hits of our robust Shepherd walkthroughs.

This is a guide that explains how to use them, as well as what to expect at each step and why it's important. Think of this page as a reference that gives a bit more context to learning the magical ropes of Shepherd.

Using the Walkthroughs

We've carefully designed each walkthrough to be as intuitive as it is informative.

To launch the appropriate walkthrough, click the line on the checklist. This will:

  • navigate you to your practice's dashboard

  • start the corresponding walkthrough

Each step will contain some helpful information, as well as provide you a way to advance to the next step. We try to not be too text heavy with these, so be sure to give each step a read; they're full of insight and super helpful for learning the software.

If you want to take a break, you're welcome to come back at any point to finish up the checklist; it'll remember where you were when you left off.

And if you want to explore for yourself, you can always close the checklist and open it later by clicking 'Learn Shepherd' in the bottom right corner of the screen.

Walkthrough Breakdown

Here's what each walkthrough goes over:

  • Get your bearings: meet our founder and explore the main facets of the Shepherd interface

  • Explore the SOAP: this is where the magic happens. Learn how our SOAP-based workflow works with you to automatically:

    • create accurate invoices

    • add discharge instructions, Tx notes, and more

  • Create a client: add someone—maybe your alter ego?—to your client database

  • Add a patient: make a patient for the client you created (and feel free to have a little fun while you're at it)

  • Make an appointment: take a look at Shepherd's schedule and get a patient on the books

  • Create an estimate: make an estimate, get it approved, and easily add the products to the patient's Tx plan

  • Add treatments: add a few products or services to a patient's SOAP—and watch the discharges and invoice generate automatically

  • Take payments: learn how to take a payment for excellent work providing best care

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