Bulk Edit ⚠️

(Edit)

Make mass edits to clinic settings, services, and more. We recommend only assigning to Practice Owners or Managers.

Client Communication

(Access)

Access client communication admin settings.

Message Billing Settings

(Access)

Access the Message Overview Dashboard (set low threshold, purchase more credits, etc.)

Clinic Settings ⚠️

(Update)

Update contact info, logo, communication preferences, locations, referral sources, client discounts, Shepherd Pay credentials.

Diagnoses

(Update)

Update diagnosis entries (activate/deactivate, attach files/instructions).

Note: Shepherd uses standardized AAHA, AAEP, and SAS SNOMED codes. No additions/deletions allowed at this time.

Integrations ⚠️

(Set up, Edit)

Set up and edit integrations (e.g., IDEXX, Shepherd Pay).

Inventory Management

(Access)

Create/manage items, purchase orders, and receiving.

Manage Announcements

(Create, Update, Delete)

Create/update/delete announcements in the Pet Portal.

Manage Forms

(Create, Update, Archive)

Create/update/archive forms (e.g., new patient, consent forms).

Edit SOAP Forms

(Edit submitted forms)

Editing internal forms (e.g. anesthesia form).

Mass Communication

(Access)

Access mass communication features.

Messaging

(Access)

Access two-way SMS messaging and closed conversations.

Physical Exam Templates ⚠️

(Create, Edit)

Create/edit/delete physical exam templates.

Helpful guides for users with this permission:

Products ⚠️

(Create, Edit)

Not a common occurrence, and best left to office or inventory manager.

Create/update products, categories, bundles, and dispensing fees.

Roles ⚠️

(Create, Edit)

This is a task best left to practice managers and doctors.

Create, edit, and assign roles (and their permissions).

Scheduling ⚠️

(Create, Edit)

Create/edit appointment types, provider hours, and practice schedules.

Need more details? Here's our scheduling guide.

Boarding

(Create, Edit)

Subscription Billing Settings

(Edit)

Edit subscription billing configuration.

Time Clock

(Set up, Modify)

Set up and modify time clock settings.

Users ⚠️

(Create, Edit)

Create/edit users and assign roles.

Failed Notifications

(Access)

Access the Failed Notification Events dashboard

User Setting ⚠️ (*Coming 8/13)

(Create, Edit)

Create/edit user setting configurations (Automatic User Sign Out, Clinic Login IP Restrictions).

Adjust Price

(Change)

Change invoice item pricing.

Discounts

(Apply)

Apply discounts to invoice line items.

Automatic discounts still apply regardless of permissions.

Invoices

(Unlock)

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Allows users to unlock an invoice after it has been closed, enabling edits. This is particularly useful for team members who handle returns or refunds.

Payments

(Edit, Void, Delete)

Allows users to edit a payment date and void payments or refunds.

​Note: This does not allow processing refunds (see Refunds) and does not grant access to the practice's payment processor.

Production User

(Change)

Assign sales/discounts to another user for commission tracking.

Refunds

(Process)

Process monetary refunds (separate from returns).

Return

Process item returns, updating inventory accordingly.

Note: Does not issue monetary refund - see Refunds.

Chronic Condition

(Delete)

Delete a chronic condition from a patient profile.

Chronic Condition Notes

(Update)

Update notes for a chronic condition.

Notes and Messages

(Delete)

Delete notes (own or others’).

Note: Locked SOAPs cannot be edited regardless of permission.

Client

(Merge)

Merge client records.

Patient

(Transfer)

Transfer a patient profile to a different client.

Here is our guide on patient transfers

Patient Weight Entry

(Update, Delete)

Update/delete weight entries.

Prescription Refills

(Cancel,Delete)

Cancel/delete Rx from records and profiles.

Note: To update fields, see Prescriptions & Refills (Update).

Prescriptions & Refills

(Update)

Update dose, amount, expiration date, and instructions.

Prescriptions

(Create, Renew, End Refill)

Create/renew/end refills from records or patient profiles.

Prescription Refills

(Approve/Deny)

Approve or deny refill requests.

SOAP

(Unlock)

Unlock SOAPs for editing after closure.

SOAP

(Delete)

Delete SOAPs (tracked in patient activity log).

Vaccinations

(Update)

Update vaccination history.