You can now tag users directly within Shepherd to send them a notification on their profile.

Mass Communication | Texting (SMS)

Email is coming soon!

With our mass communication feature, you are now able to send a mass text message to all or a segment of your clients.

Schedule Messages in Advance

Within the message center, you can now schedule text messages to be sent at a later date and time.

SMS Templates

You can now create message templates to quickly create and send common text messages.

You will now see an "actions" section on the right-hand side of the client profile. This provides quicker access for adding a client note and task. In this section, you can now also print a client mailing label.

For quicker access when creating a task for a patient, you will now see an "add task" button on the patient profile "actions" section.

When viewing the invoice summary, you will now see a separation of the initial invoice total vs the remaining total after payments or refunds.