Shepherd offers a Pet Portal where clients can log in to access their account details and interact with various self-management features per your clinic's allowance.
Visit our Pet Portal settings help guide to learn more about customizing and configuring your Pet Portal settings.
The Pet Portal is accessible via a customizable URL link that you can share with your clients as you prefer such as adding it to your practice website, social media, or even printed materials.
Both new and existing clients can submit appointment requests through the pet portal. Appointment requests are displayed directly in Shepherd so you can easily locate and suggest an available appointment time to the client. Once an appointment time is suggested, the client will be able to confirm directly from their email or through the portal.
Existing clients can book appointments directly through the pet portal. Allow clients to request specific appointment slots and require approval or allow clients to book appointments directly. Control which appointment types can or cannot be booked directly, how soon a client can book an appointment, and how far in advance clients can book appointments.
Clients can access to their pet’s prescription history, the number of refills remaining, and an easy way to request a refill. These requests are displayed directly on your main dashboard under 'Rx Refill Requests'. Once approved and completed, you can even choose to send the client a notice via email or text (SMS) that it is ready for pick up!
Shepherd Pay allows clients to pay their invoices and leave deposits within their pet portal, instantly processing the payment and updating your records.
Note: This requires that your practice uses our internal payment processing with Shepherd Pay.
Clients have easy access within the portal to see and print vaccine history for their pets at any time.
Clients will be able to see a medical record history for their pets for quick reference on what services were performed and when. Note: this does not display any medical record notes or details; it shows line item history and visit dates.
You can create announcements, both for the public and for clients only, that will display on the portal for quick notices that you want to provide to clients. This is helpful for things like closures on upcoming holidays, monthly promotions, etc.