Bulk Edit is a feature that enables you to make mass adjustments to your data.
A Shepherd team member can enable Bulk Edit for your clinic if you wish to use it. The practice owner user role is granted permissions by default once it's enabled for your clinic and that user can assign permissions for other clinic users under Users in the Admin section of the Shepherd Menu.
NOTE: Bulk Edit may time out so be sure to make a smaller (or quicker) selection of updates to avoid losing all of your changes before they can be applied.
What can you edit using Bulk Edit?
You can edit multiple pieces or all pieces of data in a category at once. The categories of editable data include:
Clients
Reminders
Patients
Products
Appointments
Vaccinations
Inventory Items
How to use Bulk Edit
Select the category of data you wish to change
Using search and filters, narrow the list of data to only the items you wish to change
Select Bulk Edit
Make appropriate mass changes to the fields in the modal
Select Update Data in the modal
Select Apply Changes
Review the changes in the confirmation modal and type CONFIRM to complete the edit
Creating & Saving Filters
Once within a selected category, you can create and save a filter set. This would be for a scenario you intend to have mass updates for on a regular basis, allowing you to save time selecting your saved filter instead of having to manually filter your data again.
Select the Filter button
The first dropdown will present the columns in the data table, select one
The second dropdown will present all possible results for the selected column – choose the result you wish to view all data for
Add multiple filters to filter out data/results you do not want to change
If you plan to use this filter set again, select Save Filter Set button in the lower right corner of the modal. This will save the filter settings under the Saved Filters subtab
If you don’t need to save the filter set, just select the filter button in the lower left corner of the modal to adjust the data in the table.
Common Use-cases
Assigning taxability or non-taxability to products by product category or by multi-select
Applying or removing dispensing fees to products by product category
Pricing updates
Cadence of reminder notifications and applicable autocomplete products