From the Group Platform, products and associated features can easily be managed as a shared Group functionality or visible by individual clinic if products are not configured to be shared.

The Products area is accessible by selecting the 'Products' menu option along the left-side navigation menu.

Product management in the Group Platform is divided into 4 categories:

The Products area of the Group Platform will appear and behave differently depending on Admin Group Settings and if product items have been configured to be shared.

The Products area is designed as an overview and management of product items which are used for recording medical treatment and invoicing within Shepherd. Inventory item lists are managed separately on a clinic level.

If you'd like to learn more about Products and Services in Shepherd, please head to our Overview guide.

If products have been configured to be shared and managed at a Group level, product items can only be created from the Group Platform. Products cannot be created at the clinic level in this configuration. Product pricing is also restricted to Group level management as well.

In a shared product configuration, individual clinics can still inactivate products which are not applicable to their location, as well as uniquely configure discharge instructions, assign an automatic task, link inventory, and manage a few other product settings.

If products have not originally been configured to be shared and managed at a Group level, all product items will behave as they would in a traditional clinic configuration. In the Group Platform, Group users are provided a combined overview of all products with a clinic identification filter.

The Product Categories area of Products will appear and behave differently depending on Admin Group Settings and if product items have been configured to be shared.

The Product Categories tab is designed as an overview and management of product categories. If you'd like to learn more about Product Categories in Shepherd, please head to our Product Categories guide.

If products have been configured to be shared and managed at a Group level, product categories can only be created from the Group Platform. Product categories cannot be created or edited at the clinic level in this configuration.

If products have not originally been configured to be shared and managed at a Group level, all product categories will behave as they would in a traditional clinic configuration. In the Group Platform, Group users are provided a combined overview of all product categories with a clinic identification filter.

The Bundles tab is designed as an overview and management of product bundles. If you'd like to learn more about Product Bundles in Shepherd, please head to our Bundles guide.

If products have been configured to be shared and managed at a Group level, bundles can be created from the Group Platform, as well as the clinic level.

If product items were not originally configured to be shared on a Group level, then the Bundles tab will not appear on the Group Platform. Bundles will be managed at a clinic level and will behave identically to a traditional clinic configuration.

The Dispensing Fees area of Products will appear and behave differently depending on Admin Group Settings and if product items have been configured to be shared.

The Dispensing Fees tab is designed as an overview and management of product dispensing fees. If you'd like to learn more bout Product Dispensing Fees in Shepherd, please head to our Dispensing Fees guide.

If products have been configured to be shared and managed at a Group level, dispensing fees can only be created from the Group Platform. Dispensing fees cannot be created or edited at the clinic level in this configuration.

If products have not originally been configured to be shared and managed at a Group level, all dispensing fees will behave as they would in a traditional clinic configuration. In the Group Platform, Group users are provided a combined overview of all dispensing fees with a clinic identification filter.

Inventory is managed on a Location level. Users with access to multiple locations or the entire group are able to easily log into other locations and see inventory without having separate logins. This allows inventory to be managed individually or by one central inventory management person/team. When inventory is being received and a clinic cost has increased, the receiving user will be prompted to accept automatically calculated increase in selling price or decline it.