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Release Notes | 9.14.2023
Release Notes | 9.14.2023

Microchip prompt, saved client cards display, and more!

Updated over a week ago

Important!

The updates from our last release (postponed due to performance issues on August 24th) are being released with this week with the set of updates outlined below. If you're looking for a refresh on the previous updates, you can check that out here!

SOAP Plan | Microchip Prompt

When creating a product, you're now able to mark a product as a microchip enabling the microchip prompt action upon administration of the product in a SOAP. When you administer the microchip product, you'll have the option to enter the microchip number, saving it on the patient profile. Choosing not to do so during administration will not prevent you from adding it later from the invoice or patient profile.

The 'Microchip' checkbox to enable this feature is available for Service product types only. This setting can be found and enabled in the Product Price Settings section of the New/Edit Product page.

Reminders | Customize Appointment Scheduled/Rescheduled Email

The scheduled and rescheduled appointment emails that are sent automatically when the appointment is added or moved can now be customized. Update the body content of the email and specify which appointment types it gets sent for. These notifications are labeled as "Appointment Scheduled" and "Appointment Rescheduled" and have been added to your list of Email Notifications under the Client Communications > Appointment Notifications tab in your Shepherd admin menu.

Note: For existing clinics, all appointment types with notifications enabled are added to both scheduled and rescheduled email notifications upon release to maintain the settings you currently have.

Shortcuts | Added to Rx Directions

In the first step of adding shortcuts to additional fields in Shepherd, you can now use them when creating Rx Directions.

Client Profile | Saved Client Card Display

Clinics using Shepherd Pay and storing payment methods for clients can now view stored client credit card details on the financial tab of their client profile (instead of just on the payments screen). The details include the card type, last 4 digits of the card number, and the card status (Active, Expiring, Expired). Delete old or expired cards directly from the client profile.

Note: Saved cards will not show the active status tag until successfully used. Upon release of this feature, existing saved cards that have a current expiration date (> 1 month from current date) will not show the active status tag until the next successful payment. All expired and expiring cards will show their applicable status tag immediately upon release regardless of the card saved date.

Emergency Read-Only Version

We've enhanced our emergency response plan in the event of unexpected performance interruptions to include a read-only version of the app that captures your vital clinic and patient data up to the minute before an interruption. This version will contain the same-day appointment schedule, patient medical record exports, current invoices, and the products and services list for pricing details. Please note that if your practice uses Shepherd Pay, you’ll be able to continue taking payments directly through your online Shepherd Pay portal.


Let us know what you'd like to see next!

When logged into Shepherd, click your name in the bottom left corner and select Feature Ideas. Vote for one or more of our planned features or submit your own idea!

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