In case of an outage, the Read-only Mode allows you to access essential data to help minimize disruption to your practice. Read-only Mode is always available and can be accessed at any time.
Take a Look
Logging In
At the bottom of your normal login page, you'll have a toggle available to switch to Read-only Mode, or Shepherd will automatically redirect you to this page.
Log in to Read-only Mode access with your standard login credentials.
What’s Available
Read-only access data includes general client and patient details, patient reminder preview, complete patient medical record exports, an interactive estimate template, product pricing search, today’s appointment schedule, an invoice dashboard, and an active product report.
Searching for a Client or Patient
Use the available search bar under the Patients page to locate client or patient details. Search by client or patient name, client phone number, client email address, patient microchip number, or patient rabies tag number.
Note: Hovering over the client or patient name will open a tool-tip with additional general details.
Reviewing Patient Information
Search for a patient’s name on the Patients page and use the three-dot icon at the end of the row to open the action menu.
From here you can preview the patient's reminder without the need for downloading any additional documentation.
Select the medical record export option to download the complete patient record in PDF format. The export will be saved to your device and available for review.
Note: You may need to turn off any pop-up blockers to allow Shepherd to download the patient's record.
Additionally, you can hover over the patient's name to review general details.
Create an Estimate
Using the action menu icon, select the Add Estimate option to open a new interactive estimate template. The estimate template feature allows you to build an estimate using your product list with the associated client and patient details included. Read-only mode estimates are not saved into the patient record so it is recommended a copy be retained and uploaded into the patient record once Shepherd service is fully restored. Estimates also cannot be generated for electronic signature and will need to be printed for manual approval.
Note: You can view complete bundle details such as included items by adding the bundle to an estimate template. Pricing will also be included.
Today’s Appointment Schedule
Appointments scheduled for today (only) are available in Read-only mode. The schedule can be viewed by provider, or by day templates.
Invoices
All past invoices are available to view in Read-only mode. Search a client's name or the invoice number (if you have it) to generate matching results.
Note: The invoice dashboard default filters to 'active' invoices. If you are searching for a completed invoice, please update the status filter first.
Select the invoice you're looking for to access it.
Upon selecting an invoice, you may print it or send it via email.
Note: Invoices are not editable in Read-only Mode, and are limited to view-only actions.
Accessing Product Information
Product pricing is accessible via either the global search (the magnifying glass in the upper right-hand corner) or through the Product Report.
The Product Report can be found by selecting the Product Report menu tab. The Product Report contains a complete active product list with additional product details.
You can view the report or download it as a PDF or CSV.
Shepherd Pay - Online Portal
If you use Shepherd Pay, you can process payments directly in your online portal and then log them in to Shepherd later.
For more details on processing payments, please visit Shepherd Pay: Gateway Portal Transactions and Invoicing.
Tips for Appointments During an Outage
Here are tips to help your practice during a Shepherd outage:
View client information and reason for visit on the "Schedule" page
Leverage the Product Report to obtain prices
Log appointments in a spreadsheet
For each client, write a quick description of services/products and the price
At the end of the appointment, calculate the sum of all the prices to collect payment
Handwrite prescription labels and take photos of them with the hospital iPad/phone to upload them to patient records later