Integrations
Weave and Shepherd integration is now live!
Weave, a leading all-in-one experience platform for small and medium-sized healthcare businesses, has announced an integration with Shepherd, a cloud-based veterinary practice management software. This integration empowers healthcare providers with automated appointment reminders, personalized client communications, and seamless data synchronization, enhancing overall client experiences, and business management efficiency. Click here to learn more. - Provided by Weave
Feature Updates
Direct Booking | New Clients & Patients
Linking your pet portal on your website? New clients can now schedule an appointment through the direct booking feature by creating their client and patient(s') accounts through the scheduling flow, reducing the time your front desk staff will spend on the phone and increasing your new client bookings! New client and patient profiles will be created in Shepherd when they book this way.
Appointment Requests | New Patients
For clinics using appointment requests in the pet portal, existing clients will be able to add a new pet in the request appointment flow and the pet profile will automatically be created in Shepherd upon completing the appointment request.
Invoices | Account Balance
Our users are our secret sauce; your feedback is paramount to the optimization of Shepherd and all of it's glorious features. If you're excited about this update, you likely let us know our last update wasn't working for you - so, thank you!
We have clarified the values shown on invoices for you and your clients. Here are the changes you will see:
Invoice-specific values are now labeled as such, e.g., Previous Invoice Payments, for clarity that the values displayed are only relating to that invoice
Account Balance Due shows the sum of any outstanding balances on the client's profile (this matches the outstanding balance amount on the client's financial tab)
Account Credit Balance shows the credit balance on the client's profile (this matches the credit balance amount on the client's financial tab)
We love to hear from you!
Please continue to submit your feedback on this and other Shepherd features!