VetTalk's automated technology helps veterinary hospitals educate and prepare clients for appointments by sending micro-learning videos based on the patient's treatment plan. The platform is a fully automated client education tool that selects content based on patient data from your practice management software, ensuring each pet's Education Care Plan is provided with relevant patient-specific information. Pet owners consume VetTalk's content at ~60% engagement rates, leading to increased compliance and staff efficiency and a better understanding of their pets. Visit the help article to learn more. - Provided by VetTalk

Shepherd now offers schedule template features for appointment scheduling guidance, or rotating doctor availability management. Predefine provider unavailability and appointment type blocks which are then shown as a template over the main appointment calendar to assist in preferred scheduling practices.

Learn more about Schedule Templates in our help guide!

Within Shepherd you can now see our product roadmap and share feedback directly with our product team! You can share feedback on specific roadmap feature cards, or submit new feature feedback regarding anything else you'd love to see changes around. Our product team has categories for planned developments, changes under consideration, and recently released items in case you missed our release notes!

To access the Roadmap Portal, select your user name in the lower lefthand corner of any page, and then Feature Ideas.

When creating estimates, a patient weight is no longer required. Estimates can be prepared in the absence of a recent patient weight entry, however auto-calculate features will be unavailable.

Learn more about Estimates in our help guide!

Pet Portal booked appointments for new clients now have a badge indicating it is a new client scheduled appointment for added visibility and identification.

Learn more about Direct Booking or Pet Portal Appointment Requests in our help guides!

A new Patient Status filter has been added for bulk edit reminder data. This allows for filtering of active patient reminder data without deceased or inactive patient reminders being included.

Learn more about Bulk Edit in our help guide!

Multi-location bulk edit features for reminder data has been optimized to additionally allow for auto complete product assignments when sharing a product list as a group account.

Learn more about Multi-Location Bulk Edit in our help guide!

TranscribeAI beta features have been improved to now support combining existing text values with proposed TranscribeAI summaries. Transcripts are also now saved in the user profile for retrieval if needed at a later date. TranscribeAI sessions are also now carried forward per user if the recording session is interrupted and a new browser page or tab is opened.

Learn more about TranscribeAI in our help guide!
Current beta testing opportunities are full, but please contact AIFeedback@Shepherd.Vet if you are interested in being added to our waitlist for any future possible opportunities that may become available.

The Integrations page, located under the Admin menu, now separates Shepherd's various connections: integrations, data connections, and resources. Here, you'll discover how our solutions seamlessly connect with your favorite tools and platforms. Each page allows you to filter by category and services that have been enabled.

Learn more about the latest updates in our help guide!

Effective August 13th, 2024, the Insurance Quotes & Claim Submissions feature will no longer be supported in Shepherd. The feature will be removed from the application in September.