General Library
Learn more about general concepts and user engagement with Shepherd
10 articles
Read-Only Mode and Emergency KitStay operational and handle unexpected downtimes with Read-Only mode and our Shepherd Emergency Kit.
How to Get HelpHow to reach us when you need us
Understanding Beta Testing: Private vs. Open BetaLearn about beta testing, its purpose, and the differences between private and open beta.
Global SearchThe Global Search feature lets you quickly find key records like products, patients, or prescriptions from any page in Shepherd
Managing Relief Doctors in ShepherdManage relief doctors in Shepherd using the Relief Doctor license
Shepherd OpenAPILearn more about configuring and using Shepherd's OpenAPI.
Shepherd End-of-Year (EOY) Planning GuidePlan ahead for year end with guidance on office closures, scheduling, reporting, inventory, pricing updates, and starting 2026 prepared.
Wellness Plans
Learn about Wellness Plans within Shepherd
Wellness Plans: Overview (Closed Beta)Learn how to create and manage Shepherd Wellness Plans to offer preventive care packages, track usage, control access, and support consistent patient care.
Wellness Plans: Enrollment and Item Usage (Closed Beta)Instructions for enrolling patients in Wellness Plans, managing enrollment status, viewing indicators, tracking usage, handling payments, and using plan items during visits.
Wellness Plans: Creating and Editing (Closed Beta)Step by step guidance for creating, pricing, reviewing, and managing Wellness Plans, including products, discounts, substitutes, and plan lifecycle controls.