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 End-of-Year (EOY) Planning GuidePlan ahead for year end with guidance on office closures, scheduling, reporting, inventory, pricing updates, and starting 2026 prepared.
- Pet Insurance & Wellness MarketplaceLet clients explore pet insurance and wellness plans from invoices and the Pet Portal, with clinic-controlled provider settings and no added workload for your team.
Wellness Plans
Learn about Wellness Plans within Shepherd
- Wellness Plans: Getting StartedEverything you need before setting up your first wellness plan — access requirements, plan types, administration fee, and key rules.
- Wellness Plans: Enrollment and Item UsageEnroll patients in wellness plans, apply plan benefits during visits, and manage enrollment status and usage over time.
- Wellness Plans: Creating and Managing PlansCreate, configure, price, and manage wellness plans — including products, discounts, substitutes, Membership Mode, and plan lifecycle controls.