Shepherd Software

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: Overview (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: Enrollment and Item Usage (Closed Beta)

Step by step guidance for creating, pricing, reviewing, and managing Wellness Plans, including products, discounts, substitutes, and plan lifecycle controls.

Wellness Plans: Creating and Editing (Closed Beta)

Learn about Wellness Plans within Shepherd

Wellness Plans

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