Managing Clients and Patients

See how Shepherd can easily help you keep track of patients and clients.

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12 articles in this collection
Written by Michael Erving
Managing Patients

Create a New Patient

Add a new patient to your Shepherd database.
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Written by Michael Erving
Updated over a week ago

Adding/Editing Species and Breeds

See a species or breed that needs to be added or updated? Just ask and we can add it for you.
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Written by Michael Erving
Updated over a week ago

Create a Rabies Certificate

Generate a patient's rabies certificate and then print it or send it to a client.
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Written by Michael Erving
Updated over a week ago

Adding a CPR Status

Here's how to add a CPR status to a patient's profile and quickly see if they're DNR or can receive CPR.
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Written by Michael Erving
Updated over a week ago

Create Rabies Certificates from Tx History and Invoices

Here's how to generate a certificate from a record or invoice after you administer a rabies vaccine.
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Written by Michael Erving
Updated over a week ago

Exporting Medical Records

You can export an individual SOAP or the patient's entire record.
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Written by Michael Erving
Updated over a week ago

Merging Patient Information

Accidentally made two of the same patient? No worries. Here's how to merge two patient profiles into one.
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Written by Michael Erving
Updated over a week ago

Create a Spay or Neuter Certificate

If your client needs to prove that a patient has been spayed or neutered, here's our sterilization form.
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Written by Michael Erving
Updated over a week ago

Print Medical Records

Print a patient's entire medical history or a single record.
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Written by Michael Erving
Updated over a week ago

Delete a Chronic Condition from a SOAP

Sometimes chronic conditions get resolved—other times they just need to be deleted. Here's how you delete a chronic condition from a SOAP.
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Written by Michael Erving
Updated over a week ago