Shepherd Software

Amber Pistone

Learn about managing your clinic's available products, services and bundles.

Learn about products and services, as well as how to add, edit, sort and filter them.

Create and edit product categories to organize your products and services—as well as add product discounts by provider.

All products in Shepherd, regardless of category, fall under these 5 types. Here's a guide for what's needed for each.

Charge the correct amount for administering treatments every time with dispensing fees.

Ensure accurate charges and consistent care with product bundles.

Here's our recommended flow for adding multiple tests to one bundle so you can order tests more efficiently.

Create and edit product reminders and make a reminder email template.

Shepherd automates your custom discharge instructions for products, prescriptions, and services.

Automatic medical record notes save you time and can be added to any product. They populate in Tx history.

Automated tasks can be attached to anything in your product database and are a great way to ensure your practice runs smoothly.

Certain services will automatically update a patient's status when they're administered. Here's how to set them up.