All Collections
Products and Services
Products and Services
Learn about managing your clinic's available products, services and bundles.
12 articles in this collection
Written by
Amber Pistone
Your Clinic's Products
Products and Services Overview
Learn about products and services, as well as how to add, edit, sort and filter them.
Written by
Amber Pistone
Updated over a week ago
Product Categories
Create and edit product categories to organize your products and services—as well as add product discounts by provider.
Written by
Amber Pistone
Updated over a week ago
Product Type Guide
All products in Shepherd, regardless of category, fall under these 5 types. Here's a guide for what's needed for each.
Written by
Amber Pistone
Updated over a week ago
Dispensing Fees
Charge the correct amount for administering treatments every time with dispensing fees.
Written by
Amber Pistone
Updated over a week ago
Bundles
Ensure accurate charges and consistent care with product bundles.
Written by
Amber Pistone
Updated over a week ago
Labs: Creating Test Bundles
Here's our recommended flow for adding multiple tests to one bundle so you can order tests more efficiently.
Written by
Amber Pistone
Updated over a week ago
Product and Service Automations
Product Reminders
Create and edit product reminders and make a reminder email template.
Written by
Amber Pistone
Updated over a week ago
Adding Automated Discharge Instructions
Shepherd automates discharge instructions from products, prescriptions, and services. Here's where write them—and how to add them.
Written by
Amber Pistone
Updated over a week ago
Automatic Product and Service Notes
Automatic medical record notes save you time and can be added to any product. They populate in Tx history.
Written by
Amber Pistone
Updated over a week ago
Making Custom Discharge Instructions
Add a personal touch to your patient's discharge instructions.
Written by
Amber Pistone
Updated over a week ago
Adding Automated Tasks
Automated tasks can be attached to anything in your product database and are a great way to ensure your practice runs smoothly.
Written by
Amber Pistone
Updated over a week ago
Automatically Update Patient Status with a Service
Certain services will automatically update a patient's status when they're administered. Here's how to set them up.
Written by
Amber Pistone
Updated over a week ago