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Products and Services

Products and Services

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

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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.
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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.
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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.
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Written by Amber Pistone
Updated over a week ago

Dispensing Fees

Charge the correct amount for administering treatments every time with dispensing fees.
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Written by Amber Pistone
Updated over a week ago

Bundles

Ensure accurate charges and consistent care with product bundles.
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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.
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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.
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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.
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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.
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Written by Amber Pistone
Updated over a week ago

Making Custom Discharge Instructions

Add a personal touch to your patient's discharge instructions.
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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.
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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.
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Written by Amber Pistone
Updated over a week ago