Release Notes
Review some of our recent releases
16 articles
- Release Day & Shepherd UpdatesFind answers to common questions about our release events and product updates!
- Release Notes | October 3rd, 2026Improvements to how Shepherd tracks and displays changes across Reminders, Prescriptions, and Payments, plus a new Estimate pricing permission, reporting date controls, and a redesigned SummarizeAI Lab Work experience.
Past Release Notes
Older Release Notes
- Release Notes | September 12th, 2026A new Cash Rounding option for cash payments, a big Time Clock upgrade, four new lab integrations, and improvements across TranscribeAI and more.
- Release Notes | August 22nd, 2026Post-Visit Surveys are here — a new way to hear from clients after every visit, automatically. This release also includes TranscribeAI medication recognition improvements, scheduling and reporting updates, and more.
- Release Notes | August 1st, 2026Scheduling, prescriptions, and TranscribeAI all got major updates — alongside smarter inventory visibility, and client financial alerts.
- Release Notes | July 11th, 2026Wellness Plans, Finance Charges, and CareCredit are now available! Plus: Default Charges by Appointment Type, Quick SOAP Diagnostics, and TranscribeAI reliability improvements.
- Release Notes | May 30th, 2026New SOAP pricing calculator, volume discount pricing, SummarizeAI enhancements and TranscribeAI for Quick SOAP.
- Release Notes | May 9th, 2026Enhanced patient service reminder management, reporting improvements, and new integrations.
- Release Notes | April 18th, 2026New appointment schedule activity log, client statement update, and improved autosaving cards on file.
- Release Notes | March 14th, 2026New reports, Quick SOAP updates, inventory improvements, AI enhancements, and new integrations.
- Release Notes | February 25th, 2026Finance charges, insurance marketplace access, provider-based scheduling templates, reporting enhancements, and workflow improvements across Shepherd.
- Release Notes | February 4th, 2026SummarizeAI delivers instant patient history summaries, while new integrations streamline ordering, inventory, and imaging directly within Shepherd.
- Release Notes | November 11, 2025 (Delayed 11/5)Single Page SOAP, TranscribeAI upgrades, new reports, improved invoice and payment workflows, and more streamline efficiency and accuracy across Shepherd.
- November 11th Release FeedbackSummary of recent invoicing, payments, and inventory updates with upcoming fixes based on your feedback.
- Release Notes | October 15, 2025Stay up to date with Shepherd! Sign up to get release notes emailed directly to you and never miss new features, updates, and integrations.
- Release Notes | September 25, 2025New and updated integrations, Quick SOAP, multi-location payments, and updates to reports, invoices, messaging and more!