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Setting Up Shepherd

Setting Up Shepherd

Get acquainted with the ins and outs of admin settings, user account creation and more.

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18 articles in this collection
Written by Amber Pistone and Tori Snyder

Shortcuts

Add shortcuts to quickly input your custom pre-determined text in any open text field throughout Shepherd
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Written by Tori Snyder
Updated this week

Getting Started with Shepherd: Admin

Looking to set Shepherd up for your practice? Well we're glad to have you! Here's our guide to getting your practice's Admin section set up.
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Written by Amber Pistone
Updated over a week ago
Admin Setup

Clinic Settings

Add contact information, discounts, referrals, and more in your clinic's settings.
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Written by Amber Pistone
Updated over a week ago

Diagnoses

Add/edit discharge instructions or activating/deactivating diagnoses to ensure consistent patient care.
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Written by Amber Pistone
Updated over a week ago

Physical Exams

See how to create, view, edit, copy, and delete physical exams—and save time by setting their default values.
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Written by Amber Pistone
Updated over a week ago

Physical Exams: Control Guide

A guide to the 6 controls you can use when making or editing a physical exam template.
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Written by Amber Pistone
Updated over a week ago

Forms

How to set up forms, view & create templates, send forms to clients for completion, and import completed forms into a SOAP.
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Written by Amber Pistone
Updated over a week ago
Users and Roles

Reset a PIN or Password

Let's be real: who hasn't forgotten their password?
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Written by Amber Pistone
Updated over a week ago

Users

A guide to the 'Users' section of Shepherd. Make a new user, edit their information, deactivate them, and more.
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Written by Amber Pistone
Updated over a week ago

User Roles

Roles grant permissions to every user in Shepherd. Learn how to create a new role as well as edit and deactivate a role.
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Written by Amber Pistone
Updated over a week ago

Updating a Role

Need to change up some permissions with a user role? Here's how.
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Written by Amber Pistone
Updated over a week ago

Permissions

A breakdown of user permissions and the capabilities they give to each user/role
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Written by Amber Pistone
Updated this week

Remote Users

Grant users the ability to access Shepherd from anywhere.
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Written by Amber Pistone
Updated over a week ago

Setting Up Production and Commission

Start tracking users' administration of products and services—and set up commission, as well.
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Written by Amber Pistone
Updated over a week ago

Adding a Doctor's Signature

If you're a doctor, you'll need to have a signature attached to your profile. Here's how to do it.
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Written by Amber Pistone
Updated over a week ago
Technical Info

Hardware, Software, & Network Requirements

Here are our hardware, software, and network requirements to make Shepherd run smoothly for your practice.
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Written by Amber Pistone
Updated this week

DYMO Printers and Prescription Labels

Here's our guide for setting up a DYMO printer for you to print your Rx labels.
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Written by Amber Pistone
Updated this week

Shepherd Security Overview

Take a look at how we protect your practice's—and your clients'—data.
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Written by Amber Pistone
Updated over a week ago