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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.
17 articles in this collection
Written by
Amber Pistone
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.
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.
Written by
Amber Pistone
Updated over a week ago
Diagnoses
Add/edit discharge instructions or activating/deactivating diagnoses to ensure consistent patient care.
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.
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.
Written by
Amber Pistone
Updated over a week ago
Forms
How to set up forms, view & create templates, and send forms to clients for completion.
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?
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.
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.
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.
Written by
Amber Pistone
Updated over a week ago
Permissions
Each user has a set of permissions, allowing them to (not) perform specific tasks within Shepherd. Here's a breakdown of each permission.
Written by
Amber Pistone
Updated over a week ago
Remote Users
Grant users the ability to access Shepherd from anywhere.
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.
Written by
Amber Pistone
Updated this week
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.
Written by
Amber Pistone
Updated this week
Technical Info
Hardware Requirements
Here are our hardware and network requirements for how to make Shepherd run smoothly for your practice.
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.
Written by
Amber Pistone
Updated this week
Shepherd Security Overview
Take a look at how we protect your practice's—and your clients'—data.
Written by
Amber Pistone
Updated this week