7 articles
Clinic SettingsAdd contact information, locations, discounts, referral sources, and more in your clinic's settings.
Clinic and User ShortcutsSave time when writing records and add shortcuts to quickly input your custom pre-determined text throughout Shepherd.
DiagnosesAdd/edit discharge instructions or activating/deactivating diagnoses to ensure consistent patient care.
Physical Exam TemplatesSee how to create and edit physical exams—and most importantly, save time with default values.
Physical Exam and Forms Input GuideA guide to the input fields available when creating a physical exam template as well as client consent or internal form templates.
Bulk EditMake mass adjustments to your data.
Managing Multiple Tax Rates by ProductAdd multiple tax rates to your clinic settings and assign them to specific products