General Clinic Settings
7 articles
Clinic SettingsManage clinic profile, hours, billing, taxes, payments, and practice settings in Shepherd to streamline daily operations and compliance.
Clinic and User ShortcutsSave time when writing records and add shortcuts to quickly input your custom pre-determined text throughout Shepherd.
Diagnoses Settings & ListUse the Diagnoses section to manage active diagnosis codes and add discharge instructions that automatically populate in patient SOAPs.
Physical Exam TemplatesCreate and manage physical exam templates, add them to SOAPs, and set default values to reduce documentation time.
Physical Exam and Forms IndexAn index for 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