All Collections
Client and Patient Profiles
Client and Patient Profiles
Manage your client and patient information.
12 articles in this collection
Written by
Amber Pistone,
Kate Bock,
and
Tori Snyder
Clients
Create a New Client
Add a new client—as well as other trusted caretakers—into your practice's database.
Written by
Amber Pistone
Updated over a week ago
Patients
Create a New Patient
Add a new patient to your Shepherd database.
Written by
Amber Pistone
Updated over a week ago
Merge Patient Information
Accidentally made two of the same patient? No worries. Here's how to merge two patient profiles into one.
Written by
Amber Pistone
Updated over a week ago
Adding/Editing Species and Breeds
See a species or breed that needs to be added or updated? Just ask and we can add it for you.
Written by
Amber Pistone
Updated over a week ago
Print Medical Records
Print a patient's entire medical history or a single record.
Written by
Amber Pistone
Updated over a week ago
Exporting Medical Records
You can export an individual SOAP or the patient's entire record.
Written by
Amber Pistone
Updated over a week ago
Upload A Patient's Previous Records
Need to add old, non-Shepherd medical records to a patient's profile? We have you covered.
Written by
Amber Pistone
Updated over a week ago
Adding a CPR Status
Here's how to add a CPR status to a patient's profile and quickly see if they're DNR or can receive CPR.
Written by
Amber Pistone
Updated over a week ago
Add Reminders to Previous Vaccines
Add previous vaccines to a patient's Vaccine history with Reminders linked.
Written by
Kate Bock
Updated over a week ago
Certificates
Vaccination Certificates
Export and print the details of one or more administered vaccinations for a patient. See the details here!
Written by
Tori Snyder
Updated over a week ago
Create a Rabies Certificate
Generate a patient's rabies certificate and then print it or send it to a client.
Written by
Tori Snyder
Updated over a week ago
Create a Spay or Neuter Certificate
If your client needs to prove that a patient has been spayed or neutered, here's our sterilization form.
Written by
Amber Pistone
Updated over a week ago