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Client and Patient Profiles

Client and Patient Profiles

Manage your client and patient information.

Amber Pistone avatar Kate Bock avatar Tori Snyder avatar
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.
Amber Pistone avatar
Written by Amber Pistone
Updated over a week ago
Patients

Create a New Patient

Add a new patient to your Shepherd database.
Amber Pistone avatar
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.
Amber Pistone avatar
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.
Amber Pistone avatar
Written by Amber Pistone
Updated over a week ago

Print Medical Records

Print a patient's entire medical history or a single record.
Amber Pistone avatar
Written by Amber Pistone
Updated over a week ago

Exporting Medical Records

You can export an individual SOAP or the patient's entire record.
Amber Pistone avatar
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.
Amber Pistone avatar
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.
Amber Pistone avatar
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.
Kate Bock avatar
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!
Tori Snyder avatar
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.
Tori Snyder avatar
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.
Amber Pistone avatar
Written by Amber Pistone
Updated over a week ago