Client and Patient Profiles
Manage your client and patient information, including previous medical records.
10 articles
Client TypeAssign a client type classification for added analytical capabilities and easy identification.
Patient LifecycleInteract with patient records
Create a New PatientAdd a new patient to your clinic's database.
Merge PatientsAccidentally made two of the same patient? No worries. Here's how to merge two patient profiles into one.
Transfer PatientSee how to move a patient from one client profile to another.
Exporting Medical RecordsExport part or all of a patient's medical record or an individual SOAP.
Upload Documents or ImagesAdding previous medical records to a patient's history in Shepherd.
Upload Vaccine History and Create RemindersAdd previous vaccines to a patient's vaccine history and create reminders to send the client notifications when it is due again.