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Client and Patient Profiles

Client and Patient Profiles

Manage your client and patient information.

Amber Pistone avatar Kate Bock avatar
12 articles in this collection
Written by Amber Pistone and Kate Bock
Clients

Create a New Client

Add a new client—as well as other trusted caretakers—into your practice's database.
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Written by Amber Pistone
Updated over a week ago
Patients

Create a New Patient

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

Print Medical Records

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

Exporting Medical Records

You can export an individual SOAP or the patient's entire record.
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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.
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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.
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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.
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Written by Kate Bock
Updated over a week ago
Certificates

Create a Rabies Certificate

Generate a patient's rabies certificate and then print it or send it to a client.
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Written by Amber Pistone
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.
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Written by Amber Pistone
Updated over a week ago

Create Rabies Certificates from Tx History and Invoices

Here's how to generate a certificate from a record or invoice after you administer a rabies vaccine.
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Written by Amber Pistone
Updated over a week ago