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Shepherd

The contact page lists an address at 211 Boulevard of the Americas, Suite 403, Lakewood, New Jersey 08071.

What it is

Shepherd is cloud-based practice management software for veterinary clinics, with tools for medical records, client requests, and payments. Its SOAP workflow updates the medical record and invoice and creates discharge instructions. The software lists TranscribeAI for drafting SOAP notes and DiagnoseAI for clinical decision support and treatment suggestions; ShepherdAI features are optional. A client portal lets pet owners request appointments and prescription refills, review medical history, and access vaccine certificates. Shepherd Pay is integrated into the system and supports USB terminals, stored cards, and payments through the online pet portal. The subscription includes unlimited users and work stations, expert training, support from staff with veterinary experience, Shepherd Pay, and no implementation fees. Listed integrations include IDEXX diagnostics, HomeAgain, AllyDVM, CoVet, and PetDesk, with Shepherd OpenAPI also listed in its help center. Onboarding is typically four to six weeks without historical-record migration, or eight to ten weeks when migrating records. Pricing is discussed during a demo; the service is web-based, with no mobile apps listed.

For and against

For

  • SOAP workflow updates records and invoices.
  • Portal supports appointment and refill requests.
  • Subscription includes unlimited users and work stations.
  • Shepherd Pay is included in the subscription.
  • No implementation fees are listed.

Against

  • Pricing is discussed during a demo.
  • ShepherdAI features are optional.
  • Historical-record migration can extend onboarding to eight to ten weeks.
  • No mobile apps are listed.

The verdict

Shepherd combines clinic records, client requests, and payments in a web-based system. Clinics should consider the demo-based pricing and onboarding timeline, especially if they plan to migrate historical records.

Who it suits

Shepherd is aimed at veterinary clinics, particularly general practices looking for tools organized around clinic-day workflows. It may suit clinics that want a client portal and integrated payment options.

Plans and prices

Shepherd veterinary practice management software

Priced on request

Unlimited users · Unlimited work stations · Shepherd Pay included · No implementation fees

Every plan, in full

On the record

AI tools
Shepherd lists TranscribeAI for generating SOAP notes and DiagnoseAI for clinical decision support and treatment suggestions.shepherd.vet · read 11 Oct 2026
Client tools
The client portal supports appointment requests, prescription refill requests, medical history, and vaccine certificates.shepherd.vet · read 11 Oct 2026
Data safeguards
Shepherd says its data is encrypted in transit, backed up internally and externally, and hosted on servers without public access points.shepherd.vet · read 11 Oct 2026
Included subscription features
The subscription includes unlimited users and work stations, expert training, veterinary-experienced support, Shepherd Pay, and no implementation fees.shepherd.vet · read 11 Oct 2026
Integrations
The integrations directory lists connections including IDEXX diagnostics, HomeAgain, AllyDVM, CoVet, and PetDesk; its help center also lists Shepherd OpenAPI.help.shepherd.vet · read 11 Oct 2026
Medical records
Its SOAP workflow updates the medical record and invoice and generates discharge instructions.shepherd.vet · read 11 Oct 2026
Migration and onboarding
Shepherd says onboarding typically takes four to six weeks without historical data migration and eight to ten weeks when migrating historical records.shepherd.vet · read 11 Oct 2026
Notable limits
Shepherd says pricing is discussed during a demo and that its ShepherdAI features are optional.shepherd.vet · read 11 Oct 2026
Payment compliance
Shepherd says Shepherd Pay handles card data under PCI DSS for storage, transmission, and encryption.shepherd.vet · read 11 Oct 2026
Payments
Shepherd Pay is integrated into the PIMS and supports USB terminals, stored cards, and online pet portal payments.shepherd.vet · read 11 Oct 2026
Purpose
Shepherd is cloud-based veterinary practice management software for veterinary clinics.shepherd.vet · read 11 Oct 2026
Security
Shepherd reports completing an annually renewed SOC 2 Type II examination and hosting production data on AWS in Ohio across multiple availability zones.shepherd.vet · read 11 Oct 2026
Who it is for
Shepherd describes its general-practice offering as designed for veterinary clinics and their clinic-day workflows.shepherd.vet · read 11 Oct 2026

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