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ease
features
design
support

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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

At its core, Process Shepherd's decision tree and agent scripting features provide agents with systematic, step-by-step guidance through complex workflows, with the added capabilities of integration with external services such as CRM or helpdesk systems. The main goal of this platform is to enhance workflows, fortify compliance, and boost efficiency across contact centers and help desks. Process Shepherd unfolds workflows into a sequence of steps or questions, navigated one step at a time by agents. This method of partitioned guidance eases the intricacy of managing complex tasks, reducing both the training duration for newcomers and the average time needed for each interaction. Reduce Agent Onboarding Time by 80% Trim Ramp Time by 40% Decrease Average Handling by 30%

Description

Aside from being founded by a practicing DVM, what sets Shepherd apart from the rest of the veterinary PiMS world is its design. On the front end, Shepherd is built off of a traditional SOAP, which automatically builds an invoice as treatments are administered to a patient. In the words of our founder Cindy Barnes, DVM, what that means is, “If your record is accurate, so is your invoice.” Shepherd also leverages backend automations to automatically discharge instructions and treatment notes as soon as they’re administered—meaning all client information will be created and ready by the time the patient is checked out. On top of advanced backend functionality, we also offer integrations with leading labs. This allows users to easily order lab services from any open SOAP, and once those labs are ordered, they automatically sync inside the patient’s record. You’ll also be able to seamlessly track and manage your inventory with our built-in inventory management tool. This allows you to see how much inventory is in your practice, as well as what inventory needs to be ordered (and even what you have too much of). Shepherd is software for vets, by vets.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Aircall Yes 
Chckup No 
Freshdesk Yes 
Genesys Cloud CX Yes 
Salesforce Yes 
Vet S8 No 
WaitWell No 
Zendesk Yes 
Zoho CRM Yes 

Integrations

Aircall No 
Chckup Yes 
Freshdesk No 
Genesys Cloud CX No 
Salesforce No 
Vet S8 Yes 
WaitWell Yes 
Zendesk No 
Zoho CRM No 

Pricing Details

$20
Free Trial Yes 
Free Version Yes 

Pricing Details

$299.00/month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Process Shepherd

Founded

2022

Country

United States

Website

www.processshepherd.com

Vendor Details

Company Name

Shepherd Veterinary Software

Founded

2016

Country

United States

Website

shepherd.vet

Product Features

Business Process Management

Access Controls / Permissions No 
Alerts / Notifications No 
Business Process Automation No 
Business Rules Management No 
Collaboration No 
Process Change Tracking No 
Process Mapping No 
Process Modeling & Design No 
Visual Workflow Management No 

Product Features

Veterinary

Appointment Reminders Yes 
Appointment Scheduling Yes 
Billing & Invoicing Yes 
Boarding Management Yes 
Image Storage Yes 
Inventory Management Yes 
Patient Records Yes 
Prescription Management Yes 
Treatment Plans Yes 

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