Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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