Mapping templates controls how your CoVet documentation is exported into Shepherd. All CoVet templates export to a single destination in Shepherd: Patient Notes.
There are multiple articles that will help you with different aspects of the Shepherd Integration
Use these links to jump between these articles quickly.
Setting up the Shepherd Integration
How to Import Cases Using the Shepherd Integration
How to Export Documents Using the Shepherd Integration
Mapping Templates for the Shepherd Integration
How Template Mapping Works with Shepherd
When exporting documents to Shepherd:
All content is written back as one Patient Note
There are no multiple field boxes to map to
SOAP templates support rich text formatting
Non-SOAP templates export as plain text
Exports use Shepherd’s Patient Notes format
Mapping Templates from Templates
1. Open a template
Go to Templates and open the template you want to map.
2. Preview export to Shepherd
Click Preview for Shepherd to see how your templates will export as a Patient Note.
3. Review or edit fields
Click Edit fields to open the field editor and choose which fields or sections are included in the export.
You can also click Change case to preview the export using different case data.
4. Save your mapping
Click Save to apply the mapping to this template.
Editing Template Mapping
You can update export template settings at any time from Integration Settings:
Gear icon on the Shepherd card → Settings tab → Exporting section