Shepherd Integration
By Mike1 author4 articles
- Setting up the Shepherd IntegrationLearn how to enable the Shepherd integration in CoVet so your team can import appointments and export visit documentation between the two platforms.
- Mapping Templates for the Shepherd IntegrationUnderstand how CoVet documentation maps to Shepherd, where every template exports as a single Patient Note, and how SOAP vs. non-SOAP formatting is handled.
- How to Import Cases Using the Shepherd IntegrationSee how CoVet imports scheduled Shepherd appointments as linked cases, including provider-assignment rules and how multi-pet appointments are handled.
- How to Export Documents Using the Shepherd IntegrationA step-by-step guide to exporting CoVet SOAP notes and visit documentation back to Shepherd as a Patient Note, with formatting and export-behavior notes.