How to Export Documents Using the Shepherd Integration

Once a case is linked to a Shepherd appointment, you can export documentation from CoVet back to Shepherd as a Patient Note. 

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

What Gets Exported 

• SOAP notes
• Visit documentation
• Discharge summaries
  
  

All content is exported as one Patient Note per export action.

Formatting Support 

SOAP templates support rich text formatting in Shepherd.

Non-SOAP templates, such as summaries, do not support rich text formatting and are exported as plain text.

Content appears under the patient’s profile in Shepherd as a Patient Note.

Patient Notes can be found in Shepherd under: Patient Profile → ⋮ (three dots) → Add Note

How to Export a Document 

1. Open the case 

Open the case you want to export from.

2. Open the document 

Select the document you want to export.

3. Export to Shepherd 

Click Export to Shepherd in the top-right corner.

4. Review and confirm 

Preview how the document will appear as a Patient Note. 

When ready, click Export.

Export Behavior Notes 

• Each export creates one Patient Note.
• Only one record can be exported at a time.
• Cases must be assigned to a user before they can be exported.
• Unassigned cases cannot be exported.
• Re-exporting is supported and overwrites the previous entry in Shepherd.
• After export, the record is marked Exported with a timestamp in the case activity log.
• Images and attachments are not supported in exports.