Setting up the Shepherd integration allows CoVet to import and export essential information from both platforms. Once the integration is enabled, your team can document visits in CoVet and keep patient records aligned with Shepherd.
There are multiple articles that will help you with different aspects of the Shepherd Integration
Use these links to jump between these articles quickly.
1. Navigate to Integrations
Click on your name in the lefthand navigation bar to open your Profile page.
Once there, select Integrations/Connections under Tools.
2. Select the Shepherd integration
Locate Shepherd and click Connect.
3. Review integration details
You’ll see an overview of what the Shepherd integration supports, including:
Appointment imports
Document exports
Review these details before continuing.
Note: Notes export to Shepherd as a single patient note only, not into the S/O/A/P sections.
4. Enter your Shepherd Clinic ID
Shepherd integrations are enabled at the clinic level.
To complete setup, you’ll need your Clinic ID, which can be found in Shepherd under:
Admin → Clinic Settings → General Information → Clinic ID
Enter this Clinic ID in CoVet to proceed.
CoVet will validate the Clinic ID by pinging the Shepherd API. If the Clinic ID is invalid, you’ll see an error message with access to support.
5. Enable CoVet inside Shepherd
In Shepherd:
Select Admin from the main menu.
Select Integrations.
Search for CoVet, then open the CoVet integration.
Turn on the Enable Integration toggle.
Once enabled, the integration between Shepherd and CoVet will be active.
Important note about pricing
Pricing is based on a monthly fee of $30 USD per Shepherd server, not the number of users.
This integration fee will appear on your usual CoVet invoice and will renew according to your regular billing cycle (monthly or annual) until the integration is deleted. This cost will be prorated, and you will not be charged until Shepherd approves the integration.
6. Confirm your team information in CoVet
Return to CoVet and review your team information. Confirm that the correct team members are included before continuing.
7. Review your import and export settings
Review how information will move between Shepherd and CoVet, including your appointment import and document export settings.
Adjust these settings as needed, then continue to activate the integration.
8. Complete the integration setup
Once activation is complete, you’ll see a success message in CoVet confirming that the Shepherd integration is ready to use.
If the connection fails during setup, return to the integration page and activate it again. Your credentials will not be saved if activation is unsuccessful.
