Dental documentation readiness & compliance

Your team knows what to capture before the patient sits down.

Shep reviews upcoming appointments so your team knows what’s ready, what’s missing, and what needs to be captured.

Start your free 30-day pilot See how Shep works
9:40 · Crown #30 ACTION NEEDED · 1 missing
11:40 · Crown #14, replacement VERIFY · 2 to confirm
10:20 · Hygiene recall READY FOR TREATMENT
2:00 · Recall + bitewings CODES PROPOSED
9:40 · Crown #30 ACTION NEEDED · 1 missing
11:40 · Crown #14, replacement VERIFY · 2 to confirm
10:20 · Hygiene recall READY FOR TREATMENT
2:00 · Recall + bitewings CODES PROPOSED
9:40 · Crown #30 ACTION NEEDED · 1 missing
Built for Open Dental 600+ documentation & compliance rules 19 years of dental billing & practice operations expertise BAA before connection

Tomorrow’s schedule

Every appointment, reviewed against the chart.

Open a row to see what Shep checked, section by section.

Demo Account

Shep · Schedule Thursday — tomorrow

NOW = must capture chairside, before the patient leaves the chair.

Why timing matters

Some records can only be made while the patient is in the chair.

  • Pre-op imaging
  • Intraoral photos
  • Current perio charting
  • Signed treatment plan
  • Required consent

  1. Two days ahead

    Imaging and exams that are due are proposed for your office to approve, while there’s still time to schedule them.

  2. The day before

    Whatever is still missing goes on the huddle sheet.

  3. Visit

    Last chance to capture NOW

    The record can only be made while the patient is in the chair.

  4. After

    The record can’t be recreated

    What’s left is rework or an appeal.

See how Shep works

Where Shep fits

Claim tools check the claim after the visit. Shep checks the chart before it.

Before the visit

Shep

Checks each scheduled appointment against the chart and lists what’s missing.

In the chair

Your team

Captures what Shep flagged, while the patient is still there.

After the visit

Your claim tools

Claim checks and clearinghouses keep doing their job. Shep doesn’t replace them.

Claim tools help get the claim ready. Shep makes sure the practice is ready before the problem reaches the claim.

Clinical autonomy

Built to support the doctor — without trying to be the doctor.

Shep does not diagnose disease, recommend treatment, or decide what treatment should be performed. The doctor has already made those decisions; Shep checks the record around them.

Doctor
  • Diagnoses
  • Treatment plans
  • Makes clinical decisions
Shep
  • Checks the record
  • Checks documentation
  • Surfaces gaps

The doctor owns the diagnosis. Shep helps protect the record.

FAQ

  • SystemOpen Dental, today
  • AppointmentsRestorative and hygiene
  • PilotRead-only — nothing written back

Built from real dental operations

NatashaCo-founder
19 yearsDental billing + practice operations
600+ requirementsWritten rules, checked against published payer requirements

Checks records — never scores staff.

The pilot

See Shep on your schedule.

Currently onboarding the first pilot practices.

For independent dental practices on Open Dental, covering restorative and hygiene appointments today. Free for 30 days. Thirty minutes to set up. One person reviews the sheet each morning — so what the chart needs is captured in the chair, not chased down after the visit.

Start your free pilot See a sample sheet
  1. 01Start your free pilot
  2. 02Connect Open Dental (30 min)
  3. 03Review the readiness plan each morning

A BAA is required before connecting practice data.

We’ll reply to book a 20-minute call and connect Open Dental.

Your details are sent to us by email through our form provider and used only to arrange your pilot, or to tell you when your system is supported.

Shep

Guarding and guiding your practice

Documentation Readiness and Compliance for Open Dental Practices

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© 2026 Shep Dental LLC · natasha@shep.dental