How to Create and Send a Client Portal to Pet Owners

The Client Portal is a shareable web page you can create from a CoVet case after a consultation.

It gives pet owners one place to review their pet’s visit summary, medications, to-do items, reminders, attached resources, and follow-up messages from your clinic.

Use the Client Portal when you want to give a client clear next steps after a visit, especially when there are medications, home-care instructions, handouts, or follow-up tasks to remember.

CoVet’s Client Portals can include any key information you want to share with clients.

This can include:

Before sharing, you can review what the client will see.

To create a Client Portal:

After the portal is generated, CoVet will show you the content that can be shared with the client.

Review each section carefully before continuing.

When everything looks right, continue to the sharing step.

Depending on the client information available, you may be able to share the portal by:

Before sharing, confirm that you authorize CoVet to message the client on your behalf.

Then click Share.

After the portal has been shared, you’ll see three tabs.

This shows what the pet owner can see in their portal.

Use this to confirm that the summary, to-do items, and handouts look correct from the client’s perspective.

This shows messages sent through the Client Portal or by text message.

You can use this area to review client questions and CoVet-generated responses.

This shows who the portal has been shared with.

You may be able to add another phone number or email address from this section.

Clients can ask follow-up questions through the web portal or by their own’s phone text message platform.

CoVet uses the information from the case and the shared portal content to help answer questions, such as:

You should still review portal activity as needed and follow up directly when a question requires clinical judgment, clarification, or urgent care.

If you need to change what the client can see, you can always find the Client Portal from the case.

Review the shared content and adjust the selected summary, to-do items, or handouts as needed.

Reminders are created from the medications and to-do items in the portal. When you review the content before sharing, you can set optional timing on each item.

You can also make an item repeat, for example every day, every 8 hours, or weekly, and choose when it ends, such as never, on a specific date, or after a set number of times.

Adding timing is optional on your side, but anything you enter guides the client and pre-fills their reminder setup in the portal. From there, the client can turn each medication or task into a reminder with the schedule already filled in, and complete any missing details.

Reminders help clients stay on track with medications and home-care instructions after the visit.

You can control how each portal behaves from its settings screen, which you open with the gear icon while reviewing a portal or through https://app.co.vet/clientportalsettings

There you can set:

You can also save reusable defaults and your hospital details, such as website, phone number, email, and booking link, from Client Portal Settings in your profile, so every new portal starts with the right information.

If you work in a team, these settings can be shared across the whole team.

Clients may contact your clinic with questions after receiving a Client Portal. Here are a few common ones and how you can respond.

You can let the client know that the link opens their pet’s post-visit portal. It includes the information your clinic shared after the appointment, such as the visit summary, next steps, medications, reminders, and helpful resources.

No. The Client Portal opens in a web browser. The client does not need to download an app.

CoVet helps your veterinary clinic share visit information and follow-up instructions. If the client scanned the QR code or received a message from your clinic, the text is related to their pet’s visit.

Yes, clients can reply with follow-up questions about the information shared in the portal. CoVet can help answer based on the case details and portal content.

The Client Portal is not for emergencies. If the pet has urgent symptoms or the client is worried something is wrong, they should contact the clinic directly or seek emergency veterinary care.

Check the Client Portal content in CoVet to confirm the handout, image, or PDF was selected for sharing. If needed, update the portal or send the resource another way.

If supported, you can add another phone number or email from the Sharing section. You can also use the available sharing options, such as link or email, depending on the client’s needs.

Confirm that the phone number or email address is correct. You can also try sharing by QR code or link if available.

Return to the Client Portal content review and make sure the item was selected for sharing.

Messages may take a moment to load. Refresh the portal or check the Activity tab again after a short delay.

The Client Portal is helpful for follow-up questions and reminders, but urgent medical concerns should be handled directly by the clinic.