Using CoVet's in-app calling feature is the easiest and most convenient way to record and summarize a phone call, but this article also details some alternative methods.
Important Note: The phone calling feature has a limit of one hour per phone call and a total of four hours per day. Please keep these restrictions in mind when using this feature.
Using the in-app calling feature to dial a client directly from CoVet
The in-app calling feature in CoVet lets you call clients directly from the platform, offering several key advantages over traditional methods:
Secure, Professional Communication – Calls are made over a secure line, and you can display your clinic’s phone number on Caller ID, keeping your personal number private.
Automatic Call Recording – Both sides of the conversation are seamlessly recorded, ensuring no important details are lost.
Instant Case Integration – Once the call ends, the recording is automatically attached to the relevant CoVet case for easy reference.
Verifying your Clinic Phone Number for Caller ID
To display your clinic’s phone number on Caller ID when calling clients, you must first verify the number.
Setting this up is fairly simple if your phone line rings directly through to a person. Simply pick up the phone when it rings and enter the validation code CoVet provides in the app.
If your clinic has a phone tree or auto-attendant, please follow these steps to verify your number:
1. Do a test call to determine the needed sequence
Call your own phone number and determine the sequence of buttons a person needs to push to navigate the phone tree so it rings through to a real person. Pay close attention to the timing of pauses, and ideally take notes on all of this (they'll help in the next step).
2. Set up the verification call in CoVet
Program the main phone line number into the primary text box when prompted to verify a number.
Then, use the "Ext" (extension) text box to program in the directions the automated call requires to navigate your phone tree so it can ring through and a real person can pick up - that is the end goal you're aiming for with this verification step.
Let's use two phone tree examples. Note that the one special character you may need here is a "w" - each "w" creates a 0.5 second pause, and you can use as many as you like.
Example 1:
If you want a caller to connect directly to your desk phone, have them dial your extension — for example, 535 — as soon as the automated phone tree answers.
In this case, enter 535 into the Ext box. These numbers will be dialed immediately once the call is picked up, causing your desk phone to ring.
Example 2:
If a caller needs to first press "1" for English, wait three seconds, and then press "0" for Reception:
Enter 1wwwwww0 into the Ext box.
The
1simulates pressing "1" for English.The six
wcharacters create a three-second pause before dialing0.
If this doesn't work, try entering ww1wwwwww0 instead. Adding two w characters at the beginning inserts an extra pause, helping ensure that the system correctly registers the initial "1."
3. Complete the call and enter your validation code
Once you have your number (and extension string, if required) programmed you'll have to enter a label for this phone number. I most cases it will be "Main Clinic Number" or something to that effect. Click "Save" and a call will be initiated.
A verification code will also be displayed on your screen within CoVet. Once the automated call that was just initiated rings through and is picked up by a person they will need to enter that verification code into the phone. They should then hear an automated message telling them the verification was successful.
Now that you have a verified Caller ID number you can now use the In-App calling feature as outlined in the video below!
If someone on your team has already verified the clinic phone number
You will still need to enter the number to use it as a verified Caller ID number, but you will not receive a phone call and you will not have to enter a verification code. CoVet will automatically recognize the number has been previously verified by your teammate and it will immediately become available to you.
Note, you and your teammate need to be on the same team within CoVet for this to work. If you are looking to deploy a validated phone number across a larger clinic with multiple teams, please contact [email protected] for help.
Watch the video above to see the complete workflow from end to end, including:
Verifying the caller ID number
Connecting and recording the call
Generating a document from the recorded call
Changing phone settings
Important note about recording consent:
When the call is connected on the client end they will hear an automated message that tells them they are being connected to a veterinarian and also advises them the call will be recorded.
In-app calling works for calls anywhere within your country, but international calls are not possible.
Summarizing a phone call (or in-person communication) without the in-app calling feature
If you are unable to, or choose not to use the in-app calling feature, there are still a few different ways to record phone calls and other client communications. The general process is the same you would use for a typical consultation, but you'll want to use a specific template and a couple of tricks.
Customizing the Intro Message with Your Voice
CoVet allows you to record personalized voice messages when calling clients instead of using the default automated message clients hear when a call connects.
This can help make the call feel warmer and more familiar for clients, while still clearly informing them that the call will be recorded.
To set up your custom voice intro message:
Go to Call Settings.
Click the gear icon in the top-right corner to open Phone Calling Settings.
Make sure Use voice intro message is turned on.
Select Use my own recording.
Click Start Recording and record your personalized intro message.
Your recording can be up to 30 seconds long.
You can also upload an audio file instead. Supported file types are MP3 and WAV, with a maximum length of 30 seconds.
Click Save Changes when you are finished.
You can pause or stop the recording while creating it. If you want to replace the message later, return to Phone Calling Settings and record or upload a new version.
Tip: Keep your message short, clear, and professional.
For example: “Hi, this is Dr. Smith calling through CoVet. This call may be recorded so I can accurately summarize our conversation and include the details in your pet’s medical record.”
