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Managing Multiple Patients in a Single Consultation

M
Written by Mike Parent
Updated over a week ago

The Multi-Patient feature is a powerful tool that ensures all of the information for a given patient ends up in a record that is separate and distinct to them.

How to Create Separate Records for Multiple Patients in a Single Consultation

Seeing multiple pets in a single visit? Whether it’s two cats, a pair of pups, or a whole flock of parrots, CoVet makes it easy to generate distinct records for each patient, even if everything was captured in just one recording.

Why Use Multi-Patient Mode

Multi-patient mode is ideal for:

  • Families with multiple pets

  • Littermates or bonded pairs seen in the same consult

  • Situations where the same conversation applies to more than one patient

This feature ensures:

  • Each pet gets a personalized medical record

  • Each record includes only the relevant findings, history, and treatments

Two Ways to Enable Multi-Patient Workflow

Option 1: Before Recording

This is the best method if you know in advance that the consultation involves multiple patient.

  1. When creating a new case, look for the "Patient(s)" button at the top of your screen (next to Date, Assigned to, and Visibility options).

  2. Click the Patient(s) button and enter the names of the patients (e.g., Bonnie and Clyde).

  3. Click Save. This links multiple patient profiles to the same case.

Option 2: After Recording

Forgot to enable multi-patient mode? No worries.

  1. Complete your recording as usual, but make sure to call each patient by their name.

  2. Click the Patient(s) button at the top of your screen before you generate documents.

  3. Enter the patients’ names.

  4. Click Save, CoVet will now treat the single recording as a shared consult among all listed pets.

Recording Tips

  • You can freely discuss all patients in the same recording.

  • CoVet’s AI will detect which parts relate to each pet, as long as the pets are named or referred to clearly (e.g., "Bonnie is eating only canned food," "Clyde has vomiting issues").

Generating Individual Records

Once your recording is ready:

  • Click the Generate button.

  • Choose the templates you want to use.

  • Select each patient you want to generate a record for (e.g., Bonnie & Clyde).

  • CoVet will automatically create:

    • One record for Bonne, including only her relevant details.

    • One record for Clyde, with his individual information.


Example:

  • Bonnie (4 years old)

    • Eats canned food

    • Left shoulder examined

    • FVRCP vaccine given

  • Clyde (7 years old)

    • Eats dry food

    • Frequent vomiting

    • Periodontal disease

    • Rabies vaccine administered

Each summary is clean, personalized, and ready to review or share.

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