The Export Center keeps you and your team on the same page while reviewing and exporting records from CoVet.
In this article
Exporting Basics
"Exporting" is the process of moving your finished records from CoVet to your practice management software or other application.
There are a few ways to export your records, and we cover this process in detail in our article Exporting records to my practice management software.
If you're not already familiar with the exporting process, please review that article before continuing here.
Reasons to Use the Export Center
While you can export records directly from each Record screen, using the Export Center provides a number of advantages:
You can view all of your cases in one place, and easily visualize which records have been exported, and which have not.
There are a number of ways to sort the cases presented to you in Export Center, so you can focus on what is most important to you in the moment.
You can still easily review and edit records, right from the Export Center
It feels great when you clear out a column and can breath easy knowing your work is done
Accessing the Export Center
The Export Center can be accessed from the left hand navigation menu on the web version of CoVet.
On mobile, you can access the Export Center under Account > My Tools.
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Web | Mobile |
Changing The Export Status of a Record
The main function of the Export Center is to help you (and your team) keep track of what the Export Status is of any given case at any given time.
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Indicates a records has yet to be reviewed. | Indicates a record has been reviewed and approved. | Indicates a record has already been exported. |
In addition to the statuses noted above, you can also mark a record as "Not for Export" if you no longer want it to appear in the Export Center.
Important Note: It's critical that you review each record for completeness and accuracy before exporting it and making it part of a patient's permanent medical history.
To change the status of a particular record, just use the drop down arrow to expand the case, and then use the "Mark Ready" or "Mark Exported". When you do this your case will move the appropriate column, and you'll notice the counter numbers at the top of the column change.
When your case is in the "Ready" or "Exported" column you'll also notice a back button appear in this area in case you need to revert the record to a previous state.
You can also change the Export Status for a case at the bottom of each Record page, and those changes will be reflected in the Export Center. Check out our article on Exporting records to my practice management software for more details.
Export Your Records
You can export your records via Copy & Paste functions, by email, or by downloading a PDF, all directly from the Export Center.
The buttons you need to do this are pictured within each case after you expand it using the drop down arrow in the top right.
When exporting via Copy & Paste, you can use the "Copy All" button to copy the entire record, including headers, or you can use the copy button for individual sections below.
Using the "PDF" button will also give you the option to print the document via a system dialogue page.
Reviewing and/or Editing Directly in the Export Center
You can review and edit your records directly in the Export Center, just click the "Edit/View Content" button to the left of "Copy All" (pictured above) and a new window will pop up containing your full record. In that window you'll have the same full editing capabilities that you're familiar with from the Record screen.
Sorting and Filtering Cases in the Export Center
There are multiple ways to sort and filter the cases that are displayed in your Export Center, and they can be incredibly useful to help maintain your focus on the task at hand.
Moving from top to bottom, you can filter by Teams associated with the case, by search term or by date.
Also, don't miss the sorting arrows below the Export Status labels. These will revers the sorting order of all cases for you with the click of a button.
