Sharing Vetlexicon Client Handouts

Use Client Handouts to find and share Vetlexicon educational materials with pet owners. You can search the handout library, filter by species or category, preview handouts as PDFs, and send or download selected handouts from CoVet.

CoVet may also suggest handouts based on the case content. You can use these suggestions, search manually, or combine both approaches to find the right materials for the visit.

Vetlexicon’s Client Handouts are available to all users.

The feature can be turned on or off per user under “Other Integrations / Connections.”

Suggested handouts are generated based on the case content. Make sure medical notes or records have been created in the case before relying on suggested results.

The Vetlexicon Client Handouts panel includes a search field so you can find handouts manually.

Use search when you know what you are looking for, or when the suggested handouts do not include the specific topic you need.

You can search by:

For example, searching thyroid may return handouts related to hypothyroidism, hyperthyroidism, and other relevant thyroid-related topics.

Search results appear alongside AI-suggested handouts, so you can use both at the same time.
​

The Client Handouts panel also includes filters to help narrow your results.

CoVet automatically detects the species from the case and pre-selects it as a filter when possible. This helps keep results relevant right away.

You can adjust the species filter if needed.

Use category filters to narrow the library by handout type or topic area.

This is helpful when you want to browse a specific group of handouts, such as condition education, medications, home care, or other client-facing materials.

You can combine search, species filters, and category filters to refine your results.

Vetlexicon Client Handouts now support both AI suggestions and full library search.

AI suggestions are based on the case context, such as the patient’s notes, records, diagnosis, or treatment plan.

Search results are based on what you type into the search field and any filters you apply.

This means you can:

AI suggestions remain available while you search, so you do not have to choose between browsing recommendations and manually finding the right handout to share.

You can select more than one handout before sending or downloading.

When you select a handout, it appears in the Selected section.

The Selected section stays visible while you continue searching or filtering, so you can choose several handouts across different searches without losing your previous selections.

To select multiple handouts:

You can remove a handout from the Selected section before sending or downloading.

Before sharing a handout, you can preview it as a PDF.

To preview a handout:

Previewing helps you confirm that the handout is relevant, clear, and appropriate for the client.

After selecting one or more handouts, you can send them directly to the pet owner.

The selected handouts will be delivered to the client as PDFs.

You can also download selected handouts as PDFs if you prefer to share them another way.

This is useful if you want to:

You can include Client Handouts with a Visit Summary or Discharge Summary before generating the final document.

Selected handouts can be included with the summary email so the client receives both the summary and the educational materials together.

You can preview handouts before generating or sending the final summary.