CoVet can suggest follow-up tasks from your case recordings, so important next steps are easier to review after a visit.
What are Tasks in CoVet?
CoVet can suggest tasks based on key follow-up items mentioned in your recordings.
Tasks are broken down into two categories: To Do tasks and Billing tasks.
Managing To Do Tasks in CoVet
To Do tasks are reminders for follow-up actions mentioned during the case, such as booking, documentation, communication, or patient updates.
You can customize which To Do tasks you want CoVet to suggest for you, including:
Booking. “Arrange a repeat blood pressure check.”
Treatment Update. “Adjust insulin based on glucose curve.”
Documentation. “Update the medical record with missing history.”
Administrative. “Submit insurance claim paperwork.”
Communication. “Call the client with lab results.”
Collect. “Obtain a sample for urinalysis.”
Patient Updates. “Update weight and BCS.”
Other. “Discuss the case with another clinician.”
You can turn each category on or off using a checkbox.
You can also create custom instructions to further refine how CoVet manages your To Do tasks.
Managing Billing Tasks in CoVet
Billing tasks are reminders for billable items mentioned during the case.
Like To Do tasks, you can create a set of custom instructions. For example, you can add, “Don’t create a billing task for any medications.”
How to Set Up Tasks
To use Tasks, first make sure these features are enabled in your account settings:
Open your Profile.
In Tools, click Personalization.
Under Personalization, select the Task Management tab.
Turn on the task types you want to use:
To-Do tasks
Billing tasks
If you enable To Do tasks, you can also choose which task categories CoVet should manage.
When these settings are on, CoVet can suggest follow-up and billing tasks from your recordings.
You can also customize how tasks are created by adding custom instructions. For example:
“Only create a to do task when I say, ‘CoVet, create a task for…’”
“Don’t create a billing task for any medication”
“Never create Collect tasks for photos”
“Only create Administrative tasks regarding insurance”
These settings help CoVet better match your clinic’s workflow.
How It Works
1. Record your consultation
Start by recording audio in the Case Page.
2. Let CoVet transcribe the audio
After you stop recording, CoVet processes and transcribes the consultation.
3. Look for the Tasks count
After transcription is complete, CoVet may surface suggested follow-up items in the Tasks section, depending on the task types you have enabled.
Tasks may include:
Standard follow-up tasks
Billing-related reminders
Other task types based on your Task Settings
If tasks are found, you'll see a number the Tasks area. Tasks are also visible on case cards on the All Cases pages.
4. Open and review the list
Click Tasks to review the suggested items for that case.
From here, you can:
Review active tasks
Mark tasks complete
Edit a task’s title, due date, or type
Delete tasks that are no longer needed
Filter tasks by type using Quick Filters
Regenerate tasks from within the case
5. Edit and organize tasks as needed
If a task title, type, or due date needs to be adjusted, you can edit it directly.
Edited tasks no longer display the AI badge and instead show Edited by [Name], making it clear which tasks were adjusted manually.
If CoVet creates a task that is not relevant, you can remove it from the list.
You can also use Quick Filters to temporarily filter tasks by type within a single case. This helps keep the task list accurate and easier to review.
Completed tasks are grouped into a dedicated section at the bottom of the task list to keep active items easier to scan.
6. View tasks across all cases
On the All Cases page, the Tasks button shows a split count of:
To Do tasks in blue
Billing tasks in orange
Clicking this opens a cross-case view where you can review and manage tasks from multiple cases in one place.
This is helpful for teams who need to keep track of follow-ups across multiple cases.
Tips for best results
Be clear during the consultation when mentioning follow-ups or billable actions
Review the Tasks list after transcription is complete
Use Task Settings and Custom Instructions to reduce unwanted task creation
Edit or delete tasks when needed so the list stays accurate
Use Quick Filters to focus on the most relevant task types in a case
Mark completed items as you go to keep the list current
Use the All Cases task view to track work across the clinic