When you share a record by email, CoVet opens the same email window wherever you start from. You can check the recipient, subject, reply-to address and message, and choose how the record is delivered, before the email goes out.
Note: This article covers sending a record out by email from CoVet. If you’re looking to forward an email into a case, see CoVet’s Email Assistant.
To set your default send-to and reply-to emails, check the App Settings.
Where you can share a record by email
The email window opens the same way from every place you can share a single record by email:
The record itself
The record’s more options menu
Each record’s card in the Export Center
The export bar in Focus mode
Dental charts
Sharing by email works on web, iOS and Android. When you select several records in the Export Center, email is not offered: share each record by email from its own card.
Editing the email before sending
Review and adjust each field before you send. Your edits apply only to that email and don’t change the record itself.
Field | What CoVet fills in, and what you can change |
To | Your clinic’s default export email, or your own default export email. If neither is set, the field is empty. Send stays unavailable until the address is valid. |
Subject | “[Hospital name] - [Case name]”, using the hospital name from your profile. Without a hospital name, the subject is the case name. You can edit it, up to 150 characters. |
Reply-to | Your clinic’s email, or your personal email if your clinic has none. You can type a different address. |
Message | Optional. Write as much as you need. |
Emails are sent from [email protected]. The reply-to address decides where your client’s replies go, so set your clinic’s email as the reply-to to receive them.
Open the preview to check the email before sending. The preview shows the sender, recipient, subject and attachment, plus the reply-to address and your message when you add them.
Choosing how to share the record
Use Share record as to choose how the record reaches your recipient. The options depend on the type of record.
Record type | Share record as | Starts on |
Medical records, summaries and image to text | Text in email, or Attach as PDF | Text in email |
Emails written with CoVet email templates | Text in email, or Attach as PDF | Attach as PDF |
Dental charts, images, PDFs, recordings and other records | Always attached as a PDF | Attach as PDF |
With Text in email, the record appears in the body of the email and the PDF is still attached. CoVet remembers the option you last used for each type of record, so you don’t have to choose again next time.
Adding photos and PDFs
To send case photos or PDFs together with the record, select them before you share. See Sending Case Documents with Attachments.
Need help?
If you have any questions about sharing records by email, contact us at [email protected].