This article will show you how to import appointments from your ezyVet calendar into CoVet, creating linked cases so that each CoVet case stays tied to its corresponding ezyVet appointment.
There are multiple articles that will help you with different aspects of the ezyVet integration.
Use these links to jump between these articles quickly.
Important to read before using the integration
How to use the integration following set-up
One key function of the ezyVet integration is to automatically import appointments from your ezyVet calendar into CoVet as cases.
These imported cases appear on the Case page, ready for you to begin working on. Each case includes the patient information, owner information, appointment time, and assigned veterinarian (where available).
Auto Import Cases
Auto-importing allows CoVet to pull cases from ezyVet on a daily schedule, so you don't need to manually click Import & Sync each day.
During the initial integration setup, you'll configure your auto-import settings. You can adjust them later by following these steps.
1. Navigate to the Integrations page
Click on your name, click Integrations/Connections, and on the ezyVet tile click the gear icon to edit the settings.
2. Configure your auto-import options
Click the Import Schedule and Import date range dropdowns to adjust your settings, for example pulling appointments 1 day, 1 week, or 1 month ahead.
Click Save Changes to confirm.
Your cases will now arrive in CoVet automatically based on the schedule you selected.
3. Viewing imported cases
Imported cases appear on the Cases page. In tile view, each tile represents an individual case and displays key appointment details.
In the bottom right corner of each tile, a purple arrow icon indicates the case is successfully linked to its corresponding appointment in ezyVet.
Newly imported cases also display an "Empty" badge in the top right corner, meaning no content has been created in the case yet. As you add documents, notes, or records, this badge updates automatically.
You can switch to List view using the view toggle in the top right of the Cases page.
Manually Import Cases
1. Click Import & Sync
To bring in new appointments from ezyVet at any time, use the Import & Sync button in the top right-hand corner of the Cases screen.
This pulls in any new appointments and syncs any case updates made in ezyVet.
CoVet will not duplicate a case that already exists, so you don't have to worry about clicking Import & Sync more than once. The Last sync time is noted below the button.
2. Choose import settings and confirm
When importing, you can customize what comes in:
Import for yourself or the entire team. Choose whether to import only your appointments or the whole team's.
Filter by team member (optional). Narrow the import to a specific clinician if importing for the team.
Select a date range. Choose how many days of appointments to import.
Once your options are set, click the blue Import & Sync button to begin.
3. Review the import confirmation
After a brief processing period, a confirmation screen shows how many cases were imported. Any cases that were imported previously are marked as updated rather than new.