Referring clinics can send a CoVet case to Timeless in one step. CoVet creates the patient in Timeless, then opens Timeless so you can finish creating the case there.
There is another article that will help you with the Timeless integration.
Before you start
Your Timeless integration is connected and your user is mapped to a Timeless clinician.
You have a record generated with the Timeless Record Summary template.
If there is no record yet, Export to Timeless is disabled with the hint Generate a record with the Timeless Record Summary template first.
Step 1: Click Export to Timeless
Open the Timeless Record Summary record and click Export to Timeless, next to Copy. You can also use Export to Timeless on the case page. From the case page, CoVet exports your newest Timeless Record Summary.
Step 2: Review the patient and owner details
A dialog opens with the details CoVet filled in for you. If the case has more than one patient, choose the one to export under Patient to export.
Section | Fields | Required? |
Patient | Patient name, Species, Breed, Sex | Yes |
Patient | Weight and Unit | Optional. A weight needs a unit. |
Patient | Date of birth | Optional |
Owner | Owner name | Yes |
Owner | Email, Phone, Address | Optional |
If CoVet cannot work out the species or sex, the field starts empty so you can choose it. Fix any field marked as required or invalid before you continue.
Step 3: Click Create patient in Timeless
While CoVet sends the details, the button shows a spinner and the dialog cannot be closed.
Step 4: Finish the case in Timeless
When the export succeeds, Timeless opens in a new tab and the dialog shows Patient created in Timeless. Finish creating the case in Timeless. If Timeless did not open, click Open in Timeless in the dialog.
In Timeless, choose a service, click Next, then click Submit. The patient and clinician are already selected, and your record summary is filled in as the clinical history of the case.
Note: If the service you choose has no field set up in Timeless to receive the history, Timeless still creates the case but leaves the history out. If you do not create the case within 30 days, the history is no longer attached. Contact Timeless if your history is missing.
Open in Timeless
A case can be exported only once. After that, the button reads Open in Timeless and reopens the same Timeless page. CoVet asks you to confirm first, with the hint Use this only if you haven't finished creating the case in Timeless.
Export to an existing Timeless case
If you have more than one Timeless connection, the button also shows a menu with Create patient in Timeless and Export to existing case. Choose Export to existing case to send a record to a case that already exists in Timeless.
If something goes wrong
You see | What to do |
This case was already exported to Timeless. | Use Open in Timeless. |
An export to Timeless is already in progress for this case. | Wait a moment, then try again. |
Timeless didn't accept some details. | Check the highlighted fields and confirm again. |
Timeless may have received this export. | Check Timeless for the patient before trying again. |
Timeless could not be reached. | Try again in a moment. |
Exporting this case to Timeless isn't available right now. | Close the dialog and try again later. |
Need help?
If you have any questions about the Timeless integration, contact us at [email protected].