Cases
By Mike and 2 others3 authors24 articles
- Applying Your Edits to Other Documents in a CaseCarry a correction from one generated document over to the rest of the case, and see exactly what was edited before you apply it.
- Using Case Activity to See Every Change to a CaseFind who added content, recorded, called or changed a case, with old and new values grouped by day and a search to find any entry fast.
- Using Rounds for Case HandoffsSelect multiple active cases, generate a single I-PASS handoff report for rounds or a shift change, then review, edit, sort, and download it as a PDF.
- Using the Cases Page to Organize and Navigate your CasesNavigate Today's Cases, switch between tile and list views, browse past or future days, and archive individual or bulk cases to keep your workspace tidy.
- Summarizing a Medical History or Other PDFUpload one or more PDF medical histories into CoVet, pick a summary template, and get a concise overview of complex records in seconds before the appointment.
- Generating Client Visit and Discharge SummariesCreate client-friendly visit and discharge summaries in CoVet, add photos, PDFs, and Vetlexicon handouts, then email or download a polished PDF for pet owners.
- Creating a Medical Record from an Audio RecordingRecord a consultation in the CoVet app or browser, capture natural conversation between you and the client, and turn the audio into a SOAP record or email.
- CoVet Phone Calling FeaturePlace client calls from inside CoVet, display your clinic's verified Caller ID, and have both sides of the conversation recorded and attached to the case.
- Generating Records from Specific InputsPick which recordings, PDFs, or notes CoVet uses to build a document so progress notes and phone calls stay separate from earlier content in the same case.
- Managing Multiple Patients in a Single ConsultationSee littermates or multi-pet households in one visit, then let CoVet split a single recording into clean, individual medical records for each patient by name.
- Consultation Checklist (Beta)Build checklists from scratch, your default template, or CoVet's library, then let Autocheck tick off items mentioned in your recorded consultation as you work.
- Using Consult CoVet In Your CaseGet AI point-of-care decision support inside any case with differentials, must-not-miss conditions, diagnostic next steps, and references from LifeLearn.
- Using the Redesigned Case PageFind your way around CoVet's redesigned Case Page, start a recording, generate favorite documents, and manage tasks and checklists from a cleaner layout.
- Managing Ongoing and Multi-Day CasesKeep a hospitalized patient's notes, recordings, and documents in one continuous case across days by toggling Ongoing and setting start and end dates in CoVet.
- Creating and Managing Unassigned CasesOpen cases during intake before a clinician is chosen, keep them visible to the right team, and assign them one at a time or several at once.
- Sending Case Documents with AttachmentsBundle case photos and PDFs with any CoVet record, visit summary, or discharge document so clients receive the written notes and supporting files together.
- How to Use Outputs as Inputs in CoVetReuse a generated Medical History summary as input for a SOAP note so CoVet can separate past history from today's visit and produce a clearer record.
- How to Use Dental Charts in CoVetDocument dental findings as you speak, add per-tooth diagnoses and treatments, attach images, and generate a polished Canine or Feline dental chart PDF.
- How To Use CoVet’s Smart SearchFind cases by describing them in plain language instead of exact names, switch between Smart and Case name modes, and get tips for better match results.
- Using IDEXX Lab Data Summary in CoVetReview IDEXX lab history in CoVet, generate structured summaries by patient and date range, and add editable lab insights directly to the case.
- Understanding AI Citations and SourcesSee how CoVet citations help you review AI-generated summaries and records by linking content back to the original source.
- How to Send a Visit Summary as a Link to Pet OwnersGenerate a visit summary as a link, review and edit it, share it by text or email, and set Link or Document as your default in templates.
- Can I Change How My Cases Are Automatically Named in CoVet?Customize how CoVet auto-names your cases by choosing which elements appear, reordering them, and regenerating names on existing cases when details change.
- Archive, Find, and Unarchive CasesArchive, find, and restore cases in CoVet. Learn how archiving differs from deleting, how to search archived cases, and how archiving works across your team.