Instinct Integration
By Mike1 author4 articles
Setting Up the Instinct IntegrationConnect CoVet to Instinct so appointments sync and records export back to your PMS. Covers gathering your Instinct ID, matching users, and team rollout.
Mapping the Instinct IntegrationMap CoVet templates to Instinct so each section lands in the right field, with the option to export an exact copy or adjust output using AI instructions.
How to Import Cases Using the Instinct IntegrationAuto-import Instinct appointments into CoVet as linked cases on a daily schedule, then track them on the Cases page using linked and empty status badges.
How to Export Documents Using the Instinct IntegrationSend CoVet records into Instinct with one click, preview the field mapping before exporting, and see how to handle cases that are not yet linked.
