Setting up the Provet connection allows CoVet to automatically sync appointments and medical records between your practice management system and your CoVet workspace.
Once the Provet integration setup is complete, you’ll be able to import cases, link them to Provet appointments, and export records back to Provet with ease.
There are multiple articles that will help you with different aspects of the Provet integration.
Use these links to jump between these articles quickly.
Important to read before using the connection
How to use the integration following set-up
1. Navigate to Integrations from your Provet Settings
First, the integration needs to be enabled with Provet. Go to Settings > Integrations > Open API access > Add application > Select CoVet > Save
If you have multiple departments, you will need to enable it for each department. You can toggle between departments in Provet on the top left of your screen.
2. Gather the Provet ID
When logged into Provet, this can be found in the URL of your browser. It is a code immediately following the slash after provetcloud.com/. From example, if you saw provetcloud.com/1234, 1234 is your Provet ID.
If you have multiple departments, you also need the department ID or your clinic location ID. This can be found in Settings > Integrations > General
3. Navigate to Integrations from the My Account page
Click on your name in the top navigation to open the My Account page. Once there, select Integrations from the available menu options to proceed.
4. Select and configure the Provet integration
Click the Purchase and Configure button located under the Provet tile.
5. Enter practice information and proceed
Fill in all of the requested details related to your practice in the window that opens. Ensure to input the Provet ID you acquired in step 2 and the Provet location ID or department ID.
On this screen, decide whether to link only your CoVet account or the accounts of everyone on your team.
Once you’ve made your selection, click Continue at the bottom of the page.
Once all information is entered, click Next to continue.
Setting up a single connection for the entire team is the most cost effective option, and is preferable to setting up separate connections for individual users.
6. Configure auto-import settings
On the next screen, set up your auto-import configuration. This determines whether CoVet will automatically pull appointments from your Provet calendar into the Cases pages in CoVet:
- If you prefer automatic imports, select the Auto-import daily option.
- Choose your time zone and the hour of the day for the import to run.
6.1 If using auto-import choose your Time Zone and Hour here
Once configured, click Continue to proceed.
7. Map users to Provet equivalents
In this step, map each CoVet user to their corresponding user in Provet:
- For each user, click the Select a Veterinarian drop-down and choose the equivalent Provet provider.
When finished, click Accept Mapping at the bottom of the page.
8. Review confirmation and import cases if desired
On the confirmation screen, you’ll see the scheduled auto-import time (if previously configured). From here, you can either:
- Cancel to exit the confirmation screen, or
- Import practice management software cases immediately by clicking the purple button.
8.1 To import cases now, click the Import button when ready to proceed
Choose whether to import cases for the entire team or select specific team members.
Decide if you want to import cases assigned to each member or only to select individuals.
Select a date range for the import:
- One day: imports today’s cases.
- Two days: imports today and tomorrow’s cases.
- Three days: imports today, tomorrow, and the next day, and so on.
When ready, click Import to begin the import process.
8.2 Complete setup and start using the Provet Integration
After importing, you will receive a confirmation message indicating that your cases have been successfully imported. At this point, your Provet integration is ready to use.
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