How to Export Documents Using the Merlin Integration

The Merlin integration allows you to export documents from CoVet to your PMS with a single click so you can get on with your day.

To start, you will link cases between Merlin and CoVet. As you create content within those linked CoVet cases, such as documents, notes, and records, the integration allows you to export that content back to Merlin. This ensures all case-related materials are automatically saved under the correct patient record in Merlin, reducing manual work and keeping patient files complete and up to date.

1. Navigate to the case you want to export from

Once a case is properly linked, either through importing it from Merlin or by manually linking it, you can easily export your content from CoVet back into Merlin with a single click.

Click into the case you want to export to get started.

2. Select and review the document you want to export

From within your linked case in CoVet, locate the record you wish to export to Merlin in the case content feed. Click on the record to open it.

You will have the opportunity to review the record and make any necessary edits at this stage, just as you normally would when preparing case content. Once you are satisfied with the content, proceed to the next step to export the record.

3. Export the document to Merlin

When you're ready to send the document to Merlin, click the purple Export to PMS button. You'll find this button just above the document content area.

Clicking this will export the record directly into Merlin, associating it with the correct patient and appointment, thanks to the established case link.