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.

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

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. In this instance, we are using the SOAP record.

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 Export to Merlin button at the top right.

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

If you have not mapped this template ahead of time, you may need to do some additional steps to align how you want your record in CoVet to appear in Merlin. Please see our article on Mapping Templates for the Merlin Integration for more information.

4. Review and finalize your export

After clicking Export to Merlin, a pop-up will appear on the right-hand side of the screen showing a preview of your record and how it will appear in Merlin. If you are happy with the record, you can click the blue Export to Merlin button or you can click Edit fields to make any changes.

Dealing with unlinked cases

If a case was imported from Merlin (either automatically or manually) it will already be linked, and you will see Export to Merlin.

If your case is currently unlinked, you will see a note that the case is Not linked to Merlin. Within the record, when you click Export to Merlin in the top right, the button at the botton of the preview will appear as Continue instead of Export to Merlin within your case. Here you will have the ability to link your case. This step is required to get your record into Merlin.

Once you’re satisfied with the preview of the document contents, click Export to Merlin to complete the export. The record will then appear in Merlin under the correct patient.

5. Voilá! You're done and can move on to your next case

Your document content will appear in Merlin just where you need it.