How to Export Documents Using the Avimark Connection

Modified on Tue, 18 Nov at 8:24 PM

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

There are multiple articles that will help you with different aspects of the Avimark connection.

Use these links to jump between these articles quickly.

Important to read before using the connection
Setting Up the Avimark Connection
Mapping Templates for the Avimark Connection
How to use the connection following set-up
How to Import Documents Using the Avimark Connection

As you create content within those linked CoVet cases, such as documents, notes, and records, the connection allows you to export that content back to Avimark. This ensures all case-related materials are automatically saved under the correct patient record in Avimark, 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 Avimark 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 Avimark 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 Avimark

When you're ready to send the document to Avimark, click the Export to Avimark button at the top right.

Clicking this will export the record directly into Avimark, 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 Avimark. Please see our article on Mapping Templates for the Avimark Connection for more information.

4. Review and finalize your export

After clicking Export to Avimark, 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 Avimark. If you are happy with the record, you can click the blue Export to Avimark button or you can click Edit fields to make any changes.

Dealing with unlinked cases

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

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

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

5. Voilá! You're done and can move on to your next case
Your document content will appear in Avimark just where you need it.

Formatting will be converted when exported to Avimark

Avimark is unable to accept rich text (i.e. bolding, italics or headers).

As a result, any formatting in your records will be converted to markdown when exported to Avimark.

Bolded text will be highlighted with on either side of it (e.g. text**)

Italic text will be highlighted with _ on either side of it (e.g. _text_)

Headers will be have ## in front of them (e.g. ## text)