Setting up the Provet integration 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 integration
- Mapping Templates for the Provet Integration
How to use the integration following set-up
- How to Import Cases Using the Provet Integration
- How to Export Documents Using the Provet Integration
1. 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/Connections from the available menu options to proceed.
2. Select and configure the Provet integration
Click the Connect button located under the Provet tile.
3. Review the steps for the integration process
The next screen will clarify the steps needed to set up an integration with CoVet. Please review these steps and the links to any limitations with this Practice Management Software:
4. Add the CoVet Application in Provet and gather your Provent ID and Clinic Location ID
In this screen, follow the steps to connect Provet with your CoVet account.
Provet Details
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.
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
5. Confirm the paid Integration with Provet
In the next screen that appears, indicating you are configuring a paid integration with Provet, review and note the associated charges. Ensure to set this up for your team, if you are a part of one. Once ready, click Confirm to proceed.
Important note about pricing
The price shown in the image is not representative of the actual cost for your clinic.
Pricing is based on a monthly fee of $35 USD per Provet server, and is not affected by the number of users.
This integration fee will appear on your usual CoVet invoice and will renew according to your regular billing cycle (monthly or annual) until the integration is deleted. This cost will be prorated based on your billing dates.
6. Match your CoVet Account Names to the Provet Users
In this screen, match up the members of your Team on CoVet with how they appear in Provet.
7. Review how imported appointments will appear
On the next screens, you can review how the names of your appointments from Provet will appear when they are imported into CoVet. The first screen lets you review the case names with previews of some connected appointments. You can edit the case naming format by clicking Edit.
8. Review how exported cases will appear
This screen shows how your notes in CoVet will be exported back into Provet. If you wish to adjust the areas your notes will export to, click Edit fields.
9. Complete setup and start using the Provet integration
After previewing your sample export, you will receive a confirmation message indicating that the setup is complete. At this point, your Provet integration is ready to use.
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