How to Export Documents Using the Provet Integration

The Provet 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 Provet. This ensures all case-related materials are automatically saved under the correct patient record in Provet, 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 Provet 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 Provet 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 Provet

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

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

4. Review and finalize your export

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

Dealing with unlinked cases

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

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

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

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

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