How to Export Documents Using the Instinct Integration

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

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

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