Using the Redesigned Case Page

The Case Page is your home base in CoVet. It’s where you record a visit, review details, generate documents, and manage follow-ups like tasks and billing items. 

This article shows you where to find the main tools on the redesigned Case Page, especially recording and document generation.

Enabling the Redesigned Case Page (Existing Users)

The updated Cases page is designed to help you stay organized and on top of your daily tasks by focusing on the most important cases.

If you’re an existing user as of February 4th, 2026, the redesigned Case Page is available behind a Beta toggle.

• New users: The redesigned Case Page is enabled by default
• Existing users: The redesigned Case Page is off by default and can be turned on using the Beta toggle (an opt-in setting)

Getting Started on the Redesigned Case Page

When you open a case, you'll notice:

• A cleaner layout with fewer competing sections
• Case name and date selector at the top of the page
• Document generation actions moved to the top of the page
• A reorganized To-Do area is now organized into Tasks and Checklists
• An updated phone call icon

Starting a Recording

Recording is often the first step in your workflow. To get started:

1. Open the Case Page
2. Click the large Record button
3. Use the Pause and Stop controls as needed

After you stop recording, a blue banner appears with a suggested next step (for example, generating a document).

Generating Documents

Document generation is now at the top of the Case Page. From here you can generate:

• All or individual favorite documents
• Your default documents
• A template to generate a specific document

Client Summary

After generating a document, you'll also see a Client Summary option. You can use this when you want a client-friendly document that's easier for pet owners to read and follow.

Generating Favorites (Essentials & Unlimited)

If you’re on the Essentials or Unlimited plan, you can generate documents using Favorites.

Use this when:

• You regularly send the same set of templates (e.g., discharge instructions + meds + client summary)
• You want to generate multiple favorite documents quickly

To use it:

1. Favorite the templates you use most often
2. On the Case Page, use the Favorites options (including Generate All Favorites)

Support users can generate favorites too, but they generate the case owner’s favorites.

Managing Tasks and Checklists

The previous To-Do area has been reorganized. You’ll now see separate buttons for:

• Tasks (includes tasks + billing items)
• Checklists
  
  

This makes it easier to find the right follow-ups without scrolling through a single combined list.

Making Phone Calls

The phone call icon has been updated visually, but the behavior is the same. Use it anytime you need to initiate or log a call related to the case.

Sharing Feedback or Reporting an Issue

If you spot an issue or want to share feedback, use the Feedback button on the Case Page.

Including what you clicked and what you expected to happen helps the team respond faster.