Mapping Templates for the Pack Leader DVM Integration

Template mapping determines which Pack Leader Note Type your CoVet documentation will be exported to. 

Pack Leader is not a traditional SOAP-based PMS. Instead of syncing to fixed SOAP fields, documentation is exported as flexible Note Types. 

There are multiple articles that will help you with different aspects of the Pack Leader Integration

Use these links to jump between these articles quickly.

• Setting up the Pack Leader Integration
• How to Import Cases Using the Pack Leader Integration
• How to Export Documents Using the Pack Leader Integration

How Template Mapping Works with Pack Leader

When exporting documents to Pack Leader, you select the appropriate Note Type based on your clinic’s workflow.

Common mappings include:

• CoVet Plan → Pack Leader Plan Note
  Recommended for medical instructions and treatment plans.

• CoVet Visit Summary → Pack Leader Client Note
  Recommended for client-facing summaries.

• CoVet SOAP → Pack Leader Plan Note (or other available Note Type)
  Full medical notes can be exported to the Note Type that best fits your clinic’s workflow.

Available Note Types depend on your Pack Leader configuration.

What Gets Exported Setting a Default Note Type

If template-level defaults are enabled:

1. Open the template. Go to Templates and select the template you want to configure.

2. Select Default Note Type. Choose which Pack Leader Note Type this template should default to upon export.

3. Save. Click Save to apply the preference.

Example: Set your Discharge Summary template to default to Client Note.

Adjusting the Note Type During Export

• Open a linked case

• Click Export to Pack Leader
• Change the Note Type in the dropdown if needed
• Confirm export