How to Export Documents Using the Vettigo Integration

Modified on Thu, 26 Feb at 12:44 PM

Once a case is linked to a Vettigo appointment, you can export documentation back to Vettigo with a single click.



There are multiple articles that will help you with different aspects of the Vettigo Integration.


Use these links to jump between these articles quickly.


Important to read before using the integration



How to use the integration following set-up

What Gets Exported

  • SOAP notes
  • Visit documentation
  • Discharge summaries


All exports are sent as plain text only. 



How to Export a Document

1. Open the case

Open the case you want to export from.


2. Open the document

Click the document you want to send to Vettigo.


3. Export to Vettigo

Click Export to Vettigo in the top-right corner.


4. Review and confirm

Review the preview. If everything looks correct, click Export to Vettigo.



Unlinked Cases 

If a case is not linked:

  • You'll be prompted to link it before exporting
  • Linking is required for export to succeed


Troubleshooting

Why can’t I export rich formatting?

Vettigo currently supports plain text only.


Why don’t I see my appointment?

Check that the appointment has a confirmed patient in Vettigo.



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