Getting Started & How To Articles
By Mike and 3 others4 authors61 articles
- Getting Started with CoVetNew to CoVet? Find the key how-to videos, app downloads, and links to templates, exporting, teams, and account settings to start working faster today.
- Enterprise Dashboard OverviewWhat the Enterprise Dashboard reports, who can access it, what each panel shows, and how to export the Enterprise Users table.
- Using Communication Feedback in Your CaseGet private feedback on how you communicated in a consultation, rated across eight communication competencies with examples pulled from your own recordings.
- Subscription Types and Billing with CoVetCompare CoVet's Unlimited and Essentials plans, pick monthly or annual billing, choose your currency, and learn when a free Support account fits better.
- CoVet for SpecialistsTailor CoVet to specialty practice with referral summaries, custom templates, snippets, abbreviations, and advanced case management built for complex cases.
- Analytics Dashboard OverviewExplore case trends, chief concerns, recommendation acceptance, and client sentiment in CoVet's Analytics Dashboard, with filters by team, species, and date.
- Using CoVet’s AI ChatAsk AI Chat questions about a patient's history, transcripts, and clinical protocols without leaving your case, and verify every answer against its sources.
- PMS Integration Pricing and BillingFind out which CoVet PMS integrations carry a fee, how the charge is added to your existing invoice, and what to expect on monthly or annual billing.
- Task Management in CoVetLet CoVet suggest follow-up To Do and Billing tasks from your consult recordings, choose which categories appear, and add custom instructions to refine them.
- How to Use IDEXX Lab Data Summary in CoVetConnect IDEXX to CoVet, search a patient's lab history from any case, and generate a structured summary with priority findings grouped by organ system.
- Accepting a Team InviteIf someone has invited you to join their CoVet team, follow these steps to accept the invitation.
- Tips for High-Quality CoVet Records During ConsultationsSimple speaking habits that help CoVet capture complex consultations accurately.
- Creating Templates and Snippets with Coco, CoVet’s AI Template AssistantHow to prompt Coco, CoVet's AI Template Assistant, to build and refine templates and snippets with examples for describing, formatting, and testing them.
- Using the Cases Page to Organize and Navigate your CasesNavigate Today's Cases, switch between tile and list views, browse past or future days, and archive individual or bulk cases to keep your workspace tidy.
- Summarizing a Medical History or Other PDFUpload one or more PDF medical histories into CoVet, pick a summary template, and get a concise overview of complex records in seconds before the appointment.
- Generating Client Visit and Discharge SummariesCreate client-friendly visit and discharge summaries in CoVet, add photos, PDFs, and Vetlexicon handouts, then email or download a polished PDF for pet owners.
- Creating a Medical Record from an Audio RecordingRecord a consultation in the CoVet app or browser, capture natural conversation between you and the client, and turn the audio into a SOAP record or email.
- CoVet Phone Calling FeaturePlace client calls from inside CoVet, display your clinic's verified Caller ID, and have both sides of the conversation recorded and attached to the case.
- Generating Records from Specific InputsPick which recordings, PDFs, or notes CoVet uses to build a document so progress notes and phone calls stay separate from earlier content in the same case.
- Managing Multiple Patients in a Single ConsultationSee littermates or multi-pet households in one visit, then let CoVet split a single recording into clean, individual medical records for each patient by name.
- Consultation Checklist (Beta)Build checklists from scratch, your default template, or CoVet's library, then let Autocheck tick off items mentioned in your recorded consultation as you work.
- Using Consult CoVet In Your CaseGet AI point-of-care decision support inside any case with differentials, must-not-miss conditions, diagnostic next steps, and references from LifeLearn.
- Using the Redesigned Case PageFind your way around CoVet's redesigned Case Page, start a recording, generate favorite documents, and manage tasks and checklists from a cleaner layout.
- Managing Ongoing and Multi-Day CasesKeep a hospitalized patient's notes, recordings, and documents in one continuous case across days by toggling Ongoing and setting start and end dates in CoVet.
- Creating and Managing Unassigned CasesOpen cases during intake before a clinician is chosen, keep them visible to the right team, and let any teammate claim or reassign them when ownership is set.
- Sending Case Documents with AttachmentsBundle case photos and PDFs with any CoVet record, visit summary, or discharge document so clients receive the written notes and supporting files together.
- How to Use Outputs as Inputs in CoVetReuse a generated Medical History summary as input for a SOAP note so CoVet can separate past history from today's visit and produce a clearer record.
- How to Use Dental Charts in CoVetDocument dental findings as you speak, add per-tooth diagnoses and treatments, attach images, and generate a polished Canine or Feline dental chart PDF.
- How To Use CoVet’s Smart SearchFind cases by describing them in plain language instead of exact names, switch between Smart and Case name modes, and get tips for better match results.
- Using IDEXX Lab Data Summary in CoVetReview IDEXX lab history in CoVet, generate structured summaries by patient and date range, and add editable lab insights directly to the case.
- Understanding AI Citations and SourcesSee how CoVet citations help you review AI-generated summaries and records by linking content back to the original source.
- Creating Custom TemplatesBuild a CoVet template from scratch by defining sections, body text, and instructions so the AI generates documents that match your exact wording and tone.
- Using Advanced Templates to Customize RecordsRearrange elements, subsections, and labels in CoVet's Advanced Templates to fine-tune how medical records are generated from your recordings and PDF uploads.
- Interchangeable Procedure Report template for documenting my surgeriesSet up a reusable surgery report template in CoVet with bracketed variables, then dictate only the procedure-specific details to finish surgical notes faster.
- Using Custom Instructions for Standard and Advanced TemplatesLayer Custom Instructions on top of any Standard or Advanced template in CoVet to capture extra details, reorder sections, or tweak the wording of your records.
- Custom Template and Custom Instruction Writing GuideWrite effective prompts for CoVet templates and instructions by defining goals, tone, audience, formatting, and content rules, with real examples to copy from.
- How to Use Coco - AI Template AssistantLet Coco, CoVet's AI template assistant, draft new templates or edit existing ones from your text, audio, or files, then refine sections and save back to CoVet.
- How To Control the Level of Detail in Your Templates and CasesChoose Concise, Standard, or Detailed output in CoVet at the global, template, or single-case level so each record matches the depth your visit calls for.
- Customizing the Advanced SOAP TemplateLearn how to customize CoVet’s Advanced SOAP template, including toggles, section order, labels, default normals, DDx, and species-specific setups.
- What’s Included in the Advanced SOAP Template?Understand every section of CoVet’s Advanced SOAP template, including Subjective, Objective, Assessment, Plan, diagnostics setup, DDx, and configurable elements.
- Exporting Records into my Practice Management SoftwareMove finished CoVet records to any practice management system using copy and paste, email, or PDF download, either from the Record page or the Export Center.
- Exporting to ezyVet via CoVet's Google Chrome ExtensionSend full CoVet records or individual sections straight into an ezyVet patient chart with one click using the CoVet Chrome extension, no copy and paste needed.
- Use the CoVet Chrome Extension with Your Web-Based PMSKeep CoVet beside your practice management software, map each template section to the right field, and move a complete record with Paste All from a single Chrome window.
- Using the Export CenterTrack which CoVet records are pending, ready, or already exported in one central view, sort and review them with your team, and clear out completed cases.
- Sharing Vetlexicon Client HandoutsSend Vetlexicon client handouts on conditions, medications, and home care from CoVet, preview them as PDFs, and include them with discharge summary emails.
- Managing Team Setup and Subscriptions for Team MemberBring your clinic's CoVet accounts onto one team to share templates and snippets, collaborate on cases, and centralize billing under a single payment method.
- Sharing and Receiving Content Like Templates and SnippetsLearn how to use CoVet's Sharing Center to send templates and snippets to teammates, import shared content by code or link, and manage permissions.
- Using Support AccountsDiscover how free CoVet support accounts let assistants and technicians start cases, capture recordings, and prep history reports before the vet joins.
- Creating a Team for Your Practice or DepartmentSet up a CoVet team to centralize billing, share cases across your clinic, and configure default permissions for collaboration in a few quick steps.
- Adding Users to a TeamInvite vets, technicians, and assistants to your CoVet team by email or shareable link, assign subscriptions, and start collaborating on cases together.
- Subscribing as an Individual UserMove from your free CoVet trial to a paid plan in your web browser. Choose currency, billing cycle, and the plan that fits how you run your cases.
- Producing and Translating Records in Other LanguagesRecord a consult in one language and generate the client summary in another. CoVet handles translation across English, Spanish, French, and more.
- Using CoVet Offline or Outside of Service RangeKeep recording consults when Wi-Fi or cell signal drops. CoVet saves audio locally and uploads it once you reconnect, ideal for mobile and farm visits.
- Language Preferences to Generate RecordsUse CoVet in one language while generating medical records in another. Set a default output language across 20+ options to match your clients' needs.
- Using Account SwitchingHop between team logins on a shared workstation using a personal 4-digit PIN. Skip repeated sign-outs at reception, exam rooms, and treatment areas.
- Referring Colleagues to CoVetShare your CoVet referral link or QR code with colleagues outside your practice, track pending and validated signups, and earn account credit as a reward.
- Correcting Repeated Spelling Errors in RecordsTeach CoVet to fix recurring misspellings like drug names and breed terms automatically, so future records are accurate without manual editing.
- Using Snippets to Add Pre-Written Text to RecordsSave time on repeat phrasing by creating Snippets in CoVet. Insert reusable text into post-consult reports or client messages with a simple request.
- Using Abbreviations and Technical Terms in Your RecordsCustomize abbreviations so CoVet shortens phrases like twice daily to BID in your records. Add clinical terms, set categories, and edit on the fly.
- Customizing your PDFBrand your CoVet PDFs by adjusting headers, footers, logos, fonts, margins, and clinic details so exported records match your practice's look and feel.