In this article
Create Your CoVet Account
If you haven't already, navigate to this page to create your account and start a free trial. You'll be prompted to do some personalization when you first log in, but will then be directed to the Current Case screen.
You need to create your CoVet account via the webpage linked to above.
After that, you can access CoVet through our mobile app (Apple or Android) or through a web browser on any device. The process outlined below is the same regardless of which device you choose to use.
Record Your Consultation
1. If you're just logging in for the first time browse to the Current Case screen and you'll see "Upload and generate content for your case" in the Case Content area part way down the page. This is what you want, and it means you're starting with a clean slate.
Hit the "New Recording" button to get started from there.
Alternatively, if you already see recordings or other content in the Case Content area hit the "+ New Case" button in the top left or top right to start a new case before you begin the recording process.
2. On the Recording screen, hit "Start recording".
3. Record your audio, then hit "Pause Recording" when you're done.
- CoVet is designed to capture natural, ambient conversation so it works well recording a normal consultation where the discussion goes back and forth between you and a client. Don't worry! CoVet knows to include everything that is medically relevant and will leave out material that is not important.
- Alternatively, you can also speak directly to CoVet in order to summarize an exam, some new test results, or any other piece of information.
Important Note: When recording a discussion with a client, always be sure to ask for their consent.
Generate a Record From Your Recording
You will now want to generate a document from your audio recordings by using a template.
Templates are an extremely important part of CoVet and you can think of them like a set of instructions that tells CoVet what sort of document to create.
1. Click on one of the three Generate buttons in the bottom right.
From left to right, those buttons are:
Generate - This is the primary button that says "Generate" and it allows you to browse your template library and choose whichever template you would like. You can also multi-select to generate multiple templates at the same time.
Generate Favorites - This is the second button with the star icon. It will simultaneously generate using all of the templates you have marked as favourites. Use this to shorten your workflow if you tend to generate multiple documents for each case.
Generate Default - This is the third button with the checkmark icon. It will instantly generate a document using your default template. You are limited to setting a single default template, so use this to shorten your workflow if you use the same template for most cases.
2. If you use the primary "Generate button", you will then select the template you'd like to use from the menu that appears. Different templates will create different report types from the same recording. If you're just getting started we recommend you try our SOAP template first to create a typical medical record.
- You can even multi-select template if you want to generate multiple records at the same time.
- Don't miss the Record / Summary / Email tabs at the top as each contains different types of templates
Click "Generate" at the bottom after you've selected the template(s) you'd like to use.
3. Once the record has finished generating click into on the Case Content feed to review the contents of the record. The generation process should take less than a minute, so you won't be waiting long.
4. Review your record to make sure it is complete and accurate. Feel free to make any edits directly in CoVet.
5. When you're ready, check out our article on how to export records into your practice management software and you'll be off to the races!
FAQ About Creating Records From Audio Recordings
Do I need to name my case or otherwise indicate which pet this record is for before I start the recording?
No, you don't need to do this, although you can edit the case name at any time simply by clicking on it. Assuming you don't name the case in advance, CoVet will name the case for you based on the content of your recording.
What if my client starts talking about their vacation, or something totally unrelated?
CoVet is intelligent and will leave any extraneous information out of your record entirely.
What if I want to access the exact transcript from the discussion as opposed to the record?
Instead of clicking into the Record in the final step outlined in this article, click into the Recording below in in the Case Content feed. From there you'll be able to access the written transcript, and can even play back the audio from the recording by clicking the "Play" icon in the top right