There are multiple articles that will help you with different aspects of the Impromed 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
To start, you will link cases between Impromed and CoVet. As you create content within those linked CoVet cases—such as documents, notes, and records—the integration allows you to export that content back to Impromed. This ensures all case-related materials are automatically saved under the correct patient record in Impromed, reducing manual work and keeping patient files complete and up to date.
1. Navigate to the case you want to export from
Dealing with unlinked cases
If your case is currently unlinked please refer to our separate document on how to link cases manually before proceeding.
Once a case is properly linked—either through importing it from Impromed or by manually linking it—you can easily export your content from CoVet back into Impromed with a single click.
Click into the case you want to export to get started.
2. Select and review the document you want to export
From within your linked case in CoVet, locate the record you wish to export to Impromed in the case content feed. Click on the record to open it.
You will have the opportunity to review the record and make any necessary edits at this stage, just as you normally would when preparing case content. Once you are satisfied with the content, proceed to the next step to export the record.
3. Export the document to Impromed
When you're ready to send the document to Impromed, click the purple Export to PMS button. You'll find this button just above the document content area.
Clicking this will export the record directly into Impromed, associating it with the correct patient and appointment, thanks to the established case link.
If you do not see an active Export to PMS button on this screen it may be because the document was generated with a template that has not yet been mapped for use with the Impromed integration. Please see our article on Mapping Templates for the Impromed Integration before continuing.
4. Review and finalize your export
After clicking Export to PMS, a pop-up will appear on the right-hand side of the screen showing a preview of your record. You can scroll through this preview to review all of the record content before finalizing the export.
At the top of this preview, you’ll see a text field labeled Note Title. By default, this is set to "Exam Notes", but you can edit this text as needed.
Once you’re satisfied with the Note Title and the preview of the document contents below that, click Export to PMS to complete the export. The record will then appear in Impromed under the correct patient, linked to the new line item.
How Notes Appear in Impromed
Exporting from CoVet will always create a new line item in Impromed, and the contents of your document will be added as a note associated with that line item.
The text you enter in the Note Title field will become the name of the line item that appears in the patient’s record inside Impromed.
At this time it is not possible to export content into an existing line item in Impromed (such as appointment check-Ins or other items tied to billing codes within your Impromed system).
5. Voilá! You're done and can move on to your next case
Your document content will appear in Impromed just where you need it.
Formatting will be converted when exported to Impromed
Impromed is unable to accept rich text (i.e. bolding, italics or headers).
As a result, any formatting in your records will be converted to markdown when exported to Impromed.
Bolded text will be highlighted with ** on either side of it (e.g. **text**)