How to Link an Unlinked Case Using the Avimark Integration
Cases imported through the integration are automatically linked for you, but it's good to know how to link cases manually in the event you need to create this connection for a case that originates in CoVet.
There are multiple articles that will help you with different aspects of the Avimark 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
Typically, your cases will be automatically linked on import, but in the even you create a case in CoVet without importing it from Avimark you will need to link it manually to use the integration to export documents for that case.
1. Linking an unlinked CoVet case to an Avimark appointment
To link an unlinked case, click the gray arrow icon with a cross through it in the bottom right corner of the case tile to get started.
2. Select the appointment you want to link to
This will open the a new window, where you can browse and select the correct Avimark appointment you want to link to.
3. Link your appointment
Select your appointment and click Link Appointment below.
Your CoVet case and Avimark appointment are now linked! Return the previous step to export your documents from CoVet to Avimark. You can verify that this case is now linked by virtue of the two arrow icon in the bottom right of the case tile having turned purple.