Exporting Records into my Practice Management Software

Modified on Fri, 20 Jun at 11:18 AM

CoVet works with all practice management software, and there are multiple ways to move information from one platform to the other.

Exporting Basics

"Exporting" is the process of moving your finished records from CoVet to your practice management software or other application.

There are 3 main ways to export information from CoVet

Copy & Paste. This is the most commonly used option.
Email
PDF Download / Print

There are 2 locations within CoVet you can export from

Directly from the Record page
From the Export Center

This article will show you how to export records directly from the Record screen.

The same functionality is also available from the Export Center, and it comes with the added benefit of allowing teammates to better keep track of the status of each record. After reading this article be sure to check it out!

Copy & Paste - Section by Section

This is the function most user rely on to quickly move records from CoVet to any practice management software.

After creating your record, you'll notice a "Copy" button on the top right of every section. This button will copy the text for that section, which you can then paste into any other software.

Screenshot 2024-06-05 at 10.20.06 PM

Important Note: Even if you're recording consultations via the CoVet app on your mobile device you'll want to access CoVet on a web browser for most export purposes. We suggest having CoVet open in one window, and having your practice management software open in another window on the same device to facilitate easy copying and pasting.

Copy & Paste - Entire Record

To make the export process even faster, you can copy your entire record with a single click, just use the "Copy All" button at the top of the record.

Copy All Button 2

When you use this option, your record will be pasted in it's entirety, with section headers in place. One click to copy, one click to paste and you're all done!

Email

You can export any record from CoVet by emailing it directly to yourself, your clinic or your client. To do this, just scroll to the bottom of the record, enter the email address and click "Send email".

Your record will be delivered both in the body of email, and as a nicely formatted PDF attachment.

Send Email from Record Screen

You can add a note to be sent along with your email (useful in particular if you're emailing a client directly) but please note the person receiving the email won't be able to reply to you.

PDF Download / Print

To download your records as a nicely formatted PDF, including section headers, just click the "Download PDF" button near the top of the record.

Download PDF Button 2

After a moment of processing, a new screen will open displaying the PDF document, and then you can then use the download or print buttons in the top right corner of the page.

PDF Diaglogue Page

Changing the Export Status of a Record

The main function of the Export Center is to help you (and your team) keep track of what the Export Status is of any given case at any given time.

Just click the badges pictured below at the very bottom of each Record screen to change the status of that particular record. Those changes will also be reflected in the badge displayed in the top right hand corner of each record.

You can also change the Export Status for a case in the Export Center, and those changes will be reflected on each individual Record page.


Indicates a records has yet to be reviewed.	Indicates a record has been reviewed and approved.	Indicates a record has already been exported.

In addition to the statuses noted above, you can also mark a record as "Not for Export" if you no longer want it to appear in the Export Center.

Not for Export

Important Note: It's critical that you review each record for completeness and accuracy before exporting it and making it part of a patient's permanent medical history.