How Do I Use Rich Text or Markdown in CoVet to Format Text in My Reports?

Text Formatting Options in CoVet Records

CoVet offers various text formatting options, including bolding, italicizing, and changing font size, to enhance the readability and presentation of your records. These formats can then be exported into your practice management software.

Manual Text Formatting

You can manually apply formatting anywhere you see text within CoVet.

1. Access an existing record (e.g., a daily round summary).
2. Select the text you wish to format.
3. Use the drop-down menu to select heading styles (Header 1, Header 2, Header 3, etc.) for different font sizes.
4. Use the bold (B) and italic (I) icons to apply bolding or italicization.
5. For bullet points, you can switch between typical bullet circles and a numbered list using the respective icons.

Automatic Text Formatting with Advanced Templates

For automatic formatting, you can utilize CoVet's Advanced Templates. (For a comprehensive overview of Advanced Templates, refer to the dedicated video.)

1. Access Advanced Templates:
   • Go to My Accounts and then Templates.
   • Use the filter button and select the "Advanced" badge to view only advanced templates.
   • Select an advanced template (e.g., "Advanced SOAP").
2. Edit Formatting within Template Elements:
   • Within an advanced template, you'll find edit buttons for sections, subsections, and individual elements.
   • Clicking these edit buttons will reveal the same basic formatting options: bold, italicize, and headers.
   • You can even format the label of an element differently from its content (e.g., bolding "Presenting Concerns" label while the content is plain text).

Exporting Formatted Text (Rich Text Settings)

The final key step is configuring how CoVet copies and pastes formatted text into other programs, such as your practice management software.

1. Access Rich Text Settings:
   • Go to My Accounts and then Profile and Settings.
   • Look for the "Rich Text" option.
2. Choose Your Export Format:
   • Rich Text: This is the format you see in CoVet with bolded text, italicized text, and clean bullet points. Certain practice management software may be capable of receiving and displaying this format directly.
   • Markdown Text: This is a computer language equivalent of rich text (e.g., a word surrounded by two asterisks **word** indicates bold). Markdown text works well with some practice management software, such as "ezVet," which can automatically translate it into rich text upon pasting.
   • Plain Text: This removes all formatting, providing raw text. Plain text will work with virtually any software.

Important Note: The success of pasting formatted text into your practice management software depends on its capabilities. Plain text and markdown text offer broader compatibility.

Experiment with these options to find the best formatting and export settings for your workflow and practice management system. If you have any questions, contact support@co.vet