Generating Client Visit and Discharge Summaries

Whether you call it a visit summary, a client summary or a discharge summary we have a dedicated workflow to quickly and efficient generate client friendly documentation that looks great!

Generating Client-Friendly Visit Summaries in CoVet

Creating detailed client summaries after a visit is crucial, but it can be time-consuming. CoVet automates this process, generating a comprehensive, client-friendly document in about 20-30 seconds. These summaries recap the visit, highlight key action items, and note important observations for clients.

Creating a Summary

Once you've completed your consultation and SOAP notes in CoVet, and your client is ready to leave, you can generate a summary:

1. Click the dedicated Client or Discharge Summary button. A new window will open.
2. Preview the summary if you like.
3. Choose the language for the summary. Even if the consultation was in English, you can select French or Spanish to make it more accessible for your clients.
4. In the section list, use the checkboxes to include or exclude specific sections from the summary.
5. Finally, click Generate.

The summary will appear in a familiar editing window, allowing you to review and make any necessary changes.

Editing and Customizing the Summary

While in the editing window, you can:

• Review the content for accuracy.
• Free type any additional notes or information.
• Insert snippets of pre-written text using the "Insert Snippet" button. You can even insert snippets verbally by saying, "Hey CoVet, insert my snippet about [topic] in the client summary."

Exporting and Sharing the Summary

Unlike standard records, client summaries are often exported as a visually appealing PDF. You'll find the PDF Preview button in two locations: on the document itself and as a shortcut in the case content feed.

1. Click the PDF Preview button. This will display a more graphical PDF version of the summary.
2. Customize the PDF: In your account settings, you can add your clinic's logo, specific header text, and footer text to personalize the PDF.
3. Share the summary:
   • Save or Print: You can save the PDF directly or print it.
   • Email to Client: While in the record, click Email content. Enter the client's email address, add a personal message (e.g., "Hi Mrs. Smith, this is the summary I promised you..."), and ensure your "Reply to" address is set so you receive any client responses.

Generating these summaries can significantly enhance client satisfaction by providing them with clear, documented information. If you have any questions or encounter issues, please email support@co.vet