How Do I Export and Track Records from CoVet to My Practice Management Software?

What's the best way to have my support staff monitor my Export Center so they can move records into our practice management software for me?

• Yes! Use the Export Status badges at the bottom of each record to indicate where each records currently stands in the export process. See our article on Export Status for more.

What if I want to keep track of all the records I have yet to export today?

• The Export Center is the perfect place to do this. See our article on the Export Center for more.

How can I best set-up my practice management software to make exporting records from CoVet easy?

• Each practice management software is different. Many have pre-determine SOAP formatting, in which case you're best using the Copy & Paste - Section by Section technique. That being said, you might be able leverage the power of the Copy & Paste - Entire Record technique to speed up your workflow if you can arrange to paste the information into a single text field. This single text field might be something like a "Medical Note". Some veterinarian's will even paste the entire record into the "Subjective" section of a SOAP note - it's an inelegant work around, but because headers are included it can work quite well.

Is there an efficient way to keep track of the status of my records as I'm exporting them? 

• Yes! Use the Export Status badges at the bottom of each record to indicate where each records currently stands in the export process.