How to Link an Unlinked Case Using the Cornerstone Connection

Cases imported through the connection 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.

Typically, your cases will be automatically linked on import, but in the even you create a case in CoVet without importing it from Cornerstone you will need to link it manually to use the connection to export documents for that case.

1. Linking an unlinked CoVet case to a Cornerstone 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 Cornerstone appointment you want to link to.

3. Link your appointment 

Select your appointment and click Link Appointment below.

Your CoVet case and Cornerstone appointment are now linked! Return the previous step to export your documents from CoVet to Cornerstone. 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.