Workflow Tips

Optimize your practice! Find tips on recording devices, team workflows, and app shortcuts to enhance your efficiency and speed.

• How do I set a default template and use the Generate Default button?
• How do I use CoVet to summarize a phone call with a client, or other client communication?
• How do I generate a record from specific inputs only?
• How can I transfer a recording from one case to another?
• Can I delete, archive or generate records for multiple cases at the same time?
• How do I generate records for multiple patients seen together in a single consultation?
• How can I share or receive content like templates and snippets?
• How do I use CoVet when I'm offline or out of service range?