The Multi-Patient feature is a powerful tool that ensures all of the information for a given patient ends up in a record that is separate and distinct to them.

How to Create Separate Records for Multiple Patients in a Single Consultation

Seeing multiple pets in a single visit? Whether it’s two cats, a pair of pups, or a whole flock of parrots, CoVet makes it easy to generate distinct records for each patient, even if everything was captured in just one recording.

In this guide, Dr. Mike Mossop walks you through how to enable multi-patient mode, record once, and generate individualized documentation for each pet.

Why Use Multi-Patient Mode

Multi-patient mode is ideal for:

• Families with multiple pets
  
• Littermates or bonded pairs seen in the same consult
  
•  Situations where the same conversation applies to more than one patient
  

This feature ensures:

• Each pet gets a personalized medical record
  

• Each record includes only the relevant findings, history, and treatments
  
  

Two Ways to Enable Multi-Patient Workflow

Option 1: Before Recording

This is the best method if you know in advance that the consultation involves multiple patients.

1. On the new case screen, look for the “Manage Order” or “Multi-Patient” option.
   

2. Click it and enter the names of the patients (e.g., Bonnie and Clyde).
   

3. Click Save. This links multiple patient profiles to the same case.
   

Option 2: After Recording

Forgot to enable multi-patient mode? No worries.

1. Complete your recording as usual.
   

2. Navigate to the “Manage Order” section.
   

3. Enter the patients’ names.
   

4. Click Save, CoVet will now treat the single recording as a shared consult among all listed pets.
   
   

Recording Tips

• You can freely discuss all patients in the same recording.
  

• CoVet’s AI will detect which parts relate to each pet, as long as the pets are named or referred to clearly (e.g., "Bonnie is eating only canned food," "Clyde has vomiting issues").
  
  

Generating Individual Records

Once your recording is ready:

• Click the Generate button.
  

• Choose the templates you want to use.
  

• Select each patient you want to generate a record for (e.g., Bonnie & Clyde).
  

• CoVet will automatically create:
  

• One record for Bonnie, including only her relevant details.
  
• One record for Clyde, with his individual information.
  

Example:

• Bonnie (4 years old)
  

  • Eats canned food
    

  • Left shoulder examined
    

  • FVRCP vaccine given
    
    

• Clyde (7 years old)
  

• Eats dry food
  

• Frequent vomiting
  

• Periodontal disease

• Rabies vaccine administered
  

Each summary is clean, personalized, and ready to review or share.

Switching Multi-Patient Mode On or Off

• Use the gear icon (⚙️) in the top right of the case or recording screen.
  

• Toggle “Enable Multi-Patient Mode” as needed.

CoVet remembers your preference, so you can keep it on if you frequently work with multiple pets in a single consult.