In VetRec, navigate to All Visits in the left sidebar.

Use the date picker to select the date range of appointments you want to sync.

Select All Doctors from the dropdown menu to sync appointments for all providers, or choose a specific doctor to import only their appointments.
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Click Sync Impromed.

If syncing for a specific Doctor/Staff, you'll be prompted to select the corresponding Impromed account the first time you Sync - this mapping will be preserved for all future syncs.
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VetRec will import the selected appointments within seconds. You can click Sync Impromed again anytime to update appointments with schedule changes.

You can click Sync Impromed again anytime to update appointments with recent schedule changes.

Select the visit/appointment of interest and click Add to Visit to start making a recording to generate notes.

After completing a visit note in VetRec, open the Notes tab for that visit.

Click Export to Impromed.

You can optionally add a Description to the Notes then click Export.
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In Impromed, the exported note will appear as a new Clinical Note under the patient’s chart.