Provet and Cetra for Vets integration guide.

Follow the steps below to set up and use Cetra for Vets within Provet.

Step One: Create your Cetra account

Before using the integration, you’ll need an active Cetra for Vets account.

  • Go to the Cetra for Vets sign-up page

  • Choose either:

    • Professional plan (for individual users), or

    • Clinic plan (for multi-user practices)

  • Complete the registration process and log in

Top tip: Make sure you can successfully log in before moving to the next step.

Step Two: Request activation of the Cetra integration from Provet

The integration must be enabled on Provet. To add the Cetra application go to:

  • Settings

  • Integrations

  • Open API integration access

  • Enable for chosen or all clinic

You will need to ask Provet to configure the “Cetra Handout List” button. To do this please: Please note that you won’t see the Cetra button until Provet confirms activation.

  • Contact your Provet support team or account manager

  • Request that the Cetra integration is activated for your Provet account

Once enabled, a ‘Cetra Handouts List’ button will appear in the Provet interface (top right hand corner). Please note that you won’t see the Cetra button until Provet confirms activation.

Step Three: Log in to Cetra in a separate window

Before sending a handout:

  • Open Cetra in a new browser tab or window

  • Log in to your Cetra account

Important: To have the best experience, we recommend being logged into Cetra before clicking from Provet. If you’re not logged in, the handout page may not load correctly.

Step Four: Open the client record in Provet

  • Log in to Provet

  • Search for and open the client record you are consulting with

  • Navigate to the relevant consultation or patient view

Make sure you’ve selected the correct client before sending a handout, especially in busy clinics.

Step Five: Launch Cetra from Provet

Click the “Cetra Handout List” button (top right corner)

This will:

  • Open Cetra’s handout search page

  • Link the session to the selected client in Provet

You should be taken directly into Cetra without needing to log in again (if Step 3 was completed). When successful, you will see a ‘Provet connection successful’ confirmation message appear in Cetra.

Step Six: Search for a handout

Use the search bar in Cetra to find the appropriate handout

You can search by:

  • Condition (e.g. “TPLO”)

  • Topic (e.g. “post-op care”)

  • Species-specific terms

Click on the handout to preview it

Step Seven: Customise the handout (optional)

If you’d like to personalise the content of your handout:

  • Edit the text and/or illustrations within Cetra

  • Click ‘Save’ to store your customised version

Then:

  • Go to your ‘Workspace’

  • Locate your saved handout

  • Click the ‘Share by Email’ icon

If you don’t need to customise:

  • Simply click the ‘Email Share’ button on the standard handout

Note: Only email sharing will log the activity in Provet. Other sharing methods (e.g. link, print) will not be recorded.

Step Eight: Select the correct client and animal

A dropdown will appear with client details from Provet

Select:

  • The correct client

  • The correct animal/patient

If the client has multiple animals, all will be listed—double-check your selection before sending.

Step Nine: Send the handout

Click ‘Send’

A prompt will appear where you can select the Provet customers email address.

This will:

  • Email the handout directly to the client

  • Automatically log the interaction in Provet

If the client doesn’t receive the email, ask them to check their spam/junk folder.

If no email address appears, then this is due to no email address being provided in Provet. In this case, you will need to enter the email address manually. Please note, if the email address is provided manually then it will not track the communication in Provet.

Step Ten: Confirm the handout is logged in Provet

  • Return to Provet

  • Open the client’s ‘communication’ tab

You should see:

  • The name of the handout

  • The date and time sent

  • A link to the handout

The entry should appear immediately after sending.

You’re ready to go!

You can now:

  • Send professional handouts directly from Provet

  • Automatically log client communications

  • Save time while improving client education