This article describes everything you need to know to use Coviu Phone side-by-side with your Practice Management System (PMS) or Electronic Health Record (EHR).
Last Updated: August 2025
On this page:
- How to prepare Coviu Phone for sidebar view
- How to tile Coviu and your PMS/EHR using Windows 11
- How to adjust the split view
- More support options
How to Prepare Coviu Phone for Sidebar View
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Log in to your Coviu account and navigate to your phone waiting area.
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Click on the Minimize size bar at the top of the phone interface to compact the panel.
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Then click Hide settings (if visible) to clear extra panels and make Coviu interface minimal.
This setup allows you the most space-efficient view of Coviu Phone before snapping.
How to Tile Coviu and PMS/EHR Using Windows 11
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With both Coviu Phone and your PMS/EHR open, click and drag the Coviu browser window (or tab) to the left edge of your screen.
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When Windows shows the snap highlight, release. Coviu will snap to the left side.
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Windows will display thumbnails of other open windows; click your PMS/EHR (e.g. Halaxy) to snap it to the right.
How to Adjust the Split View
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Move your cursor to the divider between the two windows.
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When the left-right resize arrow appears, click and drag left to slim Coviu into a sidebar.
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Continue trimming until Coviu is compact and your PMS/EHR occupies the majority of the screen.
What You’ll See
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Coviu Phone on the left in compact sidebar mode, ready to answer and manage calls.
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Your PMS/EHR, fully visible on the right, for scheduling, notes, or check‑in workflows.
Here’s a quick demo on how to set up your screen for better workflows.
This setup eliminates the need to switch windows during real-time reception tasks.
More Support Options
You have completed another Coviu help article. You now know how to use Coviu Phone as a sidebar with your PMS/EHR using Windows 11.
If you’re having trouble or want guidance tailored for macOS or Windows 10, you can contact our support team and we’ll be happy to assist.