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Data conversion information for AlisVet: Full list

The data conversion process converts a prospective customer's data from AlisVet to ezyVet. It is important that the prospective customer knows about the data conversion process from AlisVet to ezyVet.

Appointment data

This table shows:
  • The different types of data that a practice manager can use to configure appointment record data of AlisVet
  • If the data conversion process can convert the appointment data
  • Information about how ezyVet shows your organization's appointment data after the data conversion is complete
AlisVet dataCan convert?Notes
Appointment types.YesThe data conversion process converts appointment types. After the data conversion process is completed, ezyVet shows your organization's appointment type records. The image that follows shows examples of configured appointment types in ezyVet:
Example of configured appointment types

Appointment record data

This table shows:
  • The different types of data that a practice manager can use to configure appointment record data of AlisVet
  • If the data conversion process can convert the appointment record data
  • Information about how ezyVet shows your organization's appointment record data after the data conversion is complete
AlisVet dataCan convert?Notes
Patients of appointments.YesThe data conversion process converts the patient of an appointment. After the data conversion process is completed, the ezyVet appointment record shows the patient of an appointment in the Patient box:
The Patient box
ezyVet calendar appointments show the patient of the appointment:
The patient of the appointment
Patient owners of appointments.YesThe data conversion process converts the clients of appointments. After the data conversion process is completed, the Client box of an ezyVet appointment record shows the client:
The Client box
Start and end times of appointments.YesThe data conversion process converts the start and end times of appointments. After the data conversion process is completed, the ezyVet appointment record shows the date, start time, and end time of an appointment in:
  • The Date box
  • The Start Time box
  • The End Time box

The Date box, Start Time box, and End Time box
The staff member of the appointment.YesAfter the data conversion process is completed, the ezyVet appointment record shows the related calendars of the appointment in the People/Resources Used box:
The People/Resources Used box
The reason for the appointment.YesThe data conversion process converts the reason for the appointment. After the data conversion is completed, the Reason for appointment box of an ezyVet appointment record shows the reason for the appointment:The Reason for appointment box
Note: After the data conversion process is complete, the Reason for appointment box also shows:
  • A confirmation message if you emailed the client
  • A confirmation message if you texted the client
  • Drop off notes
  • Other notes
The status of the appointment.YesThe data conversion process converts the status of the appointment. After the data conversion is completed, the Appointment Status box of an ezyVet appointment record shows the status of the appointment:The Appointment status box
Note: If the appointment record has the Arrived status in AlisVet, the ezyVet appointment record has the In waiting room status.

If the appointment record has the Confirmed status in AlisVet, the ezyVet appointment record has the Confirmed status.

Data of client contact records

This table shows:
  • The different types of data of a client contact record of AlisVet
  • If the data conversion process can convert the data
  • Information about how ezyVet shows your organization's data after the data conversion process is completed
AlisVet dataCan convert?Notes
Records of clients.YesThe data conversion process can convert client records. The equivalent in ezyVet is a client contact record. A client contact record is a contact record that has the Customer setting activated:
A contact record with the Customer setting activated
The status of a client record.YesThe data conversion process converts the status of client records.
The code of a client record.YesThe data conversion process converts the code of a client record. After the data conversion process is complete, the Code box shows the code of the ezyVet client contact record:
The Code box
Note: the data conversion automatically adds a prefix to the code of the client contact record.
Notes of a client record.YesThe data conversion process converts the notes of a client record. After the data conversion process is complete, the Contact notes box shows the notes of an ezyVet contact record:The Contact Notes box
Client alerts.YesThe data conversion process converts client alerts of a client record. After the data conversion process is complete, the Contact Notes box shows the client alerts of an ezyVet contact record.
Note: If the data conversion process converts a client alert, the data conversion process automatically selects the Notes Important checkbox.
Title and names of client records. For example:
  • Title
  • First name
  • Last name
  • Organization name
YesThe data conversion process converts the titles and names of client records. After the data conversion process is completed, an ezyVet contact record shows the data in the Personal Details section:
The name of the contact record
Other contacts of client records.YesThe data conversion process converts other contacts of client records. After the data conversion process is complete, the Secondary Contact section shows the secondary names of the client record:
The Secondary Contact section
Phone numbers and email addresses of client records.YesThe data conversion process can convert phone numbers, email addresses, and fax numbers of contact records. After the data conversion process is completed, an ezyVet contact record shows the phone numbers, email addresses, and fax numbers in the Contact Methods section:
The Contact Methods section
The addresses of contact records.YesThe data conversion process can convert the addresses of contact records. After the data conversion process is completed, an ezyVet contact record shows the address in the Physical Address section:
The Physical Address section
Note: If necessary, staff can add a postal address to a contact record.
File attachments of contact records (for example, PDF documents or images).NoThe data conversion process cannot convert file attachments of contact records. After the data conversion process is complete, you can use the Attachments section to show related files and images:
An attachment record
Other information of client records.YesThe data conversion process converts some data of client records as tags. For example, after the data conversion process is complete, the Tags section shows:
  • The name of the referral veterinarian
  • The discount group
  • The discount category

Financial data

The table that follows shows:
  • The different types of financial data of AlisVet
  • If the data conversion process can convert the financial data
AlisVet dataCan convert?Notes
Estimates.NoThe data conversion process cannot convert records of estimate records.
Note: For more information about ezyVet estimate records, refer to Estimates.
Invoices.YesThe data conversion process can convert invoices. After the data conversion process is complete, the Invoices section of the Financial tab shows your organization's invoices.
Financial templates that have products and related product information (for example, a template that automatically adds products to an invoice).NoThe data conversion process cannot convert financial templates. After the data conversion process is complete, a practice manager can configure sales templates.
Note: For more information about sales templates, refer to About sales templates.
Records of payments (for example, a client payment).NoThe data conversion process cannot convert records of client payments.
Note: After the data conversion process converts an invoice record, the converted invoice shows a Reverse balance generated from conversion line item:

A Reverse balance generated from conversion line item of an invoice
Tax rates.No.The data conversion process cannot convert tax rates.
Important: It is important that the prospective customer gives their three tax rates before the data conversion process begins.

Patient record data

This table shows:
  • The different types of data of a patient record of AlisVet
  • If the data conversion process can convert the data of a patient record
AlisVet dataCan convert?Notes
Patient records.YesThe data conversion process can convert patient records. After the data conversion process is complete, the Patient tab shows your organization's patient records:
Example of converted patient records
The status of patient records.YesThe data conversion process converts the status of patient records. If the patient record is active in AlisVet, the data conversion process converts the patient record.
If the patient record is not active in AlisVet, the data conversion process:
  • Converts the patient record to ezyVet
  • Automatically disables the patient record
The patient code.YesThe data conversion process converts the code of a patient record. After the data conversion is completed, the Code box of an ezyVet patient record shows the code of the patient record:
The Code box
Primary patient image.YesThe data conversion process converts the primary patient image. After the data conversion process is complete, the record sidebar of an ezyVet patient record shows the primary patient image:
Example of a primary patient image
The patient owner that has a relation to the patient record.YesThe data conversion process can convert the patient owner that has a relation to the applicable patient record. After the data conversion process is completed, an ezyVet patient record shows the patient's owner in the Owner box:
The Owner box
Patient names.YesThe data conversion process converts patient names. After the data conversion process is completed, an ezyVet patient record shows the data in the Patient Name box:
The Patient Name box
Microchip numbers.YesThe data conversion process can convert microchip numbers. After the data conversion process is completed, an ezyVet patient record shows the patient's microchip number in the Microchip Number box:
The Microchip Number box
Patient weights.YesThe data conversion process can convert patient weights. After the data conversion process is completed, an ezyVet patient record shows the patient's weight in the Weight box:
Note: It is possible that the rounding of the decimal points of the patient's weight shows a higher value after the data conversion process.
The patient's rabies vaccination number.YesThe data conversion process can convert the patient's rabies vaccination number. After the data conversion process is complete, an ezyVet patient record shows the rabies vaccination number in the Rabies box:
The Rabies Number box
Patient ages.YesThe data conversion process can convert the age of the patient. After the data conversion process is completed, an ezyVet patient record shows the patient's age in the Age box:
The Age box
Patient sex.YesThe data conversion process can convert the sex of the patient. After the data conversion process is completed, an ezyVet patient record shows the patient's sex:
The Sex section
Note: This table shows the properties that you can select to identify a patient's sex:
PropertiesInformation identified
MThe patient is male.
MNThe patient is male and they have been neutered.
FThe patient is female.
FSThe patient is female and they have been spayed.
UnknownYou do not know the sex of the patient.
Patient species.YesThe data conversion process converts the species of the patient. After the data conversion process is completed, an ezyVet patient record shows the patient's species in the Species box:
The Species box
Patient breeds.YesThe data conversion process converts the breed of the patient. After the data conversion process is completed, an ezyVet patient record shows the patient's breed in the Breed box:
The Breed box
Note: A species record in ezyVet cannot have more than one breed record. For example, if a patient is a Cavoodle:
  • Their patient record can have the Cavoodle breed record

  • Their patient record can have the King Charles x Poodle (Cavoodle) breed record

  • Their patient record cannot have the King Charles breed record and the Poodle breed record

Patient colors.YesThe data conversion process converts the color of the patient. After the data conversion process is completed, an ezyVet patient record shows the patient's colors in the Patient Colour box:
The Patient Colour box
Comment alerts.YesThe data conversion process can convert comment alerts. If you set a comment alert, the data conversion process automatically activates the Notes Important setting.
Records of medications and prescriptions.YesThe data conversion process converts records of patient prescriptions. After the data conversion process is completed, the Medication tab of an ezyVet patient record shows the patient's prescriptions:
The Medication tab
The date of the patient's death.YesThe data conversion process converts the patient's date of death. After the data conversion process is complete, the Date of Death box shows the patient's date of death:The Date of Death box
The patient's clinical records.YesThe data conversion process clinical records that are related to the patient record. After the data conversion process is complete, the Clinical Records section of the Related Records tab shows the patient's clinical records:The Clinical Records section of a patient record
Referral information.YesThe data conversion process converts referral information. After the data conversion process is completed, the Referring Clinic box and the Referring Vet box of an ezyVet patient record show the referral information:The Referring Clinic box and the Referring Vet box
Note: If the Referral Clinic module is disabled, ezyVet removes all referring referring veterinary organization and referring veterinary information from patient records.
Master problems.NoThe data conversion process cannot convert master problems. After the data conversion process is complete, you can add a master problem to a patient record.
Note: For more information about master problems, refer to About master problems.
Reminders.YesThe data conversion process can only convert reminders for vaccinations. But a practice manager can use ezyVet to make reminders for other standards of care. The image that follows shows examples of configured reminders in ezyVet:
Examples of different reminders
File attachments.No The data conversion process cannot converts file attachments of patient records.
Other information of patient records.YesThe data conversion process converts some patient information as tags. After the data conversion process is complete, the Tags section shows:
  • The rabies serial number
  • If the patient is declawed
  • License numbers
  • Tattoo numbers
  • Character
  • If the patient is insured

Product data

Note: The data conversion process cannot convert an organization's inventory records. The Implementation team add the organization's inventory records to ezyVet during the go-live conversion.
The table that follows shows:
  • The different settings that a practice manager can use to configure an invoice item in AlisVet
  • If the data conversion process can convert the data of each setting
  • Information about how ezyVet shows your organization's AlisVet data after the data conversion is complete
AlisVet dataCan convert?Notes
Product codes.YesThe data conversion process converts product codes. The data conversion process converts the source PIMS product code. ezyVet shows the product code in the Product Code box of the product record:
The Product Code box
Note: In ezyVet, one product record cannot have the same product code as a different product record. If the source PIMS has two product records with the same product code, the data conversion process makes a different code for one of the product records.
Note: The data conversion process automatically adds a prefix to the product codes.
Product names.YesThe data conversion process converts product names. After the data conversion process is completed, the ezyVet product record shows the applicable product name in the Product Name box:
The Product Name box
The primary types of products (for example, medications).YesThe data conversion process converts the primary types of products. After the data conversion process is completed, the ezyVet product record shows the primary type of the product in the Primary Group box:
The Primary Group box
Note: The data conversion automatically process adds a prefix to the primary types of products. You cannot remove the prefix.
Product cost prices.YesThe data conversion process converts product cost prices. After the data conversion process is completed, the ezyVet product record shows the product cost price in the Cost box:
The Cost box
Product markups.YesThe data conversion process converts product cost prices. After the data conversion process is completed, the ezyVet product record shows the product cost price in the Cost box:
The Cost box
Product prices.YesAfter the data conversion process is completed, the ezyVet product record shows the product prices in the Price box:
The Price box
Tax rates of products.
Important: It is important that the prospective customer gives their three tax rates before the data conversion process begins
YesThe data conversion process converts the tax rates of products. After the data conversion process is completed, the ezyVet product record shows the tax rate of the product in the Tax Rate box:
The Tax Rate box
Service fees of products.YesThe data conversion process converts service fees of product records. After the data conversion process is completed, the Service Fees setting of an ezyVet product record is set to Yes or No. If the Service Fees setting is set to Yes, the product record shows more settings:
The Service Fees settings
Controlled drugs.YesThe data conversion process can convert a product as a controlled drug. The data conversion process is complete automatically sets the Is Controlled Drug setting to Yes:
The Controlled drug setting
Note: Before the data conversion process can convert a product a controlled drug, the AlisVet product description must show:
  • Control
  • Contrôl
  • control
  • contrôl
Drug numbers.YesThe data conversion process can convert drug numbers. After the data conversion process is completed, the Product Identifer box shows the drug number of the applicable product record:
Medication instructions.YesThe data conversion process can convert medication instructions. After the data conversion process is completed, the Instructions box of the Other Details section shows the medication instructions:
The Instructions box
Product notes.YesThe data conversion process can convert product notes. After the data conversion process is completed, the Notes box shows the product notes:
The Notes box
Note: If your AlisVet product record has a notes alert enabled, the data conversion process automatically activates the Notes Important setting.

Product supplier data

This table shows:
  • The different settings that a practice manager can use to configure product supplier information in AlisVet
  • If the data conversion process can convert the data
  • Information about how ezyVet shows your organization's data after the data conversion process is completed
AlisVet dataCan convert?Notes
Product suppliers.YesThe data conversion process converts contact records for each product supplier. The data conversion process automatically makes a supplier contact record. The image that follows shows an example of configured supplier contact records:
Example supplier contact records
Note: The data conversion process automatically:
  • Sets the contact type to Supplier
  • Sets the contact record to Business
Business name of product supplier.YesThe data conversion process converts the name of the vendor. After the data conversion process is complete, the Business name box shows the name of the vendor:
The Business Name box
Phone numbers, email addresses, and fax numbers of contact records.YesThe data conversion process can convert phone numbers, email addresses, and fax numbers of contact records. After the data conversion process is completed, an ezyVet contact record shows the phone numbers, email addresses, and fax numbers in the Contact Methods section:
The Contact Methods section
Notes.YesThe data conversion process converts notes of the product supplier. After the data conversion process is completed, the Contact Notes box shows the notes of the product supplier:The Contact Notes box
The website address of the product supplier.YesThe data conversion process converts the address of the vendor's website. After the data conversion process is complete, the Website box of the General Information section shows the address of the vendor's website:
This table shows:
  • The different settings that a practice manager can use to configure product supplier data in AlisVet
  • If the data conversion process can convert the data
  • Information about how ezyVet shows your organization's data after the data conversion process is completed
AlisVet dataCan convert?Notes
Products of product suppliers.YesThe data conversion process converts invoice items of vendors. After the data conversion process is complete, the Product List section of the Supplied tab shows the supplier's product records:
The Product List section
Product supplier codes.YesThe data conversion process converts supplier record ID's. After the data conversion process is complete, the Supplier Code box shows the supplier record ID's:
The Supplier Code box
The price of the product.YesThe data conversion process converts the product supplier's price of the product. After the data conversion process is complete, the Per Outer box shows the price of the product:
The Per Outer box
The quantity of units of each product (for example, the quantity of pills per bottle).YesThe data conversion process converts the quantity of units of each product. After the data conversion process is complete, the Units/Outer box shows the quantity of units:
The Units/Outer box

System data

This table shows:
  • The different types of data that a practice manager can use to configure the system records of AlisVet
  • If the data conversion process can convert the data
  • Information about how ezyVet shows your organization's data after the data conversion process is completed
AlisVet dataCan convert?Notes
Departments.NoThe data conversion process cannot convert departments.
This table shows:
  • The different types of data that a practice manager can use to configure staff user accounts of AlisVet
  • If the data conversion process can convert the boarding record data
  • Information about how ezyVet shows your organization's data after the data conversion process is completed
AlisVet dataCan convert?Notes
Staff user accounts.YesThe data conversion process converts records of staff user accounts. After the data conversion process is complete, ezyVet automatically makes ezyVet user accounts for staff members. The image that follows shows examples of configured staff user accounts in ezyVet:
Example of staff user accounts
The names of staff user accounts.YesThe data conversion process converts the names of staff user accounts. After the data conversion process is complete, the Name box shows the names of staff user accounts:The Name box
Note: The data conversion process cannot convert the middle names of staff user accounts.
The status of staff user accounts.YesThe data conversion process converts the status of staff user accounts. If the record of the staff user account is active in AlisVet, the data conversion process converts the staff user account.
If the record of the staff user account has is not active in AlisVet, the data conversion process:
  • Converts the record of the staff user account
  • Automatically disables the record of the staff user account
The registration numbers of staff user accounts.YesThe data conversion process converts the registration numbers of staff user accounts. After the data conversion process is complete, the Registration Number box of an ezyVet user account shows the registration number of the staff member:
The Registration Number box
Email addresses of staff user accounts.NoThe data conversion process cannot convert email addresses of staff user accounts.