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
- 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 data | Can convert? | Notes |
|---|---|---|
| Appointment types. | Yes | The 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: |
Appointment record data
- 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 data | Can convert? | Notes |
|---|---|---|
| Patients of appointments. | Yes | The 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: ezyVet calendar appointments show the patient of the appointment:
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| Patient owners of appointments. | Yes | The 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: |
| Start and end times of appointments. | Yes | The 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:
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| The staff member of the appointment. | Yes | |
| The reason for the appointment. | Yes | The 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: Note: After the data conversion process is complete, the Reason for appointment box also shows:
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| The status of the appointment. | Yes | The 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: 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
- 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 data | Can convert? | Notes |
|---|---|---|
| Records of clients. | Yes | The 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: |
| The status of a client record. | Yes | The data conversion process converts the status of client records. |
| The code of a client record. | Yes | The 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: Note: the data conversion automatically adds a prefix to the code of the client contact record. |
| Notes of a client record. | Yes | The 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: |
| Client alerts. | Yes | The 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:
| Yes | The 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: |
| Other contacts of client records. | Yes | The 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: |
| Phone numbers and email addresses of client records. | Yes | |
| The addresses of contact records. | Yes | Note: If necessary, staff can add a postal address to a contact record.
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| File attachments of contact records (for example, PDF documents or images). | No | The 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: |
| Other information of client records. | Yes | The data conversion process converts some data of client records as tags. For example, after the data conversion process is complete, the Tags section shows:
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Financial data
- The different types of financial data of AlisVet
- If the data conversion process can convert the financial data
| AlisVet data | Can convert? | Notes |
|---|---|---|
| Estimates. | No | The data conversion process cannot convert records of estimate records. |
| Invoices. | Yes | The 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). | No | The 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). | No | The data conversion process cannot convert records of client payments. Note:
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| 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
- 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 data | Can convert? | Notes | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Patient records. | Yes | The data conversion process can convert patient records. After the data conversion process is complete, the Patient tab shows your organization's patient records: | ||||||||||||
| The status of patient records. | Yes | The 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:
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| The patient code. | Yes | The 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: | ||||||||||||
| Primary patient image. | Yes | The 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: | ||||||||||||
| The patient owner that has a relation to the patient record. | Yes | The 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: | ||||||||||||
| Patient names. | Yes | The 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: | ||||||||||||
| Microchip numbers. | Yes | The 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: | ||||||||||||
| Patient weights. | Yes | The 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.
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| The patient's rabies vaccination number. | Yes | The 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: | ||||||||||||
| Patient ages. | Yes | The 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: | ||||||||||||
| Patient sex. | Yes | The 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: Note: This table shows the properties that you can select to identify a patient's sex:
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| Patient species. | Yes | The 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: | ||||||||||||
| Patient breeds. | Yes | The 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: Note: A species record in ezyVet cannot have more than one breed record. For example, if a patient is a Cavoodle:
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| Patient colors. | Yes | The 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: | ||||||||||||
| Patient notes. | Yes | The data conversion process can convert notes that are related to a patient record. After the data conversion process is completed, an ezyVet patient record shows the patient notes in the Animal Notes box: Note: After the data conversion process is complete, the Animal Notes section also shows:
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| Comment alerts. | Yes | The 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. | Yes | The 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 date of the patient's death. | Yes | The 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 patient's clinical records. | Yes | The 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: | ||||||||||||
| Referral information. | Yes | The 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: Note: If the Referral Clinic module is disabled, ezyVet removes all referring referring veterinary organization and referring veterinary information from patient records. | ||||||||||||
| Master problems. | No | The 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. | Yes | The 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: | ||||||||||||
| File attachments. | No | The data conversion process cannot converts file attachments of patient records. | ||||||||||||
| Other information of patient records. | Yes | The data conversion process converts some patient information as tags. After the data conversion process is complete, the Tags section shows:
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Product data
- 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 data | Can convert? | Notes |
|---|---|---|
| Product codes. | Yes | The 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: 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. | Yes | The 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 primary types of products (for example, medications). | Yes | The 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: Note: The data conversion automatically process adds a prefix to the primary types of products. You cannot remove the prefix.
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| Product cost prices. | Yes | The 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: |
| Product markups. | Yes | The 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: |
| Product prices. | Yes | After the data conversion process is completed, the ezyVet product record shows the product prices in 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 | Yes | The 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: |
| Service fees of products. | Yes | The 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: |
| Controlled drugs. | Yes | The 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: Note: Before the data conversion process can convert a product a controlled drug, the AlisVet product description must show:
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| Drug numbers. | Yes | The 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. | Yes | The 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: |
| Product notes. | Yes | The data conversion process can convert product notes. After the data conversion process is completed, the Notes box shows the product notes: Note: If your AlisVet product record has a notes alert enabled, the data conversion process automatically activates the Notes Important setting. |
Product supplier data
- 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 data | Can convert? | Notes |
|---|---|---|
| Product suppliers. | Yes | The 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: Note: The data conversion process automatically:
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| Business name of product supplier. | Yes | The 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: |
| Phone numbers, email addresses, and fax numbers of contact records. | Yes | |
| Notes. | Yes | The 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 website address of the product supplier. | Yes | The 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: |
- 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 data | Can convert? | Notes |
|---|---|---|
| Products of product suppliers. | Yes | The 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: |
| Product supplier codes. | Yes | The 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 price of the product. | Yes | The 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 quantity of units of each product (for example, the quantity of pills per bottle). | Yes | The 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: |
System data
- 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 data | Can convert? | Notes |
|---|---|---|
| Departments. | No | The data conversion process cannot convert departments. |
- 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 data | Can convert? | Notes |
|---|---|---|
| Staff user accounts. | Yes | The 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: |
| The names of staff user accounts. | Yes | The 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: Note: The data conversion process cannot convert the middle names of staff user accounts. |
| The status of staff user accounts. | Yes | The 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:
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| The registration numbers of staff user accounts. | Yes | The 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: |
| Email addresses of staff user accounts. | No | The data conversion process cannot convert email addresses of staff user accounts. |