Data conversion information for Avimark: Data of client contact records
The data conversion process converts your data from Avimark to ezyVet. It is important that you know how the data conversion process converts data of client contact records into your ezyVet site.
This table shows:
- The different types of data of an Avimark client contact record
- If the data conversion process can convert the data of a contact record
- Information about how ezyVet shows your organization's data after the data conversion process is completed
| Avimark data | Can convert? | Notes |
|---|---|---|
| Client records. | 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: |
| Client record codes. | Yes | The data conversion process converts client record codes. After the data conversion process is completed, The Code box of an ezyVet contact record shows the client record code: Note: The data conversion process automatically adds a prefix to the client codes. You cannot remove the prefix. If you want to change the prefix, speak to your Implementation specialist. |
| Client records that have split billing. | No | The data conversion process cannot convert client records that have split billing. The equivalent ezyVet feature is a syndicate contact record. Note: For more information about syndicate contact records, refer to Syndicates. |
| The status of client records. | Yes | The data conversion process can convert the status of client records. If the client record is active in Avimark, the data conversion process converts the client record. If the client record is not active in Avimark, the data conversion process:
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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: |
| Phone numbers, email addresses, and fax numbers of contact records. | Yes | The 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: Note: ezyVet does not have a work phone type. If a client record has a phone number with the work phone type in Avimark, the data conversion process automatically selects the Mobile type.
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| The addresses of contact records. | Yes | Note: If necessary, staff can add a postal address to a contact record.
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| The departments of contact records. | Yes | The data conversion process can convert the departments of contact records. After the data conversion process is completed, the Department box of an ezyVet contact record shows the department of the contact record: Note: The data conversion process only converts the department of a client contact record if your ezyVet site has the department configuration.
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| Spouse information. | Yes | The data conversion process converts spouse information. After the data conversion process is completed, the Secondary Contact section of the Personal Details section shows the spouse information: Note: The data conversion process cannot convert the relationship type. Note: The data conversion process converts the spouse's phone number, but the data conversion process cannot convert the spouse's email address. |
| Notes. | Yes | The data conversion process converts notes of a client record. After the data conversion process is completed, the Contact Notes box shows the client notes: |
| Alerts. | Yes | The data conversion process converts alerts of a client record. After the data conversion process is completed, the Contact Notes box shows the alerts. |
| Client's date of birth. | No | The data conversion process cannot convert the client's date of birth. After the data conversion process is completed, you can use the Date of Birth (Primary Contact) box to record the client's date of birth. |
| Business referral information. | No | The data conversion process cannot convert business referral information. |
| Preferred veterinarian. | No | The data conversion process cannot convert the preferred veterinarian of the client contact record. Only ezyVet patient records can show the preferred veterinarian. |
| Insurance information. | Yes | The data conversion process converts the client's insurance information. After the data conversion process is completed, the Pet Insurance Supplier box shows the client's insurance provider: |
| Employer information. | Yes | The data conversion process converts the client's employer information. After the data conversion process is completed, the Contact Notes box shows the employer information. |
| Folder number. | No | The data conversion process cannot convert the folder number of the client record. ezyVet does not have an equivalent feature. |
| The discount class of a client. | Yes | The data conversion process converts the discount class of a client record. The data conversion process converts the discount class to a tag in the Class tag category. After the data conversion process is completed, the Class box of the Tags section of a client contact record shows the client's discount class: Note: If the discount class contains the text vet, the data conversion process automatically selects the Vet contact type. |
| Client account balance. | No | The data conversion process cannot convert client account balances. After the data conversion process is completed, your Implementation specialist manually adds the account balances to ezyVet contact records: |
| Client codes. | Yes | The data conversion process can convert the client codes of a client record to a tag in the Avimark Codes tag category. After the data conversion process is completed, the Avimark Codes section of a client contact record shows the applicable client code: Note: For more information about how the data conversion process converts client codes, refer to About the conversion of Avimark client codes. |
| Data of the Referral box. | Yes | The data conversion process converts the data of the Referral box. After the data conversion process is completed, the data conversion process:
Note: If your organization uses the Referral box to record the referring veterinarian, the data conversion process cannot convert the data. |
| Referring veterinary clinic. | Yes | The data conversion process converts the referring veterinary clinic. After the data conversion process is completed, the Referring Vet Clinic box shows the applicable veterinary clinic. |
| The company code and the company name. | Yes | The data conversion process converts the company code and the company name. After the data conversion process is completed, the Company box and the Co box of the Tags section show the company name and the company code: |
Data of records that are related to contact records
This table shows:
- The different types of data that are related to Avimark contact records
- If the data conversion process can convert the related data of a contact record
| Avimark data | Can convert? | Notes |
|---|---|---|
| Financial records that have a relation with contact records (for example, invoice records of a client). | Yes | After the data conversion process is completed, the Financial tab of an ezyVet contact record shows ezyVet financial records that have a relation with contact records. For example, the Financial tab shows:
This image shows an example of an estimate record in the Estimates section: |
| Patient insurance claims of client records. | No | The data conversion process cannot convert patient insurance claims of client records. But ezyVet shows the related insurance claims in the Claims section of the Claims tab: |
| Records of messages that you send or receive (for example, appointment reminder emails for clients). | Yes | After the data conversion process is completed, ezyVet makes a communication record for each message. The Communication section of an ezyVet contact record shows each communication record: |
| File attachments of contact records (for example, PDF documents or images). | Yes | Note: The data conversion process cannot convert file attachments into your organization's ezyVet trial site. The data conversion process only converts file attachments during the Pre Go Live (PGL) conversion.
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