Appointment data

This table shows:

• The different types of data in Cornerstone that a practice manager can use to configure a reason of an appointment
• If the data conversion process can convert the appointment data
• Information about how ezyVet shows your organization's data after the data conversion process is completed

Cornerstone data	Can convert?	Notes
Reasons for visit records.	Yes	After the data conversion process is completed, ezyVet makes appointment type records. The image that follows shows examples of configured appointment types in ezyVet:
The names of reasons for visit records.	Yes	The data conversion process converts the description of a reason for visit record. After the data conversion process is complete, the Name box of an ezyVet appointment type record shows the data of the Description box:
The primary cost of reasons for visits records.	No	The data conversion process cannot convert the data of the Usual amount box. ezyVet does not have an equivalent feature.
The color of the appointment.	No	The data conversion process cannot convert the color of the reason for visit record. After the data conversion process is complete, a practice manager can change the color of an appointment type. Note: For more information about the color of appointment types, refer to Configure the color of an appointment type.
The primary staff members of reason for visit records.	No	The data conversion process cannot convert the data of the Performed by box. ezyVet does not have an equivalent feature.
The length of time of reason for visit records.	Yes	The data conversion process can convert the length of time of the reason for visit record. After the data conversion is complete, the Default length in minutes box shows the length of time of the appointment type:
The configuration of the Dr/Asst Time setting.	No	The data conversion process cannot convert the data of the Dr/Asst Time box. ezyVet does not have an equivalent feature.
Alert notes.	No	The data conversion process cannot convert the data of the Alert note box. After the data conversion is complete, a practice manager can configure communication tasks to automatically send documents to clients after you schedule an appointment. Note: For more information about communication tasks, refer to About communication tasks.
The configuration of the Referral Recheck setting.	No	The data conversion process cannot convert the configuration of the Referral Recheck setting. ezyVet does not have an equivalent feature.
The configuration of the Inpatient setting.	No	The data conversion process cannot convert the configuration of the Inpatient setting. ezyVet does not have an equivalent feature.
Patient check-in and check-out documents.	No	The data conversion process cannot convert documents related to a reason for visit. After the data conversion is complete, a practice manager can configure documents to show on the calendar shortcut menu. Then staff can use the calendar shortcut menu to quickly and easily print the necessary documents. Note: For more information on the calendar shortcut menu, refer to The calendar shortcut menu.
Secondary reasons for visits.	No	The data conversion process cannot convert secondary reasons for visits. ezyVet does not have an equivalent feature.
Practice hours.	No	The data conversion cannot convert practice hours. After the data conversion process is complete, a practice manager can configure planning guides. Note: For more information about planning guides, refer to About planning guides.
Rooms.	Yes	The data conversion process converts rooms. The equivalent feature in ezyVet is a calendar resource. After the data conversion process is complete, ezyVet automatically makes calendar resource records: Note: For more information about calendar resources, refer to Calendar resources.
Suites.	No	The data conversion process cannot convert suites. ezyVet does not have an equivalent feature.
Holiday preferences.	No	The data conversion process cannot convert holiday preferences. The equivalent feature in ezyVet is a planning guide. Note: For more information about planning guides, refer to About planning guides.

Appointment record data

This table shows:

• The different types of data of a Cornerstone appointment
• 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

Cornerstone	Can convert?	Notes
The patient of the appointment.	Yes	The data conversion process can convert 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 client of the appointment.	Yes	The data conversion process can convert the client of an appointment. After the data conversion process is completed, the ezyVet appointment record shows the client in the Client box:
The date and time of the appointment.	Yes	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 that a staff member confirmed the appointment.	No	The data conversion process cannot convert the date that a staff member confirmed the appointment. After the data conversion process is complete, staff can use appointment statuses to show that the appointment is confirmed: Note: For more information about appointment statuses, refer to About appointment statuses.
The primary reason for the appointment.	Yes	The data conversion process converts the primary reason of an appointment. After the data conversion process is complete, the Appointment Type box show the primary reason for the appointment:
The secondary reason for the appointment.	No	The data conversion process cannot convert the secondary reason for the appointment. ezyVet does not have an equivalent feature.
The staff member of the appointment.	No	The data conversion process cannot convert the staff member of the appointment. ezyVet uses the equivalent of a room to identify the staff member of the appointment. After the data conversion process is complete, the People/ Resources used box shows the staff member of the appointment:
The length of time of the appointment.	Yes	The data conversion process converts the length of time of an appointment. After the data conversion is complete, the difference between the start time and the end time shows the length of time of the appointment.
The prefix of the appointment.	No	The data conversion process cannot convert the prefix of the appointment. ezyVet does not have an equivalent feature.
The cost of the appointment.	No	The data conversion process cannot convert the cost of the appointment. After the data conversion process is complete, a practice manager can configure a billing trigger of an appointment type. As a result, each time that you schedule an appointment, ezyVet automatically charges the client. Note: For more information about billing triggers, refer to About billing triggers.
Appointment notes.	Yes	The data conversion process converts the data of the Notes box of an appointment. After the data conversion is complete, the Reason for appointment box shows the Notes of the appointment:
Invoice information that is related to the appointment.	No	The data conversion cannot convert invoice information that is related to the appointment. After the data conversion process is complete, the invoice record that is related to the appointment shows the applicable invoice information.
The room of the appointment.	Yes	The data conversion process converts the room of the appointment. The ezyVet equivalent to a room is a calendar resource. After the data conversion process is complete, the Calendar tab shows the appointment and the applicable calendar resource: Note: For more information about calendar resources, refer to Calendar resources.

Boarding record data

This table shows:

• The different types of data of Cornerstone cages
• 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

Cornerstone	Can convert?	Notes
Different types of cages.	Yes	The data conversion process can convert different types of cages. After the data conversion process is complete, ezyVet makes boarding resources. The image that follows shows examples of configured boarding resources in ezyVet:
The name of each type of cage.	Yes	The data conversion process can convert the names of each type of cage. After the data conversion process is complete, the Name box of an ezyVet boarding resource shows the data of the Cage type box:
The quantity of each type of cage.	Yes	The data conversion process can convert the quantity of each type of cage. After the data conversion process is complete, the Boarding Availability section of an ezyVet boarding resource shows the quantity of each type of cage:
The quantity of possible overbooks of each cage type.	No	The data conversion process cannot convert the quantity of possible overbooks of each cage type. ezyVet does not have an equivalent feature.
The booking method of each cage type.	No	The data conversion process cannot convert the booking method of each cage type. ezyVet does not have an equivalent feature.
The primary item ID of each cage type.	No	The data conversion process cannot convert the primary item ID of each cage type. After the data conversion process is complete, a practice manager can configure a billing trigger for each boarding resource. Note: For more information about billing triggers, refer to About billing triggers.
Other item ID's of each cage type.	No	The data conversion process cannot convert other item ID's each cage type. ezyVet does not have an equivalent feature.
Cage descriptions.	Yes	The data conversion process can convert cage descriptions. After the data conversion process is completed, the Description column of the Boarding Availability section shows cage descriptions:
Boarding statuses.	Yes	The data conversion process can convert boarding statuses. The equivalent in ezyVet are booking statuses. This table shows the equivalent booking statuses in Cornerstone and ezyVet: Cornerstone cage appointment code ezyVet equivalent C or N Cancelled O Departed I Arrived S Confirmed
Reservation types.	No	The data conversion process cannot convert reservation types. ezyVet does not have an equivalent feature.

This table shows:

• The different types of data of Cornerstone boarding bookings
• 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

Cornerstone data	Can convert?	Notes
Boarding bookings.	Yes	The data conversion process converts Cornerstone boarding bookings. After the data conversion process is complete, the Boarding dashboard tab shows your organization's boarding records.
Client information of boarding bookings.	Yes	The data conversion process converts client information of boarding records. After the data conversion process is completed, the Client box shows the client of the ezyVet boarding record:
Reservation numbers of boarding bookings.	No	The data conversion process cannot convert the reservation number of boarding records. ezyVet booking records do not have an equivalent feature.
The total value of boarding bookings.	No	The data conversion process cannot convert the total value of boarding bookings. The data conversion process does not convert financial information that is related to boarding bookings.
The reservation type of boarding bookings.	No	The data conversion process cannot convert the reservation type of boarding records. ezyVet booking records do not have an equivalent feature.
The date and the time of boarding bookings.	Yes	The data conversion process converts the date and the time of boarding bookings. After the data conversion process is completed, the ezyVet boarding record shows the date and the time of the boarding record in: The Start box The End box
The initials of the persons that confirmed boarding bookings.	No	The data conversion process cannot convert the initials of the persons that confirmed boarding bookings. ezyVet booking records do not have an equivalent feature.
The patients of boarding bookings.	Yes	The data conversion process converts the patients of boarding bookings. After the data conversion process is completed, the Patient box shows the patient of the ezyVet boarding record:
The cage types of boarding bookings.	Yes	The data conversion process converts the cage types of boarding bookings. After the data conversion process is completed, the Location box shows the cage type of the ezyVet boarding record:
The cage numbers of boarding bookings.	Yes	The data conversion process converts the cage numbers of boarding bookings. After the data conversion process is completed, the Location box shows the cage number of the ezyVet boarding record:
Reservation notes of boarding bookings.	Yes	The data conversion process converts reservation notes of boarding bookings. After the data conversion process is completed, the Comments section shows the reservation notes of the ezyVet boarding record:
Equipment instructions of boarding bookings.	No	The data conversion process cannot convert equipment constructions of boarding bookings. ezyVet booking records do not have an equivalent feature.
Medication information of boarding bookings.	No	The data conversion process cannot convert medication instructions of boarding bookings. ezyVet booking records do not have an equivalent feature.
Grooming information of boarding bookings.	Yes	The data conversion process converts grooming information of boarding bookings. The data conversion process automatically makes a separate ezyVet appointment record with the grooming information:
Boarding items of boarding bookings.	No	The data conversion process cannot convert boarding items of boarding bookings. ezyVet booking records do not have an equivalent feature.

Data of records that are related to client contact records

This table shows:

• The different types of data of a Cornerstone client record
• 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

Cornerstone	Can convert?	Notes
Records of clients.	Yes	The data conversion process converts records of clients. After the data conversion process is complete, ezyVet automatically makes client contact records. The image that follows shows an example of client contact records in ezyVet:
The status of a client record.	Yes	The data conversion process converts the status of client records. If the client record has the Active status in Cornerstone, the data conversion process converts the client record. If the client record has the Inactive status in Cornerstone, the data conversion process: Converts the client record to ezyVet Automatically disables the client contact record
The classification of a client record.	Yes	The data conversion process converts the classification of a client record. After the data conversion process is complete, the Class box of the Tags section of client contact records shows the classification of the client contact record:
The type of client record.	No	The data conversion process cannot convert the type of client record. ezyVet does not have an equivalent feature.
The client's title.	Yes	The data conversion process converts the client's title. After the data conversion process is complete, the Title box of the applicable client contact record shows the client's title:
The client's first name.	Yes	The data conversion process converts the client's first name. After the data conversion process is complete, the First Name box of the applicable client contact record shows the client's first name:
The client's middle name.	No	The data conversion process cannot convert the client's middle name. ezyVet does not have an equivalent feature.
The client's last name.	Yes	The data conversion process converts the client's last name. After the data conversion process is complete, the Last Name box of the applicable client contact record shows the client's last name:
Secondary names.	Yes	The data conversion process convert secondary names of the client. After the data conversion process is complete, the Secondary Contact section of the applicable client contact record shows the secondary names:
The client's address.	Yes	The 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: Note: If necessary, staff can add a postal address to a contact record.
The client's email address.	Yes	The data conversion process converts the client's email address. After the data conversion process is complete, the Contact Methods section shows the client's email address:
The client's phone number.	Yes	The data conversion process converts the client's phone number. After the data conversion process is complete, the Contact Methods section shows the client's phone number:
The type of phone of the applicable phone number.	Yes	The data conversion process converts the type of phone that is related to the phone number (for example, a home phone). After the data conversion process is complete, the Type box of the applicable contact record shows the type of phone: Note: If you set the Location box to landline or fax, the data conversion process automatically sets the Type box to landline or fax. If the Location box shows something else, the data conversion process automatically sets the Type box to Mobile.
The patients related to the client record.	Yes	The data conversion process converts the relation between clients and patients. After the data conversion process is complete, the Patients section of the applicable client contact record shows the patients related to the client contact record: Note: To show disabled patient records that have a relation to the client record, you can use the Related Records tab.
User defined prompts of the client record.	Yes	The data conversion process converts prompts that are related to the client record. After the data conversion process is complete, the Tags section of the applicable client contact record shows the prompts. Note: If the prompt is for a client's date of birth, the data conversion process automatically enters the data into the Date of birth section. The data conversion process converts alerts of a client record. After the data conversion process is complete, the Contact Notes box of a client contact record shows the applicable alerts:
Referrals of the client record.	Yes	The data conversion process converts referrals of the client record. After the data conversion process is complete, the Referred box of the Tags section shows the quantity of people that the client has referred:
The configuration of the Tax exempt setting.	No	The data conversion process cannot convert the configuration of the Tax Exempt setting. ezyVet does not have an equivalent feature.
The configuration of the Credit code setting.	No	The data conversion process cannot convert the configuration fo the Credit code setting. ezyVet does not have an equivalent feature. After the data conversion process is complete, the Credit Code box of the Tags section shows the configuration of the Credit code setting:
Monthly charges.	No	The data conversion process cannot convert monthly charges. The equivalent feature in ezyVet is interest charges. Note: For more information about interest charges, refer to Interest charges.
The configuration of the Practice Affiliation setting.	Yes	The data conversion process can convert the configuration of the Practice Affiliation setting. The data conversion process uses the configuration of the Practice Affiliation setting to select the type of the ezyVet client contact record. Cornerstone practice affiliation configuration ezyVet Contact Type configuration not an employee Contact Type is set to Customer. a staff member Contact Type is set to Staff Member. a doctor on staff Contact Type is set to Staff Member and Vet.
Client communications.	Yes	The data conversion process converts client communications. After the data conversion is complete, the Communications section of the Communications tab. If you scheduled a client callback for the future, the Status column shows a Pending icon. If you completed a client callback before, the Status column shows a Complete icon:
The client's home practice.	Yes	The data conversion process converts the data of the Home Practice box. After the data conversion process is complete, the Department box shows the client's home practice:
Discounts.	Yes	The data conversion process converts discounts of client records. After the data conversion process is complete, the Tags section shows the Cornerstone Discount Group tag category. The Cornerstone Discount Group tag category shows the applicable discount:
Client documents.	No	The data conversion process cannot convert client documents.

Clinical data

This table shows:

• The different types of data of a Cornerstone patient clipboard
• If the data conversion process can convert the data the patient clipboard
• Information about how ezyVet shows your organization's data after the data conversion process is completed

Cornerstone data	Can convert?	Notes
Records of patient problems.	Yes	The data conversion process converts patient problems. After the data conversion process is complete, the Master Problems section of an ezyVet clinical record shows the patient's problems:
Records of patient diagnoses.	Yes	The data conversion process converts patient diagnoses. After the data conversion process is complete, the Master Problems section of an ezyVet clinical record shows the patient's diagnoses:
Records of patient prescriptions.	Yes	The data conversion process converts records of patient prescriptions. After the data conversion process is complete, the Medication section of an ezyVet clinical record shows the patient's prescriptions:
Medical notes.	Yes	The data conversion process converts medical notes. After the data conversion process is complete, the Attachments section shows record of medical notes: Note: The data conversion process only converts medical notes after the post go live conversion.
Records of diagnostic results.	Yes	The data conversion process converts records of diagnostic results. After the data conversion process is completed, the Diagnostic Result section of an ezyVet clinical record shows the diagnostic test results:
Records of patient vaccinations.	Yes	The data conversion process converts a patient's vaccination information. After the data conversion process is completed, the Vaccination section of an ezyVet clinical record shows the vaccination records:
Vital signs.	Yes	The data conversion process converts records of a patient's vital signs. After the data conversion process is completed, the Health Status section of an ezyVet clinical record shows the health status information:
Records of physical exams.	Yes	The data conversion process converts records of physical exams. After the data conversion process is complete, the Physical Exam section of an ezyVet clinical record shows the physical exam information:
Departing instructions.	Yes	The data conversion process converts completed departing instructions. After the data conversion process is complete, the Communications section of the Communications tab of the patient record shows the departing instructions:
Scheduled call backs and completed call backs.	Yes	The data conversion process converts scheduled call backs. After the data conversion process is complete, the Communications section of the Communications tab of the patient record shows the call back. The scheduled call back record automatically had the Pending status:
Classical medical notes.	Yes	The data conversion process converts classical medical notes. After the data conversion process is complete, the History section shows the classical medical notes:
Images.	Yes	The data conversion process converts images that are related to clinical records. After the data conversion process is complete, the Attachments tab shows the applicable images: Note: The data conversion process only converts images during the pre go-live (PGL) conversion. Your trial ezyVet site does not show images from Cornerstone.

Template data

The data conversion process does not convert data that is related to medical note templates and correspondence templates.

ezyVet does not use templates for medical notes. After the data conversion process is complete, you can use clinical record view modes to quickly and easily change the information that a clinical record shows.

The equivalent to correspondence templates are ezyVet document templates. After the data conversion process is complete, a practice manager can configure ezyVet document templates.

Financial data

This table shows:

• The different types of data of Cornerstone invoice records
• If the data conversion process can convert the financial data
• Information about how ezyVet shows your organization's data after the data conversion process is completed

Cornerstone data	Can convert?	Notes
Invoice records.	Yes	The data conversion process converts invoice records. After the data conversion process is complete, the Invoices screen of the Financial tab shows your organization's invoice records.
The invoice number of invoice records.	Yes	The data conversion process converts the invoice number of invoice records. After the data conversion process is complete, the Comments section shows the Cornerstone invoice number: Note: The data conversion process automatically gives each invoice a new invoice number. If necessary, you can use the search bar of the left sidebar to do a search for the Cornerstone invoice number.
The invoice type of invoice records.	No	The data conversion process cannot convert the invoice type of invoice records. ezyVet does not have an equivalent feature.
The receptionist that is related to the invoice record.	No	The data conversion process cannot convert the receptionist that is related to the invoice record. ezyVet does not have an equivalent feature.
The client of the invoice record.	Yes	The data conversion process converts the client of the invoice record. After the data conversion process is complete, the Client box shows the client contact record of the invoice record:
The patient of the invoice record.	Yes	The data conversion process converts the patient of the invoice record. After the data conversion process is complete, the Animal (optional) box shows the patient record of the invoice record:
Invoice line items of invoice records.	Yes	The data conversion process converts the invoice line items of invoice records. After the data conversion process is complete, the invoice record shows the applicable line items:

This table shows:

• The types of financial data of Cornerstone estimate records
• If the data conversion process can convert the financial data
• Information about how ezyVet shows your organization's data after the data conversion is complete

Cornerstone data	Can convert?	Notes
Estimate records.	Yes	The data conversion process converts estimate records. After the data conversion process is complete, the Estimates screen of the Financial tab show your estimate records.
The estimate number of estimate records.	Yes	The data conversion process converts the estimate number of an estimate record. After the data conversion process is complete, the EstimateName box shows the number of the estimate record:
Descriptions of estimate records.	Yes	The data conversion process coverts the description of an estimate record. After the data conversion process is complete, the EstimateName box shows the number of the description of the estimate record:
The client of the estimate record.	Yes	The data conversion process converts the client of an estimate record. After the data conversion process is complete, the Client box shows the client of the estimate record:
The patient of the estimate record.	Yes	The data conversion process converts the patient of an estimate record. After the data conversion process is complete, the Patient (optional) box shows the patient of the estimate record: Note: You cannot have an invoice record for more than one patient in ezyVet. If your Cornerstone invoice record
Line items of estimate records.	Yes	The data conversion process converts the line items of estimate records. After the data conversion process is complete, the estimate record shows the applicable line items:
The minimum value of an estimate record.	Yes	The data conversion process converts the total low value of an estimate record. After the data conversion process is complete, the Total Amount box shows the total low value of an estimate record:
The maximum value of an estimate record.	Yes	The data conversion process converts the total high value of an estimate record. After the data conversion process is complete, the Total Amount box shows the total high value of an estimate record:

This table shows:

• The different types of financial data of your organization
• If the data conversion process can convert the financial data
• The equivalent feature in ezyVet if the data conversion process cannot convert the data

Cornerstone data	Can convert?	Notes
Payment types.	No	The data conversion process cannot convert records of payment types. After the data conversion process is complete, a practice manager can configure payment methods. Note: For more information, refer to About payment methods
Tax rates.	Yes	The data conversion process converts records of different tax rates. After the data conversion process is complete, ezyVet shows different tax rate records:
Discounts.	Yes	The data conversion process converts discounts. After the data conversion process is complete, ezyVet makes price adjustment rules: Note: The data conversion process only converts active discount records.
Write off information.	Yes	The data conversion process converts write off records. The data conversion process: Converts the applicable client record Converts the write off comment to the Contact notes box Disables the client contact record Adds a note to each invoice record related to the client contact record
Patient visit lists.	No	The data conversion process does not convert patient visit lists. ezyVet does not have an equivalent feature.

Product data

This table shows:

• The different types of data of an Cornerstone invoice item
• 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

Cornerstone data	Can convert?	Notes
The status of an invoice item.	Yes	The data conversion process converts the status of an invoice item. If the invoice item has the Active status in Cornerstone, the data conversion process converts the invoice item to an ezyVet product record. If the invoice item has the Inactive status in Cornerstone, the data conversion process: Converts the invoice item to an ezyVet product record Automatically deactivates the product record
The hospital description of an invoice item.	Yes	The data conversion process converts the hospital description of an invoice item. After the data conversion process is completed, the Product Name box of the applicable product record shows the data of the Hospital description box:
The client description of an invoice item.	Yes	The data conversion process converts the Client description of an invoice item. After the data conversion process is completed, the Printable Name box of the Other section shows the data of the Client description box:
The item ID of an invoice item.	Yes	The data conversion process converts the item ID of an invoice item. After the data conversion process is completed, ezyVet shows the product code in the Product Code box of a product record: Note: In ezyVet, one product record cannot have the same product code as a different product record. If Cornerstone has two product records with the same product code, the data conversion process makes a different code for one of the product records.
The primary classification of an invoice item.	Yes	The data conversion process converts the primary classification. After the data conversion process is completed, the Primary Group box shows the primary classification of the product record:
The subclass classification of an invoice item.	Yes	The data conversion process converts the subclass classification. After the data conversion process is completed, the Tags section shows the Default Revenue Center box. The Default Revenue Center box shows the data of the Subclass classification box:
The barcode that is related to an invoice item.	Yes	The data conversion process converts product barcodes. After the data conversion process is completed, the ezyVet product record shows the product barcode in the Barcodes section:
The minimum price of an invoice item.	No	The data conversion process does not convert the minimum sell price of an invoice item. ezyVet does not have an equivalent feature. But, after the data conversion process is completed, the Notes box shows the value of the minimum price: Note: The minimum price that the Notes box shows has no function.
The dispensing fee of an invoice item.	Yes	The data conversion process converts the dispensing fee of invoice items. The data conversion process: Sets the Service Fees setting to Yes Makes a service fee product that has the same Sell Price as the dispensing fee Selects the applicable service fee product
The markup of an invoice item.	No	The data conversion process does not convert the markup of an invoice item. The data conversion process converts the cost of the invoice item and the price of the invoice item, and automatically calculates the markup percentage. After the data conversion process is completed, the Markup (%) box shows the markup of the product record:
The cost of an invoice item.	Yes	The data conversion process converts the cost of an invoice item. After the data conversion process is completed, the Cost box shows the cost of the product record:
The base amount of an invoice item.	Yes	The data conversion process converts the base amount of invoice items. After the data conversion process is completed, the Price box shows the base amount:
The tax rates of an invoice item.	Yes	The data conversion process converts the tax rates of invoice items. After the data conversion process is completed, the Tax Rate box shows the tax rate:
Dispensing items.	No	The data conversion process cannot convert dispensing items of invoice items. The equivalent feature of dispensing items in ezyVet is a product container. Note: For more information about product containers, refer to About product containers.
The unit of measurement of one item of the invoice item (for example, a tablet or a packet).	Yes	The data conversion process converts the data of the Unit of measure box. After the data conversion process is completed, the Notes box shows the data of the Unit of measure box:
The configuration of the Controlled substance setting.	Yes	After the data conversion process is completed, the Is Controlled Drug setting of ezyVet product records is set to Yes or No as necessary:
Prescription instructions.	Yes	The data conversion process converts the prescription instructions of an invoice item. After the data conversion process is completed, the Instructions box shows the prescription instructions:
Departing instructions.	No	The data conversion process cannot convert the departing instructions of an invoice item. After the data conversion process is completed, a practice manager can configure an ezyVet product record to automatically print a document with the departing instructions after you invoice the product:
Reminders.	Yes	The data conversion process converts reminders of invoice items. The data conversion process makes an care service for each reminder: Note: For more information about the conversion of reminders, refer to About the conversion of reminders of Cornerstone invoice items.
Group items.	Yes	The data conversion process converts groups of products. The data conversion process automatically converts groups of products to product containers: Note: For more information about product containers, refer to About product containers.
The configuration of the Omit dispensing fee for multiple patients setting.	No	The data conversion process cannot convert the configuration of the Omit dispensing fee for multiple patients setting. An ezyVet product record does not have an equivalent setting to the Omit dispensing fee for multiple patients setting.
The configuration of the Miscellaneous item setting.	No	The data conversion process cannot convert the configuration of the Miscellaneous item setting. An ezyVet product record does not have an equivalent setting to the Miscellaneous item setting.
The configuration of the Hazardous setting.	No	The data conversion process cannot convert the configuration of the Hazardous setting. An ezyVet product record does not have an equivalent setting to the Hazardous setting.
The configuration of the MSDS setting.	No	The data conversion process cannot convert the MSDS setting. An ezyVet product record does not have an equivalent setting to the MSDS setting.
Travel sheet information.	No	The data conversion process cannot convert travel sheet information. The equivalent feature in ezyVet is a clinical procedure. Note: For more information on clinical procedures, refer to Video: Clinical procedures.
The NDC/DIN code of invoice items.	Yes	The data conversion process converts the NDC/DIN code of invoice items. After the data conversion is completed, the Product Identifier box shows the data of the NDC/DIN code box:
The serial number of invoice items.	No	The data conversion process cannot convert the data of the Serial number box.
Settings of the Whiteboard tab.	No	ezyVet does not have a whiteboard. As a result, the data conversion process cannot convert the settings of the Whiteboard tab.

Patient data

This table shows:

• The different types of data that a practice manager can use to configure a patient record of Cornerstone
• If the data conversion process can convert the related data
• Information about how ezyVet shows your organization's data after the data conversion process is completed

Cornerstone data	Can convert?	Notes
Species.	Yes	The data conversion process converts species records. After the data conversion is complete, ezyVet shows your organization's species records:
The configuration of the Species type setting.	No	The data conversion process cannot convert the configuration of the Species type setting. ezyVet does not have an equivalent feature.
The configuration of the Species Herd setting.	No	The data conversion process cannot convert the configuration of the Species Herd setting. ezyVet does not have an equivalent feature.
Breeds.	Yes	The data conversion process converts breed records. After the data conversion is complete, ezyVet shows your organization's breed records:
Patient sex.	No	The data conversion process cannot convert records of custom patient sexes. You cannot configure different sexes in ezyVet.
Colors.	Yes	The data conversion process converts record of patient colors. After the data conversion process is complete, ezyVet shows your organization's color records:

Patient record data

This table shows:

• The different types of data of a Cornerstone patient record
• 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

Cornerstone data	Can convert?	Notes
Patient records.	Yes	The data conversion process converts patient records. After the data conversion process is complete, ezyVet automatically makes patient records. The left sidebar of the Patients primary tab shows your patient records:
Patient names.	Yes	The data conversion process convert patient names. After the data conversion process is completed, an ezyVet patient record shows the data in the Patient Name box:
The status of the patient record.	Yes	The data conversion process converts the status of patient records. If the patient record has the Active status in Cornerstone, the data conversion process converts the patient record. If the patient record has the Inactive status in Cornerstone, the data conversion process: Converts the patient record to ezyVet Automatically disables the patient record
The class of the patient record.	Yes	The data conversion process converts the class of the patient record. After the data conversion process is completed, the Tags section of an ezyVet patient record shows the class of the patient record:
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:
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 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:
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:
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 markings.	Yes	The data conversion process converts the patient's markings. After the data conversion process is complete, the Animal Notes section shows the patient's markings:
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:
Registration numbers.	Yes	The data conversion process converts registration numbers. After the data conversion process is complete, the Tags section of an ezyVet patient record shows the patient's registration number:
Rabies vaccination information.	Yes	The data conversion process converts rabies vaccination information. After the data conversion process is complete, the Rabies Number box of an ezyVet patient record shows the information:
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:
Scheduled letter reminders of patient records.	Yes	The data conversion process converts letter reminders that are related to patient records. The equivalent in ezyVet is an SOC reminder. After the data conversion process is complete, the S.O.C. tab of an ezyVet patient record shows the reminders:
Records of call backs.	Yes	The data conversion process converts records of call backs. After the data conversion process is completed, the Communication tab of an ezyVet patient record shows the records of call backs: Note: If you scheduled a client callback for the future, the Status column shows a Pending icon. If you completed a client callback before, the Status column shows a Complete icon.
User defined prompts of patient records.	Yes	The data conversion process converts prompts of patient records. After the data conversion process is completed, the Animal Notes box of an ezyVet patient record shows the prompts.The Animal Notes box shows: The name of the prompt The answer Note: The Animal Notes box only shows a prompt if a staff member recorded an answer.
Notes of patient records.	Yes	The data conversion process converts notes of patient records. After the data conversion process is completed, the Animal Notes section of an ezyVet patient record shows patient notes:
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. To enable the Referral Clinic module, you must speak to your Implementation specialist.
Records of patient 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: Note: The data conversion process cannot convert prescription refills.
The primary image of a patient record.	Yes	The data conversion process converts the primary patient image. After the final data conversion process is complete, the record sidebar of an ezyVet patient record shows the primary patient image: Note: The data conversion process cannot convert images to your trial site. Your ezyVet site can only show patient images after the final data conversion process is complete.
Attachments (for example, patient images).	Yes	The data conversion process converts attachments. After the data conversion process is completed, the Attachments tab of an ezyVet patient record shows the attachments:
Patient's clinical data.	Yes	The data conversion process converts patient's clinical data. After the data conversion process is complete, the Clinical Records tab shows a patient's clinical data: Note: The data conversion process automatically makes a clinical record for each data that a staff member recorded clinical data in Cornerstone.
Record of patient's diagnosis.	Yes	The data conversion process converts records of patient diagnosis.The equivalent to a patient diagnosis is a master problem. After the data conversion process is completed, the Master Problems tab of an ezyVet patient record shows the patient's master problems: Note: For more information about master problems, refer to About master problems .
The patient's trainer.	No	The data conversion process cannot convert the patient's trainer. ezyVet does not have an equivalent feature.
The patient's barn.	No	The data conversion process cannot convert the patient's barn. ezyVet does not have an equivalent feature.

System data

This table shows:

• The different types of data that a practice manager can use to configure the system records of Cornerstone
• If the data conversion process can convert the system data
• Information about how ezyVet shows your organization's data after the data conversion process is completed

Cornerstone data	Can convert?	Notes
Calendars.	Yes	After the data conversion process is completed, ezyVet makes calendar resource records. The image that follows shows examples of configured calendar resource records in ezyVet:
Integrations with other software.	No	The data conversion process cannot convert integrations with other software. But if ezyVet has the same integration, a practice manager can configure the same integration again. Note: For more information about ezyVet integrations, refer to About integrations.
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:
Physical exam observations.	No	The data conversion process cannot convert the observations records for physical exams. The equivalent feature in ezyVet is a clinical template with a picklist. Note: For more information about clinical templates and picklists, refer to Configure a clinical template to use a picklist.
Patient advisor setup.	No	The data conversion process cannot convert the patient advisor setup. ezyVet does not have an equivalent feature.
Revenue centers.	Yes	The data conversion process converts revenue centers. The data conversion process automatically makes a department record for each revenue center: Note: If your Cornerstone site has more than one revenue center, the data conversion process cannot convert only one revenue of the site. The data conversion process must convert each revenue center.

This table shows:

• The different types of data of inventory locations
• 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

Cornerstone data	Can convert?	Notes
Inventory locations.	Yes	The data conversion process converts records of inventory locations. Note: The data conversion process only converts active Cornerstone inventory locations.
The location ID of inventory locations.	No	The data conversion process cannot convert the ID of inventory locations. ezyVet inventory records do not have an equivalent.
The descriptions of inventory locations.	Yes	The data conversion process converts the descriptions of inventory locations. After the data conversion process is complete, the Name box shows description of the inventory location:
Cost centers.	No	The data conversion process cannot convert cost centers. ezyVet does not have an equivalent feature to Cornerstone cost centers.
Adjustment reasons.	No	The data conversion process cannot convert adjustment reasons. After the data conversion process is complete, a practice manager can configure inventory adjustment reasons: Note: For more information about inventory adjustment reasons, refer to About inventory adjustment reasons.

Data of staff user accounts

This table shows:

• The different types of data that a practice manager can use to configure staff user accounts of Cornerstone
• 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

Cornerstone data	Does 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:
Staff ID.	Yes	The data conversion process converts the Staff ID of staff user accounts. After the data conversion process is complete, the Login Name (Your Email Address) box shows the Staff ID. Note: The data conversion process automatically adds @ezyvet.com to the staff ID.
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 has the Active status in Cornerstone, the data conversion process converts the staff user account. If the record of the staff user account has the Inactive status in Cornerstone, the data conversion process: Converts the record of the staff user account Automatically disables the record of the staff user account
The classification of staff user accounts.	No	The data conversion process cannot convert the classification of staff user accounts. An ezyVet staff user account does not have an equivalent setting. But, if the Classification box of the user account is set to Doctor, the data conversion process: Automatically selects the Salesperson setting of the equivalent staff user account Automatically select the Vet setting of the equivalent staff user account
The title of staff user accounts.	No	The data conversion process cannot convert the title of staff user accounts. An ezyVet staff user account does not have an equivalent setting.
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 addresses of staff user accounts.	No	The data conversion process cannot convert the address of staff user accounts. You cannot use an ezyVet user account to record the address of a staff member. If it is necessary to record the address of a staff member, you can make a staff contact record.
The license numbers of staff user accounts.	Yes	The data conversion process converts the license numbers of staff user accounts. After the data conversion process is complete, the Registration Number box of an ezyVet user account shows the license number of the staff member:
The Drug Enforcement Administration (DEA) numbers of staff user accounts.	Yes	The data conversion process converts the DEA numbers of staff user accounts. After the data conversion process is complete, the DEA Registration Number box of an ezyVet user account shows the DEA registration number:
Phone numbers of staff user accounts.	No	The data conversion process cannot convert phone numbers of staff user accounts. After the data conversion process is complete, a practice manager can use the Mobile Number box to record the phone number of the staff member:
User defined prompts of staff user accounts.	No	The data conversion process cannot convert the user defined prompts of staff user accounts. ezyVet does not have an equivalent feature.
Notes of staff user accounts.	No	The data conversion process cannot convert notes of a staff user account. ezyVet does not have an equivalent feature.
Signatures of staff user accounts.	No	The data conversion process cannot convert signatures of staff user accounts. After the data conversion process is complete, you can add a signature to a staff member's ezyVet user account: Note: For more information, refer to Add a signature to a staff member's ezyVet user account.

Report data

The data conversion process does not convert the data of report records from Cornerstone. But after the data conversion process, you can use ezyVet to make reports for your converted data.

Product supplier data

This table shows:

• The different settings that a practice manager can use to configure vendor information in Cornerstone
• If the data conversion process can convert the data of each setting
• Information about how ezyVet shows your organization's data after the data conversion process is completed

Cornerstone data	Can convert	Notes
Vendors.	Yes	The data conversion process converts vendors. The ezyVet equivalent of a vendor is a product supplier. The data conversion process automatically makes a supplier contact record for each vendor record. The image that follows shows an example of configured supplier contact records for vendors: Note: The data conversion process automatically: Sets the contact type to Supplier Sets the contact record to Business
Vendor ID's.	Yes	The data conversion process converts vendor ID's. After the data conversion process is complete, the Code box shows the vendor ID: Note: The data conversion process automatically adds a prefix to the code.
The name of the vendor record.	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:
Your organization's account number of the applicable vendor record.	Yes	The data conversion process converts your organization's account number of the applicable vendor. After the data conversion process is complete, the Supplier account details section of the Supplied tab shows your account number:
The vendor type of vendor records.	No	The data conversion process cannot convert the vendor type. But the data conversion process automatically selects the Supplier contact type:
The address of the vendor's website.	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 vendor's address.	Yes	The data conversion process converts the addresses of vendors. After the data conversion process is complete, the Physical address section shows the vendor's address:
Phone numbers of vendor records.	Yes	The data conversion process converts the phone numbers of each vendor. After the data conversion process is complete, the Contact Methods section shows the phone numbers of the vendor:
Email addresses of vendor records.	Yes	The data conversion process converts the email address of vendor records. After the data conversion process is complete, the Contact Methods section shows the email addresses of the vendor:
Notes of vendor records.	Yes	The data conversion process converts notes of vendor records. After the data conversion process is complete, the Contact Notes box shows the notes of the vendor record:
Alerts of vendor records.	No	The data conversion cannot convert alerts of vendor records. ezyVet does not have an equivalent feature.

The table that follows shows:

• The different settings that a practice manager can use to configure vendor information of an invoice item in Cornerstone
• If the data conversion process can convert the data of each setting
• Information about how ezyVet shows your organization's Cornerstone data after the data conversion is complete

Cornerstone data	Can convert	Notes
Invoice items of vendors.	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 invoice items of vendors.
Vendor item ID's.	Yes	The data conversion process converts vendor item ID's. After the data conversion process is complete, the Supplier Code box shows the vendor item ID:
The cost of the vendor's invoice items.	Yes	The data conversion process converts the cost of the vendor's invoice items. After the data conversion process is complete, the Per Outer box shows the cost of the product record:
The unit of measurement of the invoice item (for example, a bottle).	Yes	The data conversion process converts the unit of measurement of the invoice item. After the data conversion process is complete, the Units/Outer column shows the unit of measurement of the product: Note:
The quantity of units of each invoice item (for example, the quantity of pills per bottle).	Yes	The data conversion process converts the quantity of units of each invoice item. After the data conversion process is complete, the Units/Outer box shows the quantity of units:
The primary vendor of each invoice item.	Yes	The data conversion process converts the primary vendor of each invoice item. After the data conversion process is complete, the Suppliers section shows a checkbox adjacent to the suppliers of each product record. The data conversion process automatically selects the primary product supplier:
Reorder information of invoice items.	Yes	The data conversion process converts the reorder information of invoice items. After the data conversion process is complete, the Inventory Thresholds section shows the value that ezyVet uses to calculate the necessary quantities for a related inventory order: Note: For more information, refer to How ezyVet uses inventory threshold settings to calculate inventory levels.
The lead time of invoice items.	No	The data conversion process cannot convert lead time information. ezyVet does not have an equivalent feature.