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Make sure that a boarding booking shows the correct patient record

The data conversion process converts boarding bookings from your source practice information management system (PIMS) to ezyVet. You must make sure that the data conversion process correctly converted the applicable patient and client contact record of a boarding booking.

Make sure that you have the equivalent boarding booking open in your source PIMS.
To make sure that the data conversion process correctly converted a boarding booking, do this procedure.
Note: ezyVet customer support recommends that you:
  • Examine a minimum of 10 boarding bookings
  • Examine a boarding booking of a patient that you know well (for example, a boarding record of a patient that visits frequently)
  1. Select Dashboard.
    The Dashboard tab
  2. Select Boarding.
    The Boarding tab
  3. If applicable, use the Department box to select the department that has the boarding facility.
    The Department box
  4. If applicable, use the Species box to show only the boarding facilities that can have bookings for the selected species.
    The Species box
  5. If necessary, use the date button to select a date.
    The date button
  6. Double click the applicable boarding booking.
  7. Compare the client of the Client box with the client of the equivalent boarding booking of your source PIMS.
    The Client box
  8. Compare the patient of the Patient box with the patient of the equivalent boarding booking of your source PIMS.
    The Patient box
You made sure that the data conversion process correctly converted the patient and the client of a boarding booking.