During your onboarding process, the data conversion process converts data from your source practice information management system (PIMS) into an ezyVet trial site. While your data is in the trial site, you must complete the data validation procedures. The procedures make sure that the data conversion process correctly converted your data.

For each client contact record, you must complete each data validation procedure. The image and table that follow:

• Shows settings and areas of an ezyVet client contact record
• Shows the data validation procedure of each setting or area of an ezyVet client contact record

Area	Data of client contact records	Related documentation
1	Referring veterinarian records.	Do a check that ezyVet has the referring veterinarian contact records
2	Syndicate records.	Do a check that syndicate contact records shows the correct information
3	Statuses of client contact records	Do a check that client contact records have the correct status
4	Patients that are related to the client contact record.	Do a check that client contact records have a relation to the correct patient records
5	Financial records that are related to the client contact record.	Do a check that client contact records have the correct related financial records
6	The code of the client contact record.	Do a check that a client contact record has the correct code
7	Notes that are related to the client contact record.	Do a check that client contact records have the correct client notes
8	The client's name.	Do a check that client contact records have the correct names
9	The client's contact methods (for example, phone number and email addresses).	Do a check that client contact records have the correct contact methods
10	The client's address.	Do a check that client contact records have the correct address
11	Communication records that are related to the client contact record.	Do a check that client contact records have the correct communication records
12	Attachment records that are related to the client contact record.	Do a check that client contact records have the correct attachments