Do a check that client contact records have the correct contact methods
The data conversion process converts contact records from your source practice information management system (PIMS) to ezyVet. You must make sure that the data conversion process correctly converted the different methods that you can use to speak to the client.
Make sure that you have the equivalent contact record open in your source PIMS.
Note: ezyVet customer support recommends that you:
- Do a check of a minimum of 10 client contact records
- Do a check of a client contact record that you know well (for example, a client contact record of a client that visits frequently)
- Select Contacts.ezyVet shows the contact records of your site.
- Compare the contact methods with the equivalent client contact method of your source PIMS.