home

Discover resources

ezyVet Knowledge Center

Get access to documentation, training, and other high-quality resources.

Make sure that a client contact record has the correct attachments

The data conversion process converts contact records from your source practice information management system (PIMS) to ezyVet. The data conversion process converts attachments of client contact records. It is important that you make sure that the data conversion process correctly converted the attachments.

Make sure that you have the equivalent contact record open in your source PIMS.
To make sure that the data conversion process correctly converted attachments, do this procedure.
Note: ezyVet customer support recommends that you:
  • Examine a minimum of 10 client contact records
  • Examine a client contact record that you know well (for example, a client contact record of a client that visits frequently)
Note: The data conversion cannot convert attachments during the trial conversion.
  1. Select Contacts.
    The Contacts tab
    ezyVet shows the contact records of your site.
  2. In the left sidebar, find and select the applicable client contact record.
    ezyVet shows settings and information of the contact record.
  3. Select Attachment.
    The Attachment tab
  4. Compare the attachments of the Attachments section to the attachments of the equivalent contact record of your source PIMS.
You made sure that the data conversion process correctly converted attachments of client contact records.