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Make sure that a client contact record has the correct record code

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 record code of the applicable client contact record.

Make sure that you have the equivalent contact record open in your source PIMS.
To make sure that the data conversion process correctly converted the record code, 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)
  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. Compare the value of the Code box with the equivalent code of the contact record in your source PIMS.
You made sure that a client contact record has the correct record code.