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Make sure that a client contact record shows the correct notes

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 notes of a 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 notes related to a client contact record, 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 information of the Contact Notes section with the equivalent client contact record of your source PIMS.
    The Contact Notes section
You made sure that the data conversion process correctly converted the notes.