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IDEXX practice supplies

Guide to starting a new veterinary practice

Onboarding resources for new ezyVet customers

Data validation

Data validation of financial records

Guide to successful software transitions

Guide to veterinary marketing

Guide to veterinary conferences

Body maps for download

Cage cards

Mindfulness and wellbeing

Facebook group

Make sure that the data conversion process correctly converted an invoice record

The data conversion process converts your organization's invoices from your source practice information management system (PIMS) to ezyVet. You must make sure that the data conversion process converted your organization's invoice records correctly. For example, it is important that the process correctly converted line items of an invoice record.

Make sure that you have the equivalent invoice record open in your source PIMS.

To make sure that the data conversion process correctly converted invoices, do this procedure.

Note: ezyVet customer support recommends that you:

Examine a minimum of 10 invoice records
Examine an invoice record of a patient that you know fully (for example, an invoice record of a patient that visits frequently)

Select Contacts.
ezyVet shows the New Contact screen.
In the left sidebar, find and select the applicable client contact record.
ezyVet shows settings and information of the contact record.
Select Financial.
In the Financial Records section, find and select the applicable invoice.
ezyVet opens the invoice record in a different record tab.
Compare the product of a line item with the product of a line item of the equivalent invoice record of your source PIMS.
Compare the value of the Quantity column with the quantity of a line item of the equivalent invoice record of your source PIMS.
Compare the value of the Price column with the value of a line item of an invoice record of your source PIMS.