Data conversion information for Cornerstone: Data of client contact records
The data conversion process converts your data from Cornerstone to ezyVet. It is important that you know how data of client contact records is converted into ezyVet. For example, it is important that you know how the data conversion process converts phone numbers and email addresses of contact records.
- The different types of data of a Cornerstone client record
- If the data conversion process can convert the data
- Information about how ezyVet shows your organization's data after the data conversion process is complete
| Cornerstone | Can convert? | Notes | ||||||||
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| Records of clients. | Yes | The data conversion process converts records of clients. After the data conversion process is complete, ezyVet automatically makes client contact records. The image that follows shows an example of client contact records in ezyVet: | ||||||||
| The status of a client record. | Yes | The data conversion process converts the status of client records. If the client record has the Active status in Cornerstone, the data conversion process converts the client record. If the client record has the Inactive status in Cornerstone, the data conversion process:
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| The classification of a client record. | Yes | The data conversion process converts the classification of a client record. After the data conversion process is complete, the Class box of the Tags section of client contact records shows the classification of the client contact record: | ||||||||
| The type of client record. | No | The data conversion process cannot convert the type of client record. ezyVet does not have an equivalent feature. | ||||||||
| The client's title. | Yes | The data conversion process converts the client's title. After the data conversion process is complete, the Title box of the applicable client contact record shows the client's title: | ||||||||
| The client's first name. | Yes | The data conversion process converts the client's first name. After the data conversion process is complete, the First Name box of the applicable client contact record shows the client's first name: | ||||||||
| The client's middle name. | No | The data conversion process cannot convert the client's middle name. ezyVet does not have an equivalent feature. | ||||||||
| The client's last name. | Yes | The data conversion process converts the client's last name. After the data conversion process is complete, the Last Name box of the applicable client contact record shows the client's last name: | ||||||||
| Secondary names. | Yes | The data conversion process convert secondary names of the client. After the data conversion process is complete, the Secondary Contact section of the applicable client contact record shows the secondary names: | ||||||||
| The client's address. | Yes | Note: If necessary, staff can add a postal address to a contact record.
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| The client's email address. | Yes | The data conversion process converts the client's email address. After the data conversion process is complete, the Contact Methods section shows the client's email address: | ||||||||
| The client's phone number. | Yes | The data conversion process converts the client's phone number. After the data conversion process is complete, the Contact Methods section shows the client's phone number: | ||||||||
| The type of phone of the applicable phone number. | Yes | The data conversion process converts the type of phone that is related to the phone number (for example, a home phone). After the data conversion process is complete, the Type box of the applicable contact record shows the type of phone: Note: If you set the Location box to landline or fax, the data conversion process automatically sets the Type box to landline or fax. If the Location box shows something else, the data conversion process automatically sets the Type box to Mobile. | ||||||||
| The patients related to the client record. | Yes | The data conversion process converts the relation between clients and patients. After the data conversion process is complete, the Patients section of the applicable client contact record shows the patients related to the client contact record: | ||||||||
| User defined prompts of the client record. | Yes | The data conversion process converts prompts that are related to the client record. After the data conversion process is complete, the Tags section of the applicable client contact record shows the prompts. Note: If the prompt is for a client's date of birth, the data conversion process automatically enters the data into the Date of birth section. The data conversion process converts alerts of a client record. After the data conversion process is complete, the Contact Notes box of a client contact record shows the applicable alerts: | ||||||||
| Referrals of the client record. | Yes | The data conversion process converts referrals of the client record. After the data conversion process is complete, the Referred box of the Tags section shows the quantity of people that the client has referred: | ||||||||
| The configuration of the Tax exempt setting. | No | The data conversion process cannot convert the configuration of the Tax Exempt setting. ezyVet does not have an equivalent feature. | ||||||||
| The configuration of the Credit code setting. | No | The data conversion process cannot convert the configuration fo the Credit code setting. ezyVet does not have an equivalent feature. After the data conversion process is complete, the Credit Code box of the Tags section shows the configuration of the Credit code setting: | ||||||||
| Monthly charges. | No | The data conversion process cannot convert monthly charges. The equivalent feature in ezyVet is interest charges. Note: For more information about interest charges, refer to Interest charges. | ||||||||
| The configuration of the Practice Affiliation setting. | Yes | The data conversion process can convert the configuration of the Practice Affiliation setting. The data conversion process uses the configuration of the Practice Affiliation setting to select the type of the ezyVet client contact record.
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| Client communications. | Yes | The data conversion process converts client communications. After the data conversion is complete, the Communications section of the Communications tab. If you scheduled a client callback for the future, the Status column shows a Pending icon. If you completed a client callback before, the Status column shows a Complete icon: | ||||||||
| The client's home practice. | Yes | The data conversion process converts the data of the Home Practice box. After the data conversion process is complete, the Department box shows the client's home practice: | ||||||||
| Discounts. | Yes | The data conversion process converts discounts of client records. After the data conversion process is complete, the Tags section shows the Cornerstone Discount Group tag category. The Cornerstone Discount Group tag category shows the applicable discount: |