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Do a check that client contact records have the correct client 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 client notes of client contact records.

Make sure that you have the equivalent contact record open in your source PIMS.
To do a check that the data conversion process correctly converted notes related to client contact records, do this procedure.
  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 Other Details section
You completed a check that the data conversion process correctly converted the client notes.