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Do a check that client contact records have the correct communication records

The data conversion process converts contact records from your source practice information management system (PIMS) to ezyVet. You must make sure that client contact records have the correct communication records (for example, records of SMS messages and emails that you sent to the client).

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 the relation between communication records and 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. Select Communication.
    The Communication tab
  4. Compare the communication records of the Communication section with the equivalent client contact record of your source PIMS.
    Example of communication records
You completed a check that the data conversion process correctly converted client communication records.