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Do a check that syndicate contact records shows the correct information

If your organization uses syndicate records, you must do a check that the data conversion process correctly converted your organization's syndicate records. For example, you must make sure that each syndicate record has a relation to the correct persons.

Make sure that you have the equivalent contact record open in your source PIMS.
To make sure that the data conversion process correctly converted your organization's syndicate records, do this procedure.
  1. Select Contacts.
    The Contacts tab
    ezyVet shows the contact records of your site.
  2. Select Syndicates.
    The Syndicates setting
  3. Find and select the applicable syndicate contact record.
    ezyVet shows the settings and information of the contact record.
  4. Compare the persons of the the Associated Contacts section with the persons of the equivalent syndicate record of your source PIMS.
  5. Select Related Records.
    The Related Records tab
  6. Select Patient.
    The Patient button
  7. Compare the patient of the Patients section with the patient of the equivalent syndicate record of your source PIMS.
You completed a check that the data conversion process correctly converted your organization's syndicate records.