Do a check that clinical records show related financial records
The data conversion process converts clinical records from your source practice information management system (PIMS) to ezyVet. It is important that you make sure that the data conversion process correctly converted the relation between a clinical record and the applicable invoices.
Make sure that you have the equivalent clinical record open in your source PIMS.
Note: ezyVet customer support recommends that you:
- Do a check of a minimum of 10 clinical records
- Do a check of a clinical record of a patient that you know well (for example, a clinical record of a patient that visits frequently)
- Select Clinical.The left sidebar shows clinical records of your ezyVet site.
- Select Financial.