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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.
To make sure that the data conversion process correctly converted your organization's clinical records, do this procedure.
  1. Select Clinical.
    The Clinical tab
    The left sidebar shows clinical records of your ezyVet site.
  2. In the left sidebar, find and select the applicable clinical record.
    ezyVet shows settings and information of the clinical record.
  3. Select Financial.
    The Financial tab
  4. Compare the financial records of the Financial Records section to the financial records of the equivalent clinical record of your source PIMS.
You completed a check that the data conversion process correctly converted the financial information of your organization's clinical records.