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Do a check that clinical records show the correct referral information

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 information about the referring veterinarian of a clinical record.

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.
Note: It is only necessary to complete this procedure if your organization uses referring veterinarians.
  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. Compare the referring veterinarian information of the Referred By section of the record sidebar with the information of the equivalent record of your source PIMS.
    The referred By section of the record sidebar
You completed a check that the data conversion process correctly converted the referring veterinarian information of your organization's clinical records.