Make sure that a client contact record has the correct status
The data conversion process converts contact records from your source practice information management system (PIMS) to ezyVet. You must make sure that the data conversion process correctly converted the status of a client contact record.
Make sure that you have the equivalent contact record open in your source PIMS.
Note: ezyVet customer support recommends that you:
- Examine a minimum of 10 client contact records
- Examine a client contact record that you know well (for example, a client contact record of a client that visits frequently)
- Select Contacts.ezyVet shows the contact records of your site.
- Make sure that you selected the Active tab.ezyVet shows the client contact records that are active.
- Select the I/A tab.ezyVet shows the client contact records that are not active.