home

Discover resources

ezyVet Knowledge Center

Get access to documentation, training, and other high-quality resources.

About data validation of patient records

During your onboarding process, the data conversion process converts data from your source practice information management system (PIMS) into an ezyVet trial site. While your data is in the trial site, you must complete the data validation procedures. The procedures make sure that the data conversion process correctly converted your data.

Important: You must complete the procedures before the pre-go-live conversion.
ezyVet customer support recommends that you examine a minimum of 10 patient records, and that you examine a mixture of different patient records. For example, ezyVet customer support recommends that you examine:
  • Patient records that you made in the previous six months
  • Patient records that you made more than six months before today
  • Patient records that you know fully
For each patient record, you must complete each data validation procedure. The image and table that follow show:
  • Settings and areas of a patient record
  • The data validation procedure of each setting or area of a patient record
An ezyVet patient record
AreaData of patient recordsRelated documentation
1The patient's owner.Make sure that a patient record has a relation to the correct client contact record
2The patient's name.Make sure that a patient record has the correct patient name
3The patient record code.Make sure that a patient record has the correct code
4The patient's microchip number.Make sure that a patient record shows the microchip number
5The patient's weight.Make sure that a patient record has the correct patient weight
6The patient's rabies tag number.Make sure that a patient record shows the correct rabies vaccination information
7The patient's date of birth.Make sure that a patient record has the correct patient age
8The patient's sex.Make sure that a patient record has the correct sex
9The patient's species.Make sure that a patient record has the correct species
10The patient's breed.Make sure that a patient record has the correct breed
11The patient's color.Make sure that a patient record has the correct patient color
12The deceased date of the patient record.Make sure that a patient record has the correct deceased date
13Patient notes.Make sure that a patient record has the correct patient notes
14Clinical records that are related to the patient record.Make sure that a patient record shows the related clinical records
15Patient reminders for care services.Do a check that a patient record has the correct reminders
16Financial records that are related to the patient record.Make sure that a patient record shows the related financial records
17Patient medication records.Make sure that a patient record shows the correct medication records
18Patient vaccination records.Make sure that a patient record shows related vaccination records
19Attachments of the patient record.Make sure that a patient record has the correct attachments
20Communication records that are related to the patient record.Make sure that a patient record shows related communication records
21The status of patient records.Make sure that the data conversion process correctly converted the status of each patient record