This entity represents all Clients configured for the practice. The attached contains the required format for the iClient.CSV with a sample record.
The Type defines how the sample file handles the data type to produce the correct delimiters for each field. Make sure to change the custom field format if any fields noted as "integer" contain alphanumeric data.
Fields
Field Name | Required | Type | Description |
SiteID |
| nvarchar(MAX) | Id of site if more than one site location is being converted |
LastName | Y | nvarchar(MAX) | Client last name |
FirstName |
| nvarchar(MAX) | Client first name |
MiddleName |
| nvarchar(MAX) | Client middle name or initial |
FullName |
| nvarchar(MAX) | Client first name |
Prefix |
| nvarchar(MAX) | Dr, Mrs, Ms, Miss, etc |
Suffix |
| nvarchar(MAX) |
|
IsDeleted |
| bit |
|
Inactive |
| bit | true = Client is marked inactive in the PMS |
SuspendReminders |
| bit | true = Client does not receive pet reminders |
EmailReminders |
| bit |
|
EnteredDate |
| datetime2(7) |
|
EnteredBy |
| nvarchar(MAX) |
|
PreferredProviderID |
| nvarchar(MAX) |
|
FirstVisitDate |
| datetime2(7) |
|
LastVisitDate |
| datetime2(7) |
|
VisitCount |
| int |
|
[Key] | Y | nvarchar(4000) | Unique record ID |
PmsID | Y | nvarchar(MAX) | Unique record ID -can be the same as the [Key] |
Sample File