Enable Onvio Sync in Digita Practice Management

Summary

Before migrating client data from Digita Practice Management to Onvio, you'll need to enable  Onvio Sync in Digita Practice Management. 

Before you start

Check that you've installed Onvio Link. To check it's present, look for Onvio Link in Windows system tray or enter Onvio Link in the Windows search bar.

Enable Onvio Sync

  1. In Digita Practice Management, select File, then Log On As Administrator.
  2. Select Tools, Options, then Advanced Options.
  3. Double-click Onvio Sync.
  4. Tick the Onvio Sync checkbox.
  5. Select OK.
  6. Select Close.

Next step

Migrate client data from Digita to Onvio

 

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