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Summary

View information about migrations of client data from Digita Practice Management to Onvio during the last 30 days. This will reveal who started a migration, when it began, and whether you need to resolve any conflicts that are preventing its completion.

Before you start

Make sure you're assigned to a permission group that has Migrations enabled.

View migration information

1. In Onvio Centre, select Setup then Migrations. Alternatively, in Digita Practice Management, select Tools then Onvio Migrations.
2. Sort and filter the list to help you find the migration of data you're looking for.
   • To control which columns are displayed, select Show/Hide Columns then use the checkboxes.
   • To group columns, select Show/Hide Group Panel then drag columns into the Grouping row.
   • To sort the grid, select a column header (Migration Started for example). You can sort by any column, except Description.

Next step

Resolve conflicts arising from data migrations

Migrate client data from Digita to Onvio

Matching rules for migrating client data

Resolve conflicts arising from data migrations