Migrate to Onvio

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
    .

This article applies to:

  • Product: Onvio
  • Audiences: Staff