Migrate from AeronaClinic to monday CRM

AeronaClinic patient records map directly to monday CRM Contact Items. Patient name, date of birth, contact information, and address fields become standard monday text and date columns. Original patient ID preserved in a custom Source_ID column for traceability. This column remains read-only after migration to avoid accidental edits.

AeronaClinic appointment records (date, time, provider, procedure type, status) become subitems attached to the corresponding patient Contact Item in monday CRM. Appointment status (scheduled, completed, cancelled) maps to monday subitem status columns. All appointment timestamps retain original timezone information to preserve scheduling accuracy.

Treatment plans with procedure codes, clinical notes, and treatment dates attach as subitems or long-text column data on the patient Contact Item. Procedure codes stored as text; clinical notes preserved as rich-text column entries. Rich-text entries support formatting such as bullet points, which can capture detailed clinical observations.

Clinical notes from AeronaClinic migrate as text entries in monday's Notes column or as file attachments linked to the patient Contact Item. Original timestamps preserved as custom datetime columns. If the Notes column exceeds character limits, the content splits across multiple line items, each tagged with a source identifier.

Insurance provider, policy number, coverage details, and claim status migrate to custom text columns on the patient Contact Item. monday CRM has no native insurance object — these fields require manual column creation before migration. FlitStack can pre-create these columns during schema setup to streamline the load process.

AeronaClinic billing records (amount charged, amount paid, balance, payment date, payment method) map to monday CRM Deal Items on a dedicated Billing Board. Outstanding balances become monetary columns; payment history preserved as subitem lists. Each Deal Item can also link to the corresponding patient Contact Item for quick reference and reporting.

AeronaClinic staff and provider records resolve by email match against monday CRM user accounts. Providers assigned to appointments map as monday column values linking to the responsible user. If a provider does not have an existing monday user account, FlitStack creates a placeholder user with limited access, which can be upgraded later.

CDT (Current Dental Terminology) procedure codes stored as text values in monday columns. For practices using insurance integrations, procedure codes may be linked to monday's native integrations with billing tools. Linking procedure codes to billing integrations enables automated claim preparation and reduces manual data entry errors.

Treatment forms, consent documents, and clinical images stored as attachments in AeronaClinic re-upload to monday CRM Files and attached to the relevant Contact Item or subitem. File size limits apply per monday storage quotas. FlitStack validates file sizes against your monday plan limits before upload to prevent failures.

AeronaClinic recall and appointment reminder sequences do not have a direct monday CRM equivalent. FlitStack exports recall schedules as data rows; reminders are rebuilt using monday's automation rules with due-date triggers after migration. You can configure recurring automations to send email or Slack notifications based on due dates stored in monday columns.