Migrate from axiUm Dental to monday CRM

axiUm Patient records contain name, DOB, contact info, insurance references, and emergency contact. monday CRM has a native People board type for contacts with standard columns for name, email, and phone. We map the Patient Card fields to People board items and create custom columns for insurance carrier, group number, and PCP name.

axiUm stores patient address as structured street, city, state, and zip. monday CRM has a native Address column type that geocodes and displays on a map. We map each address component to the monday CRM Address column fields. We also validate address formats before import to prevent missing or incomplete entries.

axiUm Scheduler creates appointments linked to patients, providers, operatory, and procedure codes. monday CRM's Calendar view accepts items with Date columns. We map appointment date/time to monday Date columns, provider to a People column, and operatory to a Status or Team column.

axiUm Treatment Plans list procedures with tooth number, surface, material, fee, and provider. monday CRM has no native treatment-plan entity — we create a Treatment Plans board with a Subitems hierarchy: each treatment plan item has procedure subitems containing tooth number, surface, material, and fee as custom columns.

axiUm clinical notes are per-visit free-text entries linked to a patient and procedure. monday CRM stores free-text in Text columns or as item Notes. We create a Clinical Notes text column on the Treatment Plans board and link each note to the corresponding procedure subitem by date.

axiUm Transactions record charges, payments, adjustments, and insurance payments per patient visit with CDT codes. monday CRM has no billing ledger — we create a Billing board with item-per-patient and subitems for each transaction line (charge, payment, adjustment, insurance payment) with custom columns for CDT code, amount, and payment type.

axiUm Provider records store name, credentials, NPI number, and license info. monday CRM maps providers as People board items with a Provider column type or as Team column members on the Appointments board. We create one People item per provider with custom columns for NPI and license state.

axiUm Insurance records hold carrier name, group number, subscriber ID, and eligibility dates. monday CRM has no native Insurance entity — we create an Insurance board with one item per carrier/group combination, then link patient items to their insurance record via the Connect boards column.

axiUm Overdue Patients module tracks recall intervals (6-month hygiene, perio maintenance) per patient. monday CRM has no native recall entity — we create a Recall board with one item per patient due for recall, Status columns for recall type and outreach stage, and a Date column for next-appointment. Recall logic must be rebuilt as monday Automation Center recipes.

axiUm procedure codes follow the ADA CDT code set with descriptions and fees. monday CRM has no native procedure-code lookup. We preserve CDT codes as a Text or Number column on the Treatment Plans board and optionally connect a procedure-code reference board as a Lookup column. Clinical coding logic is not available in monday CRM.

axiUm Attachments module stores scanned consent forms and imaging links. monday CRM supports file uploads per item. We extract file blobs from axiUm and attach them to the corresponding patient or treatment plan item in monday CRM. File size limits apply (25MB per file in monday CRM).

axiUm Lab Tracking tracks lab case status, Rx details, and delivery dates for external lab orders. monday CRM has no lab order entity — we create a Lab Orders board with Status columns for case stage, Date columns for Rx and delivery, and a Link to the patient item. Lab case workflow requires manual recreation in monday Automation Center.