Migrate from Bp Premier to monday CRM

Bp Premier patient records map directly to Monday CRM People entities. Patient demographics including name, date of birth, contact details, and address transfer as standard contact fields. The original Bp Premier patient_id is preserved as Source_System_ID__c for traceability and reconciliation during future delta runs.

Bp Premier stores addresses across multiple address-line fields that must be consolidated. These collapse into Monday CRM's structured address fields (street, city, state, postal_code, country). For patients with multiple addresses, a primary-address rule applies using the most-recently-modified flag or a designated-primary indicator.

Bp Premier appointments map to Items on a dedicated Appointments board in Monday CRM. Each Item captures appointment date, time, duration, status (scheduled, attended, no-show, cancelled), provider, and patient link. Status values map via value_mapping to Monday CRM status column options.

Bp Premier providers and users map to Monday CRM Workspace members. Provider HPI-I numbers and role designations are stored as custom text fields on the member profile or in a Provider Info board. Email-based matching resolves which Monday CRM user corresponds to each Bp Premier provider.

Bp Premier clinical measurements (blood pressure, pulse rate) require custom Number columns on a Clinical Records board in Monday CRM. Each measurement becomes a sub-item or linked Item attached to the patient People record, preserving measurement date and provider attribution.

Free-text clinical notes from Bp Premier transfer as long-text columns on Clinical Records board Items. Rich-text formatting is simplified to plain text during migration. Notes are linked to the corresponding patient People record via a connect-boards or link-to-items column to maintain the relationship between documentation and patient.

Prescription data maps to Items on a Medications board with columns for medication name, dosage, frequency, prescribing provider, and date. Bp Premier's medication-database references (MIMS integration) do not have a Monday CRM equivalent — medication names transfer as free text.

Any Bp Premier custom fields added to patient or clinical records require Monday CRM custom column creation before migration. FlitStack AI creates columns matching the source field type (text, number, date, dropdown) and maps all values during the migration run.

Multi-location Bp Premier practices split into separate Monday CRM Workspaces, with each physical practice location becoming its own Workspace. Departments within each location map to Board Groups. Practice-level settings and configurations cannot migrate automatically and must be reconfigured manually after migration completes.

Bp Premier patient attachments including referral letters, imaging files, and consent forms are re-uploaded to Monday CRM Files and linked to the corresponding patient People record or clinical Item. Monday CRM enforces a 250MB per-file size limit; files exceeding this threshold require manual handling by the practice team.

Bp Premier billing information including Medicare details, private health fund information, and DVA status migrates to custom text columns on the patient People record. Medicare card numbers and DVA numbers transfer exactly as they appear in Bp Premier, including leading zeros and hyphenated formats; health fund details map to a text field.