Migrate from Bp Premier to Nutshell

Bp Premier patient records map to Nutshell Person records. Fields including name, date of birth, address, phone, and email transfer directly with no transformation required. Clinical data such as diagnoses, allergies, and clinical alerts has no Nutshell field and cannot load into the CRM — these are exported separately as structured reference files for external storage or manual re-entry as needed.

Bp Premier practice records map to Nutshell Company records. Practice name becomes the Company name field; billing address and contact details map to standard address and phone fields. Multi-location practices require additional setup — either Nutshell custom fields to identify the originating site or a parent-Company hierarchy to reflect the organisational structure.

Bp Premier provider records for doctors, specialists, and allied health professionals map to Nutshell Person records. Provider name, specialty, AHPRA registration number, and contact details transfer directly. The provider type classification (GP, Specialist, Allied Health) maps to a custom pick-list field created in Nutshell to preserve the professional category for reporting and routing purposes.

Bp Premier appointment records map to Nutshell Tasks. Appointment date and time map to Task due date; provider and patient link to the corresponding Nutshell Person. The clinical context including procedure type and billing status maps to custom fields or Task description — no clinical coding system transfers.

Bp Premier billing status fields including Medicare provider number and patient concession status have no Nutshell equivalent in the standard schema. We create custom fields in Nutshell — specifically Medicare_Provider_Number__c and Billing_Status__c — to preserve this data for reference on Person records. These fields remain accessible for billing queries but do not integrate with Medicare systems.

Bp Premier clinical encounter notes, SOAP notes, and clinical observations have no Nutshell field. We export these as structured documents linked to the Patient in Bp Premier, preserving the full text for manual re-entry or external storage — they cannot load into Nutshell's activity model.

Prescription history in Bp Premier including medication name, dosage, prescriber details, and date has no Nutshell analogue within its data model. We export prescriptions as a structured CSV reference file linked to the patient ID; they do not load into Nutshell since clinical medication data falls outside Nutshell's sales-focused schema scope.

Bp Premier referral records containing referring doctor, referral reason, urgency level, and expiry date have no equivalent field in Nutshell. We export referral text and metadata as a structured reference file. The referrer and recipient contacts themselves migrate as Nutshell Person records with full contact details intact.

Bp Premier's patient contact preferences including preferred contact method, Do Not Contact flags, and marketing consent status map to Nutshell custom fields. We create Contact_Preference__c and Marketing_Consent__c as custom fields on the Person object to preserve patient communication preferences within the CRM for compliance with marketing regulations.

Bp Premier stores Australian Healthcare Identifiers — HPI-O for organisations and HPI-I for individual providers — mandated under the Healthcare Identifiers Act. These healthcare-specific IDs have no Nutshell equivalent; we preserve them as custom text fields on Person records for audit traceability and reference purposes only.

Bp Premier tracks My Health Record participation status including opted-in, opted-out, and pending states for each patient. Nutshell has no native field for healthcare registry participation. We create a MyHealthRecord_Status__c custom pick-list field on Person to preserve this reference for practices that need to track participation status for compliance or audit purposes.

Bp Premier staff accounts for non-clinical admin and reception staff map to Nutshell user accounts via email address matching. Clinical providers who should not have CRM access are imported as Person records rather than Nutshell users. Owner resolution occurs by email match, and any unmatched staff are flagged before migration for the practice to create accounts or assign to a fallback owner.