Migrate from Bp Premier to Zoho CRM

BP Premier patient demographics (name, DOB, address, phone, email) map directly to Zoho CRM Contact fields. Medicare number and HPI-I number migrate as custom fields. Active/inactive patient status maps to Zoho CRM's Contact Active flag. During migration, active status is set on the Contact record, and inactive patients are flagged accordingly to preserve history. The mapping also captures the patient's preferred contact method as a custom picklist.

Referring practitioner data in BP Premier (name, practice name, provider number) merges into Zoho CRM as an Account record for the referring practice plus a Contact record for the individual practitioner. Provider number stored as a custom field on the Contact.

BP Premier appointment entries become Zoho CRM Events for scheduled consultations (with start/end datetime, practitioner as owner) and Tasks for follow-up items (recalls, administrative follow-ups). Original appointment type and duration preserved as custom fields. Each Event links to the patient Contact, and the practitioner is assigned as the Event owner using email matching. The custom fields store the original consultation type and session length for reporting on appointment patterns.

BP Premier patient recall entries (6-month checkup, annual recall) map to Zoho CRM Tasks with the patient Contact linked, due date from the recall interval, and practitioner assigned as Task owner. Recall type stored as custom field. The Task subject line includes recall type for identification, and description field captures notes attached to the recall in BP Premier. The due date reflects next scheduled follow-up, supporting preventive care workflows.

BP Premier patient billing accounts (if used for business-side invoicing separate from clinical) map to Zoho CRM Account records. Payment history and outstanding balances migrate as custom fields or line-item notes since Zoho CRM invoicing is separate from contact records.

BP Premier attached documents (referral letters, consent forms, pathology reports) re-upload to Zoho CRM Attachments linked to the corresponding Contact record. File size limits per Zoho CRM apply (25MB per file). Inline images extracted and rehosted. Each file is uploaded to the Contact's Attachments section, preserving the original filename and creation date. Files over 25MB are split or archived, and inline images are converted to hosted URLs.

BP Premier practitioner accounts (doctors, nurses, admin staff) map to Zoho CRM User records matched by email address. AHPRA registration and provider numbers migrate as custom User fields. Scheduling permissions have no Zoho CRM equivalent — noted for manual configuration.

BP Premier clinical notes (consultation summaries, treatment plans, pathology notes) have no Zoho CRM equivalent. These are flagged for manual export as PDF attachments or stored in a separate document management system. Zoho CRM Notes module can hold text summaries but cannot replicate clinical context.

BP Premier prescription records and dispensing history have no Zoho CRM equivalent. If the practice needs to retain this data for business purposes (e.g., tracking dispensing revenue), a Zoho CRM custom module is created with fields for medication, dosage, prescriber, and date. Clinical validation requires separate software.

BP Premier's My Health Record integration (HPI-O identifiers, HI Service connection) has no Zoho CRM equivalent. HPI-O stored as a custom Contact field for reference only. Clinical data exchange must remain in BP Premier or dedicated healthcare systems. If the practice needs My Health Record access, it must be done in the My Health Record system, not via Zoho CRM. FlitStack exports the HPI-O value for each Contact for reconciliation.