Migrate from Core Practice to Freshsales

Core Practice patients map directly to Freshsales Contacts. First name, last name, email, phone, and address fields transfer as-is. Patient status (active/inactive/recall) migrates to a custom pick-list field since Freshsales has no patient-status concept — the Contact Lifecycle Stage does not map directly to clinical status.

When a Core Practice patient is also a household or family billing account, we create a Freshsales Account (family/household name) and link the Contact records to it. Insurance subscriber information on the patient becomes custom fields on the Account for billing clarity.

Core Practice appointments map to Freshsales Appointments with start time, end time, owner, and linked Contact preserved. Clinical metadata (provider name, operatory number, procedure codes) migrates as custom fields on the Appointment record since Freshsales Appointments lack clinical context fields.

Core Practice treatment plans (procedures, diagnoses, notes) have no Freshsales equivalent. We migrate treatment plan summaries and procedure codes as long-text custom fields on the Contact record. Detailed clinical notes become attachments or custom fields per your specification — they cannot drive Freshsales automations.

Individual treatment records (date, procedure, provider, tooth number, notes) migrate as a series of custom fields on the Contact or as a JSON blob in a long-text field. Freshsales has no native treatment history object — clinical data is preserved for reference but cannot generate Freshsales reports by procedure type without custom reporting setup.

Core Practice billing ledger entries (charges, payments, adjustments) are financial events. We map outstanding balances to Freshsales Deal amounts and payment history to custom fields on the Contact or linked Deal. A patient with an outstanding balance becomes a Deal record keyed to the Contact's Account.

Primary and secondary insurance details (carrier, policy number, group number, subscriber) migrate as custom fields on both Contact and Account. Freshsales has no native insurance object — insurance data is preserved as reference fields but does not trigger Freshsales workflows.

Core Practice staff records (dentists, hygienists, admin) map to Freshsales Users by email match. Provider type (dentist, hygienist, admin) becomes a custom pick-list field on the User record. Staff without Freshsales user accounts are flagged for admin to create accounts before migration or assigned to a fallback owner.

Core Practice recall intervals (6-month hygiene, annual exam) generate Freshsales Tasks with due dates calculated from last appointment date plus recall interval. Recall type (hygiene, exam, perio) maps to Task subject. Open recalls become open Tasks; completed recalls become closed Tasks with completion date.

Core Practice multi-location setups create separate Account records per location in Freshsales. Each location's patients link to their primary location Account via AccountId. Location address, phone, and operating hours migrate as Account fields. This enables territory management in Freshsales if you assign location-based Account teams.

Core Practice file attachments (treatment consent forms, insurance cards, clinical images) re-upload to Freshsales Files linked to the corresponding Contact or Account record. File size limits apply — Freshsales supports file uploads up to 25MB per file. Inline images in notes are extracted and rehosted as individual files.