Migrate from Core Practice to Nutshell

Core Practice Patient maps directly to Nutshell Person. Demographics (name, phone, email, address) transfer as standard Person fields. Nutshell does not have a patient/clinical concept — medical history and clinical flags transfer as custom fields on the Person record for reference and historical tracking purposes.

Core Practice stores referring practices and partner organizations as Company entities. These map 1:1 to Nutshell Company records. Company phone, website, address, and industry fields align directly with Nutshell's standard Company field set for immediate usability.

Core Practice Appointments carry provider name, procedure code, chair time, and clinical notes. These translate to Nutshell Events with original start/end times preserved, owner matched by email, and appointment type stored as a custom field. Clinical notes move to a custom field; they cannot render as native Nutshell activity content.

Core Practice treatment plans (procedures, diagnoses, clinical notes) have no Nutshell equivalent. We preserve treatment plan summaries and key procedure codes as custom fields on the Person record. Full clinical documentation requires a separate clinical system or manual re-entry.

Core Practice insurance carrier, policy number, group number, and billing status have no Nutshell equivalent. We map these to custom fields on the Person record for contact reference. Nutshell does not support insurance billing workflows, claims tracking, or coverage verification.

Core Practice referral sources and incoming leads map to Nutshell Leads. Referral source name and lead status transfer as standard Nutshell Lead fields. Leads without a converted opportunity remain in the Nutshell Lead queue for follow-up.

Core Practice providers and staff map to Nutshell Users for activity assignment. Owner resolution uses email match — Core Practice staff email addresses are matched against Nutshell user emails. Unmatched staff become inactive Person records flagged for admin review.

Core Practice custom fields on patients (clinical flags, internal IDs, referral tracking) require corresponding Nutshell custom fields. We create these via Nutshell's Settings → Customize → People before migration and map values field-by-field.

Core Practice clinical notes and tooth chart data have no Nutshell structural equivalent. We export these as text blobs in custom fields on the Person record for historical reference. This data is not actionable in Nutshell — practices requiring clinical workflows should retain a separate clinical system.

Core Practice file attachments on patient records re-upload to Nutshell as file attachments on the corresponding Person record. We download files, re-upload to Nutshell, and maintain the association by record link. Original file names and content types are preserved.

Core Practice appointment reminders and patient communications map to Nutshell Tasks with Type='Other'. Original sent dates and communication content are preserved. SMS reminders do not transfer — Nutshell's SMS module requires separate configuration.