Migrate from Curve Dental to Nutshell

Patient demographics (name, DOB, address, phone, email) map directly to Nutshell People fields with the same names. Clinical sub-records including treatment plans, tooth charts, and clinical notes are stored as custom text fields on the People record since Nutshell has no native clinical object model. Imaging files and x-rays attach as Nutshell Files to the associated People record for complete patient document retention.

Curve appointments containing date, time, provider, operatory, and procedure type become Nutshell Tasks with a custom Procedure_Type__c field capturing the appointment category. OwnerId assignment uses email matching to resolve each provider against existing Nutshell Users. Recurring recall appointments map as repeating Tasks or as a custom recall schedule field on the associated People record for ongoing patient follow-up.

Referral source companies and group dental practices map directly to Nutshell Companies using direct field mapping for address, domain, and industry. Multi-location assignments requiring assignment to specific practice sites are stored as a custom Locations__c field or a separate Locations custom object to maintain accurate location records for multi-office dental groups.

Curve stores treatment plans as clinical sub-records with procedure codes, tooth numbers, and fee estimates. Nutshell has no treatment plan object — all fields including procedure code, tooth number, fee, status, and provider assignment map to custom fields on the associated People record. The treatment plan data serializes as structured text for provider reference.

Clinical notes containing provider narrative, procedure codes, and SOAP format notes become a custom Clinical_Notes__c long-text area on the People record. Original timestamps from the Curve system and provider names are preserved as separate custom datetime and user fields to maintain full audit trail and provider attribution for clinical documentation.

Insurance payer name, group number, subscriber ID, and eligibility dates all become custom fields on the People record using the Insurance_Payer__c, Group_Number__c, Subscriber_ID__c, Eligibility_Start__c, and Eligibility_End__c field names. Curve's eligibility status logic maps to a custom Eligibility_Status__c pick-list capturing active, inactive, or pending states for each patient's coverage.

Outstanding balance, total charges, and last payment amount become custom currency fields on the People record (Outstanding_Balance__c, Total_Charges__c, Last_Payment_Amount__c, Last_Payment_Date__c). Nutshell has no native billing ledger — the complete ledger history is preserved as a long-text area or exported as a PDF and attached to the People record for financial record retention.

X-rays and intraoral photos are exported from Curve and re-uploaded as Nutshell Files attached to the corresponding People record for direct patient access. Files exceeding Nutshell's 25MB per-file limit are flagged during pre-migration audit for external storage in Google Drive, Dropbox, or a PACS system, with a URL reference stored in a custom Imaging_URL__c field on the People record.

Dental service deals such as comprehensive treatment plans sold as bundled packages map directly to Nutshell Deals using standard Name, Amount, Stage, and Close Date fields. Custom fields capture treatment type and provider assignment for deal-specific tracking. This allows dental groups to track treatment plan conversions and revenue opportunities within Nutshell's native pipeline management.

Phone calls, emails, and notes from the Curve activity log migrate as Nutshell Tasks attached to the corresponding People or Company record. Original timestamps and owner emails are preserved during migration. Nutshell does not support clinical activity types natively — these use standard Task Type values to maintain activity history within the CRM.

Curve tooth chart records containing per-tooth conditions, missing teeth, restored teeth, and treatment codes cannot map to any native Nutshell field or visualization. We map them as a custom Tooth_Chart__c text field storing per-tooth notation as a structured string (e.g., UR1:R, UR2:M, UR3:ML), or alternatively attach the chart image as a Nutshell File on the People record.

Recall intervals such as 6-month hygiene recalls and annual periodontal maintenance become a custom Recall_Due_Date__c date field and Recall_Type__c pick-list on the People record. Once stored, Nutshell's Workflow Rules can trigger automated email sequences for recall follow-up based on the recall due date, helping maintain patient retention without manual tracking.

Curve providers and staff members are resolved by email matching against existing Nutshell Users during migration. Unmatched staff records are flagged and assigned to a fallback Nutshell user before migration completes so all associated tasks and appointments have an assigned owner. Provider specialties store as a custom Provider_Specialty__c field on the User record for reference.