Migrate from Curve Dental to Odoo CRM

Curve patients map directly to Odoo res.partner records. The patient record carries name, date of birth, contact info, address, and insurance details — all standard res.partner fields. Chart notes and clinical data stored as free-text on the patient record migrate to res.partner description or custom fields.

Active treatment patients or prospects from Curve who are not yet booked as patients split into Odoo crm.lead records. Existing patients with ongoing treatment can remain as res.partner; leads for new patient acquisition become crm.lead so they can progress through Odoo's pipeline stages.

Curve appointments (date, time, provider, procedure type, status) migrate as Odoo mail.activity records linked to the res.partner. Each activity carries the original appointment timestamp and assigned provider. Status values such as completed, cancelled, and no-show map to Odoo activity type and completion state for accurate appointment history reconstruction.

Curve treatment plans containing line items and fee estimates transform into Odoo sale.order quotation records. Individual treatment procedures become sale.order.line entries with product descriptions, quantities, and unit prices preserved from the original treatment documentation. Completed treatment plans map to sale.order records with state set to sale for invoiced procedures.

Curve insurance records (carrier name, policy number, group number, subscriber relationship, eligibility status) require Odoo custom fields on res.partner since Odoo has no native insurance model. We create fields like insurance_carrier, policy_number, group_id, subscriber_name, and eligibility_expiry as char or date fields.

Curve provider and staff records map to Odoo res.users. Provider specialties and license numbers migrate as custom fields on res.users. Email addresses drive user matching — if a Curve provider has no email, we flag them for Odoo admin assignment before migration.

Curve clinical notes and chart notes stored as free-text blocks migrate as Odoo ir.attachment records with a text MIME type linked to the res.partner. Rich-text formatting simplifies to plain text during transfer; PDF chart exports from Curve attach as binary files with partner record association maintained for clinical reference access.

Curve X-ray and intraoral image files migrate as Odoo ir.attachment records (binary) attached to the patient res.partner. File size limits on Odoo Community uploads apply — large image sets are batched. TIFF and proprietary dental imaging formats are converted to standard JPEG/PNG during migration.

Curve recall records (next appointment type, due date, reminder status) map to Odoo mail.activity with a custom activity type 'Recall'. We preserve the recall due date and original provider as custom fields on the activity so front-desk staff can recreate reminders in Odoo.

Curve billing transactions and payments map to Odoo account.move (invoices and payments) under the Odoo Accounting module. Patient billing becomes customer invoices linked to the res.partner. If Odoo Accounting is not installed in the target database, billing records migrate as custom fields on res.partner for reference.

Curve referral source fields documenting how the patient discovered the practice map to Odoo crm.lead source_id if Odoo CRM is installed with the Sources feature enabled in the pipeline configuration. Any referral sources not matching existing Odoo lead sources automatically create as new lead source records during the migration process.

Curve guarantor records representing family members responsible for patient billing merge into Odoo res.partner using the commercial_partner_id linkage mechanism. The guarantor becomes the commercial partner on the patient contact record, preserving billing responsibility assignment without duplicating contact records across the Odoo database.