Migrate from Curve Dental to Salesforce Sales Cloud

Patient demographics (name, date of birth, phone, email, address) map directly to Salesforce Contact fields. The patient's assigned Curve Dental location links to a Salesforce Account representing the practice or DSO entity via Contact.AccountId.

The responsible party or guarantor in Curve Dental becomes the Account record — typically the practice name for solo offices or the DSO legal entity for multi-location groups. Patient Contact records link to this Account.

Curve Dental stores insurance carrier name, group number, policy number, and subscriber relationship per patient. Salesforce has no native insurance fields — we create Insurance_Carrier__c, Group_Number__c, Policy_Number__c, Subscriber_Name__c, and Subscriber_Relationship__c as custom fields on Contact.

A treatment plan in Curve Dental — with procedure codes (CDT codes), provider, estimated cost, and status — becomes a Salesforce Opportunity. Custom fields capture the procedure description, CDT_code__c, treatment status, and the originating provider. Opportunity.StageName maps to treatment-plan status.

Curve Dental appointments with date, time, provider, procedure type, and status map to Salesforce Events. Event.StartDateTime and EndDateTime capture the appointment window; custom fields store procedure type and status. OwnerId resolves to the Salesforce User matching the provider's email.

Chart notes and per-tooth clinical notations in Curve Dental migrate to a custom Treatment_Note__c object with a lookup to Contact. Long-text fields preserve note content; custom pick-list fields encode tooth number, surface, and procedure type. This is a reference archive, not a clinical documentation system.

Curve Dental providers map to Salesforce User records matched by email. Their relationship to specific accounts (which locations they serve) maps via Account Contact Relations or a custom Provider_Assignment__c junction object. Clinical credentials stored as custom fields on the User record.

Curve Dental's A/R ledger (outstanding balances, payment history, insurance adjustments) migrates to a custom Dental_Ledger__c object linked to Contact and Account. This preserves financial history but does not replace a dental-specific billing system or ERP.

Referral source tracked in Curve Dental (e.g., physician referral, patient referral, marketing campaign) maps to Opportunity.LeadSource. Multiple referral sources per patient create multiple Opportunity records or a custom Referral__c object.

Curve Dental recall schedules (6-month cleaning, annual exam) become Salesforce Tasks with ActivityDate set to the recall due date. Custom field Recall_Type__c distinguishes cleaning, perio, or exam. Assigned to the Contact's owner User.

Curve Dental documents (consent forms, insurance cards, referral letters) migrate as Salesforce Files linked to the patient Contact record. Large X-ray files and intraoral images require specialized dental imaging software — those are flagged as out-of-scope and noted for manual handling.

Each Curve Dental location maps to a Salesforce Account. Multi-location setups use the Salesforce parent-account hierarchy so the DSO legal entity sits at the top and individual practices are child Accounts. Patient Contacts link to their assigned location Account.