Migrate your Data Team DDS data

Patient records include demographics, contact info, insurance details, and clinical history. Custom fields per practice are common. We map standard fields 1:1 and flag any non-standard patient properties for manual review.

Appointment scheduling with provider assignment, time slots, and recall status. Multiple appointments per patient are typical. We preserve date/time, provider link, and status; chair/room assignments may need manual remapping at destination.

Dentist, hygienist, and staff records with NPI numbers and license info. Provider IDs are referenced by appointments and treatments. We carry forward the provider name, NPI, and role; taxonomy mapping depends on destination system.

Planned procedures linked to patients, often with ADA code references and fee schedules. Plans may be approved, pending, or completed. We extract procedure codes, tooth designations, and status; custom treatment notes require field-level review.

Claims records tied to patients, providers, and payers with status tracking. Payer IDs and plan group codes vary. We preserve claim date, payer reference, amount, and status; insurance payer mappings may need manual adjustment per destination.

Charges, payments, adjustments, and outstanding balances linked to patient accounts. ADA codes drive the fee schedule. We extract line-item charges, payments, and balance; write-off and adjustment codes require mapping review.

Scanned charts, consent forms, imaging references, and clinical notes attached to patient records. File formats and storage paths vary by setup. We export document metadata and file references; actual file content export depends on storage configuration.

Practices frequently add custom fields for practice-specific tracking (e.g., referral source, recall preferences, orthodontic flags). Schema varies per account. We inventory all custom fields during scoping and map each to an equivalent destination field or flag as requiring manual recreation.

Appointment reminders, patient messages, and recall communications logged per patient. Automated message templates are common. We export communication history and template associations; automation rules typically need rebuilding in the destination system.