Migrate from DentAdmin to monday CRM

DentAdmin patients map directly to Monday CRM contacts. The contact's name, email, phone, address, and date of birth transfer as standard Contact fields. DentAdmin's national ID or SSN-style field migrates to a custom text column (National_ID__c) since Monday has no native equivalent for government identifiers used in RZIV billing.

DentAdmin treatment line items — procedure code (RZIV/CDT), tooth surface, material, provider, date, and fee — map to Items on a dedicated Monday Treatments board. Each Item is linked to the Contact (patient) via the People column. This replicates the clinical treatment history in a Monday board format.

DentAdmin appointment slots (date/time, provider, surgery room, procedure planned) map to Items on an Appointments board with a Timeline column for duration, or to Google/Outlook Calendar events via Monday's integration. Appointment status (confirmed, completed, no-show) maps to a Status column on the Item.

DentAdmin providers and dentists map to Monday CRM team members. Each team member's monday_id is assigned to the Owner field on Items they are responsible for. This preserves provider attribution across treatment Items and appointments migrated from DentAdmin, ensuring each record retains its clinical accountability chain.

DentAdmin's RZIV code fields and insurance claim status have no native Monday CRM equivalent. We create custom columns — RZIV_Code (text), Insurance_Status (dropdown: Submitted, Approved, Rejected, Pending), and Patient_Portion (numeric) — on the Treatments board to capture billing data alongside each procedure Item.

DentAdmin recall reminders (next appointment due, check-up frequency) map to Items on a Recalls board linked to the Contact, with a Due_Date column. This preserves the practice's preventive care tracking workflow in Monday CRM and allows staff to monitor upcoming recall obligations per patient.

DentAdmin documents attached to patient records (treatment plans, consent forms, X-ray references) re-upload to Monday as Files attached to the Contact record or the relevant Treatment Item. Monday's file storage limits apply per plan tier and must be verified against the practice's historical attachment volume.

DentAdmin multi-site practices store site-specific schedules, RZIV registration numbers, and provider assignments. We map site affiliation as a custom text column on every Contact and Item. For high-volume practices, a separate board per site is recommended as a Monday CRM workaround for the absence of a native multi-location model.

Multi-visit treatment plans stored in DentAdmin (proposed procedures, phased treatment stages, patient acceptance status) map to Items on a Treatment Plans board, linked to the Contact, with a Status dropdown column (Proposed, Accepted, In Progress, Completed). This maintains visibility into planned versus completed procedures for complex cases.

DentAdmin clinical notes and observations linked to a treatment record migrate as Updates on the corresponding Monday Treatment Item. For granular per-visit notes, Subitems on the Treatment Item provide a structured breakdown that mirrors the progression of clinical findings across multiple appointments.

For practices using DentAdmin's billing profile per site, the practice entity maps to a Monday CRM Account record. This provides a parent grouping for contacts and items at each physical practice location, enabling site-level reporting and account-based visibility into practice performance.