Migrate from Dentally to monday CRM

Dentally Patient records map 1:1 to Monday CRM Contacts. Each patient becomes an Item in the Contacts board. The patient's first name, last name, email, phone, and address fields translate directly to Monday Contact Columns. Original Dentally patient ID preserved as a custom Column for traceability.

Dentally allows custom fields on patient records (administered via Settings > Practice Settings > Custom Fields). These map to Monday custom Columns — text fields become Text Columns, tick-boxes become Checkbox Columns, preset options become Dropdown Columns. Each custom field requires a corresponding Column created in Monday before migration writes data.

Dentally treatment plans contain treatment items with clinical notes, procedures, and status. These migrate as Items in a dedicated Treatment board — one Item per treatment plan, with Columns capturing plan status, total value, and linked patient. The Item's sub-items represent individual treatment items within the plan.

Individual treatment items within a Dentally plan (e.g., 'Root Canal – UR6') migrate as Sub-items under the parent Treatment Plan Item in Monday CRM. Sub-item Columns capture procedure name, tooth surface, clinical notes, status, and estimated cost. Original Dentally treatment-item ID stored as a custom Sub-item Column.

Dentally treatment items support custom fields added via Settings > Treatments & Plans > Fields tab. Custom field types (text, tick-box, dropdown) map to Monday Sub-item Column types. Level 4 (Administrator) permission is required to create these fields in Dentally — FlitStack documents the full custom-field inventory before mapping begins.

Dentally practitioner records (dentist, hygienist, specialist) map to Monday Team Members if they have Monday CRM login credentials. If a practitioner does not have a Monday seat, their record migrates as a Contact Item in a Practitioners board with Columns for role, registration number, and surgery assignment.

Dentally appointments (with date, time, duration, and practitioner) map to Items in a Schedule board in Monday CRM. Columns capture appointment date, time slot, duration in minutes, practitioner name, and patient link. Monday's Calendar view can then render the Schedule board as a calendar — but appointment reminders must be rebuilt as Monday Automations.

Dentally invoices with line items, totals, payment status, and patient link migrate as Items in an Invoice board. Columns capture invoice number, issue date, due date, total amount, amount paid, outstanding balance, and payment status. Monday's formula Columns calculate outstanding balance from total minus amount paid.

Multi-site Dentally accounts (one account managing multiple surgeries) map to separate Monday Workspaces or Board Groups per site. Each workspace contains a full copy of Contacts, Treatment, Schedule, and Invoice boards scoped to that site. This prevents cross-site record collision and mirrors Dentally's per-surgery data isolation.

Dentally patient notes (clinical history, medical alerts) migrate as Updates on the corresponding Contact Item in Monday CRM. Each Update carries the original timestamp and author — preserving the chronological clinical narrative without creating separate objects. Monday's Updates section provides a per-contact audit trail equivalent to Dentally's note history.

Files attached to Dentally patient records, treatment plans, or invoices are downloaded and re-uploaded as Monday CRM Item attachments. File size limits apply per Monday plan tier. Inline images in Dentally clinical notes are extracted, hosted as files, and linked back to the Contact Item Update where they originated.

Dentally appointment reminders, recall sequences, and treatment-plan automations are workflow-level constructs with no Monday CRM equivalent. These must be rebuilt using Monday's Automation Center after migration. FlitStack exports a machine-readable summary of Dentally workflow definitions as a rebuild reference for the practice's Monday admin.