Migrate from Denticon to Freshsales

Denticon patient records map directly to Freshsales contacts. The patient demographics (name, date of birth, address, phone, email) translate to Freshsales contact standard fields. Primary dental provider assigned in Denticon resolves to Freshsales contact owner by email match. Original patient create date preserved as custom datetime field since Freshsales CreatedDate reflects migration timestamp.

Denticon stores primary and secondary insurance carrier, group number, subscriber ID, and effective dates per patient. Freshsales has no native insurance object. We create custom fields (Insurance_Carrier__c, Group_Number__c, Subscriber_ID__c, Insurance_Effective_Date__c) on the Contact record to preserve this data. Insurance claim history from RCM module migrates as deal custom fields or activity notes.

Denticon providers (dentists, hygienists, assistants) map to Freshsales users who become record owners. Each provider's email address in Denticon is matched against Freshsales user accounts. Providers without Freshsales access are flagged for admin to create accounts before migration. Provider specialty (GP vs specialist) stored as a custom pick-list field on the user record.

Denticon scheduled appointments map to Freshsales events with the original appointment date, time, duration, provider, and procedure type preserved. Appointment status (completed, no-show, cancelled) maps to Freshsales event status. Future appointments migrate as open events; past appointments as completed events with original timestamps.

Denticon treatment plans (proposed procedures with CDT codes, fee estimates, insurance estimates) map to Freshsales deals. The treatment plan total becomes the deal amount. Plan status (proposed, accepted, in-progress, completed) maps to deal stage via value mapping. Individual procedure line items from the plan become deal product records in Freshsales.

Completed clinical procedures (fillings, extractions, root canals) with CDT codes, surfaces, and materials documented in Denticon's clinical module translate to custom fields on the related Freshsales deal and as activity notes. We capture procedure code, tooth number(s), date performed, and provider. This preserves the clinical context that sales reps need when following up on treatment plan deals.

External referring practices tracked in Denticon's referral module map to Freshsales accounts. Practice name, address, phone, and referring dentist name translate to Freshsales account standard fields. Referral-specific data (referral cost, referral source category) stored as custom fields on the account record.

Individual patient referrals received from external providers tracked in Denticon become tasks on the referring practice's Freshsales account. The task records the referred patient name, referral date, referring provider, and referred procedure type. This gives the account executive visibility into referral volume per practice.

Insurance claims, payments received, adjustments, and explanation of benefits from Denticon's RCM module link to the corresponding treatment plan deal. We create custom fields for claim status, amount billed, amount paid, adjustment reason, and balance. Payment transactions migrate as activity notes on the deal so the billing history is visible to Freshsales users.

Multi-location dental organizations running separate office IDs (OIDs) under one Denticon PGID require split mapping. Each OID's patients, providers, and appointments map to Freshsales accounts with a Practice_Location__c custom field. If the organization wants separate Freshsales accounts per location, we create parent-child account hierarchy matching the OID structure.

Denticon supports two user-defined custom fields per patient record (up to 25 alphanumeric characters each) configured in setup screens. These map to Freshsales contact custom fields. The field labels and data types are preserved. Long-text clinical notes that exceed 25 characters migrate as multi-line text custom fields or as activity notes attached to the contact.

Automated patient communication sequences (appointment reminders via text/email, recall reminders, pre-treatment instructions) built in Denticon do not have a native equivalent in Freshsales CRM. Freshsales has sales sequences for outbound rep communication, not patient appointment reminders. We document the sequence logic for rebuild in Freshsales Chat or a third-party patient communication tool.