Migrate from Denticon to monday CRM

Denticon Patient records migrate as Items on the Patients board. First name, last name, date of birth, contact information, and address map to Monday's standard Columns. Insurance carrier and group details become custom Columns pointing to the Insurance Carriers board via Link-to-Item Columns. Original patient-create timestamps preserved as a custom Date Column.

Denticon Provider records migrate as Items on a dedicated Providers board. Provider name, NPI number, specialization, and provider-type (general dentist, specialist) map to custom Columns. The provider record ID is stored as a source reference Column for appointment linking. Provider-to-office assignment (Office Assignment module) is preserved as a Link-to-Item Column pointing to an Offices board.

Denticon Appointment records have no native equivalent in Monday CRM. We create a custom Appointments board with Date Columns for scheduled date and time, a Status Dropdown Column (Scheduled, Completed, Cancelled, No-Show), and a Link-to-Item Column pointing to the Patient board. Production type and appointment color-coding from Denticon become a Label Column for visual grouping.

Denticon Insurance module carrier records (carrier name, group number, subscriber ID patterns) migrate as Items on a dedicated Insurance Carriers board. Patient-level insurance assignments are then created as Link-to-Item Columns from the Patient board to the relevant carrier Item. Monday has no native insurance entity, so this board structure is the closest equivalent.

Patient-specific insurance fields — subscriber name, group number, member ID, eligibility status, effective date — have no single Monday native field. We create a set of custom Columns on the Patients board: Insurance Carrier (Link-to-Item), Subscriber Name (Text), Group Number (Text), Member ID (Text), Eligibility Status (Dropdown), Effective Date (Date).

Denticon Treatment Plan records contain procedure codes (CDT codes), tooth-surface charting, provider assignment, treatment status, and estimated cost. We create a Treatment Plans board linked to the Patient board. CDT codes are stored as a custom Text Column; tooth-surface charting (which can span multiple tooth surfaces per procedure) is stored as a long-text custom Column. Treatment status becomes a Status Column.

Denticon clinical charting data (existing conditions, per-tooth status, AI Assist opportunity flags) is dense and tooth-specific. We merge this into the Treatment Plans board using a subitem structure where each tooth's charting is a Subitem on the relevant Treatment Plan Item, preserving the per-tooth granularity. AI Assist opportunity flags become a Label Column on the parent Patient Item.

Denticon External Referral records (Incoming via portal link, Outgoing to external providers) migrate as Items on a Referrals board. Referral source name, referral type (incoming/outgoing), referral cost, and referral status map to custom Columns. Each referral Item is linked to the Patient board via a Link-to-Item Column. The Denticon External Referral Link token is stored as a Text Column for reference.

Denticon multi-location offices (OIDs) migrate as Items on an Offices board. Office name, address, and assigned explosion codes (production types) become custom Columns. User and provider assignments to offices are preserved by linking provider Items and user-level board permissions — Monday workspace permissions are set per office Item for access control.

Denticon RCM module claim records (claim ID, status, amount, submitted date, payer) have no Monday native equivalent. We create a Claims board linked to the Patient board and the Insurance Carriers board. Claim status maps to a Status Column, amount to a Number Column. Note that Monday CRM does not have a billing or claims-processing engine — this board stores historical claim data for reference only; active claims processing must run in a separate billing tool.

Denticon user accounts (front desk, hygienist, admin roles) are matched to Monday workspace members by email address. Unmatched users are flagged before migration. Denticon user-role permissions (which determine data access within the platform) have no Monday CRM equivalent — workspace-level permissions must be reconfigured in Monday's Administration settings post-migration.

Denticon allows two alphanumeric custom fields (up to 25 characters) per entity in Office, Provider, Referral, Account, and Patient setup screens. These migrate as named custom Columns on the respective Monday boards, with field values preserved. Monday's column-type options (Text, Number, Date, Dropdown) are matched to the data type of the source custom field.