Migrate from Denticon to Zoho CRM

Denticon Patient records map directly to Zoho CRM Contacts. Patient demographics (name, date of birth, address, phone, email) map field-for-field. Insurance carrier and policy fields migrate as custom fields on the Contact record. Original patient create date is preserved as a custom datetime field since Zoho's CreatedTime is set at migration time.

Denticon insurance information (carrier name, policy number, group number, subscriber relationship) has no native Zoho CRM equivalent. We create Insurance_Carrier__c, Policy_Number__c, Group_Number__c, and Subscriber_Relationship__c custom fields on the Contact module. Insurance claim history and adjustments are exported as a CSV and attached to the Contact record for reference.

Denticon Provider records (dentists, hygienists, specialists) map to Zoho CRM Users. Standard Zoho User fields (name, email) come directly. NPI number, state dental license number, DEA number, and specialty designation migrate as custom fields on the User module. Providers who are not Zoho users (e.g., referring doctors) become Contacts with a Provider_Type__c custom field set to 'Referral Provider'.

Denticon appointments carry procedure codes (CDT codes), operatory, treatment status, and provider assignment. We map appointments to Zoho CRM Tasks for completed or in-progress activities and Events for scheduled future appointments. CDT procedure codes, operatory assignment, and treatment status migrate as custom fields on the Task or Event record. The appointing provider resolves by email match to a Zoho User.

Denticon External Referral Incoming records track the referring provider name, referral source (patient referral vs. provider referral), and referral cost. We map these as Referral_Source__c (picklist: Patient Referral, Provider Referral, Self), Referring_Provider_Name__c (text), and Referral_Cost__c (currency) on the Contact record. The referral form URL and referral report completion status are preserved in a Notes attachment.

Outgoing referrals (patients referred to specialists) have no direct Zoho CRM equivalent. We create a custom Referrals module with fields for Referring_Contact__c (lookup to Contact), Referred_Provider__c (text), Specialist_Type__c (picklist), Referral_Date__c (date), and Referral_Status__c (picklist: Open, Completed, Cancelled). This allows ongoing referral tracking in Zoho CRM.

Denticon accounts receivable (guarantor) records map to Zoho CRM Accounts. Account name, balance, credit limit, and billing address transfer directly. Patient guarantor accounts that represent individuals may alternatively map to Contacts with Account.Type set to 'Individual Patient' — your team chooses the preferred structure during planning.

Denticon RCM module tracks claim status, payments, adjustments, and insurance payments per patient. Zoho CRM has no native insurance claims object. We create a custom Claims module with claim number, insurance carrier lookup, service date, billed amount, paid amount, adjustment, and claim status fields. Full claim history CSV exports from Denticon are attached to the relevant Contact record for audit reference.

Denticon treatment plans store proposed procedures, tooth-surface charting, and case status. We create a custom Treatment_Plans module linked to Contact with fields for Plan_Date__c, Proposed_Procedures__c (multiline text), Tooth_Charting__c (text), Case_Status__c (picklist: Proposed, Accepted, In Progress, Completed), and Provider__c (lookup to User). Completed treatment plan PDFs export and attach to the record.

Denticon file attachments on patient records (treatmentConsent forms, insurance cards, imaging referrals) re-upload to Zoho CRM Attachments on the corresponding Contact record. File size limits for Zoho CRM attachments apply (100 MB per file). Inline images in Denticon notes are downloaded and re-hosted as Zoho CRM file attachments.

Denticon PGID structure supports multi-location practices. When migrating from a multi-location Denticon account, we map each office (OID) to a separate Zoho CRM location or tag contacts with a custom Office_Location__c field. If consolidation into a single Zoho CRM org is preferred, all records receive the same location field value and Zoho CRM's data sharing rules are configured accordingly.

Denticon supports custom fields on Office, Provider, Referral, and Account modules. Each Denticon custom field migrates to a corresponding Zoho CRM custom field with matching data type. Text fields map to Zoho single-line text, numeric fields to Zoho number fields, and picklist fields to Zoho picklists with values preserved. API field names follow Zoho conventions (no spaces, no special characters).