Migrate from Dentrix to monday CRM

Each Dentrix patient record becomes one Monday item in a Patient board. Patient ID from Dentrix maps to Source_Patient_ID__c custom column for traceability. Name fields split into First Name and Last Name columns on the item. We also map guarantor flags and primary provider assignments as separate columns to preserve family billing and care-team relationships.

Address, phone, email, date of birth, and emergency contact from Dentrix map to Monday text, phone, email, and date columns. Multi-field address may need splitting into street, city, state, and ZIP columns for Monday's address column type or four separate text columns.

Dentrix providers with name, credentials, and NPI become Monday person columns (for team assignment) plus an NPI text column. If Monday plan lacks person column, provider names store as text. Provider-to-appointment relationships preserved via linked items or person column assignment.

Dentrix appointments (date, time, provider, operatory, procedure codes, status) map to Monday items in a linked Appointments board with date columns, time columns, and status dropdowns. Or stored as date columns on the patient item if board linking is not used. Status values (confirmed, complete, no-show) map to Monday status column options.

Recall interval (6-month, perio, annual), last recall date, and next due date from Dentrix map to three date columns in Monday. The next due date column becomes the automation trigger for recall follow-up. Recall type stored as a dropdown column.

Treatment cases with procedure codes (CDT), case status, and case estimates become Monday sub-items or linked items on the patient board. CDT codes map to text or dropdown columns; case status to status column; estimates to number columns. Case-to-ledger relationship noted for rebuild reference.

Insurance carrier name, plan name, group number, and subscriber ID have no native Monday equivalent — stored as text columns on the patient item or as items in a linked Insurance board. We preserve the data; billing logic requires Monday rebuild or integration with a dental billing tool.

Dentrix ledger entries (charges, payments, adjustments, insurance payments) have no direct Monday CRM equivalent. We export them as number columns or reference to a separate Financial board, but the accounting logic and EOB tracking require a dedicated billing tool integration post-migration.

Clinical notes from the patient chart map to Monday long-text columns or item comments. Rich formatting from Dentrix may flatten during export — we note this as a data fidelity disclosure. Oral conditions and per-visit clinical data stored as text for reference.

Dentrix Document Center files attached to patient records are downloaded and re-uploaded as Monday file attachments or hosted externally with URL columns on the item. File size limits in Monday apply (typically 250MB per file). For practices with extensive document archives, we recommend using Monday's file hosting for recent records and linking to external cloud storage for historical documents to optimize storage usage.

Operatory setup, practice defaults, and fee schedules in Dentrix are system configuration, not patient data. We do not migrate these — they require Monday board and column setup from scratch as part of the practice configuration phase. FlitStack provides a setup guide documenting the operatory names, default appointment durations, and fee schedule values so the practice can configure Monday's board settings during the implementation planning stage.

Dentrix user accounts (dentists, hygienists, front desk, admin) are matched to Monday team members by email for owner assignment. Unmatched users flagged before migration so the practice can create Monday accounts first. We also map Dentrix user roles to Monday permission groups to maintain appropriate access levels for each staff role after migration.