Migrate from DGL Practice Manager to Zoho CRM

DGL patient records map directly to Zoho Contacts. The patient's full name splits into First Name and Last Name; date of birth, NHS/insurance number, and address fields map to standard Contact fields or custom fields if no native equivalent exists. Zoho requires an Account lookup — patients without a registered practice are linked to a default 'Individual' Account.

DGL stores referring consultants and clinic entities as organisational records. These map to Zoho Accounts — the Account Name field holds the clinic or consultant firm name, and the phone/email/address fields carry across. Account type is set per record based on DGL's entity type field.

DGL diary entries with date, time, duration, and practitioner link map to Zoho Events. The DGL appointment status (confirmed, cancelled, no-show) maps to Zoho Event fields or a custom Status pick-list. Multi-consultant diaries with overlapping slots are flattened into individual Event records per time slot.

DGL's consultation notes and clinical observations migrate as Zoho Notes attached to the Contact record. For practices that require structured data (e.g., presenting complaint, examination findings, diagnosis), we create a custom Clinical Notes module in Zoho with lookup to the Contact, preserving the original text and timestamps.

DGL invoices with line items, amounts, insurer references, and EDI submission status map to Zoho Invoices. The insurer payer maps to a Zoho Account lookup. EDI submission status (pending, submitted, paid, rejected) is preserved as a custom field since Zoho's native status field covers only the invoice lifecycle, not the insurer interaction.

DGL's EDI billing submission records (submission ID, claim amount, insurer response codes) have no native Zoho equivalent. We preserve the full EDI submission log as a text block attached to the corresponding Zoho Invoice record, with individual response codes mapped to a custom pick-list for future reporting.

DGL letter drafts (Microsoft Word documents generated within the system) are exported as file attachments and re-uploaded to Zoho CRM Files, linked to the relevant Contact or Account record. The letter's date and author are stored in the file metadata or as a Note record for searchability.

DGL insurer and insurance plan records map to Zoho Accounts with type='Insurance Company'. Policy numbers, coverage types, and claim limits are stored as custom fields on the Account. Practices can link insurer Accounts to patient Contacts via a custom Insurance Policy look-up relationship.

DGL staff records (name, role, login) map to Zoho CRM Users. Ownership assignment during migration resolves DGL user IDs to Zoho user accounts by email match. Staff without a Zoho user are assigned as record owners to a designated admin or left unassigned pending account creation — flagged in the pre-migration audit.

DGL allows custom properties on patient, invoice, and appointment records. Each custom property is assessed: if a Zoho native field exists (e.g., a Date field for a DGL date property), we map direct; otherwise we create a Zoho custom field in the corresponding module. Custom field API names follow Zoho's camelCase convention (e.g., Insurance_Policy_Number).

DGL's reporting module and saved report configurations do not migrate. We export the report names, filter criteria, and column definitions as a reference document and rebuild equivalent Zoho Reports or pivot-table-style Analytics dashboards post-migration. The underlying data (patient counts, invoice totals) migrates fully.