Migrate from Dr.DENTES to monday CRM

Dr.DENTES patient records map directly to Monday CRM People entities. Patient demographics including name, date of birth, and contact information become Monday People fields. Clinical notes and tooth-chart data require custom columns in the linked board structure. FlitStack preserves all original patient identifiers for cross-reference during and after migration.

Fields including address, phone, email, emergency contact, and insurance provider map to Monday People custom fields. Monday does not have a native insurance-provider field; a custom text or dropdown column handles this. FlitStack creates all required custom fields before the migration run begins.

Dr.DENTES appointment records include date, time, provider, operatory, procedure code, and status. These map to Monday Items in a dedicated Appointments board with Date columns for scheduling, Status columns for outcome, and text columns for provider and procedure details. The calendar integration may be added post-migration for visual scheduling.

Treatment plans in Dr.DENTES list procedures with codes, costs, and completion status. These become Items in a Treatment Plan board with Status columns (Proposed, In Progress, Completed) and Number columns for costs. Monday's dependency columns can link treatment items to patient People records.

Historical treatment visits merge into subitems or updates on the patient Treatment Board item. Each visit becomes a subitem with date, procedure code, provider, and clinical notes. This approach preserves chronological treatment history without creating duplicate Items and maintains a clean board structure.

Dr.DENTES provider and staff records map to Monday Users for system access and optionally to People records for patient-contact attribution. Provider specialty and license information store as custom fields on the People record. This dual mapping ensures proper access control and patient-facing attribution.

Insurance carrier, policy number, group number, and coverage percentages have no Monday CRM native equivalent. These store as custom columns (text, number, date) on the patient People record. Insurance claim history may require a separate Insurance Claims board for complete tracking.

Dr.DENTES billing records include procedure charges, payments, adjustments, and outstanding balances. These map to Items in a Billing board linked to patient People records via the connect board column. Balance columns use number fields; payment history stores as updates with timestamps.

Dr.DENTES clinical notes attached to patient visits migrate as Updates on the corresponding treatment Item. Original note timestamps and provider attribution are preserved. Monday's rich-text Update format accommodates clinical note formatting and maintains the complete audit trail of clinical documentation.

Tooth-chart data (surface conditions, periodontal pocket depths) has no Monday CRM equivalent. FlitStack maps tooth-by-tooth status to a custom column set or as subitems per tooth on the patient record. Your practice defines the column schema before migration; options include per-tooth subitems or 32-tooth dropdown columns.

Dr.DENTES automated recall sequences and appointment reminders have no Monday CRM equivalent. The recall logic must be rebuilt using Monday's Automation Center post-migration. FlitStack documents the original recall rules, triggers, intervals, and patient segments as a rebuild reference for your Monday admin.

Patient attachments and X-ray files export from Dr.DENTES and re-upload to the corresponding Monday Items or People records. Monday's 25MB per-file limit applies to uploads; large imaging files exceeding this limit may require external storage with linked URLs maintained in Monday.