Migrate from Gensolve Practice Manager to monday CRM

Gensolve patients map to Monday CRM contacts. For practices that rely heavily on appointment history and notes, we can alternatively map patients to board items in a dedicated Patient board with status columns for active/inactive/archived. Which approach depends on how your team uses Monday — contacts work best for sales-focused workflows, board items work better for case-management-style tracking.

Each Gensolve practitioner with an active login maps to a Monday user account by email. Unlicensed or admin-only staff get viewer or member roles in Monday based on your permission structure. Practitioner specialties can be stored as a custom field on the user's profile or as tags in a Practitioners board.

Gensolve appointments (date, time, practitioner, patient, status) become Monday board items with a date column for appointment date, a status column for confirmed/attended/cancelled, and a person column linking the patient contact. Monday's native Timeline view can surface practitioner availability, though manual scheduling logic must be rebuilt separately.

Gensolve referrers and clinic records map directly to Monday CRM organizations. The organization name, address, phone, and referral type fields migrate as standard Monday organization fields. Referral source attribution on patient records is preserved as a custom field link. Each referral source becomes an Organization record, enabling your team to track referral relationships, log referral activities, and link referring providers to patient contacts within Monday CRM.

Gensolve invoices with outstanding or paid status map to Monday CRM deals in a billing pipeline. Invoice amount maps to deal value, invoice date maps to expected close date, and payment status maps to a custom deal status column. Full accounting history (paid invoices, credit notes) is preserved as attachments in the deal record.

Gensolve custom objective/subjective assessment forms and clinical note templates have no Monday CRM equivalent. We map each form as a custom group of columns (e.g., Subjective, Objective, Assessment, Plan as text columns) and attach the most recent completed form as a PDF file to the patient contact. Historical forms are batch-attached. Your team rebuilds the fillable form logic in Monday's form feature or a third-party tool.

Gensolve treatment plans (goals, interventions, progress notes) map to a dedicated Treatment Plans board in Monday or as a subitem of the patient item. Each plan goal becomes a status group; interventions map to subitems with date columns. Monday's dependency column can model treatment sequence if needed.

Gensolve's ACC electronic billing (NZ) and Medicare claim workflows are healthcare-specific with no Monday CRM equivalent. ACC claim numbers, claim status, and funding type are preserved as custom text fields on the associated deal. The claim submission and approval logic must be rebuilt using Monday automations or a separate claims management tool post-migration.

Gensolve inventory items and products billed against appointments map to Monday CRM's product catalog. Product name, SKU, and unit price migrate directly. Stock-on-hand and supplier fields map to custom number and text columns since Monday's native product catalog tracks price lists rather than inventory quantities.

Gensolve's SMS appointment reminders and email communication logs attached to patient records migrate as updates on the corresponding Monday board item (for board-based patient tracking) or as activity entries on the contact. Original timestamps and message content are preserved. Monday's built-in email tracking (on Standard and above) picks up new communications post-migration.

Gensolve's online booking portal configuration (availability rules, practitioner schedules, booking types) has no Monday CRM equivalent. We preserve a reference export of the booking portal settings. Your team configures a replacement using Calendly, Acuity, or monday.com's native meeting scheduler integration post-migration.

Gensolve audit logs for clinical governance and compliance (required in allied-health settings) have no Monday CRM equivalent. We export the audit log as a PDF and attach it to the relevant patient contact. Compliance teams should configure a separate governance board in Monday post-migration if ongoing audit tracking is required.