Migrate from Gensolve Practice Manager to Nutshell

Gensolve client records map directly to Nutshell person records. Client properties (name, phone, email, address) translate to Nutshell's name, phones, emails, and address fields. Date of birth, referring practitioner, and ACC number migrate as custom fields because Nutshell has no native DOB or insurance field.

Gensolve practitioner profiles map to Nutshell user accounts. Practitioner name and email create the Nutshell user; the Gensolve FTE fraction becomes a reference note. Active/inactive practitioner status controls Nutshell user activation at migration time. We also log the original Gensolve practitioner ID in a custom field for audit continuity.

Gensolve appointments become Nutshell activities (calls, meetings, or tasks) linked to the corresponding person record. Appointment type, date/time, duration, and practitioner notes translate to activity subject, date, description, and assignee. Cancelled or no-show appointments migrate with their status preserved; this ensures accurate reporting of outcomes.

Gensolve clinic or site records map to Nutshell company records. Site name, address, phone, and contact details become the company name and address fields. Multiple Gensolve sites create multiple Nutshell company records for referral and location tracking to maintain location context across the organization.

Gensolve product records (used for retail or consumables in the practice) map to Nutshell products. Product name, SKU, unit price, and stock level translate to Nutshell product fields. Products not yet used in Nutshell deals are created as inactive for future reference.

Gensolve invoices and accounting transactions have no Nutshell equivalent — Nutshell has no billing or accounting module. Invoices are preserved as PDF attachments linked to the person record for historical reference, but the accounting ledger does not migrate for future audit and reconciliation purposes.

Gensolve clinical notes and letter templates are healthcare-specific documents with no Nutshell equivalent. We export these as PDF attachments linked to the person record. Because Nutshell's note storage is plain text, rich formatting and embedded images from Gensolve forms are preserved only as file attachments.

Gensolve custom forms (intake questionnaires, assessment templates) create person-specific records with multiple custom field values. We extract each field-value pair and create matching custom fields in Nutshell on the Person object. Checkbox groups and pick-list fields map to Nutshell multi-select or single-select custom fields.

Gensolve referrer records (other practitioners who refer clients) map to Nutshell companies or person records depending on whether the referrer is an organisation or an individual. Referral source is stored as a custom field on the referred client record in Nutshell.

Gensolve's automated SMS reminder settings (timing, message templates) are Gensolve-native and do not migrate. Nutshell's Engagement SMS add-on ($37/month) must be configured separately with new templates and reminder rules. Additionally, test messaging to ensure delivery before go-live and compliance check.

Gensolve's online booking portal configuration has no Nutshell equivalent. Practices must evaluate Nutshell's integration options or third-party booking tools separately. We document the existing booking slot structure as a reference for rebuilding, including practitioner availability, appointment type constraints, and location-specific rules.