Migrate from Henry Schein One to Nutshell

Each Henry Schein One patient chart maps to one Nutshell Person record. We pull first name, last name, date of birth, phone, email, address, and guarantor information. The patient's source system ID is stored in a custom field on the Nutshell Person for delta-run deduplication.

Henry Schein One insurance records (carrier name, group number, subscriber ID, employer, effective dates, coverage percentages) have no direct Nutshell equivalent. We create custom fields on the Person record — Insurance_Carrier__c, Insurance_Group__c, Insurance_Subscriber_ID__c, Insurance_Effective_Date__c, and Coverage_Percentage__c — to preserve this data.

Appointment records (date, time, provider name, procedure codes, operatory, visit type) convert to Nutshell Activity records of type 'Meeting' with the original start/end timestamps and the assigned provider as the Nutshell activity owner. Clinical notes attached to the visit become Notes linked to the same Person.

Treatment plan status (proposed, accepted, in-progress, completed), recommended procedures, estimated costs, and provider clinical notes from Henry Schein One migrate as a structured set of custom fields on the Person — specifically Treatment_Plan_Status__c, Last_Treatment_Date__c, and Estimated_Cost__c — with a linked Note containing the complete treatment plan narrative for clinical reference.

Outstanding balance, last payment date, total production, and total adjustment from the Henry Schein One ledger migrate as numeric custom fields on the Nutshell Person. Current ledger totals serve as a snapshot — Nutshell's accounting module is not a full dental ledger replacement.

Referral source (referring doctor name, referral type, referral date) migrates as a custom text field on the Person. This preserves referral tracking history from Henry Schein One, which is important for dental practices that track referring-provider relationships for DSO contract management.

We extract image files referenced in the patient chart and re-upload them to Nutshell's file storage, associating each file with the corresponding Person record. Note that Henry Schein One uses proprietary file-naming encoding — we decode file references during extraction. CBCT volumetric files may exceed Nutshell's file size limits and require a separate file-hosting plan.

Periodontal chart summary data (most recent probing depths, bleeding points, recession values) migrates as a structured Note attached to the Person. Full perio chart history is preserved in the note body text — Nutshell does not support chart-specific data types.

Clinical note templates and clinical-decision support rules are Henry Schein One–specific logic. We export the template field names and structure as a JSON reference document that your team can use to configure equivalent templates in Nutshell's custom note formats or a connected documentation tool.

Henry Schein One provider and staff user records are matched to Nutshell users by email address. Unmatched providers are flagged before migration — your team either creates their Nutshell account first or assigns records to a fallback owner. Provider specialties and license numbers migrate as custom fields on the Person.

Recall status (due, scheduled, lapsed) and next-recall-date from Henry Schein One's hygiene-recall system migrate as custom fields on the Nutshell Person record — Recall_Status__c and Next_Recall_Date__c. After migration, Nutshell's task automation and email sequence tools can be configured to generate automated follow-up reminders and patient outreach based on these recall dates.

Henry Schein One's imaging integrations with Dexis, Schick, and Carestream imaging systems, lab case management integrations via LinkIt, and payment processing connections are platform-specific links that do not have direct equivalents in Nutshell. These integrations must be re-established separately after migration — either through Nutshell's native integration ecosystem, third-party middleware tools, or as standalone connections to your preferred imaging PACS, lab case, and payment processing platforms.