Migrate from Henry Schein One to Twenty CRM

Henry Schein One patient records map directly to Twenty People. Fields like first name, last name, date of birth, phone, email, address, and SSN transfer as direct mappings or custom fields. The original patient account number from Henry Schein One is stored as a custom field on the People record for reconciliation and delta-run de-duplication.

Insurance carriers in Henry Schein One (payer name, plan type, group number, subscriber ID, employer info, subscriber relationship) have no direct equivalent in Twenty. We store each carrier as a Company record with custom fields — Insurance_Plan_Name__c, Insurance_Group_Number__c, Insurance_Subscriber_ID__c, and Insurance_Relationship__c — to preserve the full payer relationship.

Henry Schein One appointment records — appointment date, time, type, length, provider, operatory, and status — convert to Twenty Task records. Task.name carries the appointment type; Task.body carries the full notes; Task.dueDate maps from the appointment date. Original appointment IDs are preserved as Custom_Appointment_ID__c on the Task for traceability.

Referring doctors and hygiene providers from Henry Schein One become Twenty People records with a Provider_Type__c custom field to distinguish them from patient contacts. The provider's state license number, DEA number, and NPI are stored as text custom fields on the People record since Twenty has no native license tracking object.

The guarantor on a Henry Schein One patient record — the person responsible for billing — migrates as a separate Twenty People record. The primary patient's record links to the guarantor via a people-to-people relationship field. If the guarantor is also a patient, both records are created and the relationship is explicitly linked.

Treatment plans in Henry Schein One (CDT codes, tooth numbers, surfaces, procedure descriptions, fees, provider, treatment status) have no native equivalent in Twenty. We migrate active treatment plan data as structured custom fields on the People record — Procedure_Codes__c, Tooth_Numbers__c, Treatment_Fees__c — and append full clinical notes to the People record as a Note with original timestamps and provider attribution.

Referral source data in Henry Schein One (referring doctor name, practice, referral date, referral type) migrates as a Referral_Source__c custom text field on the Twenty People record. If referral tracking becomes a business priority in Twenty, a custom Referral object can be created post-migration to replace the flat field.

Insurance claim status (submitted, pending, paid, denied) and outstanding balance from Henry Schein One ledger records migrate as custom fields — Claim_Status__c and Outstanding_Balance__c — on the corresponding People record. Full claim history requires a custom Claim object in Twenty if the volume warrants it.

Attachments stored in Henry Schein One — treatment consent forms, insurance cards, referral letters — are extracted from the source system and re-uploaded as files linked to the corresponding Twenty People record. The original file name and source system path are preserved in the file's description metadata. Note: inline images in clinical notes are extracted and rehosted as Twenty attachments.

Group practices or Dental Service Organizations (DSOs) running multiple locations in Henry Schein One require each location to be a separate Company record in Twenty. Location name, address, phone, and a Location_Code__c custom field distinguish each practice. Patient records are then linked to the appropriate location Company via the companyId relationship on the People record.