Migrate from Lifeline Suite to Nutshell

Lifeline Suite patient demographics (name, DOB, contact info, address) map directly to Nutshell People. Each patient becomes one Person record. Nutshell Person fields include name, email, phone, address, and custom fields. No clinical data lives natively in Nutshell — that goes into custom fields or activities.

Lifeline Suite guarantor records (responsible party name, address, contact info) map to Nutshell Companies. The guarantor represents the billing responsible entity, which maps most cleanly to the Company object. The patient record links to the guarantor Company via the Person.Company association.

Lifeline Suite insurance payer records (carrier name, address, payer ID) map to Nutshell Companies as separate records. Each unique insurance carrier becomes one Company record. Patients with multiple insurance policies link to multiple Carrier Company records via Account Contact Relationships.

Lifeline Suite stores per-patient insurance details: group number, member ID, plan name, and effective dates. These have no native Nutshell equivalent. We create custom fields on the Person record (Insurance_Group_Number__c, Insurance_Member_ID__c, Insurance_Plan__c, Insurance_Effective_Date__c) and link the patient to the relevant Carrier Company record.

Lifeline Suite assigns each patient a Medical Record Number used across all encounters, billing, and lab orders. Nutshell has no native MRN field. We create a custom field (MRN__c) on the Person record to preserve this identifier. It is stored as a read-only text field for reference and cross-linking back to Lifeline Suite.

Lifeline Suite appointment records contain date, time, provider, location, and appointment type. We map these to Nutshell Activities (Tasks for non-meeting appointments, Events for scheduled meetings). Original appointment timestamps and assigned provider are preserved. Nutshell's Activity model does not include a native scheduling calendar — this is noted for manual rebuild.

Lifeline Suite billing accounts track outstanding balances, payment history, and claim status per patient. Nutshell has no native accounts-receivable object. We map open balance and claim status to custom fields on the Person record (Balance__c, Claim_Status__c, Last_Payment_Date__c). Payment history becomes Activity notes. Claims requiring follow-up can be tracked as Nutshell Deals.

Lifeline Suite lab orders include test type, ordering provider, result status, and result date. We map lab order records as Nutshell Activities with the test type as the activity subject and result status as a custom field on the Person record (Lab_Status__c, Lab_Result_Date__c). Result documents are stored as file attachments linked to the Activity.

Lifeline Suite records referring physicians with name, specialty, and contact information. These map to Nutshell People (the physician contact) linked to a Company record representing their practice or hospital. Referral volume and last-referral date become custom fields on the Person for outreach tracking.

Lifeline Suite supports multi-branch hospital networks with separate facility codes and provider assignments. In Nutshell, each facility can be a Company record (for address and contact info) or a Nutshell Team (for data scoping). We recommend Company records for facility context on patient addresses; Teams for operational data separation if branches need independent pipeline views.

Lifeline Suite encounter notes contain clinical observations, diagnoses, and treatment plans. Nutshell Notes are designed for sales context and cannot replicate clinical documentation. We migrate encounter notes as Nutshell Activity notes with a category tag (Clinical_Note) for filtering. Clinical data requiring HIPAA-safe storage should remain in Lifeline Suite or a dedicated clinical system.

Lifeline Suite new patient registrations and referral leads map to Nutshell Leads. Name, contact info, referral source, and lead status migrate directly. Lead status values (New, Contacted, Converted) map to Nutshell's Lead status pick-list. Custom fields carry MRN and referral source for continuity after lead conversion.