Migrate from Lifeline Suite to Salesforce Sales Cloud

Lifeline Patient records map to Salesforce Contact. The patient's MRN (medical record number) is stored as an external ID field (MRN__c) for traceability. Address, phone, and emergency contact fields map directly. HIPAA-relevant fields (e.g., consent flags) migrate as custom checkbox fields.

Referring Physicians in Lifeline map to Salesforce Contact records with a custom Physician_Type__c flag set to 'Referring'. Additional custom fields including Provider_License__c (state medical license), NPI__c (National Provider Identifier), and Specialty__c (physician specialty pick-list) capture data not available in standard Contact fields. Email address matching resolves physician-to-Salesforce-user assignments during migration.

Lifeline hospital and clinic records map to Salesforce Account objects. The Account Type field distinguishes between 'Hospital', 'Clinic', and 'Referring Organization' values. Parent-company hierarchies in Lifeline translate to Salesforce ParentId relationships on Account, preserving multi-location health system structures in the target org.

Insurance carriers in Lifeline map to Salesforce Account records with Type = 'Insurance Carrier'. Coverage details (plan name, policy type, group number, copay amounts) store in a related Insurance_Policy__c custom object linked via AccountId, since Salesforce has no native insurance policy object for storing coverage information.

Lifeline insurance policy records (policy number, coverage percentage, copay amounts, effective dates, termination dates) map to a custom Insurance_Policy__c object with lookups to the patient Contact and carrier Account. Policy status (active/terminated/pending) maps to a custom pick-list field for status tracking in Salesforce.

Lifeline encounter records transform to Salesforce Task records. A custom Clinical_Type__c pick-list on Task stores encounter type (office visit, emergency, telehealth, inpatient, outpatient). Diagnosis codes (ICD-10) store in Diagnosis_Codes__c custom field as semicolon-delimited text. Original encounter date preserves as ActivityDate on the Task record.

Procedure records in Lifeline map to Salesforce Tasks with a custom Procedure_Code__c field for CPT code storage. Tasks link to patient Contact via WhoId and to performing provider Contact via a custom Provider__c lookup field. Procedure notes store in the standard Description field on the Task.

Lab results from Lifeline's laboratory module map to a custom Lab_Result__c object with fields for test name, result value, unit of measure, reference range, and result date. Each Lab_Result__c record includes a lookup to patient Contact and ordering provider Contact for full traceability.

Billing entries are evaluated by status for mapping strategy. Billed and pending amounts map to a custom Billing_Ledger__c custom object linked to patient Contact. Closed paid invoices may optionally generate Opportunity records for pipeline reporting visibility. Payment method and adjustment codes require value-mapping during transformation.

Lifeline appointments map to Salesforce Event records. Appointment type stored in Subject or custom Type__c field for categorization. Start and end times map directly to StartDateTime and EndDateTime fields. Patient linked via WhoId, provider linked via custom Provider__c field on the Event.

Lifeline e-claim submissions map to a custom Claim__c object with fields for claim number, submission date, payer (linked Account), status, and claim type (837P/837I). Claim line items stored as custom Claim_Line__c records in a related list on the parent Claim__c object.

Lifeline's extensible custom modules map 1:1 to Salesforce custom objects. Module name becomes the custom object API name with __c suffix. Custom fields within the module map field-by-field to corresponding Salesforce custom fields. N:N relationships in Lifeline (e.g., patient to care plan) require a custom junction object.

Lifeline file attachments (consent forms, imaging links, scanned documents) re-upload to Salesforce Files via ContentVersion API. Linked to relevant patient Contact or custom object record via ContentDocumentLink. Original file names and MIME types preserved through the migration process.

Lifeline user and staff records are matched to Salesforce Users by email address lookup. Unmatched users are flagged in a pre-migration report for team resolution before migration runs. The user's role and department in Lifeline map to Salesforce Role and custom Department__c field on the User object.