Migrate from My Dental Clinic to Freshsales

My Dental Clinic patient records map directly to Freshsales Contacts. First name, last name, date of birth, phone, email, and address fields map to Freshsales Contact fields. The patient's primary clinic association maps to Account lookup. Original patient create date is preserved as a custom datetime field since Freshsales CreatedDate reflects migration timestamp.

Patients in My Dental Clinic who have inquiry records but no completed appointments map to Freshsales Leads. Incoming referral sources, marketing campaign responses, and phone inquiries become Lead records. When a Lead converts to a booked appointment, Freshsales creates a Contact, Account, and Deal automatically if the conversion workflow is configured.

My Dental Clinic stores clinic name, address, phone, and operating hours. These map to Freshsales Account fields (Name, address fields, phone). For multi-location groups, each My Dental Clinic location becomes a separate Account record, and parent-company relationships can be modeled using Account hierarchy if available in the source data.

My Dental Clinic appointments map to Freshsales Tasks (for administrative tasks like treatment plan follow-up) and Events (for scheduled visits with start/end times). The original appointment date, practitioner assigned, and visit type (hygiene, restorative, consultation) are stored as custom fields on the Task or Event. Past appointments become closed Tasks; future appointments become Events.

My Dental Clinic treatment plans (procedure codes, tooth numbers, materials used, treatment status) have no direct Freshsales equivalent. We create a Treatment_Record custom object with fields for procedure_code, tooth_surface, treatment_date, status, and provider. Each Treatment_Record links to the patient Contact via association. Your Freshsales admin configures the object schema before migration.

Insurance provider, policy number, coverage percentage, and outstanding balance from My Dental Clinic merge into custom fields on the Contact record (Insurance_Provider__c, Policy_Number__c, Coverage_Pct__c) and optionally onto a Deal representing the patient's active treatment plan with estimated billing. Claims history is preserved as Notes attached to the Contact.

My Dental Clinic tracks referring dentist or physician as a contact property. This maps to a custom field (Referral_Source__c) on the Freshsales Contact. If the referral source is another practice, it can link to an Account record representing the referring practice.

My Dental Clinic practitioners (dentist, hygienist, assistant) resolve against Freshsales users by email match. Unmatched practitioners are flagged and assigned to a fallback owner (typically the practice admin). Practitioner role (dentist vs. hygienist) maps to a custom Contact field if you need to track provider-level patient history on the Contact record.

My Dental Clinic recall records (6-month hygiene recall, annual exam due) map to Freshsales Deals in a Treatment pipeline with stage values representing recall status (Recall Due, Appointment Scheduled, Completed). Overdue recalls generate Tasks assigned to the front-desk user for outreach. This model leverages Freshsales automation for recall campaigns.

Patient documents (consent forms, imaging referrals, insurance cards) stored in My Dental Clinic re-upload as Freshsales Notes and Attachments linked to the Contact record. File size limits apply (Freshsales supports standard attachment limits per plan). PDFs and images are preserved in their original format.