Migrate from My Dental Clinic to monday CRM

My Dental Clinic patient records map directly to Monday CRM People records. Patient name, email, phone, address, date of birth, and insurance info become Monday People fields. Insurance carrier and policy number become custom columns on the People record. Primary provider assignment maps to the Person column type.

My Dental Clinic appointments become items on a dedicated Appointments board in Monday CRM. Appointment date maps to a Date column, time to a Timeline column or text field, provider to a Person column, status to Status groups (Scheduled, Completed, Cancelled, No-Show), and procedure code to a dropdown or text column.

My Dental Clinic treatment plans with procedure codes, stages, and notes map to items on a Treatment Plans board. Each plan is an item linked to the patient via a Connect Boards column or a People relation. Plan stages become Status groups, procedures become text or dropdown columns, and costs map to a Number column.

My Dental Clinic recall dates (6-month cleaning, annual exam, per-procedure follow-up) have no native Monday CRM equivalent. FlitStack preserves recall dates as custom Date columns on the Patient board: Last_Cleaning_Date, Next_Recall_Date, Follow_Up_Date. Automated reminder logic must be rebuilt as Monday automations after migration.

My Dental Clinic insurance records split across Monday CRM — primary insurance carrier becomes a custom dropdown column on the People record, while insurance policy numbers, group numbers, and coverage details map to an Insurance sub-board linked via Connect Boards column to the patient People record.

My Dental Clinic provider and staff records map to Monday CRM user accounts by email match. Provider specialties, license numbers, NPI codes, and facility assignments become custom columns on the user profile or a separate Providers board for reference and compliance documentation.

My Dental Clinic billing ledgers with charges, payments, adjustments, and outstanding balances map to items on a Billing board linked to the patient. Charge amounts, payment amounts, and balance due become Number columns. Payment status becomes a Status column. Note: Insurance claim status requires a separate board or custom columns.

My Dental Clinic clinical notes attached to patient records migrate as Monday CRM Updates on the patient People record or as items on a Notes board linked via Connect Boards. Original note date, provider, and note content are preserved. Rich-text formatting may require manual cleanup.

My Dental Clinic custom dental fields (procedure codes, X-ray references, anesthesia type, treatment stage, crown type, implant details) require Monday CRM custom columns. FlitStack creates the appropriate column type per data type: text columns for codes, date columns for X-ray timestamps, dropdown columns for type fields.

My Dental Clinic file attachments (treatment consent forms, X-ray images, insurance cards, photos) re-upload to Monday CRM's file storage. Files attach to the relevant patient People record, appointment item, or treatment plan item. Monday's 250MB file storage limit per file applies.