Migrate from My Dental Clinic to Twenty CRM

My Dental Clinic patient records map to Twenty CRM's People object. Core contact fields (name, email, phone, address) migrate directly. Clinical fields such as insurance provider, policy number, and procedure codes require custom fields in Twenty's Data Model before the import runs.

My Dental Clinic's practice or clinic entity maps to Twenty CRM's Company object. Practice name, address, phone, website, and industry fields transfer directly. When the source includes a billing address or tax ID, those become custom fields on the Company record. Multi-location practices generate separate Company records linked by a custom location-identifier field, and each location can be linked to its corresponding People records via the companyId lookup.

Insurance provider, policy number, group number, and coverage type from My Dental Clinic's insurance module migrate as custom text and select fields on the People record. Coverage percentages and annual maximums become custom number fields. Insurance renewal dates become custom date fields.

My Dental Clinic treatment plans — including procedure description, estimated cost, provider assignment, and completion status — map to Twenty CRM's Opportunity object. Procedure codes migrate as a custom field. Treatment plan stage (proposed, accepted, in-progress, completed) maps to Opportunity Stage via value mapping.

Individual procedure line items within a treatment plan — date, procedure code, tooth number, provider, fee — are too granular for standard Opportunity fields. We aggregate them into a Note attached to the Opportunity, or into a custom Procedure_History custom object with a relation to the People record.

My Dental Clinic recall records (next appointment date, recall type, provider) map to Twenty CRM Tasks with a due date, linked to the People record. Recall type (hygiene, perio, restorative) becomes a custom select field on the Task. This preserves the recall mechanism in Twenty's task model.

My Dental Clinic clinical notes (subjective, objective, assessment, plan) migrate as Twenty CRM Notes attached to the People record. SOAP sections are preserved as plain text within the Note body. Provider attribution and note date are retained on the Note record.

My Dental Clinic appointment ledgers (date, provider, procedure, fee, payment status, write-offs) have no direct Twenty CRM equivalent. We migrate them as a custom Ledger_Entry object with relations to People and Opportunity, or as Notes with structured text. Practices that rely heavily on ledger reporting should plan for a separate financial reconciliation step.

Consent forms and supporting documents stored in My Dental Clinic re-upload as file attachments to the corresponding People record in Twenty CRM. Inline images within documents are extracted and re-hosted. Large X-ray files or DICOM images are referenced via URL custom fields pointing to the original storage location.

My Dental Clinic provider and staff records map to Twenty CRM's WorkspaceMember (user) records. Provider specialty, license number, and NPI migrate as custom fields on the WorkspaceMember. Owner assignment on migrated records resolves via email match to the corresponding Twenty user.

My Dental Clinic referral source tracking (referring dentist, marketing channel, internal referral) migrates as a custom select field on the People record called Referral_Source__c. The field can store a primary source and can be updated manually after import. Attribution notes—such as referral date, source details, or campaign tag—migrate as Note records linked to the People record for full auditability and future reporting.

Tooth-chart diagrams and X-ray file references stored in My Dental Clinic's clinical notes cannot be represented as standard Twenty CRM fields. We create a long-text custom field (Tooth_Chart_Reference__c) and a URL custom field (X_Ray_Link__c) on the People record to preserve these references. The actual chart data or image files must be re-hosted separately.