Migrate from My Practice Now to Nutshell

My Practice Now client records map 1:1 to Nutshell People. The client name, contact details, address, and all standard fields transfer as direct field-to-field mappings. Owner resolution ties to the Nutshell user whose email matches the My Practice Now practitioner assigned to the record.

When a My Practice Now client record includes an organization affiliation (clinic, group practice, insurance provider), that organization extracts into a separate Nutshell Company record linked to the Person via AccountId. Multiple clients associated with the same organization collapse to one Company.

My Practice Now session records map to Nutshell Activities. Session type (intake, follow-up, crisis) maps to the Activity subject; session date and duration populate the Nutshell Activity start/end time and duration fields. The linked Person record is preserved via the activity's contact association.

My Practice Now billing entries with an outstanding or paid status map to Nutshell Deals. The billed amount becomes the Deal value, and the invoice status maps to a custom deal-status field. Completed payments with a closed-won state convert to a 'Closed Won' Nutshell deal stage.

My Practice Now referral-source records (physicians, attorneys, community programs) map to Nutshell Companies using an industry classification of 'Referral Partner.' The referral source name becomes the Company name in Nutshell, with contact details mapped to People records linked under that Company. This approach ensures referral sources are properly tracked and associated with their corresponding organization, maintaining clear relationships between contacts and their referral origins.

My Practice Now stores practice-specific data points (insurance carrier, diagnosis code, authorization number, session limit) as custom properties. These require Nutshell custom fields created per entity type before migration. Field type (text, number, date, pick-list) is preserved from the source property definition.

Insurance carriers listed in My Practice Now client records extract to Nutshell Companies with the type 'Insurance.' Carrier contact information and policy details are mapped as custom fields on the Company record, ensuring all relevant insurance provider data is preserved and accessible within the Nutshell CRM system.

My Practice Now practitioner accounts resolve to Nutshell users through email matching. When a My Practice Now practitioner email matches an existing Nutshell user email, the account automatically maps. Unmatched practitioners are flagged and require manual Nutshell account creation before migration to ensure all records have an assigned owner. This approach maintains proper data ownership and access control during the transition.

My Practice Now file attachments on client records—including intake forms, signed consents, session handouts, and supporting documents—migrate to Nutshell as Files linked to the corresponding Person record. File size limits and inline image handling adhere to Nutshell's storage constraints, with larger files chunked or compressed as needed to ensure successful transfer and compatibility with the platform.

My Practice Now automation rules (reminder triggers, follow-up sequences, session notifications) have no Nutshell equivalent. These are documented for rebuild in Nutshell's Workflow Rules or Sales Email Sequences. We export the rule definitions as a reference document for the practice admin.

My Practice Now reports and dashboards do not migrate directly to Nutshell. However, all underlying data—including session counts, billing totals, client retention metrics, and other key performance indicators—migrates to Nutshell Deals and Activities. This data foundation enables recreation of custom reports in Nutshell's built-in reporting tools or via export to external business intelligence platforms, maintaining analytical continuity after the migration.

My Practice Now integrations—including electronic health record connections, scheduling bridges, and payment processors—cannot migrate directly to Nutshell. Each integration must be disconnected in My Practice Now before migration and then re-established in Nutshell using available connection options. Nutshell provides native AppConnect integrations for common tools, or you can leverage Zapier's catalog to recreate automated workflows between Nutshell and your other business systems.