Migrate from NeoDeck Holdings to HighLevel

HIPAA-regulated patient data requires destination-side compliance configuration

NeoDeck Holdings stores protected health information (PHI) under HIPAA. HighLevel does not enforce HIPAA compliance by default — the Business Associate Agreement (BAA) must be signed, and the account must be configured for healthcare use cases. FlitStack flags PHI fields during migration so your team can confirm BAA status and enable HighLevel's HIPAA-compliant infrastructure before patient data lands in the destination account. Failure to configure this before migration creates a compliance gap that your compliance officer must review.

Clinical encounter relationships require custom object linkage resolution

NeoDeck encounter records link patients to providers with role-based associations (attending, referring, consulting). HighLevel Custom Objects do not enforce referential integrity at the database level — an Encounter record can be created without a patient link. FlitStack resolves patient and provider links by MRN and NPI match before creating Encounter Custom Object records, but circular references or orphaned provider NPIs require manual review. We surface unresolved links in a pre-migration validation report so your team can clean up the source data before the run.

Billing claim CPT codes require a value-mapping plan per payer

NeoDeck billing claims use CPT codes (e.g., 99213, 99214) with payer-specific fee schedules. HighLevel Opportunities store a single amount field — there is no native mechanism for storing per-code charges or payer-adjusted amounts on the same claim. FlitStack maps the total claim charge to Opportunity amount and CPT codes to a custom multi-select pick-list on the Opportunity. Payer-specific adjustments and explanation-of-benefits data require a separate Billing Detail Custom Object linked to the Opportunity if detailed financial reporting is needed.

HighLevel API rate limits cap bulk import throughput for large clinical datasets

HighLevel's API enforces 200,000 requests per day per sub-account and 100 requests per 10 seconds. NeoDeck setups with over 100,000 clinical notes, prescriptions, or lab results per patient create thousands of Custom Object rows. FlitStack uses HighLevel's Bulk CSV import endpoint for patient demographics and bulk relationship loads, switching to REST API for Custom Object records that require relationship resolution. Large imports may require multi-day sequencing to stay within daily rate limits without extending the migration timeline.

Clinical workflow automations have no HighLevel equivalent and must be rebuilt

NeoDeck clinical workflows include encounter-triggered alerts (e.g., abnormal lab flag notification), prescription renewal reminders, and care-gap outreach based on payer quality measures. HighLevel's Workflow Builder automates marketing and sales sequences — it has no clinical decision-support logic, no medication-interaction checking, and no payer quality-measure triggers. FlitStack exports NeoDeck workflow definitions as a JSON reference document. Your clinical operations team must rebuild encounter-based alerts in HighLevel's Workflow Builder or accept that those automations will not transfer.