Migrate from Nookal to monday CRM

Nookal patient records map to Monday CRM contact items. First name, last name, email, phone, and address fields map directly to Monday CRM's standard contact columns. Original patient ID stored as Source_System_ID__c for delta-run de-duplication. The mapping also preserves the original created date as a custom datetime column, ensuring historical reporting continuity across the migration.

When Nookal patients include an Organisation/Facility field, that entity migrates as a separate Monday CRM organization item. Monday CRM's linked-company column on the contact item establishes the relationship after both boards are populated. Additionally, any custom address or phone details associated with the organization are stored in the organization's own address and phone columns for straightforward lookup and reporting.

Nookal practitioners map to Monday CRM native user accounts by email match. Practitioner specialty, provider number, and location assignments store as custom columns on the user's profile or as board-level columns tagged to items they own. The mapping also retains the original practitioner ID in a custom field to support traceability and future cross-referencing after migration.

Each Nookal appointment becomes a deal item on a Pipeline board. Appointment status (Scheduled, Attended, Cancelled) maps to Monday CRM Status column values. Practitioner assignment becomes the People column owner. Appointment date and duration store as Date and Duration columns.

Multi-session care plans stored as Nookal recurring appointments split into Monday CRM subitems on the parent deal item. Each subitem carries its own date, status, and practitioner assignment while inheriting the patient contact link from the parent. This approach preserves the continuity of care plans and allows teams to update individual session statuses without affecting the overall plan view.

Nookal invoices map to Monday CRM deal items using the Invoice column type or separate monetary columns for Total, Paid, and Outstanding amounts. Medicare/DVA claim status stored as a Status column value rather than a native integration since Monday CRM has no claiming API.

Nookal payment records for each invoice migrate as subitems on the corresponding Monday CRM invoice item. Each subitem carries payment date, amount, and payment method from Nookal's payment data. The migration also records the original payment identifier as a custom column to support reconciliation and audit trails after cutover.

Nookal clinical notes store as text column content or file attachments on the patient contact item. The structured clinical-data fields in Nookal have no direct Monday CRM column equivalent — these are preserved as freeform text for reference rather than clinical accuracy.

Nookal referral source fields migrate to Monday CRM drop-down or Tags columns on the contact item. Referral source history is preserved as comma-separated tags for segmentation filtering. Additionally, each tag can be mapped to a specific column value in Monday CRM to enable automated routing or reporting based on referral origin.

Nookal multi-location practices create separate Monday CRM boards per location or use board Groups for location separation. Location-specific practitioner assignments store as People columns scoped to that board. The migration also transfers location-level custom attributes, such as site address and contact hours, into dedicated columns for reporting across the organization.