Migrate from Open Dental to Odoo CRM

Open Dental's Patient record maps to Odoo res.partner as the primary contact entity. The patient name, birthdate, address, phone, and email fields align directly. Family-group members share one res.partner record per patient; guarantor relationships are preserved via custom field or parent_id if the family head is set as a company-type partner.

Open Dental patients that exist purely as referral sources (no appointment history, no insurance, no billing) route to Odoo crm.lead so they enter the sales pipeline without creating a full res.partner record. Any referral with actual treatment history lands as res.partner to preserve clinical context.

Open Dental's guarantor field identifies the family-group head. Odoo res.partner has parent_id for company hierarchies only, not family groups. We map guarantor to a custom field Family_Guarantor__c on res.partner, or set the guarantor as a separate company-type partner with child partners for each family member — your admin chooses the model before migration runs.

Open Dental appointment history (date, provider, operatory, procedure codes, confirmed status) maps to Odoo crm.activity records linked to the res.partner. The appointment Note field migrates as a mail.message note attached to the activity. Original appointment timestamps are preserved in Odoo's date and create_date fields.

Open Dental's Recall system tracks next cleaning or checkup dates per patient. Odoo CRM has no native recall concept. We create NextRecallDate__c and RecallType__c custom fields on res.partner and optionally schedule a crm.activity reminder for the recall date so front-office staff see it in the Odoo activity queue.

Open Dental's insurance plan, patplan, and benefit tables contain normalized insurance data (carrier, group number, coverage percentages, annual maximums). Odoo CRM has no native insurance object. We map carrier name to InsuranceCarrier__c, group number to InsuranceGroup__c, and remaining benefit detail as an ir.attachment PDF or as a structured custom field depending on what your Odoo admin pre-creates.

Open Dental prescription records list medications per patient. Odoo CRM has no native prescription object. We consolidate active prescriptions into a custom text or character field (RxList__c) and store the most-recent Rx date separately (LastRxDate__c). Full Rx history is preserved as an exported PDF attached to the partner record.

Open Dental PatFields support Text, PickList, Date, Checkbox, and Currency types. Each unique PatFieldDef in Open Dental requires a corresponding ir.model.fields entry in Odoo. We generate the Odoo custom field creation plan (field name, type, pick-list options for PickList types, and whether the field is required) so your Odoo admin can pre-create them before migration data is loaded.

Open Dental Documents (images, PDFs, radiographs) are stored in the Open Dental folder with a DocNum reference. We re-upload all document types except x-rays (which Open Dental's own conversion docs note are best bridged rather than imported) as ir.attachment records linked to the res.partner. File size limits and MIME type handling follow Odoo's ir_attachment constraints.

Open Dental's Provider table (referring dentists, in-network providers) maps to Odoo res.partner records with customer=False so they appear in the Odoo contact directory without entering the sales pipeline. Provider specialty and NPI number map to custom fields ReferrerSpecialty__c and NPI__c.

Open Dental ClaimProc records track insurance claim status per procedure. Odoo CRM has no native claims-processing module. We export claim history as a CSV and attach it to the res.partner as an ir.attachment for reference. If your Odoo setup includes the Odoo Accounting app, claim payment history can map to account.move records in a separate accounting migration.

Open Dental procedure logs (ADA codes, tooth surfaces, surface notes, provider, date) migrate as mail.message records on the res.partner so the treatment history is visible in the Odoo chatter. Each procedure is logged as a separate message with the procedure code and description in the body.

Open Dental account module holds adjustments, payment plans, and ledger entries. Odoo CRM does not include billing ledger functionality. We export the patient ledger as a CSV and attach it to the res.partner. If you activate Odoo Accounting alongside CRM, the ledger can map to account.move and account.move.line records in a follow-on accounting migration.