Migrate from Panacea to HighLevel

Panacea patient records map directly to HighLevel Contacts. Each patient carries owner information that resolves to a Company record. Primary contact fields (name, species, breed, date of birth) translate to standard and custom contact fields in HighLevel. All original timestamps are preserved, and any associated attachments are linked to the Contact record for continuity.

Panacea owner records carry billing address, contact preferences, and payment history. These map to HighLevel Company records, with the owner's name and email also linked as a Contact for communication purposes. Payment terms and insurance carrier data become custom fields on the Company.

Panacea appointment records become HighLevel Tasks (for reminders and to-do items) and Events (for calendar-bound visits). Original appointment time, veterinarian assigned, and visit type are preserved as task/event fields with the related Contact record linked. The task includes a due date matching the appointment time, and the event displays on the clinic calendar for staff coordination.

Panacea treatment plans contain procedure codes, medications prescribed, and estimated costs. HighLevel requires a custom object named TreatmentPlan with custom fields for procedure codes, dosage fields, and cost. The treatment plan links to the patient Contact and the veterinarian User.

Panacea invoices map to HighLevel Opportunities with the invoice total as the opportunity amount and the invoice status (paid, outstanding, overdue) mapped to a custom pick-list field. Line items from invoices are preserved as custom fields or notes on the Opportunity.

Vaccination history is critical for veterinary records. A HighLevel custom object named Vaccination captures vaccine name, administration date, due date for next dose, batch number, and the administering veterinarian. Each Vaccination record links to the patient Contact. The due date field can trigger automated reminders in HighLevel Workflow Builder for upcoming vaccinations.

Panacea prescription records contain medication name, dosage, frequency, start date, and end date. These map to a HighLevel custom Prescription object with custom fields for each data point. Prescriptions link to the patient Contact and the prescribing veterinarian User. You can also set expiration alerts to notify the vet when a prescription course ends.

Lab test results from external providers are stored as HighLevel custom LabResult objects with fields for test name, result values, reference ranges, and result date. The LabResult links to the patient Contact and the associated TreatmentPlan if applicable. These objects can be configured to trigger follow-up tasks for the vet when results fall outside normal ranges.

Panacea staff records map to HighLevel Users by email match. Veterinarian credentials and specializations become custom fields on the User record. Owner assignments on patient records resolve to the matched HighLevel User. If a staff member has multiple email addresses, the primary email is used for matching, and any secondary addresses are recorded as custom fields for reference.

Panacea file attachments (intake forms, consent documents, clinical images) re-upload to HighLevel Files linked to the associated Contact record. File size limits apply per HighLevel's storage configuration for the subscription tier. We recommend checking your current storage usage and tier limits before migration to avoid any upload interruptions.

Clinical notes and general notes from Panacea migrate as HighLevel Notes attached to the patient Contact record. Original creation timestamps and author (staff/veterinarian) are preserved. Rich-text formatting is maintained where supported. If a note contains embedded images, they are stored as linked file attachments to preserve readability.

Panacea tags and classification labels migrate to HighLevel Tags on the Contact record. Tags carry practice-specific categories such as 'new patient', 'recall due', 'grooming client', or 'boarding history' to maintain segmentation logic. You can use these tags to filter contacts in HighLevel and trigger automated workflows based on tag changes.

Insurance carrier, policy number, and coverage details from Panacea become a custom Insurance object in HighLevel linked to the owner Company record. Coverage expiration dates and claim history are preserved as custom date and text fields. This allows the practice to track policy renewals and view claim status directly within HighLevel's CRM interface.