Migrate from PANDA Perio to monday CRM

Monday CRM People is the equivalent of a patient directory. We map PANDA Perio patient demographics (name, DOB, contact, address) directly into Monday People records. The Monday People card stores primary contact fields; extended clinical fields live on linked boards.

Insurance details in PANDA Perio have no Monday CRM native equivalent. We add custom text columns to the People record for carrier name, policy number, group number, and subscriber relationship. Insurance eligibility tracking is a separate board if the practice needs workflow automation around it.

PANDA Perio exams contain tooth-by-tooth measurements at 6 sites per tooth (MB, B, DB, ML, L, DL for each of 32 teeth). Monday CRM has no native exam object. We create a custom Examinations board: one Item per exam date, with Subitems representing each tooth-position site. Columns for PPD, Recession, BOP, Furcation, Mobility, CAL.

Each measurement site from PANDA Perio maps to a Monday Subitem on the Examinations Item. Subitem columns: Tooth Number (text), Site (dropdown: MB/B/DB/ML/L/DL), PPD_mm (number), Recession_mm (number), BOP (checkbox), Furcation (dropdown: N/I/II/III), Mobility (dropdown: 0/I/II/III), CAL_mm (number). Subitems preserve the granular clinical record.

PANDA Perio records periodontal disease classification (e.g., Stage I/II/III/IV, Grade A/B/C). We create a dropdown column on the Examinations Item for Classification and map PANDA values one-by-one. New AAP 2018 classification terminology is mapped to the dropdown options present in the source data.

PANDA Perio treatment plans list ADA-coded procedures with tooth numbers, descriptions, fees, and completion status. We create a Treatment Plans board linked to the Patient (via Monday Relations). Each planned procedure becomes a Subitem with columns: ADA Code, Description, Tooth Number, Estimated Fee, Status (Planned / Completed / Deferred).

PANDA Perio progress notes are timestamped clinical entries tied to a visit and a provider. We create a Progress Notes board linked to the Patient. Each Item stores: Visit Date, Note Type (SOAP/Progress/Perio Maintenance), Provider Name, Note Content (long text), and links back to the related Exam Item.

PANDA Perio's letter engine auto-populates letters from charting findings using per-clinician template rules. Monday CRM has a Documents feature but no equivalent letter-population engine. We export letter text content as Document records, but the automation logic (auto-trigger, field-population, per-clinician formatting) must be rebuilt as Monday automations post-migration.

PANDA Perio's Clinical Workflow Manager lets staff flag charts for follow-up tasks. We create a Clinical Tasks board linked to the Patient board. Items represent tasks (e.g., 'Send referral letter', 'Schedule 6-week recall') with Status (Open / Done), Owner (provider/staff), and Due Date columns.

PANDA Perio assigns each exam and note to a provider by name. Monday CRM has team-member accounts and a 'People Owner' feature on Items. We match provider names from PANDA Perio to Monday CRM team members by email or name lookup. Unmatched providers are flagged so the practice can create Monday accounts before migration.

PANDA Perio generates patient motivation reports and referral letters from clinical findings. Monday CRM has no equivalent report engine. We export the text and data of generated reports as Documents linked to the Patient, but the automated generation (triggered by exam completion, pulling specific charting fields into formatted output) must be rebuilt as Monday automations.

PANDA Perio stores uploaded files such as X-rays, consent forms, intraoral photos, and scanned documents associated with patient records. Monday CRM Files feature attaches to Items and Documents. We re-upload source files from PANDA Perio to the corresponding Patient Items, preserving original filenames and upload timestamps so clinical attachments remain organized and retrievable within the Monday CRM workspace.