Migrate from PANDA Perio to Pipedrive

PANDA Perio patient records (chart number, name, DOB, contact info, insurance) map directly to Pipedrive Person. FlitStack resolves each patient's referring practice as an Organization link. If a patient has multiple referring providers, each referring practice becomes a separate Organization, and the patient Person record links to all applicable Organizations. HIPAA field handling is documented in the data processing addendum before migration begins.

PANDA Perio provider records (name, credentials, NPI, specialty) map to Pipedrive Users by email match. Providers who will actively use Pipedrive are invited before migration; inactive providers are stored as custom fields on the relevant Deals for historical attribution without creating Pipedrive user seats.

Each PANDA Perio treatment plan becomes a Pipedrive Deal. The plan name maps to Deal title, estimated value maps to Deal value, and plan phase maps to a custom field. Deal stage is initialized to a configurable default stage (e.g., 'Treatment Planning') with manual stage progression defined by the practice post-migration.

PANDA Perio stores referring dentist practices as contact entities. These map to Pipedrive Organizations. The organization's address, phone, and specialty (GP, Oral Surgery, etc.) populate the corresponding Pipedrive Organization fields. Custom fields capture referral source type if used for reporting.

PANDA Perio visit records — date, provider, type of visit (initial exam, maintenance, surgical) — map to Pipedrive Activities. Each Activity is linked to the Person (patient) and optionally to the Deal (treatment plan) it relates to. Activity type field is set to 'Visit' or 'Clinical Note' to distinguish from standard sales calls.

PANDA Perio records six-point pocket depth measurements per tooth. These migrate to a custom field group on the Deal — stored as a text block or structured JSON field depending on the practice's reporting needs. Full per-site measurements are preserved; summary statistics (e.g., full-mouth bleeding score) are extracted as separate numeric custom fields.

PANDA Perio records radiograph type and findings (PA, BW, FMX, periapical status). These migrate as a custom field on the Deal and/or Person. Image files are re-hosted in Pipedrive Files with a link stored in the custom field. Note that Pipedrive's file attachment limit is 100MB per file; larger imaging files require a separate PACS or DMS reference.

PANDA Perio records the 2017 AAP classification (e.g., Stage III Grade C, localized periodontitis). This pick-list value migrates to a Pipedrive custom pick-list field on the Deal. The grade and stage components are stored separately as numeric and text custom fields for reporting filters.

PANDA Perio stores insurance carrier, group number, and subscriber relationship. These migrate as custom fields on the Pipedrive Person. If the practice uses Pipedrive for billing coordination, a separate Insurance custom object can be created with a Person relationship — surfaced in the migration plan for the admin to configure.

PANDA Perio's dynamic letter engine generates referral letters, SOAP notes, and patient motivation reports from clinical findings. Pipedrive has no equivalent template engine. FlitStack exports generated letters as PDF files and stores them in Pipedrive Files. For future letter generation, Pipedrive Smart Docs or an external template tool (e.g., DocuSign, Mailchimp) must be configured separately — we provide the letter template content as a rebuild reference.