Migrate from PANDA Perio to Salesforce Sales Cloud

PANDA Perio Patient maps to Salesforce Contact. Core demographics (name, DOB, address, phone, email) map directly to standard Contact fields. The original PANDA chart number is preserved in PANDA_Chart_Number__c custom field for reference and delta-run de-duplication. This ensures each patient record can be uniquely identified across both systems and that any records created during the cutover window can be matched without creating duplicates in Salesforce.

PANDA Perio's periodontal charting (exam date, tooth numbering system, 6-surface probing, BOP, recession, mobility, furcation, plaque index) maps to a custom ClinicalExam__c object. Each surface of each tooth requires its own custom field (e.g., PocketDepth_MB__c, Recession_DB__c) since Salesforce has no native periodontal charting model.

PANDA Perio TreatmentPlan maps to Salesforce custom TreatmentPlan__c object. Each plan links to the patient Contact via TreatmentPlan__c.Contact__c lookup. Status (proposed, accepted, in-progress, completed) maps to a custom Status__c pick-list field. ADA procedure codes stored in TreatmentPlanLine__c records linked to the parent TreatmentPlan__c.

Each PANDA Perio treatment plan can contain multiple phases (extraction, bone graft, healing period, implant placement, restoration). Each phase becomes a separate TreatmentPlanLine__c record linked via TreatmentPlanLine__c.TreatmentPlan__c lookup. ADA_Code__c, Description__c, ToothSite__c, Sequence__c, and EstimatedCost__c are preserved from the source plan.

Multi-phase treatment plans spanning months (PANDA Perio's Treatment Translation feature) produce complex, multi-step plans. Each clinical phase in the PANDA plan becomes a separate TreatmentPlanLine__c record. The full clinical narrative from PANDA's Treatment_Notes__c field is preserved in TreatmentPlan__c.Treatment_Notes__c custom text field.

PANDA Perio provider records (name, credentials, specialty, email) map to Salesforce Contacts with a custom Provider__c checkbox set to true. The original provider ID from PANDA is stored in Source_Provider_ID__c for traceability. A separate Salesforce user license is required if the provider needs login access to the Salesforce org.

PANDA Perio stores both incoming and outgoing provider-to-provider referrals with referring provider name, contact info, referral type, status, and notes. A custom Referral__c object with a Contact__c lookup to the patient captures all referral fields including Referral_Status__c pick-list (received, sent, accepted, declined, completed) and dates.

PANDA Perio generates correspondence letters for patients, specialists, and referring dentists. Letters and documents attach to the patient Contact record as Salesforce Files. The original PANDA chart number is preserved in a custom ChartNumber__c field on the ContentDocument link for traceability back to the source record.

PeriodontalCharting records with detailed 6-surface probing across all 32 teeth (plus implants) require up to 840 individual probing measurements. FlitStack maps each surface to a named custom field on ClinicalExam__c (e.g., PocketDepth_MB_UR6__c for the mesio-buccal of tooth #6 in the universal numbering system) to preserve the full clinical picture.

PANDA Perio stores the tooth numbering system used (Universal, Palmer, FDI) in the PeriodontalCharting record. This is preserved in ToothNumberingSystem__c pick-list on ClinicalExam__c so the clinical team knows which system was used when reviewing migrated records. This is critical for practices that used different numbering conventions across providers or locations to avoid misinterpretation of tooth positions in the migrated charting data.

PANDA Perio appointment records (session type, date, duration, provider) map to Salesforce Events with custom SessionType__c and Duration__c fields. The Appointment_ID__c from PANDA is preserved for reference. Events link to the patient Contact and provider Contact via standard WhoId and ContactId fields.

PANDA Perio provider credentials (DDS, DMD, MS, Board Certified) are stored as free text. FlitStack normalizes these into a custom Credentials__c multi-select pick-list on the Contact record. Specialty (Periodontics, Oral Surgery, Prosthodontics, General Dentistry) maps to a custom Specialty__c pick-list on the Contact.