Migrate from Pearl Dental Software to Nutshell

Pearl patient records map to Nutshell People. We preserve the original Pearl patient ID as Source_System_ID__c custom field on the Person for delta-run de-duplication. Patient first name, last name, email, and phone map directly. NHS number and GDC number become Nutshell custom fields on the Person record.

Pearl stores one primary address per patient. We map address_line_1 to Nutshell address, city to city, postcode to postal code, and country to country. If Pearl holds a correspondence address separately, we append it to the Person notes field as a custom text block.

Pearl medical history fields (allergies, medications, medical conditions) have no Nutshell standard equivalent. We create Medical_History__c as a long-text custom field on the Person record. For structured medical flags, we create individual checkbox custom fields (e.g., Has_Allergies__c) during schema setup before migration runs.

NHS number is a 10-digit identifier with a check digit, unique to each UK patient. We create NHS_Number__c as a text custom field on the Person record. We validate the NHS number format before insertion and flag any malformed values for review before the full migration commits.

Pearl treatment plans list proposed and completed procedures with dates and fees. We map each treatment plan to a Nutshell Deal representing the plan, with Deal amount equal to the plan's total fee, and Deal name set to the patient name plus plan date. Completed treatments within a plan can split into separate Deals if the practice tracks each procedure individually.

Pearl appointments store date, time, practitioner, surgery/room, type (exam, hygiene, emergency), and status. Past appointments map to Nutshell Activities with Type='Appointment' and original timestamps preserved. Future appointments due after go-live can generate Nutshell Tasks for the assigned practitioner. Appointment status (completed, no-show, cancelled) maps to a custom pick-list field on the Activity.

Pearl practitioners and staff records map to Nutshell People records flagged as team members. We resolve the Nutshell user account by email match. If a practitioner has no Nutshell login, we assign their records to a fallback Nutshell user and note the original practitioner in a custom Practitioner_Name__c field on the Person.

Pearl clinical notes attached to appointments map to Nutshell Notes on the corresponding Person record. We preserve the original note date, practitioner name, and note body. Nutshell Notes are appended in chronological order to the Person record and timestamped with the original Pearl note date.

Pearl recall records track when a patient is due for their next appointment (e.g., 6-month hygiene recall). We map recalls to Nutshell Tasks with a due date matching the recall date and assigned to the patient's owning practitioner. Practices that manage recalls as pipeline stages can alternatively map recalls to Deal milestones within a dedicated recall pipeline.

Pearl NHS contract data (UOA/UDA targets, contract value, completion percentage) is practice-level or patient-attributed depending on setup. We map contract-level data to a custom object or Company-level custom fields. Patient-attributed NHS treatment data maps to Person-level custom fields. UDA completion rate and NHS band information require value-mapping setup before migration.

Pearl patient document attachments (consent forms, referral letters, insurance documents) re-upload to Nutshell Files and attach to the corresponding Person record. We map the original file name and creation date. File size limits from Pearl's 2GB online backup storage allocation apply during extraction.

Pearl's automated recall reminders and SMS appointment reminders are Pearl-native workflows with no Nutshell equivalent. We export Pearl's workflow definitions as a documented rebuild reference. Nutshell's sales email sequences can replicate appointment follow-up logic but require manual rebuild in Nutshell's sequence editor.

Pearl's radiography analysis overlays and AI detection annotations are Pearl AI-specific data that lives in the imaging integration layer, not in the patient record. These cannot be migrated to Nutshell, which has no imaging object model. We note the limitation and recommend the practice retains access to Pearl's imaging archive separately.