Migrate from Practice by Numbers to Odoo CRM

Practice by Numbers patient records map directly to Odoo res.partner. The patient's full name splits into firstname and lastname on res.partner. Email, phone, and address fields migrate one-to-one. The original Practice by Numbers patient ID is stored as x_source_patient_id for delta-run de-duplication.

Practice by Numbers providers (doctors, hygienists) are staff members, not contacts. We resolve each provider against Odoo res.users by email match. Providers without Odoo user accounts are flagged and can be invited before migration or assigned to a fallback user. Provider specialty (GP vs. specialist) maps to a custom x_provider_specialty field.

Each Practice by Numbers appointment becomes an Odoo crm.activity record linked to the crm.lead that owns the patient. The activity type (checkup, cleaning, procedure) maps to an Odoo activity_type_id; the appointment date and duration become the crm.activity date_deadline and duration fields. Cancelled appointments migrate with a 'cancelled' state flag.

Proposed treatments in Practice by Numbers translate to Odoo sale.order lines. Each treatment item becomes a sale.order.line with the procedure description as name, fee as price_unit, and the responsible provider as user_id. Confirmed treatment plans with patient acceptance migrate as sale.order records in the 'sale' state; unconfirmed plans remain as draft quotations.

Insurance carrier name, group number, policy number, subscriber ID, and coverage percentage have no native Odoo res.partner fields. These migrate as x_insurance_carrier, x_group_number, x_policy_number, x_subscriber_id, and x_coverage_pct custom fields on res.partner. If the practice uses secondary insurance, a second set of fields is created or a related x_insurance_partner_id many2one is added.

Practice by Numbers recall dates (6-month hygiene recall, annual checkup) merge into Odoo crm.lead records: one lead per recall type, with the recall date stored as x_recall_date and a scheduled mail.activity set for 7 days before that date. This gives Odoo's native reminder system rather than a separate recall table.

Practice by Numbers payment history is billing data that lives in its own ledger. Odoo account.move records are accounting entries tied to the Odoo accounting module, which may not be installed. We preserve the payment ledger as a custom x_payment_history JSON field on res.partner for reference — the accounting module handles future payments post-migration.

Practice by Numbers goal management records per-provider production, acceptance rate, and new‑patient targets. Each target maps to a custom float field on res.users: x_monthly_production_target, x_acceptance_rate_target, and x_new_patient_target. These fields enable Odoo’s native dashboard, pivot, and graph views to show team and individual performance against the same metrics. Default values preserve the original goal figures for each provider.

Patient communication history (appointment reminders, confirmations, recalls) in Practice by Numbers migrates as mail.message records linked to res.partner. The original message content, send date, and channel (SMS, email) are preserved. Odoo's mail_thread on res.partner surfaces these messages in the chatter sidebar.

Any custom properties defined in Practice by Numbers (e.g., referring dentist, preferred appointment time, treatment preferences) migrate as Odoo x_ prefixed custom fields on res.partner or crm.lead. Field type is inferred from the source value type: text strings become char, numeric values become float or integer, date values become date.