Migrate from PracticeHub to Nutshell

PracticeHub person records (patients) map one‑to‑one to Nutshell People, preserving first name, last name, email address, phone numbers, and street details as native fields. Patient‑specific attributes such as date of birth, medical notes, or insurance identifiers are transferred to pre‑created custom fields on the Person object, keeping the core contact profile clean while retaining clinical context.

PracticeHub clinic and referring‑organisation records map directly to Nutshell Companies, carrying over company name, primary address, website domain, and industry classification as standard fields. When the source includes a parent‑clinic relationship, we link the child record to the parent via Nutshell's Parent Company field, preserving multi‑location hierarchies and ensuring that organisational structure is reflected in the CRM.

Each appointment (date, time, practitioner, type, status) becomes a Note attached to the corresponding Nutshell Person. We preserve the original appointment date as a formatted line inside the note body. If appointments are numerous, we can consolidate them into a single summary note per person with a table of all appointment dates.

PracticeHub's patient library stores clinical images and exercise routines. Nutshell has no clinical document concept. We download each file, re-upload it to Nutshell Files, and attach it to the corresponding Person record. Your team decides which files to keep for non-clinical reference.

Practitioners and staff members are contacts in PracticeHub but not clinical patients. We migrate them as Nutshell People with a Role custom field set to 'Practitioner' or 'Staff'. Owner resolution (which Nutshell user maps to each practitioner) uses email matching.

Referral sources and inbound enquiries stored as leads in PracticeHub transfer directly to Nutshell Leads, preserving the lead’s name, email, phone, source tag, and any custom lead‑specific attributes. We resolve the status pick‑list values against Nutshell’s lead status options during mapping, ensuring that the original lead stage is reflected accurately in the CRM without manual re‑entry.

Any custom fields on PracticeHub patient records (for example, insurance provider, emergency contact, preferred language) require pre-created custom fields in Nutshell. We inventory all custom fields during discovery, create them in Nutshell (People tab), then map values field-by-field during the load.

PracticeHub's in-app clinic messaging threads are not email-equivalent in Nutshell. We export the full thread as plain text and attach it as a Note to the relevant Person. The note header records the thread date range so context is not lost.

Completed intake forms are exported as a formatted note attached to the corresponding Nutshell Person record. Each form field label is paired with its entered value in a clear key‑value layout, allowing your team to review the full intake context directly in Nutshell without needing to refer back to the original PracticeHub system.

Payment history and billing records do not have a native CRM object in Nutshell, so we export a concise billing summary as a Note attached to the Person record. The note captures the invoice date, amount, and payment status, while your primary billing or accounting system continues to hold the authoritative financial record for audit and compliance.

PracticeHub practitioner and admin accounts are matched to Nutshell users using the email address as the unique key. Before the migration begins, any practitioner lacking a corresponding Nutshell user account is flagged for resolution; you can either create the user in Nutshell in advance or assign the records to a designated fallback owner, ensuring no data is left without a responsible user after the cutover.