Migrate from Praktika Australia to Nutshell

Praktika patient records translate directly to Nutshell People. The patient's name, contact details, date of birth, and address fields map to the corresponding Nutshell Person fields. Clinical flags (allergies, medical history notes) migrate as custom fields on the Person record. Source system patient IDs are preserved in a custom Source_ID field for traceability.

Each Praktika practice location becomes a Nutshell Company record. The clinic name, address, phone, and website fields map directly. For multi-location DSOs, each location gets its own Company record, with the parent organization optionally linked via Nutshell's Company hierarchy if configured. This enables location-level pipeline reporting in Nutshell.

Praktika treatment plans translate to Nutshell Deals. The proposed treatment value maps to Deal Amount, and the treatment status (proposed, in-progress, completed) maps to Nutshell pipeline stage values. Multiple treatment line items may require Deal-level custom fields or notes to capture itemized work. We preserve the original treatment plan creation date and last-modified date as custom datetime fields.

Historical appointments from Praktika's Appointment Book migrate as Nutshell Activities of type 'Event'. Each appointment records the patient (linked Person), the appointment type, start/end time, practitioner, and status. This preserves the full clinical engagement history in Nutshell for client communication records.

Praktika recall records (next appointment reminders) become Nutshell Tasks or custom date fields on the Person record. We create a Next_Dental_Review__c custom date field on People to mirror recall scheduling, with the recall type (6-month checkup, perio maintenance) preserved as a custom picklist field. Active recalls generate Tasks for follow-up if the person record is open in Nutshell.

Praktika perio charting data (pocket depths, bleeding indices, recession measurements) has no native Nutshell equivalent. We create per-tooth custom fields or a structured notes field on the Person record capturing the most recent perio exam date, overall perio status (healthy, gingivitis, periodontitis), and key measurements as a text summary. Your team decides the granularity level for clinical reference.

Restorative work history (fillings, crowns, extractions, implants) from Praktika's charting module migrates as a structured custom field or long-text summary on the Nutshell Person record. We capture tooth numbers, restoration type, material, and date. This becomes a clinical reference field your front-desk and clinical staff can query in Nutshell.

Praktika invoice and payment records (including HICAPS/Tyro transaction summaries) become Nutshell Activities of type 'Note' linked to the Person record, capturing date, amount, payment method, and procedure codes. High-level financial summaries (total billed, total paid, outstanding balance) migrate as custom currency fields on the Person for commercial visibility without storing detailed billing in the CRM.

Praktika tracks how patients found the practice (referral source). This data migrates as a Referral_Source__c custom picklist field on the Person record. If your Praktika setup tracks referral campaigns, these can be mapped to Nutshell Campaigns for marketing attribution reporting. Your team configures the referral source picklist values in Nutshell before migration.

Praktika practitioner and staff records require email-based matching to Nutshell users. If a Praktika practitioner has a valid email associated with a Nutshell user account, we map ownership of their patient records accordingly. Practitioners without Nutshell user accounts get their records assigned to a fallback owner or flagged for manual reassignment. Praktika role/permission data does not migrate — Nutshell permission sets are destination-side configuration.