Migrate from Praktika Australia to Odoo CRM

Praktika patient records map directly to Odoo res.partner. Patient name, date of birth, address, phone, email, and Medicare/DVA details transfer as standard res.partner fields. Clinical notes, perio charting, and restorative charting data require Odoo custom fields or PDF attachment re-hosting. The original Praktika patient ID is preserved as a custom field for reconciliation.

Praktika appointments map to Odoo calendar.event records with the patient res.partner linked as an attendee. Appointment operator, operatory, procedure codes, and status (confirmed, completed, cancelled) transfer as custom fields on the calendar event. Original appointment timestamps preserved in event start_date.

Praktika treatment plans with itemized procedure codes and fees map to Odoo sale.order (quotations). Each treatment line becomes an order line with the dental procedure code as product reference and the quoted fee as the price unit. The sale.order is linked to the patient res.partner as customer.

Praktika quotes are directly equivalent to Odoo sale.order records in quotation state. Quote number, patient link, line items, totals, and expiry date all map to the corresponding Odoo fields. Accepted quotes convert to sale orders in Odoo; rejected quotes remain in cancelled or draft state.

Praktika patient statements and payment records map to Odoo account.move (invoices and payments). The patient res.partner is the invoice customer. HICAPS and Tyro claim records map as partial payments against the account.move. Provider payment records require a custom field on account.move or a separate Odoo custom object.

Praktika recall intervals (e.g., 6-month hygiene recall) map to Odoo mail.activity records scheduled at the recall date and linked to the patient res.partner. The recall type (hygiene, checkup, x-ray) and provider assignment transfer as activity custom fields. Completed recalls close the activity.

Praktika SMS and email communication logs against patient records migrate as Odoo mail.message records linked to the res.partner. Original send timestamp, direction (inbound/outbound), and full message content transfer across. Large-volume communication logs use CSV bulk import via Odoo's base_import module for efficient processing.

Praktika perio charting (tooth-by-tooth pocket depths, bleeding points, recession) has no native Odoo equivalent. We export perio chart data as a structured PDF or CSV and re-attach it to the patient res.partner as an ir.attachment. For practices needing searchable perio data, we create custom fields on res.partner and map individual charting values.

Praktika restorative charting (existing restorations, missing teeth, crowns, fillings by tooth surface) has no Odoo CRM equivalent. We export the restorative chart as a PDF and attach it to the patient res.partner. Surface-level restoration data can be mapped to custom fields on res.partner if structured data accessibility is required post-migration.

Patient intake forms, consent documents, medical history forms, and practice-specific questionnaires stored in Praktika migrate as ir.attachment records linked to the corresponding res.partner. Original upload timestamps and file metadata are preserved in the attachment record's create_date and db_datas fields.

Praktika fee schedules (procedure codes and associated fees) require Odoo product records. Each dental procedure code becomes a product.template in Odoo with the fee as list_price and the ADA code stored in a custom field. Practices with complex fee schedules per provider or health fund may need multiple price lists in Odoo.

Praktika's HICAPS EasyClaim and Tyro Health Claims integrations are Australian-specific payment constructs with no Odoo native equivalent. Claiming workflows must be rebuilt using Odoo Studio or a third-party Australian health claiming app. Historical claim records migrate as account.move partial payments for audit continuity.