Migrate from Praktika Australia to Salesforce Sales Cloud

Praktika patient demographics (name, DOB, address, phone, email, emergency contact, insurance details, and referring provider) map directly to corresponding Salesforce Contact fields. The primary practice association migrates as a Contact.AccountId lookup to link patients to their dental practice. We store the Praktika patient ID as Source_System_ID__c on the Contact record for delta-run de-duplication, traceability back to the source system, and reliable matching during incremental data loads.

Praktika stores practice or corporate entity information on the patient file rather than a separate organisation object. We extract the primary practice name and address and create a Salesforce Account record per unique practice. Patient records link to the Account via Contact.AccountId.

Praktika practitioners (dentists, hygienists, specialists) do not have a direct Salesforce equivalent. We treat practitioners as Contacts with a Contact.Type = 'Practitioner' classification and store the Praktika practitioner ID, provider number, and HICAPS provider ID as custom fields on the Contact record for reference.

Praktika's dedicated appointment object (date, time, duration, type, status, provider, recurrence flags) converts to Salesforce Event. Appointment type, provider name, status, and recurrence details store as custom fields on the Event since Salesforce Events do not have native appointment type or provider lookup fields. Praktika recurrence patterns migrate as custom text flags for Flow-based recreation.

Praktika treatment plans (plan name, description, clinical notes, tooth reference, estimated cost, start date, status) have no Salesforce standard object. We create a Treatment_Plan__c custom object with a lookup to Contact and store plan name, description, status, estimated cost, and start date as custom fields. Approval history and itemised procedure codes migrate as long-textarea fields.

Praktika clinical notes (note body, type, created date, created by provider) migrate as Salesforce Notes (or ContentNote for rich-text content). We preserve the original created date as a custom Original_Create_Date__c field since Salesforce sets CreatedDate at insert time. Note type (Progress Note, Consultation Note, etc.) stores as a custom field on the Note.

Praktika's perio pocket measurements (BPE scores per tooth, sulcus depths) and restorative charting (surfaces treated, material used) have no Salesforce standard object or field. We store perio summary scores and charting text as custom Long Text Area fields on Contact (e.g., Perio_Charting_Data__c, Restorative_Charting_Data__c). Each charting snapshot is time-stamped and linked to the provider who recorded it.

Praktika invoices (invoice number, date, total amount, balance outstanding, payment status) map to Salesforce Opportunity at StageName = 'Closed Won'. Invoice number becomes the Opportunity Name; total amount maps to Amount; outstanding balance and HICAPS/Tyro payment terminal reference store as custom fields. The Opportunity CloseDate reflects the invoice date.

Praktika individual payment transactions (payment date, amount, method, HICAPS/Tyro terminal reference, linked invoice) require a custom Payment__c object with a lookup to the Opportunity representing the invoice. This is necessary when multiple partial payments exist against a single invoice. We preserve the payment method (cash, card, HICAPS, Tyro) as a picklist value on the custom object.

Praktika SMS recall reminders and patient communication logs (message content, direction, timestamp, status) map to Salesforce Task with Type = 'SMS'. Since Salesforce does not have a native SMS object, we store the message body in Task.Description, direction in Task.Status, and Praktika message ID as a custom field. High-volume SMS history may require a custom Communication_Log__c object for auditability.

Praktika stores patient health fund name, policy number, group number, and coverage percentage on the patient file. Salesforce has no standard insurance object. We create Insurance_Carrier__c, Insurance_Policy_Number__c, Insurance_Group_Number__c, and Insurance_Coverage_Pct__c as custom fields on Contact to preserve this reference data.

Praktika recall intervals (e.g., '6-month hygiene recall', 'annual review') do not have a direct Salesforce equivalent. We store the last recall date and recall interval as custom fields on Contact (Last_Recall_Date__c, Recall_Interval_Months__c) and document the recall logic for rebuilding as Salesforce Flow or Flow-based campaign members.