Migrate from Praktika Australia to Zoho CRM

Praktika patient records map directly to Zoho CRM Contacts. Patient demographics (name, DOB, address, contact details) become Contact fields. Clinical data that has no CRM equivalent (tooth charting, medical history, allergies) is stored in custom fields on the Contact record or in a linked custom dental module.

Each Praktika appointment becomes a Zoho CRM Task or Event record. The appointment date, time, duration, and practitioner map to Task fields. Appointment type (check-up, scale and clean, root canal) becomes a custom pick-list field. The treating practitioner resolves against Zoho CRM users by email match.

Business patients stored as companies in Praktika map to Zoho CRM Accounts. Company name, ABN, and address map directly. Corporate health fund details stored in Praktika map to custom fields on the Account record. If a company has multiple locations, each location can be represented as a separate Account or linked via the Parent Account field to maintain hierarchy.

Praktika treatment plans contain procedure codes, item numbers, fee estimates, and acceptance status. These do not map to a native Zoho CRM object. We create a custom Treatment Plans module (Enterprise/Ultimate) or store as Notes on the Contact record, preserving procedure descriptions and fee totals for reference.

Praktika quotes with itemised procedures and totals map to Zoho CRM Deals. The deal name references the patient, the amount equals the quoted fee, and deal stage reflects acceptance status (Quoted → Accepted → Invoiced). If Zoho Quotes add-on is active, quotes map to that module instead.

Periodontal charting records — six-point probing depths per tooth, bleeding on probing, recession — have no CRM equivalent. We create a custom Perio_Charting custom module with a lookup to the Contact record and fields for charting date, tooth number, site (mesial/mid/distal), and each clinical measurement.

Praktika billing records (itemised fees, health fund rebates, patient out-of-pocket, payment date, payment method) are merged into a set of custom fields on the Zoho Contact record rather than a separate module. HICAPS transaction flags, Tyro terminal references, and outstanding balance are stored as custom fields.

Praktika recalls (6-month check-up, annual x-ray) become Zoho CRM Tasks with the recall interval as the due date. A custom field Recall_Type__c identifies whether it is a hygiene recall, a specialist referral, or a treatment review. Recurring task automation is set up in Zoho post-migration.

Praktika practitioner records (dentist name, specialisation, provider number) are mapped by email match against Zoho CRM users. Unmatched practitioners are stored as a custom Practitioners custom module or as a custom pick-list on Tasks. This is critical for appointment mapping to resolve the Task owner.

Praktika file attachments on patient records (consent forms, referral letters, photos) are re-uploaded to Zoho CRM Attachments linked to the Contact record. JPEG, PNG, PDF, and TIFF formats migrate directly. DICOM and proprietary dental imaging formats require manual re-upload after migration.

Praktika health fund membership details (fund name, membership number, dependents, annual limits remaining) map to custom fields on the Contact record. Each fund name becomes a value in a Health_Fund__c pick-list, mapped from Praktika's fund codes. If a patient belongs to multiple health funds, additional custom fields can capture secondary fund details, ensuring complete billing visibility.

Praktika's sterilisation tracking and infection control logs are clinical compliance records with no CRM equivalent in Zoho CRM. These are exported as a CSV reference file for manual storage in a compliance system or as a PDF export from Praktika before the migration cutover.