Migrate from Pulse Digital Clinic to Salesforce Sales Cloud

Pulse patient records map directly to Salesforce Contact. We preserve the original patient_id as Source_System_ID__c for traceability. Contact's AccountId is set by resolving the patient's primary referring organization to an Account record. Patients without a referring org are attached to a default 'Self-Pay' Account.

Pulse patients flagged as 'Prospect' or 'Inquiry' status route to Salesforce Lead. Active or discharged patients map to Contact. The split is determined by the patient.status field value at migration time — any value not matching active/former patient patterns defaults to Lead for follow-up outreach.

Pulse stores referring physician and clinic organization data in patient records. We extract unique organization values and create Salesforce Account records before Contact migration. Account.Industry is set to 'Healthcare' and Account.Type captures the organization role (referral source, partner clinic, hospital).

Pulse appointment records map to Salesforce Event with WhoId (Contact) and WhatId (Account) populated. Physician assignment maps to Event.OwnerId by email match against Salesforce Users. Original appointment type (consultation, procedure, follow-up) is preserved in a custom Event.Type__c field. All-day appointments use Event.IsAllDayEvent flag.

Pulse prescription records (medication, dosage, prescriber, patient, date) map to a custom Prescription__c object. Medication name, dosage, frequency, and instructions become custom text fields. Prescriber resolves to a Contact lookup. Linking prescription to patient uses Prescription__c.Patient__c (Contact lookup). HIPAA field-level encryption is enabled on medication and diagnosis fields.

Pulse clinical notes and diagnoses map to a custom Clinical_Note__c object with fields for note_type, chief_complaint, diagnosis_code, notes_body, and note_date. Patient__c (Contact lookup) links each note to the patient. Diagnosis codes are preserved as ICD-10 strings in Diagnosis_Code__c for reporting continuity.

Pulse invoice records map to a custom Invoice__c object. Invoice_Number__c, Amount__c, Status__c (picklist: Pending, Paid, Overdue, Written Off), and Due_Date__c are created as custom fields. Patient__c (Contact lookup) links the invoice. Line items are stored as a custom related object (Invoice_Line_Item__c) or as a multi-select text field depending on record complexity.

Pulse payment records map to a custom Payment__c object linked to Invoice__c via Invoice__c lookup. Payment_Amount__c, Payment_Date__c, Payment_Method__c (cash, card, insurance, plan), and Payment_Status__c are custom fields. Payment__c records maintain referential integrity with Invoice__c so Salesforce reports can show invoice aging accurately.

Pulse campaign records map directly to Salesforce Campaign objects, preserving campaign metadata across both platforms. Campaign.Name, Campaign.Type, Campaign.Status, Campaign.StartDate, and Campaign.EndDate fields map directly without transformation. Campaign.Member_Status defaults to 'Responded' for patients already contacted in Pulse. Engagement metrics including opens, clicks, and response rates from Pulse are mapped to Salesforce Campaign.TotalOpportunities, Campaign.TotalConvertedLeads, and Campaign.BudgetedCost for reporting parity and historical analysis.

Pulse patient-to-campaign associations map to Salesforce CampaignMember records linked by CampaignId and ContactId. Each CampaignMember record represents a single patient enrolled in a specific outreach campaign, with the ContactId resolved from the corresponding patient record. CampaignMember.Status captures response tracking values including Sent, Opened, Clicked, Responded, and Opted Out. Unsubscribed patients from Pulse campaigns are flagged via a custom Has_Unsubscribed__c boolean field on the Contact record for compliance with communication preferences.

Pulse physician and provider records are mapped to Salesforce Users by email match. We use User.Email to resolve the lookup. If a physician has no Salesforce User, their records are assigned to a fallback User (Practice Manager) and flagged in the migration report for manual User creation before go-live.

Pulse insurance data including payer name, policy number, group number, coverage percentage, and effective dates maps to a custom Insurance__c object linked to Contact via Patient__c lookup. Fields include Payer_Name__c (text), Policy_Number__c (text), Group_Number__c (text), Coverage_Percentage__c (number), and Effective_Date__c (date). Insurance records are critical for invoice-to-payment reconciliation in the custom billing model, supporting insurance claim tracking and payment allocation workflows within Salesforce Reports.