Migrate from Quanum Practice Management to monday CRM

Quanum patient demographics (name, DOB, contact info, emergency contact) map directly to Monday CRM contacts. Insurance carrier, group number, and subscriber ID are stored as custom columns since Monday has no native insurance field type. HIPAA-required fields like MRN (Medical Record Number) are preserved as a custom text column.

Quanum insurance records with payer name, plan type, effective dates, and coverage percentages are flattened into custom columns on the patient contact record in Monday CRM. Primary and secondary insurance are tracked as separate column groups. Payer IDs are stored as text for reference during billing rebuilds.

Quanum appointments with provider, date/time, visit type, duration, and status map to Monday CRM items on a scheduling board. Each item represents one appointment. The board's status column mirrors appointment statuses (Scheduled, Confirmed, Checked-In, No-Show, Completed, Cancelled). Provider assignment uses a people column linking to Monday users.

Quanum encounter diagnosis codes (ICD-10-CM) are stored as a multi-select or text column on the appointment item in Monday CRM. Primary and secondary diagnoses are tracked in separate columns. Code descriptions are stored alongside code numbers for reference without requiring external lookups.

Quanum encounter procedure codes (CPT) map to a custom column on appointment items in Monday CRM. Multiple procedures per encounter are stored as comma-separated values or in a linked subitems board where each subitem represents one procedure with CPT code, description, and modifier fields.

Quanum clinical encounter notes cannot be fully migrated to Monday CRM's activity model. We preserve note text as Item updates or document attachments, but clinical documentation workflows must be rebuilt using Monday's doc collaboration features or external EHR integrations post-migration.

Quanum billing claims with charge amounts, payer, submission date, adjudication status, and payment amounts are migrated as items on a dedicated billing board. Each item links to the original patient contact and appointment item. Claim status (Submitted, Pending, Denied, Paid, Partial) maps to Monday status columns with payer-specific custom fields.

Quanum payment records including payment date, amount, payment method, and adjustment codes become subitems on billing claim items in Monday CRM. Each payment subitem tracks one transaction linked to the parent claim. Adjustment reason codes are stored as text columns for billing team reference.

Quanum lab orders with test codes (LOINC), specimen type, ordering provider, and result status are migrated as items on a lab tracking board in Monday CRM. Result values and reference ranges are stored as custom columns. Quest lab integration must be rebuilt as an automation recipe or external integration post-migration.

Quanum provider and staff records with NPI, credentials, specialty, and contact information are matched by email to Monday CRM users. Unmatched staff are flagged for Monday admin onboarding before appointment migration. Provider scheduling assignments map to the people column on appointment items.

Quanum document attachments (patient forms, consent documents, clinical images) are downloaded and re-uploaded as Monday file attachments on the relevant contact or appointment item. File size limits apply per Monday's storage tiers. PDF and image formats are preserved; executable files are excluded per Monday's security policy.

Quanum allergy records split into two destinations: critical allergies migrate as custom columns on the patient contact for quick visibility; full medication lists with dosage, frequency, and prescriber details migrate as items on a linked medications board with a contact link back to the patient.