Migrate from Sensei Cloud to monday CRM

Direct map. Monday Contact stores name, email, phone, address in standard fields. Sensei patient demographics (date of birth, responsible party, emergency contact) migrate as custom columns on the Contact record. Patients without an email address are flagged for manual review.

Direct map. Sensei provider accounts match to Monday Team Members by email address. Each provider becomes a Monday seat and can be assigned as Deal Owner or Contact Owner. Providers without Monday accounts are flagged so you can invite them before migration.

Sensei appointments (date, time, provider, procedure type, status) become Monday Items on a dedicated Appointments board. Each appointment becomes one item with columns for Date, Provider, Type, and Status. Original appointment timestamps are preserved in custom Date columns. This transformation maintains the chronological history of every patient visit while placing it within Monday's item-based structure where your team can track, filter, and update appointment status through board views and column changes.

Each Sensei treatment plan maps to a Monday Deal item. The plan name becomes Deal Name, planned fee becomes Deal Amount, and treatment stage (Initial, Proposed, In Progress, Completed) maps to a Monday Status column representing your deal pipeline stages.

Sensei CDT/ICD procedure codes have no Monday CRM native equivalent. We map them to a custom Text column on the Deal board called Procedure_Codes__c. Multiple codes per treatment plan are joined with commas in a single cell. This approach preserves the full code set for reference within the Deal item, allowing your team to see all associated procedures at a glance while keeping the data in a format Monday's API can write and retrieve without custom encoding.

Insurance carrier name from the Sensei patient record migrates to a custom Text column on the Monday Contact called Insurance_Carrier__c. Policy number and group number map to separate custom Text columns. This three-column structure allows your team to filter contacts by insurance carrier, sort by policy number, and run reporting on coverage types across your patient base without requiring custom formulas or integrations.

Sensei ledger entries (charges, payments, adjustments, insurance write-offs) have no Monday CRM equivalent. We export the full ledger as a structured CSV file keyed by patient ID, with columns for date, type, amount, and description. Your team uses this as a rebuild reference in Monday Docs or a separate finance board.

Sensei clinical chart notes are dental-specific and do not map to any Monday CRM field. We migrate the most recent note as a Long Text custom column (Last_Clinical_Note__c) on the Contact. Full note history is exported to CSV for reference.

Per-tooth charting data (surface-level conditions, restorations, extractions) is proprietary to Sensei's clinical model. Monday CRM has no charting equivalent. We export tooth chart data as a CSV keyed by patient ID, with a column per tooth position. This structured export format allows your team to import the data into a dedicated clinical reference board or external charting tool while preserving the granular tooth-level detail for audit and treatment planning purposes.

If your team tracks how patients found you (referral, organic, ad campaign), that field maps to a custom Text column on Contact called Referral_Source__c. Value-by-value mapping is applied where Sensei uses a pick-list. This ensures that referral source labels from Sensei transfer as exact matches into Monday, maintaining consistency in your marketing attribution data and allowing your team to create board filters and group-by views based on how patients discovered your practice.

Files attached to Sensei patient records (consent forms, imaging exports, insurance cards) are downloaded and re-uploaded as Monday Files attached to the corresponding Contact item. File size limits follow Monday's upload constraints. This approach preserves the attachment context within each patient Contact, keeping all related documents accessible from the same board view where your team manages patient information without requiring a separate document management system.