Migrate your Socrates data

Patient records are the primary export entity in Socrates. The demographics screen includes name, surgery date, alternative contacts, keywords, and notes. We extract all fields from the demographics window and map them to Contact or Patient objects in the destination. The notification tab email address is sourced from the main address tab during export.

Encounters (surgical or procedural events) are exported from the second and third columns separately from demographics. We join encounter records to patient records using the patient identifier that is automatically included in the encounter export. Some encounter fields may require custom field mapping.

Provider data — doctors, specialists, and staff — is implicitly included in encounter records and scheduling exports. Where Socrates stores provider names as standalone fields, we extract and normalize them into a Provider or User object in the destination.

Appointment scheduling is referenced in user reviews as a live scheduling feature for tracking agent status. We extract scheduling records as Activities or Calendar entries. The scheduling data is tied to providers via the identifier field included in the scheduling export.

Insurance details are part of the patient demographics export. We separate insurance-related fields (carrier, policy number, group number) into a mapped Insurance or Billing object where the destination CRM supports it.

Treatment plans are procedural or clinical documents that may appear in the surgical fields export. We preserve them as structured records or long-text custom fields, depending on the destination schema. Custom export options allow selective inclusion.

Notes sections from the patient demographics window export as free-text fields. These map directly to Notes or Description fields in most CRM systems. We preserve the full text content and associate it with the parent patient record.

Documents attached to patient records are included in the export where they appear in the demographics screen. We handle file attachments as linked document records, preserving filename and association to the patient.

Patient keywords and any custom fields visible in the demographics screen export as distinct columns. We map these to custom Contact or Patient properties in the destination, using the Socrates field label as the default name and requiring confirmation of intent before creating new custom fields.

Socrates allows filtered exports by provider, study group, or implant type. We handle these as segmented record sets and can migrate partial subsets or the full dataset based on the customer's scoping selection. Subset filters must be applied in Socrates before export and are respected during import mapping.