Migrate from The Clinic Place to monday CRM

The Clinic Place patient records contain name, email, phone, address, insurance info, and clinical notes in one structured object. We split this into a Monday CRM Contact (name, email, phone, address properties) and an Item on a Contacts board that holds insurance details and practice-specific columns. The primary contact ID is preserved for traceability.

The Clinic Place appointments store practitioner, patient link, date/time, duration, type, status, and notes. We map these to Monday CRM Items on a dedicated Appointments board using date and timeline columns for scheduling, a status column matching appointment states, and a people column linking to the Contact Item. Practitioner assignment becomes a people column or text column.

Invoice records with line items, totals, payment status, and due dates do not have a native Monday CRM equivalent. We split invoice data into a separate Invoices board (Items with number columns for amounts, dropdown for payment status, date column for due date) or map invoice amounts to deal properties on a Deals board. Payment history is preserved as a subitem or linked Items on the same board.

Clinical notes in The Clinic Place are rich-text or structured text entries attached to patient records. We migrate these as text or long-text columns on the Contact Item, as subitems with note bodies, or as file attachments if the source exports them as documents. Original timestamps and author attribution are preserved as metadata columns.

Insurance carrier, policy number, group number, and coverage type map as text and dropdown columns on the Contact Item in Monday CRM. These do not require transformation — they map directly as custom property columns on the Contacts board once configured.

Staff member names, roles, and contact details map to Monday CRM people column entities. Monday's people columns pull from account members — we recommend creating Monday user accounts for each practitioner before migration so appointment Items can link to the correct people column.

Payment records with amount, date, method, and reference map to Items on a Payments board linked to the parent Invoice Item, or as a status column update on the Invoice Item itself. We map payment method to a dropdown column and reference number to a text column.

File attachments (insurance cards, intake forms, treatment plans) stored in The Clinic Place download as files and re-upload to Monday CRM's file column on the relevant Contact Item. Monday's file column supports images, PDFs, and documents up to the plan's storage limit.

Any custom fields defined in The Clinic Place (specialty codes, referral sources, treatment plans, custom flags) require corresponding custom columns in Monday CRM. We pre-configure these columns before migration so data loads into the correct properties. Custom field types (dropdown, text, number, date) map to Monday's equivalent column types.

The Clinic Place workflow rules — appointment reminders, status notifications, patient follow-up triggers — have no direct Monday CRM equivalent. We export workflow definitions as a text specification for your Monday admin to rebuild as Workflow recipes. Monday's automation builder supports triggers on Item changes, time-based actions, and integrations with connected apps.