Migrate from The Clinic Place to Nutshell

Patient demographics (name, date of birth, contact details, insurance) map directly to Nutshell Person fields. Medical record number and patient status migrate as custom text fields on the Person record for reference. The mapping also includes mapping the patient's primary phone to the Nutshell phone field and any secondary email to a custom field, ensuring all contact points are preserved.

Clinic name, address, phone, website, and specialty map to Nutshell Company fields. Accepted insurance plans and facility type migrate as custom text fields. Each patient record links to its primary clinic Company via the Person.关联. If the clinic operates multiple specialties, each specialty can be stored as a separate custom picklist field on the Company record to preserve detailed service offerings.

Appointments become Nutshell Deals. Appointment date maps to Deal closeDate, appointment type becomes Deal name, and appointment status (Scheduled, Completed, Cancelled) maps to Deal stage via value mapping. Provider and location become custom fields. The original appointment ID is stored in a custom text field on the Deal for traceability, and any recurrence patterns are documented as a separate custom field to support future scheduling rebuilds.

The Clinic Place appointment statuses map to Nutshell Deal stages: Scheduled → 'New' or a custom 'Appointment Scheduled' stage; In Progress → a stage of your choosing; Completed → 'Won'; Cancelled → 'Lost'. The stage value map is configured before migration.

Invoice amounts, payer, and status become custom number and text fields on the Person or associated Deal. Nutshell has no native invoice object, so billing data is preserved as structured custom fields rather than a standalone entity. Each invoice line item can be represented as a separate custom text field or as a delimited string stored in a long-text field, depending on your reporting needs.

Clinical encounter notes (note body, date, author) become Nutshell Notes attached to the corresponding Person record. The author resolves to a Nutshell user by email match. Long-form clinical notes may be truncated to fit Nutshell's Note body limits — a custom field on the Person stores the full text if needed.

The Clinic Place custom fields (e.g., insurance carrier, referral source, treatment plan, allergies, consent flags) map 1:1 to Nutshell custom text or pick-list fields on the corresponding entity type. Nutshell supports custom fields on Person, Company, Lead, and Deal. During the audit, we verify the field type compatibility and create any missing custom fields in Nutshell before the migration run to avoid data loss.

The Clinic Place supports a primary patient-clinic association. We map this as the primary Company link on the Person record. Secondary clinic associations surface as Account Relations in Nutshell, or collapse to the primary if the relationship is 1:N rather than N:N.

The Clinic Place staff and provider records resolve to Nutshell users by email address. Unmatched staff are flagged before migration — your team either creates their Nutshell account first or assigns records to a fallback owner. We also capture the staff role (e.g., physician, nurse, administrative) as a custom text field on the Nutshell user record to preserve organizational context after the migration.

Patient attachments (lab results, consent forms, imaging references) re-upload to Nutshell Files linked to the corresponding Person record. File size limits apply per Nutshell's storage policy. We preserve original filenames and download URLs for re-hosting. If any file exceeds Nutshell's size cap, we store a link to the original file in a custom URL field and retain the file in a separate cloud storage bucket for retrieval.

New patient inquiries and lead-type records from The Clinic Place migrate as Nutshell Leads with their original source, status, and owner preserved. Inquiry type and referring doctor map to custom text fields on the Lead. We also map the original lead creation date to a custom datetime field on the Lead to maintain historical context for sales reporting and follow-up timing.

The Clinic Place record IDs are stored in a custom text field (Source_Record_ID__c equivalent) on each Nutshell record for traceability and delta-run de-duplication. Original create dates migrate as custom datetime fields since Nutshell CreatedDate reflects migration time. We also log the last modified timestamp from The Clinic Place as a custom datetime field to preserve the record's last update history in Nutshell.