Migrate from The Clinic Place to Salesforce Sales Cloud

The Clinic Place Patient records map to Salesforce Contacts with a stub Account created per patient (person-account model not used by default). The pseudo-Account holds demographic data that would otherwise sit on an Organization-level Account, allowing each patient to have their own Account parent. Primary insurance stored on a custom Insurance__c object linked to Contact.

Appointment date, time, duration, status, and room/queue fields map to Salesforce Event StartDateTime, EndDateTime, Status__c (custom pick-list), and Location fields. The ContactId on Event links to the patient. Provider (WhoId) links to the provider Contact record. Appointment type stored as Event Type or a custom Type__c pick-list.

Provider records with name, specialty, license number, and credentials migrate as Salesforce Contacts with a custom Provider__c checkbox set to true and a Specialty__c custom pick-list preserving the specialty value. Provider-to-appointment linking uses the WhoId on the Event object. User licenses are assigned separately if the provider will use Salesforce as a CRM user.

The Clinic Place diagnoses have ICD codes, description, onset date, and status. Migrated as a custom object Diagnosis__c with a lookup to Contact. Fields include DiagnosisCode__c (text), Description__c, OnsetDate__c, Status__c (Active/Resolved), and SourceSystemID__c for traceability. ICD-10 code format preserved as text.

Prescription records are migrated into a custom Prescription__c object linked to the patient Contact. The object includes MedicationName__c, Dosage__c (with unit), Frequency__c, PrescribingProvider__c (a Contact lookup to the provider), StartDate__c, EndDate__c, RefillsRemaining__c, and a Status__c pick-list that distinguishes Active versus Inactive prescriptions. Each prescription preserves the source system ID for traceability and allows reporting on medication adherence and refill schedules within Salesforce.

Free-text clinical notes from The Clinic Place are converted to Salesforce ContentNote (the modern rich-text note object). For structured chart note fields, a custom ClinicalNote__c object stores NoteType__c, NoteDate__c, CreatedBy__c (provider Contact lookup), and a ContentNoteId__c linking back to the rich text body. Rich text formatting is preserved; embedded images are downloaded and attached as Salesforce Files.

Insurance carrier, policy number, group number, subscriber relationship, coverage start and end dates, and termination status migrate as a custom Insurance__c object linked to the patient Contact. Fields include CarrierName__c, PolicyNumber__c, GroupNumber__c, SubscriberRelationship__c (Self/Spouse/Child/Other), CoverageStart__c, CoverageEnd__c, SourceSystemID__c, and a Status__c pick-list that reflects Active versus Terminated coverage. The object enables your team to query coverage eligibility, track renewal dates, and integrate with verification workflows directly in Salesforce.

Outstanding balances and billing history migrate as a custom Invoice__c object with a Contact lookup. For practices that bill per encounter or procedure, Encounter__c records can link to Opportunities representing revenue events. Salesforce Billing (a separate paid product) handles invoicing workflows post-migration; historical invoice data is preserved in Invoice__c for reference.

File attachments stored in The Clinic Place — such as consent forms, imaging referrals, and lab results — are downloaded and re-uploaded as Salesforce Files (ContentDocument/ContentVersion model). Linked to the relevant Contact record via ContentDocumentLink. File size limits of 25MB per Salesforce file apply.

Any custom fields defined in The Clinic Place that do not map to standard Salesforce fields are created as custom fields (suffix __c) on the appropriate object. Each custom field requires a data type decision (text, pick-list, date, number) and value mapping where the source pick-list values differ from Salesforce pick-list values. A field mapping plan is delivered before migration runs.