Migrate from Zedmed to Nutshell

Zedmed patient demographics — name, date of birth, address, phone, email — map directly to Nutshell Person fields. A patient with an active billing account also gets a linked Company record for the billing address or health fund. Patients without email are flagged for manual enrichment post-migration.

When a Zedmed patient has a health fund, employer, or third-party billing entity stored as a related contact, FlitStack merges those relationships into a single Nutshell Company record. Multiple patients linked to the same employer map as separate Person records sharing one CompanyId.

Zedmed appointment records — date, time, practitioner, appointment type, status (attended, no-show, cancelled) — migrate as Nutshell Tasks or Events. Appointment type becomes the Task subject; status is preserved in a custom field. Original timestamps and practitioner owner are carried over.

Clinical notes, prescribing data, and clinical templates stored in Zedmed have no CRM equivalent in Nutshell. FlitStack extracts note text as Activity Notes with original dates and flags them as clinical source records. The actual clinical content is preserved as reference text, not as structured CRM data.

Prescription details and referral letters in Zedmed migrate as Activity Notes on the Patient Person record. Referral practitioner name and specialty are mapped to a custom field for potential Lead creation if the referral source is a commercial contact.

Zedmed payer configuration — Medicare, DVA, Health Fund, WorkCover, Motor Vehicle, private billing levels — cannot map to a native Nutshell object. Each payer type becomes a custom pick-list or text field on the Person record. P1/P2/P3 private fee levels migrate as separate custom fields.

For practices migrating billing history, MBS item numbers associated with past appointments become custom fields on Activity records. This preserves billing context in Nutshell without creating a separate medical billing module.

Referral source contacts in Zedmed — specialists, allied health providers — that are tracked as separate practitioner records map to Nutshell Leads. If a referrer has a commercial relationship with the practice, they are promoted to a Person/Company relationship post-migration.

Zedmed invoice records — total billed amount, Medicare rebate, patient out-of-pocket, payment status — map to Nutshell Deals as financial records. Invoice number becomes the Deal name. Outstanding balance becomes a custom currency field. Closed invoices map as Won Deals; outstanding invoices remain in the applicable pipeline stage.

Zedmed practitioner and staff accounts resolve to Nutshell Users by email match. Practitioners who also have a clinical contact in Zedmed get both a User account and a Person record. Staff without email are assigned to a fallback Owner.

Zedmed Clinical WP Templates are document-generation configurations with merge fields tied to Zedmed's clinical data model. They have no Nutshell equivalent and do not migrate. We export template definitions as a reference document for rebuilding in Nutshell's custom field and document workflow setup.

Zedmed's third-party integrations — Tyro terminal integration, HealthLink Secure Messaging, HotDoc online booking — are platform-specific and do not migrate to Nutshell. These must be reconfigured independently. We document the current integration endpoints and credential scopes as part of the migration handover.