CRM - Migration Logic

During CRM migration, existing records from the Patients module will be analyzed and automatically assigned to the appropriate CRM category based on their source, activity history, and relationship with the practice.

Current Category	Migration Criteria	CRM Category After Migration
Patients	Patient exists in EHR/PMS	Patient
Patients	Marked as Lead in Call Tracking	Lead
Patients	Source = Call Tracking and no actions have been performed	Unrecognized Contact
Patients	Source = Engage (SMS) and no actions have been performed	Unrecognized Contact
Patients	Source = Patient Module and no actions have been performed	Lead
Patients	Source = Patient Forms and no actions have been performed	Lead
Patients	Source = Practice Analytics and no actions have been performed	Lead
Patients	Source is Call Tracking or Engage and one or more actions have been performed	Lead

Records will remain as Patients when they exist in the EHR/PMS and represent actual patient records.

Records will be migrated as Leads when they represent prospective patients who:

Were identified through Call Tracking
Originated from Patient Forms
Originated from Practice Analytics
Originated from the Patient Module but never became EHR patients
Have engagement history or actions indicating patient interest but are not EHR patients

Records will be migrated as Unrecognized Contacts when:

They originated from SMS conversations or Call Tracking
No meaningful actions have been performed
There is insufficient information to determine whether they are a Patient, Lead, or Contact

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