Importing patients info into an existing OD database

[Mifa]

We are buying another dentist's practice and merging it into our own. They are using CTRL, a Canadian PMS, we're using OD. I want to import their patients in OD and tag them as being from this clinic. I strongly doubt I will be able to get an HL7 formatted XML file from CTRL. At best, it's gonna be a text file. I was thinking of using the import function in Navicat (and import the patients' data in a duplicate of our database first to avoid messing up the production DB of course). I would appreciate your help on how I should proceed to get it right and avoid corrupting the database:

• 1. What are the mandatory fields in the patient table,?
  2. I'm not planning to import any information about insurance or treatments, do I need to update any other table?
  3. After importing the patients in OD and having a patnum assigned to each of them, I would like to import the patient's current balance: in Navicat, I was planning to generate a table, using the adjustment table format, with positive adjustments for the amount of the current balance and append it to the existing adjustment table, would that work?

Thanks!

[medicusjim]

Hello,

Using Navicat or MySQL Query Browser, or even a dos connection to the MySql Database, you can issue a "desc patient" command to see the required fields. For any of the required FK values, use the OD documentation to figure out what values you need: (http://opendental.com/OpenDentalDocumen ... ml#patient). However you end up doing your import, definitely do it to a backup database until you are confident everything is correct.

Another thing to keep in mind is the Guarantor field. It's an FK back to patient.patnum. You'll need to insert all the guarantor records first to generate patnum PK values, then all dependent records using the corresponding patnum values. Or, insert them all then go back and update the child records.

Best of luck,

-Jim

[jordansparks]

In addition to the guarantor, you need to set the BillingType and the PriProv. It's a service our conversion team can do for you.

[caringdentists]

I'm trying to import from OD database 1 patient and transactions to a separate OD database 2 using Navicat. ( I tried "replication" before, but it was way to scary)
What tables do I need to include on Data Syncronization?
Should it be a "insert and update" only (dont' include "delete") ?

Perhaps there's a better way to export and import from OD to OD. I'm on version 15.1

Thanks

[jsalmon]

We do database merges for customers all the time: http://www.opendental.com/manual/conversionsmerge.html

http://www.opendental.com/manual/conversions.html