Data migration moves your existing patient records, appointments, financial history, and clinical documentation from your previous practice management system into Suno before your go-live date. Read this article before doing anything — it covers what migration includes, what it does not include, and where to find your system-specific guide.
What migration does
Your onboarding team migrates your historical data before your go-live date. This is a one-time process — after go-live, all new records are created directly in Suno.
Migration covers the following data categories across all supported systems:
Patients — demographics, contact information, status, and preferences
Appointments — full appointment history and schedule blocks
Products — your complete product catalog across all types
Devices — hearing aids dispensed to patients
Financial records — invoices, payments, adjustments, and refunds
Clinical documentation — chart notes and patient notes
Insurance policies — coverage details linked to patients
Staff — names, roles, and credentials
Administrative data — referring physicians, referral sources, and appointment types
What migration does not include
The following data cannot be migrated regardless of system:
Staff passwords — every staff member sets a new Suno password via an invite email before go-live
System configuration — workflow settings, custom form layouts, and report templates are not transferred; your onboarding specialist configures Suno to match your practice before go-live
Hearing aid programming data — fitting software files (e.g., Noah files) are outside migration scope
Insurance claim submission history — ERA/EOB files and clearinghouse records are not migrated
Custom report definitions — reports built in your previous system are not transferred
Deleted records — records deleted or archived before your export date are not migrated
Email and communication history — appointment reminders and marketing campaigns are not migrated
Before migration begins
Complete the following before your scheduled migration date:
Export your data from your current system — your onboarding specialist will guide you through this.
Confirm staff email addresses are current — these are used to create Suno accounts.
Confirm your clinic names — let your specialist know if clinic names in your current system differ from what is set up in Suno.
Notify your team — staff will receive a Suno invite to set up their account; passwords do not transfer.
Find your system-specific guide
Select the guide that matches your previous practice management system for a full breakdown of what is and is not migrated from that system.
Previous system | Guide |
CounselEAR | Data migration: migrating from CounselEAR |
Sycle OMS | Data migration: migrating from Sycle |
HearForm | Data migration: migrating from HearForm |
Blueprint | Data migration: migrating from Blueprint |
Still need help?
If you are unsure which guide applies to your clinic, or have questions about what will or will not be migrated, contact Suno Support with your clinic name and your previous system name and we'll be happy to help.