Migrating from CounselEAR moves your patient records, appointments, financial history, and clinical documentation into Suno before your go-live date. This guide covers exactly what is and is not migrated, and what you need to do to prepare.
What we migrate
Staff
Names, email addresses, roles, titles, NPI numbers, and license numbers
Provider type mapped to the equivalent Suno permission group
Patients
Demographics — name, date of birth, preferred name, sex, title, suffix
Contact information — up to three phone numbers, up to three email addresses, and primary address
Patient status (
Active,Inactive,Prospect)Marital status, employment status, employer, and employee ID
HIPAA notice signed date
Preferred provider and preferred clinic
Referring physician and primary care physician
Referral source and sub-referral source
Language, ethnicity, and race
Do-not-call, do-not-text, and do-not-email flags per contact method
Patient tags, patient alerts (migrated as notes), patient photos, and patient documents
Appointments
Date, time, duration, clinic, assigned staff, and appointment type
Appointment status, companion details, referral source, and notes
Schedule blocks (closed, lunch, out-of-office), if requested
Products and pricing
Product type | What is included |
Hearing aids | Model, manufacturer, style, technology level, retail price, cost, warranty, loss and damage warranty, CPT code, active status |
Batteries | Description, size, retail price, cost, CPT code, active status |
Accessories | Description, manufacturer, retail price, cost, CPT code, active status |
Earmolds | Description, retail price, warranty, active status |
Services | Description, retail price, CPT code, active status |
Fees | Description, retail price, CPT code, active status |
Supplies | Description, retail price, cost, CPT code, active status |
Repairs | Description, retail price, cost, CPT code, active status |
Dispensed devices
Device type, model, manufacturer, style, technology, serial number, ear, and color
Purchase date, fitting date, warranty dates, and battery club enrollment
Clinic inventory
Loaner devices and clinic stock (demonstration and retail inventory)
Financial records
Invoices — date, clinic, provider, status, and totals
Line items — products and services, including discounts, adjustments, and write-offs
Payments — date, method, amount, and card details
Refunds and insurance adjustments
Note: If your practice uses QuickBooks, financial migration data will need to be synced to QuickBooks separately after go-live. Your onboarding specialist will coordinate this.
Clinical documentation
Chart notes — including audiogram results (PTA, SII, severity, configuration), history, results, recommendations, and clinician notes
Patient notes with original creation date and author
Insurance and authorizations
Insurance policies — insurer, member ID, group number, plan name, employer, copay, deductible, coverage dates, and status
Insurance policy card images (front and back), where available
Visit trackers and authorizations — authorization number, dates, and allowed and remaining visits
Administrative data
Referring physicians, referral sources, appointment types, and patient tasks
What we do not migrate
Staff passwords — every staff member will have a new account setup in Suno
System configuration — workflow settings, custom form layouts, and report templates
Email and communication history — appointment reminders and marketing campaigns
Audiogram image files — scanned audiograms and external audiogram PDFs; audiogram results captured in chart notes are migrated as text
Insurance claim submission history — ERA/EOB files and clearinghouse records
Custom report definitions
Deleted records — records removed from CounselEAR before your export date
Hearing aid programming data — fitting software files (e.g., Noah files)
Third-party integration settings — these must be configured in Suno after go-live
Before you begin
Export your data from CounselEAR — your onboarding specialist will guide you through this.
Confirm staff email addresses are current — these are used to create Suno accounts.
Confirm clinic names — if your CounselEAR clinic names differ from what is set up in Suno, let your specialist know in advance.
Prepare patient documents — if you have files stored in Box or a local folder, confirm with your specialist how these will be transferred.
Notify your team — staff will receive a Suno invite to set up their account; passwords do not transfer.
Still need help?
If you have questions about what will or will not be migrated from CounselEAR, contact Suno Support with your clinic name and we'll be happy to help.