Migrating from Sycle OMS 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.
Two-phase migration
Sycle migrations run in two phases. Phase 1 migrates your product catalog and patient demographics from Sycle Classic exports. Phase 2 migrates your transactional data — appointments, billing, and chart notes — from Sycle Pro database views. Both phases complete before your go-live date.
Note: Some records in Sycle are intentionally skipped during migration — for example, archived records and duplicate appointments at the same date and time. These are expected and are not errors.
What we migrate
Staff
Names, email addresses, roles, NPI numbers, and permission groups
Patients
Demographics — name, date of birth, preferred name, sex, title, suffix
Contact information — up to four phone numbers, email address, and primary address
Patient status (
Active,Inactive,Archived)Marital status, employment status, and employer
HIPAA waiver signed status
Preferred provider, preferred clinic, and preferred language
Referring physician and referral source
Hearing loss diagnosis and last audiogram date
Do-not-call, do-not-text, do-not-email, and do-not-mail flags
Patient tags (custom groups from Sycle)
Emergency and guardian contacts
Patient eDocs — electronic documents and files attached to a patient in Sycle (such as PDFs) are migrated and stored against the patient in Suno
Appointments
Date, time, duration, clinic, assigned staff, and appointment type
Appointment status, notes, referral source, and companion details
Schedule blocks, if requested
Products and pricing
Product type | What is included |
Hearing aids | Model, manufacturer, style, technology, retail price, cost, warranty, loss and damage warranty, CPT code, active status |
Batteries | Brand, size, quantity per pack, retail price, cost, active status |
Accessories (incl. Remotes and Receivers) | Description, manufacturer, price, CPT code, active status |
Services | Description, price, CPT code |
Service plans and warranties | Description, duration, price |
Earmolds | Description, price, warranty |
Repairs | Description, price |
Dispensed devices
Model, manufacturer, style, technology, serial number, ear, and purchase date
Warranty, extended warranty, and loss and damage warranty dates
Battery type; most recent active device per ear automatically flagged
Financial records
Invoices — date, clinic, provider, payer type, and totals
Line items — products and services, including ear side, serial number, returned and delivered flags
Payments — date, method, and amount
Write-offs and insurance adjustments (migrated as separate records)
Refunds (migrated as separate records)
Invoice status — invoices in your AR Aging report are marked
In Billing; zero-balance invoices are markedCompleted
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
Appointment chart notes, general patient notes, billing notes, and additional appointment notes
Hearing tests
Audiogram test results per ear — loss level, loss type, loss shape, and audiogram data points
Test date and linked appointment, where available
Loss levels are converted from Sycle's 0–9 scale to Suno's 0–6 scale automatically
Insurance policies
Insurer, member ID, group number, plan name, copay, deductible, and estimated benefit
Priority (Primary, Secondary, Tertiary) and policyholder relationship
Medicare and Medicaid policies are automatically set to
Selfrelation
Administrative data
Referring physicians, referral sources, appointment types, and callbacks (migrated as 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
Audiogram image files — scanned audiograms and PDFs; structured audiogram result data is migrated
Patient photos — not migrated from Sycle
Loan line items — loaner device records in Sycle are excluded
Insurance claim submission history — ERA/EOB files and clearinghouse records
Hearing aid programming data — fitting software files (e.g., Noah files)
Custom report definitions
Archived and deleted records
Before you begin
Export your data from Sycle — your onboarding specialist will guide you through both the Classic CSV export and the Pro database view export.
Confirm staff email addresses are current — these are used to create Suno accounts.
Confirm clinic names — if your Sycle clinic names differ from what is set up in Suno, let your specialist know in advance.
Export your AR Aging report close to your migration date — this is used to correctly set invoice statuses.
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 Sycle, contact Suno Support with your clinic name and we'll be happy to help.
