Move your team from Artera to Epic.
Each person gets a short interview, then a personalized step-by-step guide showing exactly where their saved work, prompts, and projects land in Epic — and the few things that need a manual step, walked through. You send one invite; nobody becomes the help desk, and nothing in Artera is changed or cancelled. Want to see where you’re paying for both first? Run the free audit.
Artera ScheduleCare and Epic both let patients self-book online 24/7 against real provider availability with earlier-slot backfill, so a practice on Epic can drop the standalone Artera ScheduleCare add-on and move scheduling into MyChart: enable MyChart Open Scheduling (new/unknown patients) and Direct Scheduling (existing MyChart patients) on Cadence, and turn on Fast Pass to offer earlier openings via automated SMS/email in place of Artera's waitlist. Keep Epic (Cadence is the system of record where the booked visit becomes a real encounter and maps to registration and billing); cut Artera. Because Cadence owns the template and decision-tree routing, every booking writes to the one chart instead of being handed back from a third-party widget.
- Warning: Cadence self-scheduling depends on clean provider templates and decision-tree rules; budget configuration time before retiring Artera or open slots will not surface.
- Warning: Direct Scheduling typically requires an active MyChart account and an existing provider relationship — confirm the Open Scheduling path covers the new/unknown patients Artera could book, so net-new bookings are not lost.
- Warning: Re-create Artera's automated waitlist/backfill behavior with Epic Fast Pass and verify the earlier-slot SMS/email actually fires before cancelling Artera.
- Warning: Move any branded/embedded ScheduleCare booking link on the practice website over to the MyChart Open Scheduling entry point so external scheduling traffic is not stranded.
Artera and Epic both run secure, two-way conversational patient messaging, so a practice on Epic can retire the standalone Artera Harmony contract and move the conversation into MyChart: patients message the care team from the MyChart web/mobile app and replies land in the clinician's Epic In Basket on the same chart, with conversational/automated MyChart messaging covering the routine outreach Artera previously sent. Keep Epic/MyChart (the system of record where the thread, any resulting order, and documentation already live); cut Artera. To replace Artera's AI-assisted replies, turn on MyChart In Basket Augmented Response Technology (ART) so the clinician gets an AI-drafted, reviewable response in-workflow instead of Artera's Co-Pilot predictive text.
- Warning: Artera leans on SMS/text to a 10DLC practice number and reaches patients who never log in; MyChart messaging is portal-first, so confirm MyChart activation/adoption and keep an SMS reminder/notification path before cutting Artera or some patients lose the channel.
- Warning: Artera is multilingual (100+ languages) by default; validate MyChart's translation/notification coverage for your patient mix before retiring Artera.
- Warning: Conversational/automated MyChart messaging and In Basket ART AI drafting may be licensed/configured add-ons — confirm they are enabled for the org before cancelling Artera.
- Warning: Re-point EHR-triggered message workflows (appointment prep, care-gap, follow-up) that Artera fired via API/FHIR/HL7v2 onto Epic-native outreach so nothing silently stops sending.