Move your team from Epic to IntakeQ.
Each person gets a short interview, then a personalized step-by-step guide showing exactly where their saved work, prompts, and projects land in IntakeQ — and the few things that need a manual step, walked through. You send one invite; nobody becomes the help desk, and nothing in Epic is changed or cancelled. Want to see where you’re paying for both first? Run the free audit.
IntakeQ's whole job is pre-visit intake — branded forms, consents, and assessments clients fill out online. A practice already on Epic does not need the standalone IntakeQ subscription for this: rebuild those forms as MyChart questionnaires and route them through MyChart eCheck-in (with Epic Welcome / Hello Patient for kiosk/mobile arrival). Patients answer the assigned questionnaires, e-sign consents, and verify demographics/insurance, and every answer writes straight into the Epic patient record and Prelude registration — eliminating the IntakeQ paste-back/re-key step. Keep Epic as the system of record and cut IntakeQ. Recreate IntakeQ's adaptive (conditional/skip-logic) questions using MyChart questionnaire branching logic so the digital experience matches.
- Warning: Epic questionnaires and consent forms must be rebuilt and validated in MyChart by the Epic build team — IntakeQ form templates do not import into Epic, so budget configuration time before cancelling.
- Warning: Export historical IntakeQ submissions first: IntakeQ CSV/PDF export excludes File Attachments and Signatures (see support article 'Export Your Data from PracticeQ'), so uploaded IDs/insurance images and signed consents must be pulled separately to keep a record.
- Warning: Epic Welcome kiosk hardware and 'Hello Patient' digital-arrival identity may be licensed add-ons — confirm they are enabled for the org if you want the same self-arrival/kiosk experience IntakeQ provided.
IntakeQ/PracticeQ lets clients self-book through an embeddable booking widget, and scheduling is a metered PracticeQ practice-management tier. A practice on Epic can retire that paid widget: turn on MyChart patient self-scheduling (Open/Direct Scheduling) on top of Cadence, Epic's scheduling module. Patients book, reschedule, and cancel against live template-based provider availability; decision-tree logic routes them by specialty and visit type, and Fast Pass offers earlier-slot waitlisting. Because it runs on Cadence, every booking writes to the same Epic record used for documentation and maps to billing in Resolute — replacing IntakeQ's hand-back-an-appointment widget. Keep Epic, cut IntakeQ. Embed the MyChart scheduling link on the practice website where the IntakeQ widget used to live.
- Warning: Provider availability templates, visit types, and decision-support scheduling questions must be built in Cadence before going live — this is Epic build-team work, not a copy of IntakeQ's per-practitioner booking settings.
- Warning: If patients booked without a MyChart account via IntakeQ, decide how to handle Epic's guest/Direct Scheduling vs MyChart-account scheduling so existing clients are not forced through portal signup at cutover.
- Warning: Reconcile or migrate any future-dated appointments still living in IntakeQ before cancelling so booked clients are not dropped; IntakeQ appointment export omits some fields, so verify the schedule in Epic.