Move your team from Epic to Klara.
Each person gets a short interview, then a personalized step-by-step guide showing exactly where their saved work, prompts, and projects land in Klara — 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.
Klara Self-Scheduling and Epic both let patients book or reschedule their own appointments, so a practice on Epic can drop Klara's self-scheduling and move it into MyChart on top of Cadence. Keep Epic, cut Klara. Enable MyChart Open Scheduling (new/unauthenticated patients) and Direct Scheduling (logged-in patients) against live Cadence provider templates, and use decision-tree/questionnaire logic so patients are routed to the right provider, visit type, and slot. Because it runs on Cadence, every self-booked slot writes straight to the same clinical calendar and patient record used for documentation and billing — no sync-back from a separate tool — and Fast Pass waitlisting fills cancellations automatically. Point the practice's 'request an appointment' links and reminder messages at MyChart scheduling instead of Klara's text/automated flow.
- Warning: Klara lets patients self-schedule by text with no portal login; MyChart Direct Scheduling generally requires a MyChart account (Open Scheduling covers unauthenticated booking but is configured per visit type) — validate which visit types are exposed before cutting Klara, or some self-scheduling paths will disappear.
- Warning: Cadence decision trees and provider templates must be built/cleaned for the visit types you expose; a thin or mis-scoped template set will route patients to wrong slots — re-validate scheduling rules against what Klara was booking.
- Warning: Klara positions scheduling as the entry point into pre-visit instructions and reminders; rebuild that downstream automation in MyChart (eCheck-in, appointment reminders) so the journey is not lost when Klara is removed.
Klara and Epic both run two-way secure patient messaging, so a practice already on Epic can retire the standalone Klara/ModMed Patient Engagement contract and move messaging into MyChart. Keep Epic (the system of record), cut Klara. Operationally: have patients message the care team from the MyChart web/mobile app instead of Klara; inbound messages land in the clinician's Epic In Basket on the same patient chart, and replies, resulting orders, and documentation all attach to the encounter rather than living in a separate app. Turn on MyChart In Basket Augmented Response Technology (ART) for AI-drafted replies and use conversational/automated MyChart messaging for routine outreach so staff keep the same fast-text feel they had in Klara. Redirect the practice's published 'text us' number and website chat entry points to MyChart enrollment so patients have one inbox.
- Warning: Klara's signature 'call-to-text' (turning an inbound phone call into a text thread) has no native MyChart equivalent — if the practice relies on it, keep a separate SMS/voice-to-text front door or accept that phone-origin contacts go back to the phone queue.
- Warning: MyChart requires patient portal enrollment and login, whereas Klara messages patients on plain SMS with no portal account — expect to re-onboard the un-enrolled patient base and confirm portal adoption before cancelling Klara.
- Warning: In Basket ART (AI draft) is a licensed Epic capability that must be enabled/configured for the org and specialties; confirm it is live before promising the same reply speed.
- Warning: Export and archive open Klara conversation threads before shutting the account; MyChart will not back-fill historical Klara message history into the chart.