Move your team from Epic to NexHealth.
Each person gets a short interview, then a personalized step-by-step guide showing exactly where their saved work, prompts, and projects land in NexHealth — 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.
NexHealth digital forms and Epic both collect pre-visit intake — questionnaires, consents, demographics, medications/allergies/history — before the patient arrives, so a practice on Epic can drop the standalone NexHealth Forms add-on and move intake into MyChart. Keep Epic (every answer writes into the same Epic chart and registration/Prelude used for clinical documentation and billing); cut NexHealth. Operationally: assign the equivalent questionnaires and consent documents through MyChart eCheck-in (patients verify/update demographics and insurance, e-sign consents, answer questionnaires, and pay copays 24-72h ahead), and use Epic Welcome / Hello Patient kiosk or mobile arrival to replace NexHealth's in-office iPad option. Because intake is a native Epic module, the structured data is reused downstream instead of being synced back through the NexHealth Synchronizer or saved as a PDF to a document center for staff to reconcile.
- Warning: NexHealth forms reach patients on plain text/email with no portal or app; MyChart eCheck-in is portal-first and requires MyChart enrollment/login — confirm portal adoption (or use Hello Patient/Welcome kiosk arrival for the un-enrolled) before cutting NexHealth or some patients lose the intake channel.
- Warning: Rebuild NexHealth's conditional-logic forms and any appointment-type / procedure-code / new-vs-returning targeting as Epic questionnaires and eCheck-in assignment rules — this template work does not migrate automatically.
- Warning: NexHealth flags medical alerts to staff and writes a PDF copy to a document center; in Epic, confirm questionnaire answers reconcile into the discrete chart fields (problems, meds, allergies) your staff expect, rather than assuming a PDF artifact.
- Warning: Epic Welcome kiosk / Hello Patient arrival may carry hardware or patient-identity add-on costs even though eCheck-in itself is in the MyChart license — scope those before retiring the NexHealth iPad workflow.
NexHealth and Epic both let patients self-book online 24/7 against real provider availability, so a practice already on Epic can retire the standalone NexHealth scheduling add-on and move booking into MyChart. Keep Epic (Cadence is the system of record where the booked visit becomes a real encounter and maps to registration/Prelude and Resolute billing); cut NexHealth. Operationally: enable MyChart Open Scheduling for new/unknown patients and Direct Scheduling for existing MyChart patients on top of Cadence provider templates and decision-tree routing, and turn on Fast Pass to offer earlier-slot waitlisting via automated SMS/email in place of NexHealth's availability widget and links. Because Cadence owns the template/decision-tree logic, every booking writes straight to the one chart instead of being written back from a third-party widget via the NexHealth Synchronizer, so the ~10-15s sync layer goes away entirely.
- Warning: MyChart Direct Scheduling typically requires an active MyChart account and an existing provider relationship — confirm the Open Scheduling path covers the new/unknown patients NexHealth's public 'Book Now' widget could book, so net-new bookings are not lost.
- Warning: Cadence self-scheduling only surfaces open slots if provider templates and decision-tree rules are clean — budget configuration time before retiring NexHealth or availability will not appear; NexHealth's initial scheduling rules were set up by NexHealth's team, so that logic must be rebuilt in Cadence.
- Warning: Re-point every NexHealth booking entry point — the website 'Book Now' widget, the Google 'Book' button (Reserve with Google), and shared text/email/QR/social links — to the MyChart Open Scheduling URL so external scheduling traffic is not stranded.
- Recreate NexHealth's new-patient credit-card-reservation requirement (if used) inside Epic, since that gating does not carry over from the standalone tool.