Move your team from Epic to Phreesia.
Each person gets a short interview, then a personalized step-by-step guide showing exactly where their saved work, prompts, and projects land in Phreesia — 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.
Phreesia and Epic both run pre-visit, self-service intake: demographics, insurance, consents/e-signature, health questionnaires, and copay. A practice already on Epic can retire the standalone Phreesia intake contract and move the same workflow into Epic itself — enable MyChart eCheck-in (patients pre-register from their own device) plus Epic Welcome / Hello Patient for kiosk and geolocation-based digital arrival. Patients answer assigned questionnaires, e-sign consents, verify demographics/insurance, and pay copays before arrival, and every entry writes straight into the same Epic chart and Prelude registration used for documentation and billing — so there is no Phreesia-to-Epic interface to maintain and no PDF/answers to re-key. Keep Epic as the system of record; cut Phreesia.
- Warning: Epic Welcome (kiosk) and Hello Patient can require add-on identity/hardware or licensing and configuration work — confirm the digital-arrival modules are provisioned and live for the org before cancelling Phreesia.
- Warning: Phreesia ships pre-built, specialty-specific intake logic and validated screeners/PROs out of the box; in Epic the equivalent questionnaires and decision logic must be built/configured first, so rebuild and test the question sets before cutover or you lose intake content.
- Warning: If the practice relies on Phreesia for patient payments at intake, confirm Epic copay collection (MyChart / Welcome) and the merchant/processor are configured so point-of-service collection does not regress.
- Warning: Phreesia surfaces SDOH and PRO/PAM screening during intake; map those to Epic questionnaires/flowsheets so screening data still lands structured in the chart.
Phreesia and Epic both let patients self-book online against real provider availability. A practice already on Epic can drop Phreesia's self-scheduling and run the same flow natively through MyChart Open/Direct Scheduling on top of Cadence (Epic's enterprise scheduling module): patients book, reschedule, or cancel 24/7, decision-tree logic routes them to the right provider by specialty/visit type/history, and Fast Pass offers earlier-slot waitlisting by automated SMS/email — covering the waitlist/no-show backfill Phreesia's Appointment Accelerator handled. Because it runs on Cadence, every booking writes to the same patient record, pulls coverage from Prelude, and maps to billing in Resolute, so there is no third-party booking widget handing appointments back to be entered. Keep Epic as the system of record; cut Phreesia.
- Warning: MyChart self-scheduling on Cadence needs decision trees, provider templates, and visit-type rules configured before it routes correctly — rebuild and test the booking logic to match Phreesia's specialty rules before cutover, or patients land on wrong slots.
- Warning: Phreesia's VoiceAI phone self-scheduling has no native Epic equivalent; if telephone self-booking matters, plan a replacement (staff or a separate voice solution) before cancelling Phreesia.
- Warning: Confirm Fast Pass / waitlist is enabled and tuned so cancellation backfill does not regress versus Phreesia's Appointment Accelerator.
- Warning: Re-point any website 'Book appointment' / outreach links from the Phreesia self-scheduling URL to MyChart Open Scheduling so external entry points keep working.