Move your team from Epic to Solv.
Each person gets a short interview, then a personalized step-by-step guide showing exactly where their saved work, prompts, and projects land in Solv — 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.
Solv and Epic both let patients complete pre-visit registration, forms, consents, and insurance/ID capture from their phone before arriving. A practice already on Epic can retire Solv digital intake and move the workflow into MyChart eCheck-in plus Epic Welcome (kiosk / Hello Patient digital arrival): patients answer assigned questionnaires, e-sign consents, verify or update demographics and insurance, pay copays ahead of the visit, and check in on a personal device or branded on-site kiosk. Because every entry writes directly into the same Epic patient record and registration (Prelude) used for documentation and billing, intake data is structured and reused downstream - so there is no Solv-to-Epic forms sync or RPA media transfer to maintain. Keep Epic; cut Solv.
- Warning: Rebuild Solv intake packets as Epic questionnaires/eCheck-in tasks and consent documents before cutover - field mappings and conditional logic do not carry over automatically, and missed items mean staff re-collect at the desk.
- Warning: Solv captures insurance card and ID via image upload at registration; confirm Epic eCheck-in / Welcome is configured to capture and route insurance and ID images (and any payer-card scanning) so that media still reaches the chart once Solv is gone.
- Warning: On-site kiosk check-in via Epic Welcome / Hello Patient may require kiosk hardware and patient-identity (e.g. Imprivata) add-ons; verify those are licensed and deployed before retiring Solv branded kiosks.
- Warning: Export or archive any historical Solv-stored intake artifacts (saved paperwork/consents on the patient profile) you are required to retain before terminating the Solv contract.
Solv and Epic both let patients self-book against real provider availability online. A practice already on Epic can retire the standalone Solv contract and move the booking workflow into Epic's own scheduling: turn on MyChart Open Scheduling / Direct Scheduling on Cadence (Epic's enterprise scheduling module), so patients book, reschedule, and cancel from MyChart against live template-based availability, with Cadence decision trees routing them to the right provider by specialty and visit type and Fast Pass offering earlier-slot waitlisting. Because the booking writes straight to Cadence, the self-booked slot becomes a real encounter on the same patient record Epic already uses for documentation, registration (Prelude), and billing (Resolute) - so there is no Solv-to-Epic appointment sync to maintain and no separate Solv login. Keep Epic; cut Solv.
- Warning: Open/Direct Scheduling accuracy lives entirely in Cadence configuration - provider templates, visit-type setup, and decision-tree build/testing must reproduce Solv's appointment-type and duration rules before cutover, or patients will land in the wrong slots.
- Warning: Solv's signature feature is an AI-managed queue that blends walk-ins with scheduled visits to smooth waiting-room flow; standard MyChart self-scheduling does not replicate real-time walk-in queue-blending, so an urgent-care/walk-in practice must confirm Epic's arrival/queue tooling (e.g. Welcome / departments work-lists) covers that flow before retiring Solv.
- Warning: Solv also captures booking demand from its SolvHealth.com marketplace, Google/Apple Maps, and Google Business Profile; MyChart Open Scheduling can be exposed to search/third-party booking but is not the Solv marketplace - if a meaningful share of net-new patient volume came from Solv's consumer marketplace, confirm that acquisition channel is acceptably replaced before cutting Solv.