Migrate from Eclinicalworks to Relatient.
2 documentation-derived translation patterns — what carries over and what to watch for. Cited to the Feature Parity Map; the audit tells you whether the move is worth it.
Relatient Dash Intake and eClinicalWorks healow CHECK-IN both let patients complete pre-visit intake from their phone - questionnaires, consents, demographic and insurance review, ID/insurance capture, and copay payment - and write the answers into the chart. A practice already on eClinicalWorks can retire the standalone Dash Intake contract and move registration into healow CHECK-IN: the day before the visit it texts the patient a secure healow link where they confirm the appointment, review and update demographics, confirm insurance, e-sign consents, complete customizable (state- or clinic-specific) questionnaires, review meds/allergies/history, and pay copays via healow Payment Services. Because CHECK-IN runs on the eClinicalWorks/healow stack, the captured demographics, consents, and questionnaire data update the same chart eCW uses for documentation, orders, and billing - so there is no Relatient forms integration to maintain and no separate Relatient login. Keep eClinicalWorks; cut Relatient.
- Warning: Rebuild every active Dash Intake form (including specialty-specific questionnaires such as orthopedic or OBGYN) as a healow CHECK-IN customizable questionnaire and verify each maps to the right chart/note section before cutover - the field-to-chart mapping Relatient's EHR integration handled will not carry over automatically.
- Warning: healow CHECK-IN sends its secure link by text the day before the visit; Dash can prompt intake earlier and through multiple channels (text, the booking flow, kiosk) - confirm the single day-before text cadence still yields acceptable completion, and that appointments live in eCW so CHECK-IN can target them.
- Warning: Dash Intake auto-extracts demographics/insurance from card scans and verifies insurance up front; confirm healow CHECK-IN's capture and any eligibility verification reproduce that front-desk-time savings before cutover, since losing the OCR/auto-extract step can shift work back to staff.
- Warning: Copay collection at intake moves from Relatient's payment capture to healow Payment Services - confirm healow Payments is enabled and configured so pre-visit copay collection does not lapse when Relatient is cut.
Relatient Dash Patient Self-Scheduling and eClinicalWorks both let patients view real provider availability and self-book, reschedule, or request an appointment online around the clock. A practice already on eClinicalWorks can retire the standalone Relatient Dash contract and move the workflow into healow Open Access: patients book from the practice website, the Patient Portal, or the healow app, seeing each provider's real open slots, and the practice can let patients either book directly or only request a slot for staff to confirm. Because Open Access reads and writes against the eClinicalWorks practice schedule, the booked slot lands directly on the same provider calendar eCW uses for clinical documentation, orders, and billing - so there is no Relatient-to-EHR HL7/FHIR bidirectional writeback integration to maintain and no separate Relatient login. Keep eClinicalWorks; cut Relatient.
- Warning: Open Access publishes whatever slice of each provider's schedule the practice chooses and supports a book-vs-request-only mode per provider - rebuild Dash's appointment-type rules, provider guardrails, and its distinct new-patient/returning/referral workflows as Open Access settings before cutover, or self-booking accuracy will regress.
- Warning: Relatient's rules engine steers a patient to the right provider/visit type/length via a guided flow; healow Open Access leans on published-slot and visit-type setup rather than a Dash-style guided rules engine - confirm the practice's visit-type configuration reproduces that routing so patients do not book the wrong slot once Relatient is gone.
- Warning: Relatient self-scheduling needs no login and skews to new-patient and referral-link capture (~70% of online bookings from new patients); confirm healow Open Access's website-widget and request-only path acceptably covers unauthenticated new-patient and referral booking before retiring Relatient, since portal-account friction can suppress new-patient volume.