Migrate from Epic Ehr to Intakeq.
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.
IntakeQ's whole job is pre-visit intake — branded forms, consents, and assessments clients fill out online. A practice already on Epic does not need the standalone IntakeQ subscription for this: rebuild those forms as MyChart questionnaires and route them through MyChart eCheck-in (with Epic Welcome / Hello Patient for kiosk/mobile arrival). Patients answer the assigned questionnaires, e-sign consents, and verify demographics/insurance, and every answer writes straight into the Epic patient record and Prelude registration — eliminating the IntakeQ paste-back/re-key step. Keep Epic as the system of record and cut IntakeQ. Recreate IntakeQ's adaptive (conditional/skip-logic) questions using MyChart questionnaire branching logic so the digital experience matches.
- Warning: Epic questionnaires and consent forms must be rebuilt and validated in MyChart by the Epic build team — IntakeQ form templates do not import into Epic, so budget configuration time before cancelling.
- Warning: Export historical IntakeQ submissions first: IntakeQ CSV/PDF export excludes File Attachments and Signatures (see support article 'Export Your Data from PracticeQ'), so uploaded IDs/insurance images and signed consents must be pulled separately to keep a record.
- Warning: Epic Welcome kiosk hardware and 'Hello Patient' digital-arrival identity may be licensed add-ons — confirm they are enabled for the org if you want the same self-arrival/kiosk experience IntakeQ provided.
IntakeQ/PracticeQ lets clients self-book through an embeddable booking widget, and scheduling is a metered PracticeQ practice-management tier. A practice on Epic can retire that paid widget: turn on MyChart patient self-scheduling (Open/Direct Scheduling) on top of Cadence, Epic's scheduling module. Patients book, reschedule, and cancel against live template-based provider availability; decision-tree logic routes them by specialty and visit type, and Fast Pass offers earlier-slot waitlisting. Because it runs on Cadence, every booking writes to the same Epic record used for documentation and maps to billing in Resolute — replacing IntakeQ's hand-back-an-appointment widget. Keep Epic, cut IntakeQ. Embed the MyChart scheduling link on the practice website where the IntakeQ widget used to live.
- Warning: Provider availability templates, visit types, and decision-support scheduling questions must be built in Cadence before going live — this is Epic build-team work, not a copy of IntakeQ's per-practitioner booking settings.
- Warning: If patients booked without a MyChart account via IntakeQ, decide how to handle Epic's guest/Direct Scheduling vs MyChart-account scheduling so existing clients are not forced through portal signup at cutover.
- Warning: Reconcile or migrate any future-dated appointments still living in IntakeQ before cancelling so booked clients are not dropped; IntakeQ appointment export omits some fields, so verify the schedule in Epic.