Migrate from Epic Ehr to Luma Health.
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.
Luma Digital Forms and Epic both let patients complete pre-appointment intake from their own device - questionnaires, consent signatures, and demographic/insurance updates - and write the answers back into the chart. A practice already on Epic can retire Luma's standalone Digital Forms (and the dedicated Luma EHR Integration for Forms that syncs them) and move intake into MyChart eCheck-in plus Epic Welcome / Hello Patient: assigned Epic Questionnaires file directly into the visit encounter, patients e-sign consents, verify or update demographics and insurance, upload ID/insurance cards, and pay copays before arrival. Because eCheck-in writes into the same Epic record and Prelude registration used for clinical documentation and billing, the intake data is structured and reused downstream with no separate forms integration to maintain and no Luma login. Keep Epic as the system of record; cut Luma.
- Warning: Map every active Luma form to an Epic Questionnaire (and confirm which ones can be completed in eCheck-in vs still require in-person signature) before cutover - Epic notes some forms/questionnaires are not available via eCheck-in and need in-person verification, so a blind cut could drop a required form.
- Warning: Luma prompts form completion through SMS, the website, LumaBot, and the Voice Navigator; Epic drives eCheck-in completion through MyChart reminders and the eCheck-in window (typically 2-7 days pre-visit) - validate completion rates do not fall for patients who relied on Luma's text/chatbot nudges, especially those without an activated MyChart account.
- Warning: Confirm the practice's MyChart activation rate is high enough to carry intake volume before retiring Luma - Luma can collect forms from patients with no portal account, whereas Epic eCheck-in is gated behind an active MyChart login (kiosk/Hello Patient covers on-site arrivals but not pre-visit-at-home for non-MyChart patients).
Luma Patient Scheduling+ and Epic both let patients self-book, reschedule, and cancel against real provider availability, both use a guided questionnaire to route the patient to the right provider/visit type, and both offer earlier-slot waitlisting (Luma SMS waitlist vs Epic Fast Pass). A practice already on Epic can retire the standalone Luma Scheduling+ contract and move the same workflow into Epic itself: turn on MyChart Open Scheduling (for not-yet-registered patients off the website/Google) and Direct Scheduling (for logged-in patients) running on the Cadence scheduling module, and build Epic Questionnaires plus Decision Trees so patients are matched to the correct provider, specialty, visit type, and length exactly as Luma's scheduling questionnaires did. Because it runs on Cadence, every booking writes straight to the same Epic patient record, registration (Prelude), and billing (Resolute) the practice already uses, so there is no Luma-to-Epic bidirectional writeback integration to maintain and no separate Luma login. Keep Epic as the system of record; cut Luma.
- Warning: Open/Direct Scheduling and the Cadence decision-tree build are a configuration project, not a flip-the-switch toggle - budget Epic analyst time to rebuild Luma's questionnaire-to-provider routing as Epic Decision Trees before cancelling Luma, or new-patient self-booking quality will regress at cutover.
- Warning: Luma also captures booking from SMS, Google Search, and its AI Voice Navigator; Epic's equivalent front doors are MyChart and the public Open Scheduling web link - if a meaningful share of Luma bookings came from text or the voice agent, confirm those channels are acceptably replaced (e.g. Epic's own automated/MyChart messaging) before cutover.
- Warning: Luma's waitlist runs over SMS to any patient; Epic Fast Pass offers earlier slots through MyChart/automated notifications - validate the reschedule/fill-rate workflow on Fast Pass meets the practice's no-show targets before retiring Luma's SMS waitlist.