Migrate from Epic Ehr to Solv.
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.
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.