Migrate from Heidi Health to Epic Ehr.
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.
Heidi and Epic both capture the visit ambiently and draft the structured note for clinician review. A practice already on Epic does not need the standalone Heidi contract for scribing: turn on Epic's in-chart ambient documentation — Epic's native clinician AI ('Art' / AI Charting, which embeds Microsoft Dragon Copilot, formerly DAX Copilot) or the Abridge-in-Epic integration — which records the encounter in the Epic mobile app (Haiku) and writes the draft straight into the Epic note. Because it files into the same encounter, the documentation is immediately live for orders, NoteReader coding (level-of-service), and billing, with no second login and no Heidi push-to-chart step. Migrate by rebuilding your Heidi note templates as Epic SmartText/note templates, training clinicians on the Haiku ambient capture, and validating a few specialties before cancelling Heidi. Keep Epic (the system of record); cut Heidi.
- Warning: Epic's ambient is a licensed add-on, not automatically on: Epic 'Art'/AI Charting and the embedded Dragon Copilot, or Abridge-in-Epic, must be provisioned and enabled for the org (partner ambient vendors may carry their own per-clinician fee) before you cancel Heidi.
- Warning: Heidi captures 110+ languages and 200+ specialty templates; confirm Epic's ambient covers the languages and specialties your clinicians actually use before retiring Heidi, since coverage differs by build.
- Warning: Heidi can push notes to Epic today via SmartSections mapping — that linkage disappears when you cut Heidi, so rebuild the equivalent note structure natively in Epic (SmartText/SmartPhrase) rather than relying on the old Heidi-to-Epic mapping.
- Warning: Re-validate Heidi's coding/structured output against Epic's NoteReader and BPA output; do not assume Heidi's template sections map 1:1 to your Epic note type.
- Warning: Export or retain any historical Heidi notes/transcripts you are required to keep before the subscription lapses; the standalone Heidi record is separate from the Epic chart.
Heidi Evidence answers clinical questions at the point of care with cited, evidence-based summaries; Epic surfaces decision support natively in the chart through Best Practice Advisories and 'Best Care Choices for My Patient' (Cosmos real-world data). A practice on Epic can drop Heidi's standalone Evidence layer and lean on Epic's in-chart support: BPAs fire on the patient's own data (drug-interaction, allergy, guideline checks) and Best Care shows how similar Cosmos patients were treated, with any resulting order placed on the same record — context a standalone lookup cannot act on. Move by mapping the guideline lookups your clinicians run in Heidi Evidence to the equivalent BPA rules and reference content already licensed in Epic, and pointing clinicians to the in-chart workflow. Keep Epic; cut Heidi's Evidence add-on.
- Warning: Not a literal feature swap: Heidi Evidence is an open-ended, citation-first Q&A bar (sources include NICE, BMJ Group, HealthPathways, MIMS), whereas Epic BPA/Best Care is rules- and real-world-data-driven inside the chart — some free-text 'look it up' queries Heidi answered may have no direct BPA equivalent, so confirm coverage before cutting.
- Warning: Best Care Choices depends on the Cosmos dataset and that module being licensed/enabled in your Epic build; verify it is live for your org rather than assuming every Epic site has it.
- Warning: Heidi Evidence is free for individual clinicians and was only launched in Feb 2026; if clinicians adopted it informally, plan a change-management step so they use Epic's in-chart support instead of an external tab.
- Warning: If you also need a packaged third-party reference (e.g. UpToDate) at the point of care, that is a separate Epic-integrated subscription decision and is not replaced by BPA/Best Care alone.