Migrate from Nexhealth 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.
NexHealth digital forms and Epic both collect pre-visit intake — questionnaires, consents, demographics, medications/allergies/history — before the patient arrives, so a practice on Epic can drop the standalone NexHealth Forms add-on and move intake into MyChart. Keep Epic (every answer writes into the same Epic chart and registration/Prelude used for clinical documentation and billing); cut NexHealth. Operationally: assign the equivalent questionnaires and consent documents through MyChart eCheck-in (patients verify/update demographics and insurance, e-sign consents, answer questionnaires, and pay copays 24-72h ahead), and use Epic Welcome / Hello Patient kiosk or mobile arrival to replace NexHealth's in-office iPad option. Because intake is a native Epic module, the structured data is reused downstream instead of being synced back through the NexHealth Synchronizer or saved as a PDF to a document center for staff to reconcile.
- Warning: NexHealth forms reach patients on plain text/email with no portal or app; MyChart eCheck-in is portal-first and requires MyChart enrollment/login — confirm portal adoption (or use Hello Patient/Welcome kiosk arrival for the un-enrolled) before cutting NexHealth or some patients lose the intake channel.
- Warning: Rebuild NexHealth's conditional-logic forms and any appointment-type / procedure-code / new-vs-returning targeting as Epic questionnaires and eCheck-in assignment rules — this template work does not migrate automatically.
- Warning: NexHealth flags medical alerts to staff and writes a PDF copy to a document center; in Epic, confirm questionnaire answers reconcile into the discrete chart fields (problems, meds, allergies) your staff expect, rather than assuming a PDF artifact.
- Warning: Epic Welcome kiosk / Hello Patient arrival may carry hardware or patient-identity add-on costs even though eCheck-in itself is in the MyChart license — scope those before retiring the NexHealth iPad workflow.
NexHealth and Epic both let patients self-book online 24/7 against real provider availability, so a practice already on Epic can retire the standalone NexHealth scheduling add-on and move booking into MyChart. Keep Epic (Cadence is the system of record where the booked visit becomes a real encounter and maps to registration/Prelude and Resolute billing); cut NexHealth. Operationally: enable MyChart Open Scheduling for new/unknown patients and Direct Scheduling for existing MyChart patients on top of Cadence provider templates and decision-tree routing, and turn on Fast Pass to offer earlier-slot waitlisting via automated SMS/email in place of NexHealth's availability widget and links. Because Cadence owns the template/decision-tree logic, every booking writes straight to the one chart instead of being written back from a third-party widget via the NexHealth Synchronizer, so the ~10-15s sync layer goes away entirely.
- Warning: MyChart Direct Scheduling typically requires an active MyChart account and an existing provider relationship — confirm the Open Scheduling path covers the new/unknown patients NexHealth's public 'Book Now' widget could book, so net-new bookings are not lost.
- Warning: Cadence self-scheduling only surfaces open slots if provider templates and decision-tree rules are clean — budget configuration time before retiring NexHealth or availability will not appear; NexHealth's initial scheduling rules were set up by NexHealth's team, so that logic must be rebuilt in Cadence.
- Warning: Re-point every NexHealth booking entry point — the website 'Book Now' widget, the Google 'Book' button (Reserve with Google), and shared text/email/QR/social links — to the MyChart Open Scheduling URL so external scheduling traffic is not stranded.