Lyniate Team

10 Tips for a Successful Migration to Epic

August 11, 2020

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Migrating to Epic is one of the largest and most complex EHR conversion projects a healthcare organization can launch. Typically, Hundreds of interfaces need to be converted or implemented, which requires the coordination of dozens of project managers, application analysts, interface analysts, and integration engineers to execute on schedule without negatively impacting day-to-day operations. Make no mistake: it’s a huge undertaking.

I surveyed our Professional Services team to compile a list of the most common challenges they encounter when helping customers successfully migrate to Epic’s EHR system. We hope the following suggestions will help you and your organization successfully join the growing Epic user community.

Tips for a successful Epic migration


IT leaders should immediately begin talking to colleagues from other departments to ensure there is buy-in at every level and to identify and address potential roadblocks early in the process.


Comment from Billy McAnn, Interface Lead, University Health Shreveport, on the Corepoint Health LinkedIn page. Comment from Billy McAnn, Interface Lead, University Health Shreveport, on the Corepoint Health LinkedIn page.



Project Managers should collaborate early and often with their interface teams, application teams, and integration engine vendor to determine the best migration strategy for their particular organization. This includes deciding whether or not to have rolling go-lives of interface groups in phases, or to have a “big-bang” type of go-live, in which all interfaces are brought into production over the course of a single event.


Determine a clear delineation of responsibility. All stakeholders working on the migration should have clear knowledge of their expectations, including which aspects of the migration they will be responsible for, the process for communicating project status updates, etc.


Assign an analyst to every application. You will need someone to thoroughly test and sign off on each new interface prior to production.


Consider your old data: Will you leave it in the old EHR system or do you plan to backload it into Epic? If so, which systems’ data do you want to include?


Interface teams should take inventory of their current environment – make a list of existing applications and interfaces to identify those that are staying and those that need to be converted. Take the time to diagram the current interface environment and also create a diagram that depicts what it will look like after the Epic migration.


You will have MRNs in your old system that do not match the new MRNs in Epic. How will you reconcile the records of current patients being recorded in Epic with their information in the old system?


Epic is significantly “more chatty” than other EHR systems, typically sending 3 to 4 times more ADT messages. There are settings that can help curb the number of messages, but Epic is still going to be “chatty.” You’ll need to develop a strategy to ensure your integration engine can keep up with the increased flow of messages.


Does your current ADT feed send ROL and CON segments? How about A31s? Do your downstream applications need them? If not, you can filter these segments out using Corepoint Integration Engine. Do not send messages that are not needed or important.


And last, but not least, know that dates will change. Don’t freak out, and don’t stick to an unrealistic timeline.

Customer Perspective: UnityPoint Health on Corepoint Integration Engine in an Epic Environment

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