Less staff downtime
Referral, records-routing, scheduling, portal, queue and billing-handoff questions receive a documented next step.
Independent workflow support
Free workflow tools staff can actually use.
Print one-page job aids, use a structured no-login Workflow Advisor, and share practical guidance for referrals, portal requests, records routing, In Basket ownership, staff training and go-live stabilization.
No patient information is needed. Advisor v1 does not ask for a name, email, employer or free-text workflow narrative.
Workflow guidance, not clinical advice. Follow your organization’s approved policies, security controls and escalation channels. Never submit patient names, DOBs, MRNs, screenshots, records, passwords or other confidential information.
The independent workflow-support layer
Get staff back to work—and keep routine workflow problems out of the analyst queue.
HelpEpic addresses staff-facing questions, recurring workarounds, training gaps and operational problems that do not require system build. We document what works, identify repeat demand and route true application problems to the appropriate authorized Epic team.
Fewer avoidable escalations
Each request is classified as workflow, training, policy, access, defect, build, clinical or security.
Faster onboarding
New staff receive role-based checklists, local handoffs, exception guidance and clear stop points.
More analyst capacity
Unresolved issues reach authorized application teams with the impact, prior checks and expected handoff documented.
Where HelpEpic fits
Clear ownership from the first conversation.
Workflow, training and stabilization
Staff questions, handoffs, recurring workarounds, onboarding, SOPs and escalation preparation.
Access, outages and security
Credentials, downtime, security incidents, employer policy and authorized support channels.
Build, configuration and defects
Production changes, interfaces, application configuration, testing and certified analyst work.
For practicesSupport the way your office actually works.Extend the host help desk with local workflow guidance, onboarding and SOP support.Explore practice support →For hospitalsStart with one department and measure the result.Baseline recurring demand, resolve no-build issues and quantify analyst capacity returned.Explore the 90-day pilot →
Choose the right engagement
Compare all services →Start with one defined problem. Expand only when the work proves value.
Begin with paid discovery or the manager-facing demand report, then move to a stabilization sprint, recurring practice support or a measured hospital-department pilot only when the evidence supports it.
Workflow Demand Report & Job-Aid Pack
A compact manager engagement for recurring workflow questions that need evidence, local ownership and reusable job aids before a larger project.
Workflow Stabilization Sprint
A focused two-to-four-week engagement for recurring friction, undocumented workarounds and avoidable escalation.
Practice Workflow Desk
Monthly workflow guidance, onboarding, SOP maintenance and escalation preparation for medical practices.
Hospital Department Pilot
A measured 90-day entry point for one department before considering broader support.
Free frontline tools
Open free tools →Four frontline artifacts. Useful enough to travel.
The free layer is deliberately narrow: practical job aids that can be printed, localized and forwarded without requiring staff to create an account or submit sensitive workflow details.
Referral coordinators
Referral Stuck? 7 Checks
Isolate the failed handoff before opening another ticket or duplicating work.
Front deskPortal Request Stop/Send Card
Classify the request, use the approved destination, and know when to stop.
Trainers & super usersWho Owns This Work?
Document primary owner, backup, expected handoff, aging trigger and escalation route.
Go-live teamsFirst 10 Shifts Survival Kit
Four print-ready pages for readiness, issue classification, ownership and end-of-shift learning.
Healthcare operations
Frontline utility first. Management signal second.
Staff get a useful answer now. Managers get a path to standardize repeated questions into local job aids, ownership maps and workflow stabilization work.
01 / Enterprise
Hospitals & Health Systems
Standardize staff-facing workflow guidance across departments, sites and operational teams.
02 / SpecialtySpecialty Groups
Reduce repeat friction in referral, records, authorization, scheduling and communication workflows.
03 / PracticeIndependent Practices
Give smaller offices a practical support layer when local workflow answers are inconsistent.
Workflow Advisor
Open Advisor →Immediate direction without a narrative intake form.
The Advisor now uses only broad structured selections: role, workflow area, blocker type and change context. It returns first checks, stop rules and the correct internal escalation boundary.
No name or email
The free Advisor does not require contact information.
No employer field
Staff can use the tool without identifying their organization.
No free-text question
Structured inputs sharply reduce accidental PHI or confidential-data submission.
Clear stop rules
Security, access, clinical and suspected defect issues remain inside authorized channels.
Paid operational support
Need hands-on help after the free layer?
Book a focused operational engagement when the issue needs workflow review, local standardization, escalation mapping or stabilization support.
Starting at $750Focused first-call support
See Response Levels & PricingResponse time means acknowledgment and start of triage, not guaranteed resolution. No PHI or clinical emergencies.Help by topic
All topics →Go directly to the workflow problem.
HelpEpic organizes support the way healthcare teams experience it: by the task, handoff, queue or process that is not working.
Referrals
Orders, authorization, workqueue ownership, scheduling and closed-loop follow-up.
Records & Documents
Scanned records, outside documents, routing standards and hidden queues.
In Basket & Workqueues
Ownership, aging items, pool routing, coverage and escalation.
Portal & Front Desk
Portal requests, duplicate work, request ownership and front-desk escalation.
Training & SOPs
New-hire basics, role-based procedures, workarounds and repeatable workflows.
Migration & Stabilization
Post-go-live confusion, broken handoffs, local workarounds and stabilization.
Enterprise credibility
Enterprise support →Designed for operational consistency.
HelpEpic helps healthcare organizations reduce repeated questions, clarify escalation paths and create one trusted place for staff-facing workflow guidance.
Standardize answers
Give teams the same practical guidance across departments, roles and locations.
Reduce avoidable escalation
Help staff understand what to check, what to collect and when to escalate.
Support onboarding
Give new employees practical guidance for front desk, referral, records, billing and operations workflows.
Identify recurring issues
Use repeated workflow questions to identify where staff need approved standard work or additional support.
Enterprise boundary: HelpEpic provides workflow support and staff-facing guidance. It does not replace your organization’s approved clinical, compliance, security, IT or operational policies.
Workflow Library
View all questions →Practical answers to common workflow questions.
Start with the Epic-related workflow questions healthcare teams ask every day, then use the guidance to identify owners, handoffs, queues, documentation gaps and escalation paths.
Referral Operations
Why are referrals delayed after Epic migration?
Common causes include missing documentation, unclear routing ownership, authorization gaps and workflow breakdowns between teams.
Patient Portal SupportHow should front desk staff handle patient portal requests?
Scripts, escalation rules and recommended procedures for portal access, message routing and patient support.
Records ManagementWhere should scanned records be routed?
Guidance for indexing, routing, review ownership and avoiding lost documentation.
Staff TrainingWhat should new employees learn first?
A practical onboarding sequence for front desk, intake, referral, billing and operations staff.
Help by role
All roles →Start with the work you actually do.
Choose your role and go directly to the workflow problems, handoffs and starter checks that are most relevant to your day-to-day work.
Help by care setting
All organizations →For every place healthcare work happens.
Choose your care setting or organization type and go directly to relevant workflow guidance.
Workflow Champions
Open Workflow Champions
Give coworkers the same useful resource.
Create an anonymous short link and QR code for HelpEpic’s free tools. The program is recognition-first and does not reward workflow-question submissions, patient referrals, purchasing influence or contracts.
Explore by specialty and change event
Find help that matches where you work and what is changing.
Use specialty resources for day-to-day operational workflows, or change-event resources when your team is going through go-live, upgrade, onboarding, backlog recovery or standardization.
Healthcare Specialties
Primary care, cardiology, orthopedics, oncology, pediatrics, OB/GYN, behavioral health, urgent care and more.
Change Events
Go-live, upgrades, onboarding, backlog recovery, clinic rollout, workflow standardization and stabilization.
Help by Role
Nurses, physicians, front desk, referral coordinators, HIM, schedulers, managers, analysts and IT.