Staff assume changed behavior is a defect before checking the new workflow
Use the issue as a signal to clarify ownership, handoffs, training and exception handling.
Operational change
Epic Upgrade Workflow Support
Workflow-focused support for teams adapting to an Epic upgrade or major release where familiar steps, routing or local training may need to be revalidated.
Common risks
What usually breaks during change
Old SOPs remain in circulation after the upgrade
Use the issue as a signal to clarify ownership, handoffs, training and exception handling.
Role-specific impacts are discovered only after users struggle
Use the issue as a signal to clarify ownership, handoffs, training and exception handling.
Local workarounds bypass the intended updated process
Use the issue as a signal to clarify ownership, handoffs, training and exception handling.
First checks
Stabilize the operating model first.
- Identify which business task changed
- Compare expected workflow before and after the upgrade
- Update role-based SOPs and job aids
- Escalate reproducible defects through authorized change channels
Keep these inside authorized internal channels
- Confirmed production defects
- Security or access changes
- Clinical governance decisions
- Protected configuration
Related workflow resources