Stabilize the workflows people depend on every day.

Use this checklist during or after an Epic transition to identify operational gaps before they become permanent workarounds.

1. Referral ownership

• Document who owns the referral at each stage.
• Verify authorization, queue and scheduling handoffs.
• Define what happens when a referral stalls.

2. Records and documents

• List common incoming document types.
• Define the approved destination for each.
• Remove personal or undocumented routing workarounds.

3. Staff training

• Train high-frequency workflows before edge cases.
• Document escalation paths.
• Keep SOPs role-specific and easy to update.

4. Daily exception review

• Review stuck queues and repeated manual work.
• Track the same issue when it appears across multiple staff members.
• Convert recurring fixes into an SOP.