Independent Epic workflow resource for healthcare teamsNo patient information · Not affiliated with Epic Systems Corporation
Healthcare department workflow

Health Information Management workflow help

Operational help for scanned documents, external records, document classification, receiving ownership and repeat routing exceptions.

Typical ownership

Work this team may coordinate

  • Document intake and routing standards
  • Outside-record handling
  • Record classification and receiving ownership
  • Records-process SOPs

Keep these with authorized internal teams

  • Release-of-information policy
  • Privacy/compliance incidents
  • HIE configuration
  • Security or production defects

HelpEpic does not replace clinical, security, compliance or production support channels.

Common friction

Where Health Information Management workflows break down

Scans land in the wrong destination

Clarify the current owner, expected destination, failed handoff and exception path before creating another workaround.

Records are duplicated to compensate for visibility gaps

Clarify the current owner, expected destination, failed handoff and exception path before creating another workaround.

Receiving teams do not acknowledge ownership

Clarify the current owner, expected destination, failed handoff and exception path before creating another workaround.

Local practices differ by site

Clarify the current owner, expected destination, failed handoff and exception path before creating another workaround.