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

Referral Operations workflow help

Workflow help for referral intake, queue ownership, authorization, scheduling handoffs, missing information and closed-loop follow-up.

Typical ownership

Work this team may coordinate

  • Referral intake and workqueue triage
  • Authorization handoffs
  • Scheduling readiness
  • Closed-loop referral follow-up

Keep these with authorized internal teams

  • Clinical urgency
  • Medical-necessity decisions
  • Payer-policy determinations
  • Interfaces, access or production defects

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

Common friction

Where Referral Operations workflows break down

Referrals age without a clear next owner

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

Authorization and scheduling responsibilities overlap

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

Missing information causes repeat touches

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

Status labels do not tell staff what to do next

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