Referral workflow triage
PRINT / SHAREReferral stuck? 7 checks before you escalate.
Use this card to isolate ownership and handoff problems before creating duplicate work. Complete local fields using your organization’s approved workflow.
- Name the exact referral task that should happen next.
- Identify the current queue, pool, team or role that owns the work.
- Confirm whether required information is complete under your local procedure.
- Separate the blocker: routing, authorization, scheduling, missing information or unclear ownership.
- Confirm what status, event or handoff should move the referral forward.
- Check whether your organization’s approved aging threshold has been reached.
- Escalate with one clean summary instead of creating duplicate work.
Local escalation handoff
Expected next step
Current owner / queue
Current stage / status
Aging threshold
Backup owner
Escalation destination
Stop rule: Do not create a second referral simply to make the original work more visible. Do not send patient names, DOBs, MRNs, insurance identifiers, screenshots or records to HelpEpic. Access, security, outages, suspected production defects and clinical decisions stay with your organization’s authorized teams.