Start with the problem you are already seeing.
These free guides use common healthcare workflow language to help staff isolate ownership, routing, queue, handoff and training problems before escalating internally.
Common problems, practical first checks.
Referral Stuck in a Workqueue: Workflow Checks
A practical, non-clinical workflow checklist for healthcare teams when a referral appears stuck, aging or not moving to the expected next step.
Scanned Documents Not Routing: What to Check
Operational guidance for teams when scanned records, outside documents or uploaded files are not reaching the expected receiving team.
In Basket Overload: Workflow Triage
A workflow-focused way to break down In Basket overload, unclear pool ownership, aging messages and repeat work without making clinical decisions.
Prior Authorization Workflow: Ownership and Handoffs
Starter guidance for organizing prior-authorization work around ownership, missing information, payer response, scheduling dependencies and exceptions.
Front Desk Training: Starter Workflow Guide
A role-based starter guide for front-desk staff learning registration, request routing, portal handoffs, document intake and escalation boundaries.
Migration Support for Nurses: Post-Go-Live Workflow Help
Independent post-go-live workflow guidance for nurses dealing with changed handoffs, new queues, unfamiliar routing and local process gaps after an Epic transition.
Workflow Help for Practice Managers
A practical framework for practice managers trying to reduce repeated Epic workflow confusion across front desk, referrals, records, scheduling and staff training.
New Employee Training: What Staff Should Learn First
A practical order for teaching new healthcare staff the workflows they need first, with emphasis on ownership, handoffs, exceptions and escalation.
Scheduling Handoff Delays: Workflow Triage
A workflow checklist for appointment requests that are delayed between referrals, authorization, scheduling pools and follow-up teams.
Portal Request Routing: Front Desk and Pool Ownership
Operational guidance for deciding where portal requests should go, who owns them and how front-desk teams can avoid duplicate or hidden work.
Outside Records Routing: Workflow Guide
A safe operational framework for routing outside records to the correct receiving team without sharing patient information with HelpEpic.
Revenue Cycle Workqueue Backlog: Operational Triage
Workflow guidance for revenue-cycle teams dealing with aging workqueues, unclear ownership, repeat exceptions and side spreadsheets.