A familiar workflow now has a different owner or handoff
Clarify ownership and the expected next handoff before creating more work.
Nursing workflow stabilization
Epic 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.
What this often looks like
Common symptoms
Staff rely on verbal workarounds because local SOPs have not caught up
Clarify ownership and the expected next handoff before creating more work.
Messages or tasks appear in new locations and coverage is unclear
Clarify ownership and the expected next handoff before creating more work.
Training covered the system but not the unit’s day-to-day exceptions
Clarify ownership and the expected next handoff before creating more work.
First checks
Work through these before escalating blindly.
- Separate system-navigation confusion from local workflow design
- Identify the old handoff and its new destination
- Capture recurring exceptions that were not covered in initial training
- Document which questions belong to nursing education, application support or local operations
- Turn repeated fixes into a unit-approved quick reference or SOP
Ownership questions
- Who owns the next step after the nurse completes the task?
- Which pool, queue or role now receives the work?
- Who approves a local workflow change?
- Which problems require the organization’s Epic/application team?
Avoid making the problem worse
Do not use a workaround as the default process.
- Using HelpEpic for patient-specific clinical guidance
- Sharing patient screenshots or chart details
- Treating every post-go-live issue as user error
- Creating unofficial clinical workarounds outside governance
Security and privacy boundary. Do not send HelpEpic patient names, DOBs, MRNs, insurance identifiers, screenshots, records, passwords, tokens or other confidential information. Access, outages, security incidents, protected configuration changes and patient-specific clinical decisions belong with your organization’s authorized teams.
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