The same workflow question comes up every week
Clarify ownership and the expected next handoff before creating more work.
Practice operations
Epic 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.
What this often looks like
Common symptoms
Different employees solve the same problem differently
Clarify ownership and the expected next handoff before creating more work.
Work gets stuck between departments and no one owns the exception
Clarify ownership and the expected next handoff before creating more work.
Training gaps create rework, delays and avoidable escalations
Clarify ownership and the expected next handoff before creating more work.
First checks
Work through these before escalating blindly.
- List the five workflows creating the most rework
- Map owner, destination and exception path for each handoff
- Separate training gaps from access or configuration problems
- Replace personal workarounds with short approved SOPs
- Track recurring failure points so the right internal team can address root causes
Ownership questions
- Which role owns the standard workflow?
- Who owns exceptions?
- Who approves changes to local process?
- What should be escalated to the application, security or revenue-cycle team?
Avoid making the problem worse
Do not use a workaround as the default process.
- Allowing every employee to invent a different workaround
- Making protected system changes without authorization
- Submitting PHI to an outside resource
- Using workflow advice as clinical or compliance guidance
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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