Records · Routing
Where should scanned records be routed?
Use the organization’s documented routing standard by document type and receiving team. A good local standard defines who classifies the document, where it is sent, who acknowledges it, what proves the handoff completed and where rejected or misclassified items go.
First checks
Work through the workflow before escalating blindly.
- Identify the document type.
- Confirm the approved destination.
- Confirm the receiving owner.
- Define what proves successful handoff.
- Use the approved exception path for rejected items.
Ownership questions
- Who owns classification?
- Who owns receipt and follow-up?
- Who resolves rejected documents?
- Who maintains document-routing standards?
Avoid making the problem worse
Common failure patterns
- Personal inboxes as the default destination.
- Repeatedly scanning the same record.
- Sending patient records or screenshots to HelpEpic.
When to escalate
If classification is correct but the document does not reach the approved destination, escalate to authorized HIM/application support with a no-PHI description of the routing failure.
Related resources
Continue with the closest workflow tool.
Scanned-document guide→Records workflows→Ownership worksheet→Boundary: Your organization’s approved policy, configuration, security controls and escalation process always control. HelpEpic is independent workflow guidance, not clinical advice or official Epic support. Never send HelpEpic patient names, DOBs, MRNs, screenshots, records, passwords, tokens or confidential internal information.