Scanned documents do not reach the expected team
Frame the issue around ownership, expected destination, the failed handoff and what should happen next.
Health information management
Epic Workflow Help for HIM & Medical Records Teams
Workflow help for scanned documents, outside records, document routing, receiving-team ownership and recurring records-processing exceptions.
Common friction
Where him & medical records often get stuck
Outside records are stored or routed inconsistently
Frame the issue around ownership, expected destination, the failed handoff and what should happen next.
Teams make duplicate copies to improve visibility
Frame the issue around ownership, expected destination, the failed handoff and what should happen next.
No one clearly owns the next action after a document is received
Frame the issue around ownership, expected destination, the failed handoff and what should happen next.
Free starter check
Clarify these first
- Identify the document type and approved destination
- Confirm who owns acknowledgement and follow-up
- Separate routing problems from release-of-information policy
- Document exception handling without patient information
Keep these with authorized internal teams
- Release-of-information policy determinations
- Privacy or compliance incidents
- Health-information exchange configuration
- Security, access or production defects
Related resources
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