Referrals remain in a queue without a clear next owner
Frame the issue around ownership, expected destination, the failed handoff and what should happen next.
Referral operations
Epic Workflow Help for Referral Coordinators
Practical workflow help for referral intake, authorization, workqueue ownership, scheduling handoffs, missing information and closed-loop follow-up.
Common friction
Where referral coordinators often get stuck
Authorization and scheduling teams wait on one another
Frame the issue around ownership, expected destination, the failed handoff and what should happen next.
Missing information creates repeated outreach and rework
Frame the issue around ownership, expected destination, the failed handoff and what should happen next.
The referral appears complete to one team but open to another
Frame the issue around ownership, expected destination, the failed handoff and what should happen next.
Free starter check
Clarify these first
- Identify the referral stage where work stopped
- Confirm the current queue or operational owner
- Separate authorization delay from scheduling delay
- Define the handoff that closes the loop
Keep these with authorized internal teams
- Clinical urgency or medical necessity decisions
- Payer-policy interpretation requiring authorized staff
- Access and role provisioning
- Interface failures or production defects
Related resources
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