1. Workflow demand summary
Ranks the recurring workflow categories included in the engagement and shows where ownership, training, routing or escalation ambiguity is creating repeat work.
Manager-facing bridge engagement
Turn recurring workflow questions into a management action plan.
The Workflow Demand Report & Job-Aid Pack is a contained engagement for practices and departments that know the same operational questions keep returning but are not ready for a larger stabilization sprint or 90-day pilot.
$2,500–$5,000Typically 5–10 business daysNo PHI required
The gap between free and a full sprint
Not every recurring workflow problem needs a $9,500 project.
A manager may already see repeated questions around referrals, portal routing, records, queues, scheduling or onboarding but still need evidence before approving a larger engagement. This service converts a limited set of approved, no-PHI operational inputs into a useful management deliverable.
Commercial scope
$2,500–$5,000 fixed engagement
Final pricing depends on the number of workflow categories, departments or locations, available source material and the level of local job-aid customization.
Confirm scope and price →What management receives
Five deliverables that can drive a decision.
2. Role and handoff map
Documents who owns the next operational step, who backs them up, where the handoff occurs and which exceptions need escalation.
3. Three customized job aids
Creates concise printable references using the organization’s approved owner, handoff, aging and escalation information.
4. Manager findings review
Separates documentation and training opportunities from access, security, configuration, defect and clinical issues that belong with authorized internal teams.
5. 30-day action plan
Prioritizes what to standardize now, what to monitor, what to escalate internally and whether a stabilization sprint, recurring support or department pilot is justified.
Inputs
Use approved operational evidence—not frontline surveillance.
- Manager-supplied workflow categories and recurring questions stated without PHI
- Existing SOPs, training notes or ownership maps that the organization is authorized to share
- Aggregate counts or broad categories from internal service-desk or operational reporting, when available
- Broad HelpEpic public-resource interaction categories only when the organization has explicitly opted into that use
- Interviews with designated operational owners, not covert employee monitoring
Not collected for this service
Data the engagement does not need.
- Patient names, dates of birth, MRNs or clinical narratives
- Passwords, access tokens or credentials
- Patient screenshots or exported records
- Individual employee browsing histories
- IP-based employer inference
- Private frontline Advisor narratives—the free Advisor does not collect them
Engagement process
A short path from recurring questions to standard work.
1. Define the scope
Select up to a defined set of workflows, locations or roles and name the manager-approved operational owners.
2. Review no-PHI evidence
Review approved workflow categories, existing documentation and recurring operational patterns without collecting patient data.
3. Build the manager pack
Create the demand summary, ownership map, three local job aids and prioritized recommendations.
4. Decide the next move
Use the management review to standardize internally, stop, or move into a larger stabilization or support engagement only if the evidence supports it.
How this fits the HelpEpic ladder
A lower-risk bridge between a free artifact and a larger engagement.
Free
Advisor & printable tools
Frontline utility with no identity or employer requirement.
$2,500–$5,000Workflow Demand Report
Manager-facing evidence, ownership map and customized job aids.
$4,500–$9,500Stabilization Sprint
Hands-on work when recurring friction needs a defined improvement project.
$18,000–$30,000Department Pilot
Measured 90-day engagement for an approved hospital department.
Privacy and governance
The manager service must not compromise the free layer.
HelpEpic’s public frontline tools remain usable without a name, email or employer. A manager engagement begins only when an authorized buyer explicitly requests organizational work through the commercial support path.
Important: HelpEpic does not infer where anonymous frontline users work and does not present anonymous public-tool use as proof that a specific employer has a workflow problem. Any organization-level analysis must be based on authorized, manager-supplied or explicitly opted-in aggregate information.
Questions before starting
Frequently asked questions
Do we need HelpEpic usage data to buy this?
No. The service can be built entirely from manager-supplied, no-PHI operational information and existing approved documentation.
Can you customize the free job aids for our department?
Yes. Three customized job aids are included in the standard engagement, using the approved local owners, escalation destinations and process language supplied by the organization.
Does HelpEpic identify which employees used the free tools?
No. The free layer is designed to avoid identity and employer collection. This engagement is not an employee-monitoring product.
What if the review finds a system defect or configuration problem?
HelpEpic documents the operational impact and prepares a cleaner escalation path. Production configuration, access, security and defect resolution remain with the organization’s authorized teams.
What happens after the report?
The client can implement the recommendations internally, stop with the completed deliverables, or separately approve a stabilization sprint, recurring workflow desk or department pilot.