Scheduling and referral workflows have multiple exception paths
Frame the issue around ownership, destination, timing and the next expected handoff.
Specialty workflow resource
Epic Workflow Help for OB/GYN Practices
Independent operational support for OB/GYN teams coordinating referrals, scheduling, records, portal requests, prior authorization and staff handoffs.
Common operational friction
Where teams often lose time
Records and outside information are routed inconsistently
Frame the issue around ownership, destination, timing and the next expected handoff.
Portal requests move between front desk and clinical teams without clear ownership
Frame the issue around ownership, destination, timing and the next expected handoff.
Staff rely on memory for local workflow rules
Frame the issue around ownership, destination, timing and the next expected handoff.
First checks
Clarify the workflow before changing anything.
- Identify the request type and current stage
- Confirm who owns the next non-clinical action
- Separate operational routing from clinical urgency
- Document the exception path and escalation owner
Keep these inside authorized internal channels
- Clinical or pregnancy-specific decisions
- Urgent patient concerns
- Privacy or consent determinations
- Access, security or system defects
Related workflow resources