Referrals arrive without the information needed for the next step
Frame the issue around ownership, destination, timing and the next expected handoff.
Specialty workflow resource
Epic Workflow Help for Orthopedic Practices
Workflow-oriented help for orthopedic teams managing referrals, scheduling, prior authorization, outside imaging/records intake and repeatable clinic handoffs.
Common operational friction
Where teams often lose time
Scheduling depends on authorization or record completion
Frame the issue around ownership, destination, timing and the next expected handoff.
Outside documents create duplicate manual follow-up
Frame the issue around ownership, destination, timing and the next expected handoff.
Different locations use different workarounds for the same task
Frame the issue around ownership, destination, timing and the next expected handoff.
First checks
Clarify the workflow before changing anything.
- Identify required information before the next handoff
- Confirm which team owns completion
- Separate missing information from routing failure
- Standardize the exception path across locations
Keep these inside authorized internal channels
- Clinical appropriateness or urgency
- Imaging interpretation
- Access and security
- Build, interface or production issues
Related workflow resources