Outside records arrive but no team owns the next step
Start by identifying the current owner, expected destination and the handoff that should happen next.
External information
External Records & Care Coordination Help
Organize outside records, document routing, receiving ownership and cross-team follow-up without sharing patient information with HelpEpic.
Common problems
Where teams usually get stuck
Scanned information is stored inconsistently
Start by identifying the current owner, expected destination and the handoff that should happen next.
Teams create duplicate copies to make records visible
Start by identifying the current owner, expected destination and the handoff that should happen next.
Referral and records workflows do not close the loop
Start by identifying the current owner, expected destination and the handoff that should happen next.
Free starter check
What to clarify first
- Identify the document or information type
- Confirm the approved destination or receiving team
- Identify who acknowledges and follows up
- Document exceptions without including patient information
Escalate internally when the issue involves
- Health-information exchange configuration
- Release-of-information policy questions
- Clinical interpretation
- Privacy, security or compliance concerns