Routing Rules
Patients requesting copies of results already reviewed usually go where
Independent routing to patient
Always confirm this before sending a referral
correct location/provider
Best option if patient wants appointment control
scheduling through MyChart
Tickets must include this clickable feature
working links
This feature helps you see whether orders already exist
Open Orders tab
Messages with chest pain, SOB, or stroke symptoms go here.
Nurse Advice Line
This document should usually go with referrals
face sheet or insurance info
Medication changes usually require this
an appointment or telehealth visit
This screening tool should accompany Seek Care tickets
symptomatic screening tool
When two users update medications at the same time, Epic shows this status
medications read-only
Messages requesting work notes or forms usually go where?
Clinical staff
If orders already exist, do this before routing to provider
check open orders
Physicals cannot be scheduled earlier than this interval
once per year
Tickets should be turned in by this time.
end of shift or daily completion
Before routing, you should check this Epic section to avoid duplicate work
Chart Review or previous encounters/orders
When a patient requests new medication, what is required before routing
Appointment
Incomplete referrals should be cleared daily to reach what goal
zero incomplete referrals
If appointment availability is far out, you should offer this option.
waitlist or alternative locations/providers
Incorrect Seek Care use can cause this negative outcome
unnecessary ER or urgent care visits
This Epic tool lets you quickly insert common patient instructions
SmartPhrase
Best practice before routing any message
reviewing chart, history, and open orders first
If patient requests referral but provider has not evaluated issue, what is needed
an appointment first
Before scheduling, always confirm these two things
availability and location/provider preference
Purpose of Seek Care tickets.
directing patients to appropriate level of care
Goal of daily message management.
keeping pools low or at zero