u/AdministrativeTap874

Hey all — I’m pretty new to Epic, so sorry if I’m using the wrong terms.

I’m trying to understand how Epic usually handles patients who have an order / referral / service request, but no appointment has been scheduled yet.

Is there a standard workflow for this? For example, do people usually manage it through recalls, appointment requests, workqueues, referrals, or something else?

Also, is there any way to make this more automatic so these patients don’t just sit there unscheduled unless someone manually follows up?

I’m mainly trying to learn what the usual Epic pattern is here.