Current-System Review Worksheet
A current-system review worksheet for practices that need a better way to diagnose queue, template, routing, and reporting problems.
Use this worksheet when the platform is being blamed for workflow drag, but the practice still needs a cleaner read on what is actually happening inside the system.
Review Areas
Look at how work is being carried through the platform, not just whether features exist.
- Queues and worklists
- Task routing and ownership
- Templates and note-flow fit
- Reporting and leadership visibility
- Manual workarounds, side lists, and inbox-based follow-up
Questions To Ask
These questions help separate a software issue from a workflow issue.
- Where is work sitting without a clear next owner?
- Which tasks are being tracked outside the platform and why?
- Which templates or note paths are creating more cleanup than they prevent?
- What reports exist and which ones are actually helping leadership act?
- What parts of the workflow depend too much on memory or informal follow-up?
What This Helps Surface
The worksheet is meant to expose whether the real issue is configuration, workflow design, ownership, or reporting visibility.
That makes it easier to decide whether the next step should be current-system support, a workflow audit, operations work, or something smaller and more targeted.
Next Step