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Contains 1 Component(s) Includes a Live Web Event on 02/24/2022 at 1:00 PM (CST)
Are you constantly struggling to keep up with all your "buckets" of work (email, fax box, unrouted attachments or scanbox, activities, and expiration list)? In this session, you’ll learn a simple plan that will help your backlog fade away and your day-to-day become more organized. You’ll also hear success stories from the presenter who designed this simple to follow plan.
Contains 1 Component(s) Includes a Live Web Event on 02/15/2022 at 1:00 PM (CST)
This session introduces users to Applied Epic accounting workflows covering the basic accounting functions. -Apply configuration options to daily accounting workflows in Epic -Design time saving methods with recurring and default entries -Apply options to produce reports with desired output
Contains 1 Component(s) Includes a Live Web Event on 02/01/2022 at 1:00 PM (CST)
Change is inevitable, or so they say. Take an inside-out look at change management. Learn ways to build internal resilience to embrace change management, how to manage change, and not get knocked over when it comes!
Contains 1 Component(s) Includes a Live Web Event on 01/27/2022 at 1:00 PM (CST)
This course will review the different generations and unique facts that identify them. This course will review various learning styles including, visual, aural, verbal, physical, logical, social and solitary learners. The course will review different training methods for each style and generation. This course will provide examples on training in Applied Epic for using each of the different generations and learning styles. Handouts will be provided so participants can take information back to their offices and share.
Course: Dynamic Templates! Utilizing the Applied Epic and Microsoft Word Interface to Enhance Organization Output
Recognize how to create replicate commands and describe how to create schedules and proposal document
Contains 1 Component(s)
Have you ever wanted to centralize processes such as changes, issuing certificates or other proofs of coverage and pulling MVRs? If so, you should consider using a central email address and work groups in Applied Epic. This session will help you figure out if work groups and shared inboxes are right for you and your organization. In addition, you’ll learn how to best implement the new process.
Contains 1 Component(s) Recorded On: 09/29/2021
Is your agency doing everything it can to speed up receivables? Faster payments allow you more time to focus on your business, and less time chasing down late payers. In order to do this, you must provide your insureds with the right tools to make the payment process a breeze. Want to Learn More? ePayPolicy is here to give you tips and tricks on speeding up receivables. Live demo included!
Contains 1 Component(s) Recorded On: 09/28/2021
In this panel, your peers will share which reports they run in Applied Epic, how often they run the reports, how the reports are delivered and what the reports are used for.
Contains 1 Component(s) Recorded On: 08/23/2021
Learn the basic functions of the Reports and Marketing areas in Applied Epic. During this session, you’ll hear about the different types of reports that are available as well as how to modify criteria and layout to meet your reporting needs. The presenter will share tips and tools that make creating and running reports easier in Applied Epic.