A Front Office User's Guide to Understanding the Applied Epic Transaction Screen

Recorded On: 09/20/2020

You're new to Applied Epic and have begun creating invoices, now what? When you look at the Transaction screen do you wonder what you're looking at? How do you easily identify transactions for specific policies? What kind of information are you seeing in each column? How can you make a simple correction after you’ve invoiced? Join us as we take a look into the basics of the Transaction screen in Applied Epic.

Skill level: Intermediate
Product: Applied Epic
Target Audience: Customer Service
Presenter: George Vakalopoulos, Alliant Insurance Services Inc.
Length: 30 minutes 
Price: FREE for Advantage Members

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