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Applied Epic Accounting Fields for Non-Accountants

Reviewing the client screens, policy screens, and client transaction screens to fully explain and understand how the premium fields and transaction items are viewed and relate to each other.
-Identify and understand the premium and accounting fields encountered by CSR's and Producers.
-Clarify the fields and views of a client Transaction screen in Epic.
-Explain which fields are user updated and which are automated by accounting or other processes.

Skill level: Basic
Track: Applied Epic
Target Audience: Customer Service
Presenter: Phil Tilley, High Street Insurance Partners, Systems Consultant
Length: 60 minutes
Price: FREE for Advantage Members

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Applied Epic Accounting Fields for Non-Accountants
Reviewing the client screens, policy screens, and client transaction screens to fully explain and understand how the premium fields and transaction items are viewed and relate to each other. -Identify and understand the premium and accounting fields encountered by CSR's and Producers. -Clarify the fields and views of a client Transaction screen in Epic. -Explain which fields are user updated and which are automated by accounting or other processes. You must register to access.