Applied Epic Importing and Exporting Functionality for Front Office

Importing data into Epic saves time whether your entering a new policy or updating the client’s certificate holder’s list.   During this time, we’ll review the different types of data that can be imported and exported within Epic.  There will also be a demonstration on this functionality using one of the most common options – certificate holders.   Tips will be shared along with guidance on what to watch out for when importing your data.

Skill Level: All
Track: Applied Epic
Target Audience: All
Presenter: Felicia Burch
Length: 60 minutes
FREE for Advantage Members

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Applied Epic Importing and Exporting Functionality for Front Office
Importing data into Epic saves time whether your entering a new policy or updating the client’s certificate holder’s list. During this time, we’ll review the different types of data that can be imported and exported within Epic. There will also be a demonstration on this functionality using one of the most common options – certificate holders. Tips will be shared along with guidance on what to watch out for when importing your data. Live event: 06/28/2022 at 1:00 PM (CDT) You must register to access.