In this session, the presenter reviews the areas of Applied Epic Configuration that are integral in developing standardized workflows in your agency.

In this session, the presenter reviews the reasons why agency workflows are needed and how to develop agency workflows, including who should be part of your development group, scheduling, and decision points that need to be considered. In addition, the presenter will walk you through designing a specific workflow.

Workflows are an integral part of any agency’s success. In this session, we discuss how to define workflows within your organization and how to customize them to fit your culture and achieve maximum efficiency.

Hear from your peers about text messaging and how they use it.

Learn how to use Applied Epic more effectively by configuring Events, Activities, Tasks and Further Actions to build your workflows. In Part 1 of this 2-part series, you’ll dive into the details of setting up Events and Activities properly, including the connection to and independence from each other, all the while focusing on the end result: agency workflows.

Learn how to use Applied Epic more effectively by configuring Events, Activities, Tasks and Further Actions to build your workflows. In Part 2 of this 2-part series, you’ll dive into the details on activity configuration to take your workflows further. By learning the functionality of Tasks and Further Actions, you’ll be able to automate workflows while ensuring consistency and accuracy for your staff.

Learn how to write workflows and start creating the procedure manual for your agency.

Learn how to customize Epic to streamline agency operations in niche markets.

In this session, learn how to ensure that your workflows are being adhered to and relevant. You will be shown how to implement Quality Control Audits through Applied Epic Reports to ensure that your employees are following your company’s procedures and Best Practices. We will also discuss the categories to audit along with how to create criteria that can be used with each workflow that is in place to identify inconsistencies and training needs. Your company’s end result will be huge improvements across the board with workflows being followed consistently and the system being utilized and managed accordingly.

Part 2 of this 3-part series will cover the administration areas in Applied Epic, including configure and procedures. During this series, you’ll learn tips and techniques for using Applied Epic in your everyday workflows. From servicing and accounting to reporting and administration, you’ll leave this session with many useful Applied Epic tips and techniques.