Understanding Your Data Using the Book of Business Report

In this case study session, hear how a fellow agency uses the Book of Business Report in Applied Epic to generate a number of other reports they use to manage their teams. The presenter will share screenshots of all of the reports discussed.

Skill level: Intermediate 
Track: Applied Epic 
Target Audience: Operations 
Presenters: Patty Andree, Johnson Financial Group, Zach Morgan, Applied Systems
Length: 25 minutes
Price: FREE for Advantage Members