Using Applied Epic Reports to Measure CSR Productivity to Ensure Balance

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Attend this case study to learn how one agency used Applied Epic® Reports to ensure their CSR’s workloads were balanced. The presenter will share how they measured their CSR’s productivity and the changes they made based on what they found.

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Using Scheduled Reports to Audit Daily Transactions

This session features a case study on how one organization uses scheduled reports in Applied Epic® to audit daily transactions. As a result, the agency was able to improve financial accuracy and identify user error during new business setup. You must register to access.

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Using Applied Epic Reports to Measure CSR Productivity to Ensure Balance

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