Using Applied Epic Reports to Measure CSR Productivity to Ensure Balance

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.


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.