Peer-to-Peer: Segmenting Your Clients in Applied Epic

When:  Dec 11, 2018 from 1:00 PM to 2:00 PM (CT)

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Have you ever wanted to track your clients by segment? Have you ever wanted to track retention by segment? The presenter will share how we worked through this business challenge using Applied Epic. 
-Learn how to take a business objective and translate that into action. 
-Develop a plan that anticipates exceptions. 
-Create audit reports to ensure that data is measuring the right things. 

Skill level: Advanced 
Product: Applied Epic 
Target Audience: Accounting, Customer Service, Operations 
Presenter: Patty Andree, Johnson Insurance Services 
Length: 60 minutes 
Price: FREE for Applied Client Network Members