4 Quick Tips to Getting the Book of Business Report You Need
Technology | Connections Editor | Nov 19 2021
Are you having trouble getting a Book of Business report that makes sense out of Applied Epic? You’re in luck! We sat down with Applied Net 2021 speaker Sue Good, senior consultant at Alexant Systems Corporation, to get her top tips on how fellow users can get the Book of Business report they need
Image via AppliedSystems.com.
Tip 1: There’s No Shame in Copying
Good shared that there is no need to reinvent the wheel each time you go into Epic. “You can always right-click on any report in Epic and make a copy.” When you do, she recommends renaming the copied report to something fresh and changing the sorting on that specific report. As soon as you have it in a place where it is pretty and looks the way you want it to, start copying off of that one every time.
Tip 2: Schedule Your Reports
“If I wanted to, I could schedule a Book of Business report to run on the last day of every month or the first day of the next month for the previous month for all policies,” notes Good. She adds that you can force reports to run on certain days, and that reports can be emailed to someone in PDF format or Excel format. Automating the process in a way that is custom to your business is critical.
Tip 3: Use the 'Quick View' Function
Good encourages Epic users to take advantage of the quick view option when reporting. “On the home screen in Epic, [users] can just click on the link and a report [will run] automatically,” she shares. Basically, this allows users to see the specific details of any report immediately, especially if it was recently shared with or emailed to them. “There is a lot of functionality in reports,” said Good.
Tip 4: Keep Learning
Finally, Good recommends, particularly for those new to Epic, to seek out webinars from Applied Client Network. “There are some great webinars out there on reports and how to get into the layouts, edit them and set them up the way you want them.”
Interested in more tips from Good? Check out a replay of her Applied Net 2021 session, “Get The Book Of Business Report You Need In Applied Epic”.
Tags: Applied Net , User Tips , Applied Epic , Reporting , Best Practices , Business Insights