Kite Technology’s agency consulting team can provide onsite and remote employee training to meet your agency’s needs whether you’re new to Epic, optimizing your workflows or just have a new employee to train.
Consulting engagements for training your Applied Epic users can focus on a combination of topics including but not limited to:
An insurance agency in Maryland came to us for employee training because they were thinking about doing an Applied Systems Epic migration but didn’t want to disrupt the day-to-day activities of their staff who were long-time TAM users. Although they wanted the flexibility and automation that was possible with Epic, they knew they needed help retraining employees on this new system.
We came in to configure their system and spent several days working closely with staff on functionality and configurations. We helped them learn how to work from the policy screen’s service summary rows and showed them how using “Access” and “Search” features could help streamline their day-to-day tasks.
While on-site, we assisted with writing workflows and ensured that employees could test them with us present so we could offer guidance.
Soon, the agency’s team realized Applied Epic was absolutely the right choice for their business. We helped them pick up work that had been started in TAM and needed to be finished in Epic. The possibilities for control and automation will allow their business to grow and expand while still offering personalized care and attention to every customer.
HUNT VALLEY, MARYLAND!
Cloud solutions architect
Adam is passionate about consulting with organizations across the country to help them develop and execute a cloud adoption strategy that meets their business needs and future objectives. Adam oversees and manages our company strategy for Microsoft 365 adoption and is responsible for future growth and development inside Microsoft 365 and other cloud technologies.