Agency Bill Transactions in
Applied Epic

Session Length: 90 minutes

Presenters: Lauren Roberts, Buffy Johnson, Kellie Halfpap

The webinar recording is now available.Complete the form to watch it on-demand.

Learn the basics of Agency Bill Transactions in Applied Epic

This session is a continuation of our previous webinar: A Front-End User’s Guide to Transactions in Applied Epic. In this presentation we’ll provide a more in-depth look at the different types of transactions that you can make at the policy level and we’ll provide additional information related to entering Agency bill transactions from the policy screen.

View Recording


Session Level: Basic

Audience: This session is beneficial for servicing staff or anyone new to Applied Epic accounting. The session can also serve as a resource for management and training staff.

Here’s what we’ll cover during the webinar:

  • A recap of the policy screen
  • Accounting workflows for servicing staff
  • How to enter the different types of Agency Bill transactions
  • Financing transactions
  • How to correct transactions

About KiteTech

lauren tripp

About Lauren Roberts

adam atwell

Adam Atwell

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.