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complimentary webinar SERIES:
mastering applied epic reports

A 3-PART SERIES TO HELP YOU HARNESS THE POWER OF APPLIED EPIC REPORTS

APPLIED EPIC REPORTS
PART I

Recorded on March 7, 2024

This webinar focused on Applied Epic Reporting basics as well as Account, Activity, Applications, Claim, and Management Reports.

WATCH WEBINAR RECORDING

 

APPLIED EPIC REPORTS
PART II

Wednesday, April 24 | 2 pm ET

FOCUSED ON:
Opportunities
Policy
Interface
Client Contracts

APPLIED EPIC REPORTS
PART III

Wednesday, June 5 | 2 pm ET

FOCUSED ON:
Transactions
General Ledger
All Other Accounting Reports

Join us for our complimentary webinar series, Mastering Applied Epic Reports, where we will delve into all the essential reports within the Applied Epic system. Whether you’re a seasoned user looking to optimize your reporting capabilities or new to Applied Epic and eager to unlock its reporting features, this webinar series is designed for you. Our expert presenters will guide you through each report type, demonstrating how to generate, interpret, and utilize the insights derived from these reports effectively.

Join the Kite Technology Agency Consulting Team for one or all of the sessions that interest you. What we share will provide you with the foundational knowledge and skills to harness the full potential of your data in Applied Epic.

Here's what you can expect from each session:

  • Better understand each of the specific reports covered in the session
  • Understand the types of data each of the reports covered can provide
  • Learn how you can leverage the specific reports in your agency
  • Gain resources you can use for help with Applied Epic reports

Come prepared with your questions as we’ll be saving time at the end for Q&A. If you would like to attend but can’t at this time, register anyway, and we’ll send you the recording.

View Recording

 

Meet your Presenters

lauren tripp

Lauren Roberts
Director of Agency Consulting

Jenny Honican

Jenny Honican
Agency Consultant

Laura Whaley

Laura Whaley
Agency Consultant

Buffy Johnson

Buffy Johnson
Agency Consultant

Kellie Halfpap

Kellie Halfpap
Agency Consultant

About KiteTech

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.