Procedures

To access Procedures from Home, do one of the following:

• Click Procedures on the navigation panel.
• Click Areas > Procedures on the menubar.
• Click the down arrow next to Home on the options bar and select Procedures.

To access Procedures from another area of the program, do one of the following:

• Click Home > Procedures on the menubar.
• Click the down arrow next to Home on the options bar and select Procedures.

The Procedures area consists of the following sections:

• Menubar

  

  The following menubar options are available in the Procedures area:

  1. • File
     • • New
       • • Sticky Note
       • Display Options
       • Exit
     • Edit
     • • Undo
       • Cut
       • Copy
       • Paste
       • Delete
       • Select All
       • Desired
       • Required
     • Areas
     • • Procedures Home
       • Accounting
       • Activities
       • Document Management
       • Export
       • Import
       • Interface Management
       • Job Management
       • myEpic Management
       • Policy
       • Policy Checking
       • SMS
     • Home
     • • Accounts
       • General Ledger
       • Reports/Marketing
       • Procedures
       • Configure
       • Utilities
       • Email
     • Locate
     • Actions (Options vary depending on the navigation panel selection.)
     • On Demand
     • Access
     • • Notifications
     • Links
     • myEpic
     • SMS
     • Help
     • • Applied Epic Help
       • Applied KnowledgeBase
       • Applied Epic Release Notes
       • Online Chat / Log a Case
       • About Applied Epic 2023
• Options Bar

  

  The following options bar options are available in the Procedures area:

  1. • Home
     • • Accounts
       • General Ledger
       • Reports/Marketing
       • Procedures
       • Configure
       • Utilities
       • Email
     • Locate
     • Actions (Options vary depending on the navigation panel selection.)
     • On Demand
     • Access
     • • Notifications
     • Links
     • myEpic
     • Exchange
     • SMS
     • New
     • • Sticky Note
     • Print
     • Save
     • Undo
• Navigation Panel

  The Procedures navigation panel displays on the left. When you click a button, the area expands to show the options available under that heading.

  The following navigation panel items are available in Procedures:

  • Procedures Home
  • Accounting
  • • Generate Invoices
    • Generate Late Charges
    • Generate Statements
    • Invoice Quality Check
    • Month-End
    • Year-End
  • Activities
  • • Manually Process Activities
    • View Error Reports
  • Document Management
  • • Acquire and Attach Image
    • Batch Scan
    • Batch Scan History
    • Distribute Files
    • Print Front End Barcodes
    • Unrouted Attachments
    • Unrouted Faxes
  • Export
  • • Custom Items
  • Import
  • • Custom Items
    • Prospect Files
    • • Prospect Batches
  • Interface Management
  • • Assign Items in Suspense
  • Job Management
  • • Print Queue
    • Fax Log
    • Jobs
  • myEpic Management
  • • Workflows
  • Policy
  • Send PDF Batch to Drive
  • Policy Checking
  • Policy Checking Comparisons
  • SMS
  • Unrouted Messages

   

   

• Recent Selections

  Your most recent Procedures selections display on the Procedures Home screen. Click a selection to jump to that area.