myEpic Management

myEpic Management allows you to reassign, continue, discontinue, or suspend a workflow or to edit the comments on a suspended workflow.

If you access Applied Epic through a web browser, you must install the Epic Desktop Connector and the Workflow Viewer from Help > Connection Suite to use the myEpic Workflow Viewer.

1. From the Home screen, 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.

From any other area of the program, do one of the following:

1. • Click the down arrow to the right of the Home options bar button and select Procedures.

   • Click Home > Procedures on the menubar.

2. Click myEpic Management on the navigation panel or Areas > myEpic Management on the menubar.

3. Click the arrow in the view filter and make the appropriate selection.

4. Use the search bar above the list to specify the workflows that you want to see.

These are the choices in the first dropdown menu:

1. • Account Code
   • Account Name
   • Current Step
   • Owner
   • Policy Type
   • Policy Number
   • Policy Description
   • Policy Effective Date
   • Policy Expiration Date
   • Reason
   • Suspended
   • Suspended By
   • Workflow Name

The choices available in the second dropdown menu vary, depending on the selection you made in the first dropdown.

1. • Equals: Enter the search criterion (e.g., the full description or folder name) in the field to the right, or select the correct date from the dropdown calendar (if applicable). Click Find.
   • Begins With: Enter at least the first character of the search criterion (e.g., part of the description or claim number) in the field to the right. Click Find.
   • Within Range: Search between two calendar dates. Click the down arrow to the right of each field to choose dates from the dropdown calendars. Click Find.

To see the filter that is currently applied to the list, hover over the Search where text.

5. You can change the columns that display in the list if you wish.
   
   Note: By default, only your own suspended workflows display in the list. You can add the ability to view others' myEpic workflows on the View Other Employees tab in Employee Detail.

   1. Click the Select Columns link label on the right side of the header bar.
      
      The Select Columns window displays.
   2. Select the checkbox next to each column that should be in the list.
      
      Deselect the checkbox next to each column that should be removed from the list.

   3. Columns will appear in the order in which they are listed. In the example above, Code would be the first column, and Association would be the last. To move a column up or down in the list, click the appropriate columns, and then click the up arrow or down arrow to change the order.
   4. Click OK or press [Enter] to save your changes.
      
      Click Cancel to close the window without saving your changes.

6. To print the list of workflows, click the Print button and print the list as you would any other document.

7. Click to highlight the desired workflow in the list.
8. You can do the following from here:
   • Continue the Workflow
     1. Click the arrow .
     2. The workflow steps display on the left in the order in which they occur, beginning where you last left off. As you complete each item, click Next.
        
        Note: Certain workflows allow you to click Back to change the data on a previous step. If the Back button is disabled, you cannot return to a former workstep.
     3. Workflow steps that are preceded by a question mark icon require you to answer a question before proceeding. When you get to the step, you must make a selection.

     

     4. When you complete the last workstep, click Finish.
        
        If you cannot finish the workflow, you have the following options:
        •  Suspend Workflow: Stop the workflow at the current step so that it can be completed later.
          1. Click Actions > Suspend Workflow.
          2. In the Suspend Workflow pop-up window, choose the Reason for the suspension and add any pertinent Comments.
          3. Click Finish. See Continue a Suspended Workflow for instructions on picking up where you left off.
        •  Discontinue Workflow: Stop the workflow without saving any changes.
          1. Click Actions > Discontinue Workflow.
          2. You are prompted: "Do you wish to discontinue this workflow?" Click Yes.
   • Discontinue the Workflow

     Stop the workflow without saving any changes to the current screen. Data entered on previous screens is saved.

     1. Click Actions > Discontinue Workflow or right click the workflow and select Discontinue Workflow.
     2. You are prompted: "Do you wish to discontinue this workflow?" Click Yes.
   • Reassign the Workflow

     Use this action to assign a workflow's remaining worksteps to a different employee.

     1. Click Actions > Reassign Workflow or right click the workflow and select Reassign Workflow.
     2. In the Reassign Workflows To pop-up window select the Employee code of the person to whom you wish to reassign the workflow.
     3. Click Finish.
   • Edit Comments

     Use this action to edit the comments that were added when a workflow was suspended.

     1. Click Actions > Edit Comments or right click the workflow and select Edit Comments.
     2. Make the necessary changes in the Edit Comments window and click Finish.
   • Suspend the Workflow

     Use this action to suspend a workflow that is currently in progress. For example, if an employee has to leave the office immediately for some reason, you can suspend any in-progress workflows that he or she was working on.

     1. Click Actions > Suspend Workflow or right click the workflow and select Suspend Workflow.
     2. In the Suspend Workflow pop-up window, choose the Reason for the suspension and add any pertinent Comments.
     3. Click Finish. See Continue a Suspended Workflow for instructions on picking up where you left off.