The following workflows are available in this area:
To access the Client Contracts area, follow the steps below.
To access Accounts from another area of the program, do one of the following:
The Services screen is comprised of the following sections:
The following options are available from the menubar of the Services area:
The following options are available from the options bar of the Services area:
The navigation panel is on the left side of the screen.
The navigation panel consists of the following buttons:
Primary contact information for the selected person or company displays in the bottom left corner of the screen.
Click the Additional tab for information about other phone numbers, email addresses, etc. associated with the selected account.
Services for the selected customer display in the list beneath the options bar. To sort by a different column, click the column heading by which you wish to sort. Click one more time to change the sort order (from ascending to descending, or vice versa).
Details for the highlighted policy display below the list.
You can attach files or email messages directly to a service in the list. Just select the service, and then drag and drop the attachment into the list. See Add an Attachment for details.
To change the types of services that display in the list, click the word "Services" in the view filter.
A list of choices displays:
Click on the appropriate selection.
The footer is located at the bottom of the screen. Some of the information it displays varies depending on the area of Applied Epic you are viewing.
The footer always displays the version of Epic you are running, the database you are accessing, and the name of the current screen. On some screens, the footer also displays the entity type, status, and current account balance, as in the example below.