A: Yes, but you must install the Epic Desktop Connector and the Workflow Viewer from Help > Connection Suite.
A: You cannot skip forward to another step. However, clicking Yes or No in response to certain questions skips unnecessary steps.
A: Yes. The Workflow Viewer to the left of the list displays the entire workflow in a flowchart format. The current step in the workflow is highlighted in this view.
A: Depending on where you are in a workflow, you might not be allowed to back step in certain situations in which doing so would be illogical. For example, if you have already moved marketed policies to current during a workflow, you cannot back step to perform this step again, as performing this action twice can cause data corruption.
A: Once a workflow is discontinued, it cannot be restarted. Selecting Discontinue tells the system that you wish to cancel the workflow altogether. If you want to resume the workflow at a later time, select the Suspend action instead. If you discontinue a workflow, all work performed before you discontinued it remains. You can report on discontinued workflows.
A: myEpic does not limit the number of workflows you can have in an active state (In Progress and/or Suspended).
A: When you are working with package policies, myEpic does not know which line you want to perform an action on, so you have to select a line even if the Start workflow using current screen information checkbox is selected.
A: You can reassign workflows in Procedures > myEpic Management > Workflows. Filtering allows you to select Suspended workflows. Locate suspended workflows for the specific employee and then click Actions > Reassign Workflow. If you need to reassign multiple workflows to the same person, you can easily multi-select workflows and reassign them at one time.
A: You can find Suspended workflows by going to Procedures > myEpic Management > Workflows and searching for Suspended workflows for a particular Workflow owner. If your own Employee setup includes the ability to view the employee’s workflows, you can view their suspended workflow counts by clicking the Suspended Workflows link in the New Waiting section of your Home screen.
A: Any user that accesses Applied Epic through a web browser must install the Epic Desktop Connector and Workflow Viewer from the Help > Connection Suite menu before they can use myEpic.
A: To allow organizations to set up myEpic to best suit their needs, the preconfigured workflows are assigned to a preconfigured workflow folder. Upon loading Epic July 2023, assign this folder to a Workflow Group with access limited to those members of your agency responsible for incorporating myEpic into your processes and procedures. Take the time necessary to review and test the preconfigured workflows, establish workflow groups, and set up viewership as needed. This allows you to decide who in your organization has access to specific preconfigured workflows. In Configure > myEpic > Groups, you can create groups (e.g. Commercial Lines, Personal Lines, Central Processing) and assign employees as members of each group. Then select relevant workflows to make available to those employee workflow groups. When accessing available workflows via [F11] or the myEpic button, an employee sees only those workflow groups for which he or she has membership.
A: Epic contains 33 pre-built workflows out of the box, based on Best Practices from our experience in implementing hundreds of customers of all sizes. Those workflows are not configurable within Applied Epic. However, the option to alter myEpic workflows is available as a service provided by Applied Systems. Fees may be associated with the changes you wish to make. To learn more about this service or request an estimate, please email AppliedmyEpicinquiry@appliedsystems.com.
A: In order to view another user's workflows, you must be given access to view them in your Employee file, just as you would to view another user’s activities, tasks, or opportunities. If you currently have view rights to another employee’s activities and tasks, the system grants you view rights to that same employee’s workflows by default (view rights for opportunities are managed separately).
A: Applied Preconfigured Workflows cannot be deleted. However, they can be inactivated so that they do not display for your users to select.
A: The names and descriptions of preconfigured workflows can be edited.
A: The suspend reasons have been hardcoded to ensure the integrity of the data for reporting purposes. At this time, they are not configurable. The preconfigured suspend reasons, and their intended usage, are:
Awaiting External Response: Suspended for a third party, other than your client or your insurance carrier.
Awaiting Internal Response: Suspended for internal reasons or actions (meeting, research, to reassign to another employee/team, etc.)
Other: Any reason other than those shown here.
Prioritization Change: A higher priority item needs to be worked on (e.g., you are currently working on a marketing submission for one client, but another client calls in with a claim).
Waiting on Carrier: Workflow suspended pending carrier information, documentation, or response.
Waiting on Client: Workflow suspended pending client information, documentation, or response.
A: Functionality for workflow import and export exists. For support reasons, workflows in Epic can be exported. At this time, no modifications can be made to the preconfigured workflows from within Applied Epic. However, the option to alter myEpic workflows is available as a service provided by Applied Systems, and these altered workflows can then be imported into your system to replace the corresponding preconfigured workflows. Fees may be associated with the changes you wish to make. To learn more about this service or request an estimate, please email AppliedmyEpicinquiry@appliedsystems.com.
A: You have unlimited flexibility to create workflow groups. There is neither a limit to the number of workflow groups you can establish nor a limit to the number of workflow groups to which a specific workflow can be associated.
A: There are numerous ways to report on workflows or find information on workflow states. This flexibility lets users of all types quickly locate the myEpic workflow information they need.
Account Workflows (locate a client and click On Demand) displays all Suspended and In Progress workflows on the account.
myEpic Workstep Tracking and myEpic Workflow Tracking (Reports/Marketing > Management) assist in the monitoring of workflows as a whole in various states, or the component worksteps within workflows.
Procedures > myEpic Management > Workflows allows you to filter workflows by state:
Completed
Discontinued
In Progress
Suspended
Search where filters allow you to narrow the results by
Account Code
Account Name
Current Step
Owner
(Suspended) Reason
Suspended (date)
Suspended by
Workflow Name
A: Policy processing workflows are the main areas of concentration for myEpic, with more than 95% of policy processing screens currently process-enabled (i.e. able to be run using myEpic workflows). An Add Opportunity workflow is also available, for the convenience of your organization’s sales personnel.
A: If you are updating from Epic May 2023 to Epic July 2023, you will be able to resume most suspended workflows, unless a screen has changed in the new version in ways that directly impact a workstep. Suspended workflows that cannot be resumed are listed in red to make them easy to identify.
A: Accessing myEpic is easy, and we give you multiple ways to do so. Click the myEpic button from the Options bar or press [F11] to access myEpic – Workflows (available, suspended – single user)
All workflows are initiated here.
If you want to resume workflows for which you are the owner, this is the quickest way to access your own suspended workflows.
You cannot reassign from this area; the right click menu and actions are unavailable here.
A: Click the Suspended Workflows link in the New Waiting section of your Home Base.
Counts for single user suspended workflows: direct access to Procedures > myEpic Management. This is the quickest way to reassign your suspended workflows to another employee.
Counts for user + viewership: click the link here to populate the Procedures > myEpic Management list with all suspended workflows for which you have viewership. Centralized processing queues leverage this functionality, and you can distinguish between the suspended workflows for which you are an owner ([F11], myEpic button) and all of the workflows to which you have viewership (Home Base Suspended Workflows link)
A: Go to Procedures > myEpic Management > Workflows
This is the only place to reassign workflows from one user to another.
You can [Shift] + click to multi-select.
Reassign via right click or the Actions menu
You can reassign workflows to yourself, so you can resume a workflow (i.e., if you work from a centralized processing queue). You can resume a workflow only if you are the owner.
You can reassign your suspended workflow to others.
A: There are two ways to check this at the client level.
Policies list link: Click the In Progress/Suspended Workflows link in the Line Detail section when a policy is selected, and you will see any available In-Progress or Suspended workflows. If you are the owner of the workflow, you can resume it from this pop-up window.
On Demand – Account Workflows Report: This provides you with a list of all Suspended and In Progress workflows on a given client.
A: No, at this time there is no time limit for a suspended workflow. But do remember that there is a 24-hour inactivity limit on in-progress workflows, after which they are subject to an automated system suspense.
A: In-progress workflows are automatically suspended with a system-generated suspend reason when you log back in to Epic. Worksteps completed prior to the interruption are retained.
A: myEpic has many safeguards built in to allow for system-generated suspension of workflows. There are times when a failure may occur not on a workflow screen but on a frame within a workflow. In these circumstances, your workflow will remain In Progress. You can find this (orphaned) In Progress workflow by searching for In Progress workflows in Procedures > myEpic Management. Identify the workflow by Name or Begins with to find it. You must either right click the workflow, or click Actions, and suspend it. At this point, the workflow can be resumed for processing.