Free Class Codes For Epic

[Emir Ballard]

Thistrack provides system administrators and members of management who are typically responsible for configuring Applied Epic with information on how to set up various features. These classes give guidance on topics that range from setting up templates with branding specific to your agency to configuring activity codes to optimize business functions. See Objectives in the chart below in the chart below for more information on each of the classes and to determine which are the most appropriate for you.

Click the link to review a comprehensive list of all Applied Epic live courses as well as the dates and times that each course is offered with a live Product Instructor. Applied University recommends that all courses be taken live, where available, allowing you to interact in the session and ask any questions you may have.

All courses are available as recorded sessions that can be taken at any time to accommodate your schedule. When taking a recorded course, please take notes and bring any questions to Office Hours where a live instructor will be available to answer your questions. Office Hours are held daily Monday through Friday from 8:30 AM - 9:30 AM CT, and from 3:30 PM - 4:30 PM CT.

All times listed in Applied University and on the training schedule are Central Time.

If a live course (excluding Office Hours) has no registrants 24 hours prior to the start of the session, registration will be closed.

The Configuration track includes the following courses: Course # Course Name Objectives Live Recorded Time Materials EC100 Activity Configuration Introduction to using activities in Epic Configure activities Report on activity data Register Launch 32 EC110 User Options Configuration Customize Home Base Setup Notifications on Home Base Register Launch 16 EC120 Account Configuration Connect Accounts with Relationships Avoid Duplicates with the Duplicate Account Check Assign Staff with Servicing Roles Register Launch 23 EC130 Policy Configuration Configuring Policy Types and Type Classifications Set up Defaults with Custom Policy Info and Prefills Create Policy Statuses and set Defaults Utilize the Document View Impact on Reports and Setting up Security Register Launch 33 EC140 Attachment Configuration Utilize Access Levels Define Attachment Folders Set Up Paper Types Understand Settings for Scanned Documents Set Defaults for System Generated Attachments Understand Attachment System Settings Register Launch 18 EC150 Epic Sales Automation Configuration Understand Sales Automation in Applied Epic Manage the Sales Life Cycle Customize for Your Organization Implement Dashboard Capabilities Register Launch 58 EC160 Introduction to Templates I Understanding Form Letters and Templates Configuring a Template Building a Template Testing the Template Register Launch 41 EC165 Introduction to Templates II Create Template Folders Edit, Copy, and Preview Documents Manage Existing Documents Register Launch 25 EC170 Summaries of Insurance & Proposals I Understanding Summaries of Insurance and Proposals Application-Specific vs. Cover Pages and Documents Create Proposal Groups Register Launch 22 EC175 Summaries of Insurance & Proposals II Set up Summary of Insurance Cover Pages/Proposal Templates Edit Existing Templates Test and Produce the Templates Register Launch 29 EC180 Advanced Word Tools I Create Advanced If Statements Use Word Field Switches Register Launch 33 EC185 Advanced Word Tools II Agency Branding Signature Blocks Register Launch 35 EC200 Accounting Methods Configuration Determine Accounting Methods for your Organization Configure Accounting Methods Review Security for Accounting Methods and Related Reports Register Launch 19 EC210 Transaction Code Configuration Purpose of Transaction Codes Impact on Transacting Configure the Codes Security and Reports Register Launch 26 EC220 Chart of Accounts Configuration The Importance of Configuring the Chart of Accounts The Purpose of the Chart of Accounts Security and Reports Register Launch 19 EC230 Accounting Entity Configuration Accounting Settings for Companies, Employees and Brokers Impact of these Settings Reporting on this Information Register Launch 40 EC300 Custom Forms I Identify the Benefits of Custom Forms Design the Form Add the Form Register Launch 49 EC310 Custom Forms II Install Custom Form Integrate Custom Form Utilize Import and Export Register Launch 49 EC320 Custom Forms III Configure Custom Form Export Configure Integration Utilize the Export Feature Register Launch 17 EC400 myEpic Setup Configure Groups Configure Workflows Security Register Launch 19 Interactive Tutorials These are the interactive tutorials for the System Administration track. Click the links to launch the lessons.

In this session, the presenter will explore the Applied Epic and Microsoft Word Interface functions that help your organization benefit from the data entered and maintained in Applied Epic. You will learn about using Replicate Commands in document and proposal templates to generate schedules of information such as vehicles, drivers, policies, contracts, property, locations, GL Hazards and WC class codes. Also, using Application Association so that limits, coverage, forms and endorsements can be merged from applications, both ACORD and Custom Forms. Last, the presenter will cover using ASK and IF Statements to optimize the data held within Applied Epic and enhance the standardization of wording (whether via paper document or electronic) that leaves you organization.

A taxonomy code is a unique 10-character code that designates your classification and specialization. You will use this code when applying for a National Provider Identifier, commonly referred to as an NPI.

To become a Medicare provider and file Medicare claims, you must first enroll in the Medicare program. To enroll, you must have an NPI. And to get an NPI, your application will need to include the taxonomy code that reflects your classification and specialization.

To find the taxonomy code that most closely describes your provider type, classification, or specialization, use the National Uniform Claim Committee (NUCC) code set list.

Note: You may select more than one code or code description when applying for an NPI, but you must indicate one of them as the primary code.

CMS has created a crosswalk of taxonomy codes that links the types of providers and suppliers who are eligible to apply for enrollment in the Medicare program with the appropriate Healthcare Provider Taxonomy Codes. View the complete data set on data.cms.gov, where you can select various download formats to view the entire list.

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