Interface

This track provides staff members who are responsible for setting up and running Interface in Applied Epic with the core knowledge required to use the applicable areas of the system. We suggest taking EI100 Introduction to Interface first to gain a high level understanding of the basic concepts of Interface and Download. Then move on to the more advanced courses based on the Interface options your agency or brokerage is utilizing.

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.

Courses

  • The Interface track includes the following courses:

  • Course # Course Name Objectives Live Recorded Time Materials
    EI100 Introduction to Interface
    Review of Interface
    The Benefits of Download
    Types of Download in Applied Epic
    		     Launch 20  
    EI200 Policy Download Configuration
    Configure Agency Interface Options
    Configure Policy Download
    Configure Interface Security
    		     Launch 35  
    EI250 Policy Download Processing
    Making a Match
    Start the Download
    Process the Suspense File
    Review the Communications Log
    		     Launch 57  
    EI300 Direct Bill Commission Download Configuration
    Configure Direct Bill Commission Download
    Configure Interface Security
    		     Launch 30  
    EI350 Direct Bill Commission Download
    Making a Match
    Start the Download
    Process the Suspense File
    Review the Communications Log
    		     Launch 30  
    EI400 Automated Download Invoicing Configuration
    Configure Automated Download Invoicing
    Configure Interface Security
    		     Launch 20  
    EI450 Automated Download Invoicing Processing
    Making a Match
    Start the Download
    Process the Suspense File
    Review the Communications Log
    		     Launch 26  
    EI500 Claims Download Configuration
    Configure Company Interface Options
    Configure Interface Security
    		     Launch 15  
    EI550 Claims Download Processing
    Making a Match
    Start the Download
    Process the Suspense File
    Review the Communications Log
    		     Launch 18  
    EI600 Real-Time Configuration
    Configure Real-Time
    Understand Security Options
    		     Launch 21  
    EI650 Real-Time Processing
    Understand Real-Time Options
    Process a Quote in Rate Manager
    		     Launch 35  
Interactive Tutorials