(2628) Epic Dashboards Tips and Tricks

Content Level: Intermediate

Personas: Customer Service Rep, Account Manager - Employee Benefits, Account Manager - Medium/Large Commercial; Specialty Lines, Account Manager - Personal Lines/Small Commercial, Owner/Principal, Accountant, IT/Operations Manager, Office Manager, HR Manager, Sales Representative, Marketing Manager/Specialist

Products: Epic Dashboards

Wednesday, October 8, 2025

3:45 PM - 4:45 PM PT

Applied Presenter(s)

Allison Haag

Manager, Onboarding & Success Services
Applied Systems
JR

James Ramsey

Program Education Manager
Applied Systems

Applied Representative(s)

Jennifer Tindall (she/her/hers)

Lead Solution Specialist
Applied Systems

Attend this informative session to learn tips and tricks to boost your Epic® Dashboards experience. You’ll review dynamic alerts and schedules, filter views, column/row functions, and so much more! This session will cover topics for users across all job roles and is for all skill levels.