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Course

Employee Benefits

(2676) Custom Form Conversion and Enhancing the Benefit Form Templates


Content Level: Intermediate

Personas: Account Manager - Employee Benefits, IT/Operations Manager

Products: Applied Epic

Thursday, October 1, 2026
8:00 AM - 9:00 AM East Coast USA Time
In this session, the presenter will provide an in-depth review of the four-step process for converting custom forms, highlighting proven efficiencies and best practices. You’ll also discover how to copy, edit, and enhance existing Applied Benefit Forms as well as create new Benefit Forms for any policy types you would like to capture data for, so you can optimize the forms and support your internal service model with cleaner, smarter workflows.