Skip to main content
Applied Net 2026 Main banner
Icon Legend
This session is not in your schedule.
This session is in your schedule. Click again to remove it.

Course

Employee Benefits

(2684) New Compliance Fields in Applied Epic for Servicing


Content Level: Intermediate

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

Products: Applied Epic, Applied Marketing Automation

Tuesday, September 29, 2026
1:00 PM - 2:00 PM East Coast USA Time
In this course, learn how to use the new account-level compliance fields in Applied Epic® to generate workflow activities in Applied Epic Reports/Marketing and generate compliance communications to clients in Applied Marketing Automation®. Whether it’s HIPAA, ACA, ERISA, COBRA, or PCORI, Applied Epic enables you to capture the data needed to generate compliance workflows that meet those service requirements. This session pairs well with the session, Hands-On Lab: Using the New Compliance Fields in Applied Epic.