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Hands-On Lab

Employee Benefits

(2693) Hands-On Lab: Using the New Compliance Fields in Applied Epic


Content Level: Intermediate

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

Products: Applied Epic

Tuesday, September 29, 2026
10:30 AM - 11:30 AM East Coast USA Time
Experience the art of the possible when servicing your Employee Benefits clients’ compliance needs in Applied Epic®. In this hands-on lab, you’ll learn how compliance fields flow into reports and attachment templates. Participants will review compliance fields, configure them within an attachment template, and run the template to generate a comprehensive client summary report that includes all relevant client details.

Hands-on labs will have computers for you to use, so you can work in the software alongside the instructor to apply your learnings in real time. However, only a limited number of workstations will be available on a first-come, first-served basis.