Applied Epic is a cloud-based insurance agency management system from Applied Systems, described as advanced and scalable by the vendor, with available integrations with many 3rd party applications.
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MyChart
Score 8.1 out of 10
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Epic software offers MyChart, a patient portal for sharing health records and information, guidance, or communicating, as well as patient scheduling.
Before using Epic MyChart as a company we would contact our customers to inform them of results or appointments. With Epic My Chart, this has saved valuable resources as customers can now access their results on the app interface. This is very smooth and effective. We can now send direct marketing to them and generally keep them well informed.
Account Management - I like the way the system organizes the data for each account. It is easy to search and find any client we are looking for and then once within that record, it is easy to navigate to the necessary policy or screen.
Task Management - once everyone was trained and on the same page, the ability to move tasks within the system from one person to the next really helps with the "passing the baton" from one team member to another. The task will come right up on the initial screen so the user knows they have something new to do.
Reporting - the system drives the majority of the reporting we do as an agency and it is great when working within the system.
Slow communication form for private messaging, could add a live chat feature option.
Better organization to have my chart of multiple companies flow seamlessly on the patient/individual side. A lot of times they have to create multiple accounts, one person provider.
Being able to use the app outside of the US allows more access and freedom-range for those that travel or work internationally.
It is very user friendly. You can go from beginner to efficient user in a short period of time. I like the option of a desktop application as well as the web app
I have not necessarily used support from Applied Epic directly, but have gone to my trainer who has gone to support. I am usually able to get an answer relatively quickly, so I can assume the support team is very knowledgeable and prompt with their help.
Consolidated from multiple systems to one for P&C - reduced spend on maintenance of those systems and centralized our support making life easier for IT.
Positive impact on the time spent actually putting information into the system. Previously TAM was used and that system was hard to navigate and use.
