Integration for Email that Works with Applied Epic Simplified

Applied Epic's integration with email can be simplified, making it easier to manage patient communication. This integration allows for secure and compliant email communication with patients.

Applied Epic's integration with email enables healthcare organizations to send secure emails to patients, which are compliant with HIPAA regulations. This integration also includes features such as encryption and secure messaging.

With Applied Epic's integration with email, healthcare organizations can automate email communications with patients, reducing the administrative burden on staff. This automation can include sending appointment reminders, test results, and other important information to patients via email.

By simplifying the integration process, Applied Epic's solution saves healthcare organizations time and resources, allowing them to focus on patient care.

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To set up email integration with Applied Epic, you'll need to configure a mailbox with Full Access permissions. This allows Applied Epic to monitor your generic email addresses.

First, an administrator must access your email provider's settings to configure a mailbox with Full Access permissions. You can either use an existing mailbox or create a new one for this purpose.

For another approach, see: Epic Web Dev

If you maintain your own email server or use a third-party server, you may need to work with your IT team to configure the appropriate mailboxes. This can be a bit more complex, but it's essential for setting up email monitoring in Applied Epic.

To configure the mailbox through Applied Hosted Exchange, you have two options: create a new mailbox with Full Access or configure Full Access for an existing mailbox. Either way, you'll need to return to the Configure section in Applied Epic and add each email address.

Here are the steps to configure a new mailbox with Full Access:

Alternatively, if you want to configure an existing mailbox, follow these steps:

Once you've configured your mailbox, you can move on to integrating it with Applied Epic. To do this, you'll need to follow the integration setup process outlined below.

Here are the steps to set up the integration:

1. If you don't already have Epic Leads Inbox configured, contact Applied customer support team.

2. From the Canopy Connect platform, click Integrations.

3. Find the Applied integration tile and click the + icon to add the integration.

4. Enter your Applied Epic Tenant ID.

5. If you want to automatically send prospects into Applied Epic, check the box.

6. Finish by clicking the Setup Integration button.

You can easily integrate your email with Applied Epic by sending Canopy Connect data directly to the Epic Leads Inbox. This integration allows you to streamline your workflow and save time.

From the Canopy Connect submissions tab, click on the submission you'd like to use. If you've configured your integration to automatically send prospects into Applied Epic, you can skip to the next step.

To send a policy to Applied Epic, select the Applied module under Integrations and choose whether you want to send an auto or home policy. Click the Send to Applied button to initiate the process.

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Once you've sent the policy, go to your Applied Epic Leads Inbox and select the lead record. Click the Import Leads button to begin the import process.

Epic Leads Inbox will check for potential duplicates, allowing you to either use an existing account or create a new one. From here, follow the prompts to confirm import fields.

After importing the lead, you'll see that the quote details are prefilled, making it easier to start your quoting process. Simply click on Quotes in the sidebar and begin as you normally would.

Our integration for email that works with Applied Epic is designed to be seamless and efficient.

We currently support certified integrations with popular email services such as Gmail and Outlook.

These integrations allow you to send and receive emails directly from your Applied Epic account.

With our certified integrations, you can easily manage your email communications without leaving your Epic system.

Our integration with Gmail, for example, enables you to send emails to clients and prospects directly from your Epic account.

This saves you time and reduces the risk of errors.

Similarly, our integration with Outlook allows you to receive emails from clients and prospects in your Epic inbox.

This keeps all your communication in one place, making it easier to track and manage.

By using our certified integrations, you can streamline your email communications and focus on what matters most - growing your business.

For another approach, see: Print Emails

If you're using Microsoft Outlook, you can easily integrate it with Applied Epic to streamline your email workflow. Microsoft Outlook has a built-in feature that allows you to compose emails as you normally would.

To locate Applied Epic contacts or attachments when composing, replying to, or forwarding email messages, you can use the Applied Epic Outlook Add-in. This add-in is a game-changer for anyone who needs to frequently reference Applied Epic information in their emails.

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You can use the Epic Contacts option to address email messages to contacts from accounts in the system. If you initiate the email workflow from Applied Epic, contacts from the last account you accessed default in the list, but you can look up other contacts if necessary.

Here are some key features of the Epic Contacts option:

To apply a preconfigured Email Template to your message, you can use the Insert Email Template option. This option allows you to select a preexisting template, but you cannot create a new one. If the template you need does not exist, users with permission can create it in Email Template Configuration.

Attachments from an account in the system can be added to your email message using the Insert Epic Attachments option. If you initiate the email workflow from Applied Epic, attachments from the last account you accessed default in the list, but you can look up other attachments if necessary.

You can attach messages from Microsoft Outlook to the corresponding Applied Epic account using the Attach to Epic option. This option allows you to easily manage your email workflow and keep your Applied Epic and Outlook accounts in sync.

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