When items are not billed correctly in Epic, it can cause a cascade of issues including not being able to pay our carriers and receiving cancellations. These resulting issues unnecessarily expend company resources.

We have implemented a procedure for communicating these issues so that they can be resolved quickly and so that we can learn how to reduce these issues going forward.

When an issue is identified by the accounting department, one of the following activities will be created with an associated task assigned to the AE.

It will be the AE’s responsibility to correct the billing and close out the task or assign someone on their team to correct and close out.