IMPORTANT: If you are unable to complete any of these steps, send an email to conversion@libertycompany. com to notify the Liberty Data Conversion Team.
Open Desktop (Full) Outlook Version
1
*Open* the **Desktop (full) version of Outlook**.
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**IMPORTANT:** Verify the correct version in the top right corner.\
Make sure “Try the new Outlook” feature is OFF.
Login to Epic
2
*Double click* the **Applied Epic 2022 icon** on your desktop.
**NOTE:** There may be a software update that needs to process before moving forward.
Enterprise ID: LIBCO01 (enter if prompted)
3
*Type* your **Usercode** (not case sensitive). *Type* the **password Newuser#1** (case sensitive). *Click* the **Login button**.
Locate a Client
4
*Click* the **Locate button** (not the down arrow) on the options bar.
5
*Select* the **Last Name, First Name** option using the Locate by dropdown.
6
Our test client is Tom Selleck. *Type* the letters **Sel** in the Last name begins with field and **Tom** in the First name begins with field. *Click* the **Locate button**.
Open the Client File
7
*Click* on **Tom Selleck's file** to highlight.
8
*Click* on **Account Detail** on the navigation panel.
Review Client Account Details
9
Take a moment to review each tab and get a feel for how Epic displays information. *Click* on **Contacts** on the navigation panel when you are ready.
View Contacts
10
*Double click* on **a contact** to view the details. *Click* the **X** on the navigation panel to close the Contact.
When ready, *click* on **Polices** on the navigation panel.
View Client Policies
11
*Double click* on **a policy** to view the details. *Click* the **X** on the navigation panel to exit the policy.