Do aReceiptforPaymentUse theonlineHelpManualViewactivityfromhomeSend anemailthroughEpicGenerateaninvoiceAdd arelationshipto anaccountDrag anddrop anattachmentCompletea depositCloseanactivityEnroll aclient inpaperlessLocate aclientusingnameUse ahot keyLearnsomethingnew aboutEpicEndorsea policyAttachan emailinto EpicAdd anewpolicyViewpolicydetailCloseactivityfromhomeUseQuicklinksto assist aclientAdd aformletterEditcontactinformationAsk JessY aquestionabout EpicLocate aclientusingaddressViewtransactiondetailUse theprintedprocessmanualEdit a list(addcolumns,resize)Applycreditsto debitsAdd anactivityAdd acontact toanaccountDo aReceiptforPaymentUse theonlineHelpManualViewactivityfromhomeSend anemailthroughEpicGenerateaninvoiceAdd arelationshipto anaccountDrag anddrop anattachmentCompletea depositCloseanactivityEnroll aclient inpaperlessLocate aclientusingnameUse ahot keyLearnsomethingnew aboutEpicEndorsea policyAttachan emailinto EpicAdd anewpolicyViewpolicydetailCloseactivityfromhomeUseQuicklinksto assist aclientAdd aformletterEditcontactinformationAsk JessY aquestionabout EpicLocate aclientusingaddressViewtransactiondetailUse theprintedprocessmanualEdit a list(addcolumns,resize)Applycreditsto debitsAdd anactivityAdd acontact toanaccount

Epic Go Live Bingo! - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


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  1. Do a Receipt for Payment
  2. Use the online Help Manual
  3. View activity from home
  4. Send an email through Epic
  5. Generate an invoice
  6. Add a relationship to an account
  7. Drag and drop an attachment
  8. Complete a deposit
  9. Close an activity
  10. Enroll a client in paperless
  11. Locate a client using name
  12. Use a hot key
  13. Learn something new about Epic
  14. Endorse a policy
  15. Attach an email into Epic
  16. Add a new policy
  17. View policy detail
  18. Close activity from home
  19. Use Quicklinks to assist a client
  20. Add a form letter
  21. Edit contact information
  22. Ask Jess Y a question about Epic
  23. Locate a client using address
  24. View transaction detail
  25. Use the printed process manual
  26. Edit a list (add columns, resize)
  27. Apply credits to debits
  28. Add an activity
  29. Add a contact to an account