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      Navigating Your EPICompliance Customer Console for the First-Time User

      Welcome to EPICompliance! This Knowledge Base article guides you through the initial steps you'll encounter upon logging in for the first time.

       

      1.  Reviewing and Accepting the Terms of Service.

      After successfully logging in, you'll be presented with the Terms of Service Agreement. This document outlines the legal terms governing your use of the EPICompliance platform.

      • Take a moment to carefully review the agreement.
      • Once you've understood the terms, scroll down to the bottom of the document.
      • Click the "Accept" button to proceed.

       

      2.  Electronically Signing the HIPAA Agreements.

      Next, you'll encounter the HIPAA Confidentiality and Security Agreements. These agreements are essential for ensuring the protection of sensitive healthcare information within the EPICompliance system.

      • Locate the "Sign Agreement" button, typically situated in the top right corner of the screen.
      • Some screens might include an additional checkbox to confirm your acceptance. Ensure this box is checked.
      • Click the "Sign Agreement" button to proceed.

       

      3.  Arriving at the Customer Console Dashboard.

      Once you've electronically signed both agreements, scroll down the page and click the "Continue" button. This will grant you access to the heart of your EPICompliance account: the Customer Console dashboard.

       

      The Customer Console dashboard serves as your central hub for managing your organization's compliance efforts within EPICompliance. Here, you'll find various features and tools to streamline your compliance tasks, including:

      • Compliance Management Tools: Track your organization's compliance posture, identify areas for improvement, and generate reports.
      • Training Modules: Access a comprehensive library of training materials and courses to keep your team informed and up-to-date on essential regulations.
      • User Management: Add, remove, and manage user access levels within the system.
      • Forms and Policies: This resource provides pre-built and customizable template forms, as well as relevant policies, to support your compliance initiatives and streamline compliance efforts. It saves time, reduces errors, and boosts efficiency for organizations aiming to maintain compliance standards.

      Note: The interface screen view you experience within the EPICompliance Customer Console dashboard depends on your assigned role and credentials (e.g., Account Administrators, License Administrators, License Managers, and Basic Users).

       

      4.  Exploring the Full Benefits of EPICompliance.

      With access to the Customer Console dashboard, you're now empowered to unlock the full potential of EPICompliance. Feel free to explore the various features and functions available to streamline your organization's compliance journey.

       

      We hope this article clarifies the initial steps after logging in for the first time. Now that you've arrived at the Customer Console dashboard, you're ready to leverage the power of EPICompliance to achieve and maintain optimal compliance for your organization!

       

      For questions or concerns, contact us via the following:

      • Chatbox window on your EPICompliance Customer Console screen.
      • Telephone: 877-560-4261
      • Email: support@epicompliance.com