Indio

An Account Type option has been added for Benefits. An account in Indio can now be set as Personal, Commercial, or Benefits.

When an account in created in Indio, there is an option to select Benefits as the account type. The Account Type can be changed by selecting an account and then editing the General Info under Manage Account.

In the client portal, client contacts see the Account Type below the account name when selecting an account on login. This also appears when changing which account is being updated.

<a href="http://help.useindio.com/en/articles/3980864-creating-a-new-client-no-integration">Creating a New Client (No Integration)</a>

<a href="http://help.useindio.com/en/articles/4541275-how-to-sync-account-and-contact-information-to-indio-from-applied-epic">How to Sync Account and Contact Information to Indio From Applied Epic</a>

<a href="http://help.useindio.com/en/articles/3553606-account-list-and-account-activity">Account List and Account Activity</a>

- <a href="http://help.useindio.com/en/articles/3980864-creating-a-new-client-no-integration">Creating a New Client (No Integration)</a>
- <a href="http://help.useindio.com/en/articles/4541275-how-to-sync-account-and-contact-information-to-indio-from-applied-epic">How to Sync Account and Contact Information to Indio From Applied Epic</a>
- <a href="http://help.useindio.com/en/articles/3553606-account-list-and-account-activity">Account List and Account Activity</a>

Indio now has an account type option for benefits

Indio Account Type Option for Benefits

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