If you have our Epic BDE integration, you can now add a link that will take you directly to your clients in Indio.

From within the Client account in Epic, you will see the option to "Link" and can now access your clients in your Indio platform directly!

Start by navigating to the Epic Administration Panel.

  1. Next select "Links"

  2. Click the Plus icon to add a new Link

  3. Make sure to fill out the Description box with "Open In Indio"

  4. Use this link below for the Path/Address and make sure to replace the "xyz" piece with your Agency's subdomain: https://xyz.useindio.com/home/imports/clients

  5. Make sure to check the Pass Information box to connect the link.

Now you have your direct link to Indio in your Epic Admin. If there is ever a client that is not currently linked to Indio yet, you will see a preview screen of that client's information being imported into Indio.

Still have questions?  Feel free to chat with our support team using the chat feature located in the bottom right-hand corner of the platform or email support@useindio.com. 

Note: The Indio Technologies platform is most optimized on the browsers such as Google Chrome or Firefox. If you use Internet Explorer there may be limited functionality as a result.

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