If you would like to add a new account into Indio manually, we have created a simple process for creating a new account for your client within the platform. To begin, take a look at your home screen. And head over to the Tab Accounts located in the upper middle section of the screen. On the Account's Tab, within the upper right hand corner of this box, you will see a button labeled New Account. You also have the option to import an account from Epic, given that you have the Epic Client Lookup Code.
After clicking New Client, you will be prompted to fill out a couple of pages of client details.
Should you have an integration with Indio, here is where you would input the AMS Code to import the client directly:
After the client details are entered, click Create Client. A client page is created for the account with account level details available on the right hand side of the screen.
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.