Open Account With Language

This action enables you to view an account, as well as all related screens (account detail, contacts, policies, transactions, claims, and activities), in a language other than the current Applied Epic default. You can use this option, for example, to service a particular client whose preferred language is different from the language used by the majority of your clients.

This language setting is in place only until you close the account screens. The next time you open the account, it will open by default in the primary language established in Regional Settings. The default language can also be determined at the individual employee level through User Options.

1. To access Accounts from the Home screen, do one of the following:
   
   • Click Accounts on the navigation panel.
   • Click Areas > Accounts on the menubar.
   • Click the down arrow next to Home on the options bar and select Accounts.
   • Click Locate on the options bar.

   To access Accounts from another area of the program, do the following:

   • Click Home > Accounts on the menubar.
   • Click the down arrow next to Home on the options bar and select Accounts.
   • Click Locate on the options bar.
2. Locate the appropriate account.
   1. In the Locate account dropdown menu, select an entity type.
   2. From the Locate by dropdown menu, select the appropriate search option.
   3. To further narrow your results, make the appropriate selections from the checkboxes on the right:
      • Insureds (available for clients only)
      • Prospects (available for clients only)
      • Additional Interest (available for other interests only)
      • Bill to (available for other interests only)
      • Certificate Holder (available for other interests only)
      • Active
      • Inactive
   4. Enter the first few letters of the name, lookup code, phone number, etc. (depending on the selection in the Locate by field) and press [Enter] or click [Locate].
   5. The Results list displays all accounts matching the criteria you entered. Click on a column heading to sort the list by that category. Click the column heading again to sort in the reverse order.
3. Do one of the following:
   • On the menubar or options bar, click Actions > Open Account With Language.
   • Right click the account and select Open Account With Language.
4. Select English (United States), English (Canada), or French (Canada). The account detail opens in the selected language. Use the navigation panel to access other screens for the account.