Indio Submissions

If your organization has an Indio subscription and you are using Applied Epic Browser, click Indio Submissions on the navigation panel to view the client’s submissions. You can only access this area if you have an Epic Quotes license.

If you have not already synced your Applied Epic credentials with Indio, click Actions > Export to Indio on the options bar or menubar to sync your Epic and Indio accounts. You only need to sync your accounts once.

The following actions are available on this page:

• + New Indio Submission: Navigate to Indio to create a new submission on the client’s account.
• View in Indio: Navigate to Indio to view details for the selected submission.
• Renew: Navigate to Indio to create a renewal submission. This option is only available if the submission’s effective date has passed.
• Archive Submission: Archive the Indio submission to hide it from the Active view in both Indio and Applied Epic. You can still display it in the Archive view. This option is only available if the submission’s effective date has passed.
• Unarchive: Unarchive the Indio submission so it displays in the Active view in both Indio and Applied Epic. This option is only available from the Archive view.