Locating Accounts in Epic

General Information

There are a number of ways to search for a client. The most comprehensive is by Account/Business Name. This is a search by “contains”. A complete name is not required, but the most unique letters in the Account or Contact Name is best. This search looks in the Account Name as well as Contacts. Less is more. You don’t have to enter whole names, policy numbers etc when locating these items in Epic. Just enter the unique part of business name, last name or policy number. If searching by "Last name, First name" Start with first part of the Last Name and add only the first letter of the First Name.

Locating a Client:

Log into Epic
Click the Locate or Accounts button, or press F2 key
Select Locate account: Client (All 4 boxes should be checked: Insureds, Prospects, Active, Inactive)
Select locate by: Account/Business Name
Account/Business name contains: Enter most unique part of the name
Single Click name in list (double click will take you to Account Detail)
Click button for next action ie:

Contacts: Clicking this button will bring you to the Contact List for the client
Policies: Clicking this button will bring you to the Policy List for the client
Activities: Clicking this button will bring you to the Activity List for the client
New: Clicking this button will allow you to create a new Contact, Policy, Activity, Letter (Attachment > Document), or Claim on the client
Quicklinks: Clicking this button give quick access to the client’s Servicing Contacts, Account Balance, Current Polices (double clicking on the policy will take you to the application), Recent Attachments (if client is calling about a policy just received, double clicking on an attachment will open the document), as well as recent Transactions, Activities and Claims without ever going into the Client’s screens.

Optional Client Searches:

Policy Number: Is also a Contains Search. Enter the unique part of the Policy Number. Example: PPA00023231, you can search on 02323 as most policies begin with PPA00 from this carrier.
Last Name, First Name and Lookup Code are a Begins With Search. Only searches Contacts, not Account or Business Names. Must enter exactly as entered from the first character.
Phone number: Is an Exact Match Search. Must be use complete number with area code.

Client Search Summary:

By	How	Where	Notes
Account/Business name	Substring search where name contains what you type	Account Name and contacts	Also works for dba’s. May be multiple results for same client number.
Last Name, First Name	Begins with what you type	Only Individual Contacts	Will not search business or Account names. Exact match only.
Phone Number	Exact Match	Account and contacts	Enter with area code xxx-xxx-xxxx. Type number in when phone ringing to pull up account before you even say hello.
Policy Number	Substring search where number contains what you type	Policy Number	Do not need to type in the whole number.

To Many Names - Don't Scroll!:

PS: Remember if you have a long list of items – click the column header to sort the list, then type in the first letter/number of the item you want to find. The list then starts on the letter/number you typed.

Locating Clients Cheat Sheet

Issues with Locating an Account using Last Name First Name

Locate an Account Interactive Tutorial (5 minutes)