Careview - Monthly Statements

Monthly Support Coordination Automated Statement Process

Support Coordinators can automatically send the CoS Statement to their clients using the Client Profile Email and Additional Email fields. The auto-generated Statement will include all Case Notes entered in the previous month.

To enable the Support Co-ordination statements use the below instructions:

1.      Open the Setting page and scroll down to the Auto Generated Outputs Sections.
 
2.      Click on Support Coordination Statement.



3.      Enable the setting and enter the Day of the month to send the statement.


a.       A Postal Email Address can be entered in the settings if required
This is the company email address PDF copies of statements will be sent to so they may be printed and posted to client ( if this setting has been enabled in the client profile )
 
4.      If you have Clients that want their Statement posted:



b.       Edit the Client Profile and check the Send Postal Statement checkbox.
 
5.       Click Save.

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