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.