Plan Manager Statement Email Template

Where you choose to send a monthly statement via email to a single participant, from the Service Contract, you can now standardise the email content text, using a new Rich Text Editor toolbar, under the new PM Statement Email Template setting.

This new feature is only available where you have Enabled the Client Statement Summary Option. Please follow these steps to add your statement email content, when creating a monthly statement for a single participant.

1. Enable the Client Statement Summary option under Client Statement Settings.

2. From the Settings Home Page, under Templates, click on PM Email Template.

3. The PM Statement Template screen displays. Update the content and click on Update.

4. From the Service Contract, click on the Monthly Statement button.

5. The Create Statement, popup screen displays, enter Start and End Dates and click on Generate Email button.

The option to Generate an Excel version of the Statement has been removed. Due to the new document generation software, we have adopted, which converts html to PDF. Careview Release 3 - 2021 Page 8 Date: 27th March 2021

6. The Email PM Statement, popup screen displays, prepopulated with content from the PM Email Template.

7. Click on Send Email.

• Related Articles

• Create Manual Statement

  You can create a manual statement for participants by following the steps below: 1. Go to CRM > Clients 2. Search and select the participant you would like to create a manual statement for. 3. Open the Service Contract that you would like to generate ...

• Simple Email Template Setting

  Use the following steps to setup your Master Email Templates to select from, when creating an Email to send from the Client Profile. 1.      Click on Settings 2.      Under Templates,  click on Simple Email Templates. 3.     The Simple Email Template ...

• Service Agreement Email Template Setting

  Use the following steps to setup your Master Templates to select from, when creating an Email to send from the Client Profile. 1.      Click on Settings 2.      Under Templates,  click on Service Agreement Email Template. 3.     The Service Agreement ...

• Set up your monthly plan management statements

  Careview can send out monthly statements to your clients. To enable this, go to Settings, scroll down to Auto Generated Outputs, and select Plan Management Client Statement. Enable the Auto Generate Monthly Statement setting, then work your way down ...

• Monthly Plan Management Automated Statements Process

  Overview  Careview Plan Management Clients can automatically send a copy of the monthly statement in PDF format to their NDIS participants. For those Participants that prefer to receive the monthly Statement via post there is also a setting which can ...