Monthly PM Automated Statements
Overview
Information Validation
In order to receive a monthly Statement, the following information is required on each Client Profile:
1. The Client Profile Status must be Active.
2. The Client Profile Email address must be populated (except where 'Send Postal Statement' is enabled on the profile).
3. The Client Profile Service Type must contain Plan Management Client.
4. The Client Profile Monthly Statement Opt Out field must not be checked.
5. The Client must have an active Service Contract.
Enabling Automated Statements
1. Click on the Admin Setting icon (this is the gear icon next to your username in the top right corner).
2. Scroll down to Auto Generated Outputs and click on Plan Management Client Statement.
3. Set Enable to auto-generate monthly statements to Enabled.
- If you wish to enabled Client Summary Statement, please use - Client Summary Statement Options
If you wish to enable Detailed Statements, please use - Detailed Statement Setting Options
CC in Support Co-ordinators
To CC a Support Coordinator that is working with you Client:
1. Add the Company Name to the Service Provider List under the Admin Setting tab.
2. Add the Support Coordinator, including their email address to the Provider List under the Resources Tab.
Make sure you don’t give external contacts Web Login Access.
3. Open the Client Profile and click on Service Providers and click New.
4. Enter the company name in the Service Provider field.
5. Enter the Support Coordinators name in the Provider field and click Save.
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