The Eligibility Management module provides the letters necessary to communicate eligibility determination to a household in both English and Spanish. Nineteen preformed letters corresponding to various eligibility communications are provided and can be modified to suit more specific needs. Letters are automatically generated based on the determination of the application and not typically produced on demand.


The Letter Design page allows a User to edit the name, description, delivery, and email settings for each letter as well as modify the content. Edited letters can be restored to their default state when needed.


Note! Careful attention to detail is required when editing letter content. Removing or mistyping a $$Parameter$$ will remove it from displaying in the final product.



-> Go To: Eligibility Management > LETTERS > Letters > Letter Design


Edit a Letter

1. Select a letter from the List window and click Edit.
You'll be presented with both an English and Spanish version of the letter you selected for editing.


2. Enter a new name in the *Name field if required or use the default.
Unless required, the default name is recommended. If a new name is entered, it is recommended that it aptly describes the letter content to be easily located in the List window.


3. Enter a description of the letter in the Description field if required or use the default.
Unless required, the default name is recommended.


4. Select Email or Mail *Delivery if a change is required or use the default.
Some letters can only be sent via mail, such as the Agency Cert Direct Cert letter. In this case a message will be displayed in red, as shown in the example image above.


5. Modify the Email From Address, From Name and HTML setting, if needed.
This setting toggles the HTML/plaintext option. If checked, the email will be sent with all the HTML styling. If unchecked, the recipient will just see simple plain text.


6. Add content to the Subject field of the letter, if needed.


7. Modify the Body content using the provided style editor and/or add $$Parameters$$ from the Parameter List window.
The list of parameters on the left are merge fields. Placing $$Parameters$$ in a letter will add the designated information to the letter from the database record.
As an example, the parameters shown to the right will provide the household address information                         ->
Note! Careful attention to detail is required when editing letter content. Removing or mistyping a $$Parameter$$ will remove it from displaying in the final product.


8. Click Save to save or Cancel to cancel.



Restore a Letter

1. Select a letter from the List window and click Edit.


2. Click Restore to restore the letter to its default settings.

 

-> You will be presented with the following confirmation message:


3. Click OK to continue with the restore process or Cancel to cancel.

Note! As stated in the Restore Continue message, restoring a letter will replace the content subject and body text with the system defaults only. It will not remove changes made to other settings such as Name, Description, Email Delivery options or From/To address and HTML. These settings need to be edited manually.