Eligibility Letter (EL) Creation

Table of Contents

Intro

How It works

Factory Dimensions and Rules

Creating your Document

Fixed Elements

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Intro

However, with the advent of this new EL "Factory", you'll be able to customize both documents to your heart's content.

 

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How it works

Located in Program Settings in the ELIGIBILITY LETTER tab, you'll find a whole new suite of options allowing you to tweak, change, and customize Eligibility Letters as needed.

While some content will still be automated to make your life easier, the actual text and design will (for the most part) be customizable, but first, let's lay out a couple of rules.

 

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Factory Dimensions and Rules

Naturally, there are things to keep in mind while creating your documents, to make sure the Factory doesn't shut down:

1. The width of the images cannot exceed 595px (21cm)
2. The max height for the header is 75px (2.65cm)
3. The max height for the footer is 25px (0.88cm)
4. And finally, the Image resolution should be 72dpi

(We've added the sizes in cm, if that makes things easier)

 

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Creating your Document

So now you know where to find the Factory and what to keep in mind while using the Factory, let's pivot into actually using the Factory.

So first we have the Sample Card:

Clicking on "Download a sample English financial eligibility letter PDF" will generate your document based on the information you entered.

Alternatively, if your program has a second language selected in Program Settings > Information, there will be a second option, next to the above allowing you to generate a second version of your EL, translated into the alternative language selected.

Header Image

Here you'll be able to upload a header image for your document. When uploaded, and "Save" is clicked, a preview of the upload will show on the right. If there's anything wrong with the uploaded image, you'll get an error message

Subject

Allows you to customize the titles of the ELs being generated on PMS. For your convenience, if no changes are made in that field, the generated document will use the default title.

Upper Text

Here you'll be able to enter the text displayed above the STP table but below the Subject Line.
All text boxes feature a very robust selection of editing, customizing, and formatting options, meaning you can unleash your inner design guru and create the perfect document to fit your vision. (Or Program requirements as the case may be) 

Additionally, you can add translations for your Program's second language in the text box after this one.

Lower Text

Here you'll be able to enter the text displayed below the STP table but above the salutation.

Additionally, just like the upper text, you can add the translations for your Program's second language in the text box after this one.

 

Footer Image

Here you'll be able to upload a footer image for your document. When uploaded, a preview of the upload will show on the right. As with the Header image, If there's anything wrong with the uploaded image, you'll get an error message.

 

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Fixed Elements

A quick section to highlight the elements that are "Fixed" and will be populated automatically by PMS

1. The "Date-Patient name-Patient ID" element
   1. 
2. The Subject line
   1. 
3. The STP schedule table and its key
   1. 
4. The salutation, acknowledgment, and patient full name-date-signature element
   1. 

 

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