Form Letter Verifications

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During the process of adding new verification tasks to the provider’s EPR  record, the specialist can print a single form or batch print form letters (see Webword Letters for further information on setting up letters) for each verification task for the provider based on the following steps:

 

For this task, we will start with a "Not Started Item" from the "Perform Verification Task" list page.

 

Adding Form Letter Verification

 

  1. From the "Select Action" drop down box for a verification item (as shown above) select the "Add Form Letter Verification" option to display the "Form Letter List" window.

2.  Select the  radio button next to the letter name depending on the area that is being verified.

 

After selecting the radio button above the specialist will need to click the to view the form letter chosen then click  .

 

 

  1. To make changes to the letter, click inside the letter and type to make your changes. For more information on using the WebWord application, reference the WebWord Users Manual on the Dashboard.

 

 

Batch Print Form Letter Verification

 

As a time saving feature, Primary Source Verification Letters can be printed in batch in order to be mailed, faxed, etc.

  1. From the "Perform Verification Task"  page choose "Batch Print Form Letters" to print all PSV letters at one time.

 

 

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