How to Edit a Letter Request

As long as the existing letter request's status is New, In Review, or Rejected you can edit the request on the Letter Generation page.

Optionally, you can:

• Display the letter request in draft form before sending for supervisor approval, submitting for batch generation, or generating immediately. To display the letter request in draft form, on the action bar, click Preview.
• Save letter request information to submit or generate the letter later. To save letter request information, on the Letter Generation Request page, click Save.
• If you have a supervisor role, you can approve or reject a letter request. To approve or reject a letter request, click the appropriate link on the action bar.
• Delete a letter request. To delete the request, if the letter has not yet been generated, click Delete.
• Reset your entries. To clear the fields and remain on the page or panel, click Reset.
• Cancel your entries. To close the page or panel without saving your changes, click Cancel.

To edit a letter request

1. Locate the record for which you want to edit the letter request.

2. On the appropriate function's page, click Letters & Responses.

3. In the Letters & Responses panel, in the table, click the appropriate row.
4. If the letter has not been generated, on the Letters & Responses action bar, click View Letter Request.
5. If needed, on the Letter Generation Request page, in the Letter Details panel, complete the fields.

6. If you navigated to this page from a function other than Contact Management, to search for letter recipients, in the Search Filters panel, complete the appropriate search filters, depending on the information you have available for your search:

   • A provider
   • A member
   • A trading partner
   • A TPL carrier
   • A TPL policyholder
   • A county
   • An un-enrolled provider
   • An attorney, un-enrolled member, or other type of entity.

   Note: The fields are the same as those on the Entity Search page.

   Otherwise, continue to the next step.

7. To select other the recipients for the letter, in the Associated Entities panel or, if you navigated her from a function outside of Contact Management, the search results table, complete the fields: 
   1. Click the selection check box for the appropriate entities.
   2. To add the entities to the Letter Recipients table, click Add Letter Recipients.

8. Optionally, in the Letter Recipients panel, do any of the following:

   • To delete a recipient, select the appropriate Row Selection Ind, and then click Remove Selected Row.
   • To add an attachment, select the appropriate Row Selection Ind, and then click Search for Attachments.
   • To remove an attachment, click (the attachment icon).
9. If needed, in the Other Details panel, complete the fields.
10. If needed, in the Regarding panel, complete the fields.

11. Do one of the following:

    • When Supervisor Approval Required is not selected, continue to the next step to process the letter.

    • When Supervisor Approval Required is selected, on the action bar, click Send to Supervisor. Do not complete the next step.

      An alert is sent to the supervisor and the status of the letter is changed to indicate it is in review. The supervisor must approve or reject the letter request.

12. To process the letter, do one of the following:

    • To send the letter request for nightly batch processing, click Submit Request.
    • To process the letter immediately, click Generate Letter.

See Also

Letters & Responses Page

Letter Generation Request Page

What Is Letter Generation?

About Contact Management

Version as of 5/16/14.