Correspondence

The Correspondence icon is located on a variety of windows, (such as Detail Master Case, Detail Program Case, Detail Organization, Detail Accounts Receivable, Detail Intake) and correspondence can be created from any of those windows. The type of correspondence that can be created is tailored by the window from which the Correspondence icon was selected.

 Example: the list of Correspondence on the Detail Master Case window would not include the Quarterly Report Form, but if Correspondence is selected from the Detail Program Case window, the Quarterly Report Form would appear.

Note: The phone number on correspondence will be the local office phone number except on Notices created by the worker in the Expert System. On the Expert System notices, the worker’s phone number from the Detail Staff Person window will appear. If there is no phone number in the Detail Staff Person window then this number will be the number for the local office.

See also:

Search for Correspondence

Create New Correspondence

Print Correspondence

Create Expert System Notices

Archive Correspondence

(11-2009)