Web:Letters/Forms

Go to Administration, expand "Forms" and choose the Add/Edit/Delete Form Letters option.

Add Form Letter

Use the "Add a new form" area to add a new form letter.

1) A blank form letter appears

2) Enter the Letter Name and Description (refer to the box on the screen for form name prefixes, e.g., LStaffJohnsOpenDV).

3) Add the FormText for the letter

i) Type in the text for the letter and use the Spell Check button

ii) Copy and paste text from another letter in Prime

iii) Copy and paste the body of a letter you currently use from a word processing application into FormText box. Note: When a user copies and pastes from a word processor program, problems may occur. This is because word processor documents often have embedded codes that store information about fonts, spacing, etc. To eliminate this problem, first paste the letter into Notepad. This strips off all the formatting. Then copy and paste from Notepad into Prime.

iv) Press Insert to add the new form letter

Modify Form Letter

Lets you edit the text in existing form letters or add new letters to the list. From the pull down menu, choose the letter you want to change. Edit the text and/or the description of the form. Press Update to save your changes.

Schedule Letter

Prime allows you to semi-automatically generate letters based on a Calendar entry.

1) This option uses a combination of the Client Intake and the Calendar.

2) Choose the letter you want to send, the code you used on the Calendar to tickle the letter, the letterhead, and the applicable date range

3) Use the Preview button to review the letter(s); press Print

4) The system produces a letter for each case you tickled by the tickle reason during the requested time period

5) Example: Throughout the week, for every accepted case you have, you enter a tickle slip for Friday and choose the tickle reason Z, “Letter to Client.” On Friday, using the Tickle Letters button and special screen, you select the Letter Staff Client Opening report, choose Tickle Reason Z (Letter to Client), and enter Friday’s date.

6) Add extra text if necessary and print preview. The system will automatically generate a Client Opening letter for each case tickled on your calendar for that date with that tickle reason.