Lumary PM - This article explains how to set up a participant in Lumary PM to automatically receive their monthly statements.
Participant statements are generated automatically each month and stored against participant records. The system will automatically email participants and participant contacts a link to access the statement, if this has been set up in Lumary PM.
This article explains how to set up a participant to receive their monthly statements. To set up a participant contact, see set up a participant contact to receive a participant's monthly statements.
Before you begin...
Before starting this process, make sure that you have the participant's current email address. The statement process relies on email so it is important that you have this information.
This article contains both written and video instructions. Click here to view the video.
To set up a participant to receive their monthly participant statements:
- Navigate to the participant's record.
- Click on the Edit button.
- An Edit form will appear.
- Put a tick in the Receives Statements field.
- Scroll down to the Participant Contact Details section of the form and make sure a valid email address has been entered into the Email field.
- If you need to change the email address, click into the Email field and enter the new email address.
- Click on the Save button.
When the Receives Statement checkbox on a participant record is ticked, the participant will automatically be sent an email in the first few days of each month with a secure link to access their monthly statement. The statement email will also be sent to any participant contact who has the Receives Statement checkbox ticked, provided there are no more than two participant contacts plus one support coordinator, who have the checkbox ticked.
For information on how to access a statement from an email, see access a monthly statement from an email. You may wish to share the article on that webpage with participants or their contacts when you are setting them up to receive statements.
If you would like to access all of a participant's statements from within Lumary PM, see access a participant's monthly statements from within Lumary PM.