ServiceXG Basics

WriterXG

With WriterXG, you can generate, preview, edit, and send information from provider, member, dependent, employer, or claims sessions (provided you have the appropriate fund and role access) in a pre-formatted template.

• Save time by using a document template that includes the page layout, logos, formats and information you use most often whenever you create a new document. The publishing feature gives the designated publisher the ability to create templates beyond the standard set included or to modify the existing templates.

The selected document output includes basys data and depending on the template type, operators can add additional information. The output can include letters, statements, invoices, checks, and forms.

With WriterXG you can:

• Access a library of best practice templates—the most often used documents containing a specified set of data. See examples of the Best practice templates.
• Quickly preview and generate on-demand, non-interactive documents that don't need customization or require operator intervention. See Create a letter for more information.
• Create, edit, and preview on-demand, interactive documents where operators can select from options and in some cases add personalized content before sending, printing, or storing.
• Send batch Several records being processed at one time. documents to multiple recipients through your normal batch processing–replacing some standard documents (for example pend A claim that can’t be released due to an audit or a pend. Letter, Pension Statements, and Annuity Checks).
• Create batch letters using a specified list of recipients for your office's custom templates.
• Review and either approve or reject a generated document or batch before reaching its final destination (provided you have a document management system). See Document review process for more information.
• Configure if, how, where, and when to print documents (per template, configured by your office administrator). See Bringing it all together—WriterXG technology.
• Send your members email notification alerts letting them know they have a new document available (if you have a document management system).

Document management system differences

• If you don't have a document management system:
  • You won't be able to use the review and approval process.
  • You won't see the Document Management subtab in the template configuration.
  • Delivery instructions aren't available.
  • You won't be able to print to a third-party vendor, such as RedCard.
  • Generated documents won't be associated with the Correspondence tab (i.e. documents won't be recorded in the correspondence tab).
• With a document management system, you can:
  • Use an approval process for documents (which have the approval option configured) and have access to the Manage Outgoing Documents queue to preview and either approve or reject the document. See Document review process.
  • Print to a contracted third-party vendor service (RedCard).
  • Associate templates with the Correspondence tab.
  • If using the GoGreen solution, an administrator can enter the email subject for the document email alert sent to the member and specify when it's sent.

Before using WriterXG you'll need to add an API key An application programming interface key (API key) is a code passed by computer programs calling an application programming interface (API) to identify the program and the user to the Web site or application.. See Add or verify the WriterXG API key for instructions.

SEE ALSO