Assessment Sequence fusion.assessment ASM- 5 1 1 Accessibility Assessment Sequence fusion.accessibility.assessment ACC- 5 1 1 Authorizer Portal: Case Assigned New Case Assigned: {{ object.name }} - {{ object.partner_id.name }} {{ (object.company_id.email or object.user_id.email or 'noreply@example.com') }} {{ object.x_fc_authorizer_id.email }}

New Case Assigned

A new ADP case has been assigned to you.

Case Details
Case
Client
Date

View in Portal

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 Authorizer Portal: Status Changed (Disabled) Case Update: {{ object.name }}

This template is no longer in use.

 Assessment Complete - Authorizer Notification Assessment Complete: {{ object.reference }} - {{ object.client_name }} {{ (object.sales_rep_id.company_id.email or 'noreply@example.com') }} {{ object.authorizer_id.email }}

Assessment Complete

The assessment for has been completed and a sale order has been created.

Assessment Details
Reference
Client
Date
Sale Order

Next steps: Please submit the ADP application (including pages 11-12 signed by the client) so we can proceed with the claim submission.

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 Assessment Complete - Client Notification Your Assessment is Complete - {{ object.reference }} {{ (object.sales_rep_id.company_id.email or 'noreply@example.com') }} {{ object.client_email }}

Assessment Complete

Dear , thank you for completing your assessment with us.

Summary
Reference
Date
Therapist

What happens next:

  1. Your assessment will be reviewed by our team
  2. We will submit the ADP application on your behalf
  3. You will be notified once approval is received
  4. Your equipment will be ordered and delivered

If you have any questions, please do not hesitate to contact us.

Best regards,

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 Authorizer Portal: Document Uploaded New Document Uploaded: {{ object.name }} {{ (object.company_id.email or 'noreply@example.com') }} {{ object.x_fc_authorizer_id.email }}

New Document Available

A new document has been uploaded for case ().

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