Participant Statement Email Template

Out of the box, Maica comes with an email template called Maica NDIS Plan Participant Statement that contains all the details required in a monthly statement this is captured under the {statement} tag.

The Participant Statement Detail article explains the detailed logic around the {statement} tag and its importance.

You can customise the template by clicking on Clone and update the following fields only:

  • Email Template Name

  • Description

  • Folder

  • Subject

  • Enhanced Letterhead

  • HTML Value

The {statement} must be included in the HTML Value of the Email Template and you must not change the Related Entity Type from Plan to something else.

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