Generate Notice of Action and Pend Letters in Kinetik Atlas

You can now generate Notice of Action and Pend letters for rides, GMR, and travel-related expenses directly from the All Trips table. Choose from 14 letter types or write a Custom one, and member and trip details fill in automatically. Download your letters as a zip, ready to print and mail, with every letter saved to the member's Documents for audits, appeals, and grievances.

How to Generate Letters

Watch the screen recording below for the full flow, then use these steps as a quick reference.

1. Go to All Trips and select the trips you need letters for. You'll get one letter per itinerary, so selecting both legs of a round trip still produces a single letter.
2. Right-click your selection, then choose Generate Letters from the menu.
3. Choose a letter type from the dropdown. If a type is greyed out, hover over it to see why it doesn't apply to your selection.
4. Review the summary of how many letters will be created, then click Generate.
5. Click Download to get a zip file with one PDF per letter. Print and mail them with your usual enclosures.

Good to Know

• Scheduled trips need to be Denied or Cancelled before you can generate a letter. GMR and Ancillary trips can be used in any status.
• A2, Custom, and Pend letters need trips for a single member. A Pend letter lists all of that member's selected dates in one letter.
• The letter date is the day you generate it, not the trip date.
• Enclosures such as "Your Rights" aren't included in the zip.

Letter Types

Writing your own content: A2 and Custom letters

A2 and Custom letters let you explain the decision in your own words while the rest of the letter stays in your approved format. Pick the letter type, fill in the fields, preview the letter, then click Generate.

1. A2 starts with a pre-written sentence, so you only fill in the blanks.
2. For Custom, the policy paragraph fills in automatically from the policy you select.
3. Fields are plain text, and a counter shows how many characters you have left.

Finding letters later

Every letter you generate is saved automatically, even if you don't download the zip.

1. Member profile. Open the member's Documents section. Each letter is named by letter type and date, uploaded by System, and never expires.
2. Trip activity log. Each itinerary's activity log shows who generated which letter, with the date and time.

Questions or Support

If you have any questions about these new features or need help getting started, please reach out to your Customer Success Manager or contact our support team at support@kinetik.care.

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