DOS to Request
AOD: 08/05/2018
DOS in EXH file: none
LV: 09/10/2019
01/01/2018 - Present
How long do you set out the MR task after faxing the request for the first time, with the hearing 3 months away?
2 days
If the invoice is under $__, we will upload for payment no matter what.
$50
When you get a Milo stating, 'Status Change to Awaiting Decision', what do you do?
Mail to the client: Automatically created 'Awaiting Decision' and 'Invoice for MR' docs
Fax to the DO: Automatically created 'Authorization for DO to contact client' and '1696 for Hearing Atty', and the Signed 1696 and FA
On which Hearing Prep Attempt do you start calling the authorized contacts?
Attempt 2
AOD: 06/10/2017
DOS in EXH file: none
LV: 08/10/2017
07/01/2016 - Present
How long do you set out the 6/7/8 wk call if the client doesn’t answer?
3 days
Who do we get permission from to pay the invoice if the cost is too high?
Nick or Dan
What do we do with the Follow up on Atty Post-Hearing Memo task when we first get it?
Look at the information the atty/judge want, create an individual task for each directive, set the Follow up task out for the same day as the POST due task (the day before the day post is due)
Under what circumstances do you mail a medical records request rather than faxing?
When we don’t have a fax number or when we have confirmed that the facility only accepts mailed requests.
AOD: 10/02/2018
DOS in EXH file: 08/01/2010 - 12/12/2018
LV: 05/15/2019
12/13/2018 - Present
How many days do you set out a task when the facility is closed, but you are able to leave a message? The hearing is a month away and we have confirmed already that the request was received.
1 day
What would you do with these two tasks after the invoice has been uploaded? (assuming they are both regarding the same facility)
MAIL: Invoice from Doctor
Medical Records (St. Joseph Hospital)
Mark the MAIL task complete
log an action in MR task 'invoice received and uploaded', set task out for 1 week
What do we do with the POST due task when it comes due?
(BONUS: how many times can I fit the word do/due into a sentence?)
On which tasks do you delete all EXH files except the two most recently uploaded?
Check EXH and Give File
AOD: 11/12/2018
DOS in EXH file: 10/14/2019 - 05/01/2020
LV: 05/01/2020
Don't Request
If the hearing is 3 months away, you call a client to confirm a no DOS response and the client doesn't answer, how many days do you set out the task?
1 day
How would you enter this invoice in the billing tab?
Terri Miller
How long do we attempt to reach the client about the NTSC after the hearing NO MATTER WHAT and why?
one week after the hearing; the judge only gives us 10 days to get a Good Cause letter or WD submitted
Where is the ideal place in the EXH file to obtain updated earnings?
Certified Earnings, NH indexed column
AOD: 04/02/2017
DOS in EXH file: 07/04/2010 - 09/02/2014
LV: 01/08/2020
07/01/2016 - Present
You're on attempt 5 of contact client - hearing scheduled and the client doesn't answer. You call OHO to start the CLCC and they don't answer. When do you next call the client and when do you next call OHO?
Client - 7 days
OHO - 1 day
How would you enter this invoice in the billing tab?
William Callahan
What should be done with both the Follow up on Atty Post-Hearing Memo and POST due tasks when the only post hearing directive is that the judge will schedule a CE?
Both can be marked complete
You just finished a hearing prep call and there is nothing you need to follow up on except medical records. List the steps that must be completed before you are finished with the task. (assume that you already saved the call and your phone note)
send Hearing Prep Complete letter, send requests, log actions in each MR task, mark Request Records task complete, change detailed status to Follow up on Records