Acronyms
ROI
Release of Information
Which tool is used to call/text our veterans?
Ring Central
What is a Game Plan?
A written strategic plan created by our team and agreed upon by the Veteran to outline which conditions will be filed for. It is an internal consultative strategy that helps evaluate a client's case potential.
If a veteran does not have their DD214 what is a temporary replacement?
Service Verification Letter
When you first call a veteran, how should you introduce yourself?
Hello my name is (Employee name) calling on behalf of (Company name) on a recorded line.
SC
Service Connected
Which tool is used to schedule appt with veterans?
Bookings
The comprehensive medical records a service member receives during their time in the military.
If a veteran is not able to get their ITF through VA.GOV, what is their second option?
Call the VA Hotline
Employees send veterans their upload link... where is this link located? - Be specific.
within ZEPCRM, In the leads file, top right corner.
STR
Service Treatment Records
Which tool do we use to Action a lead?
ZEPCRM
What is a C&P Exam
A medical exam scheduled by the VA to evaluate a Veteran's disability claim.
If a veteran served over 30+ years ago, what form will we need to fill out, for their STR?
SF-180 Form.
Which 2 documents will show you the veterans previously denied disabilities?
1. Snapshot
2. Rating Decision Letter
RDL
Rating Decision Letter
Which tool is used to screen share with our veterans?
Zoho Assist.
What is a DD214
Certificate of Release or Discharge from Active Duty: This document is a Veteran's proof of military service and contains details that help determine eligibility, such as their type of discharge.
If a veteran service in the National Guard which document will they receive that is comparable to a DD214?
For FTF do we need to collect a Disability Breakdown Letter (DBL)
No! not necessary for FTF.
TDIU
Total Disability based on Individual Unemployability
Which tool is used to guide/assist employees while on a call with a veteran?
Balto
What is a IVA?
Initial Veteran Assessment: An unofficial questionnaire completed by the veteran to document conditions they believe are service-related. It gives the STR Review team a starting point for reviewing medical records.
Nexus Letter
What documents can be used to locate presumptive's for a veteran? (Total of 3)
1. DD214
2. IVA
3. RDL