Lead Details
What information are you going to find in the lead details?
Veterans general information
What information can we find in the action history?
Notes
Important information
What information can be found in the ROI?
Clients SSN, DOB, branch of service, email, phone number, retiree status, emergency contact,
Gender, dominate arm, ect.
How many PAQs should we have?
One PAQ per disability?
Who is our COO?
Gracie!
What two emails can we not have in the lead details?
.mill and .gov
How is the URD broken down?
Single $450
Dual $850
What three documents cover service connection?
RDL, DC list, Ebens/SnapShot
What document will you use to reference the 38 CFR
DC List
Who is the owner of DVC?
John Sise
In what format must the Veterans date of birth be presented in the lead details?
two digits for the month
two digits for the day
four digits for the year
Where is the URD going to be found?
Actions History!
What are the two types of CSAs we can have?
Flat fee and sliding scale
What are the different doctor networks?
EPC
TP Health (Tpsych)
REE
What are our office hours?
What format of address is not allowed in the lead details?
Where can we look if no URD is found?
Deposit threads
What is the difference between the RDL, DC List and Ebens?
DC - Diagnostic codes
Ebens - Screen shot of Veterans VA.gov
Who sets the criteria for the PAQs?
Who are our owners?
Mike and Javi!
When will ITF dates expire?
One year after submission
What is this GP asking for?
Gerd 30, Back 40/20/20, HA 50
Gerd to be increased to 30%
Back increased to 40% with 20% radiculopathy for left limb and 20% for right limb.
What are the six documents we need to pass GP?
ROI
CSA
Med Recs
SnapShot
DC list
RDL
What are some examples of secondary conditions that do NOT need PAQs?
Diabetes
For your knowledge:
Scars, nerves
What is something you would add to this training!?
Open ended!