Tools
This tool is used to call and text clients, log voicemails, and track contact attempts.
What is RingCentral?
This button allows you to record tasks you completed, like making a call or sending an email.
What is “Add Action”?
You must complete this in ZEPCRM after every call, text, or email with a veteran.
What is an Action?
They prescreen veterans and set appointments with CMAs
What is VR (Veteran Ratings)?
This document gives GTM permission to request medical records from a veteran’s providers.
What is the ROI (Release of Information)?
You use this system to manage client files, track documents, and assign actions.
What is ZEPCRM?
This search function lets you find a client using their name, phone number, or email.
What is the Search Bar?
This action type is used when you attempt contact but don’t reach the veteran.
What is a Called-Left voicemail?
This team gets all the documents needed for the claim.
What are CMAs (Case Manager Assistants)?
This form is required to let the VA know the veteran intends to file a claim.
What is the ITF (Intent to File)?
This app is used to schedule call meetings, particularly with veterans.
What is Microsoft Bookings?
This is the first section you see when you open a veteran’s profile in ZEPCRM.
What is Lead Details?
This action is selected for veterans who live in New Jersey and may be able to get help later.
What is NJ- Possible Help In the Future?
This step involves pitching services and discussing fees with the veteran.
What is Offer made? or What is a CM(Case Manager)?
This document explains why the VA approved or denied a condition and how they decided on the percentage.
What is the RDL (Rating Decision Letter)?
This platform allows you to access your work desktop remotely.
What is CloudPC?
Located in ZEPCRM, this section holds the PAQ, Rating Decision Letter, and other important documents.
What is Lead Files?
This action should be used if the client is not interested or wants to be removed from the program.
What is Not Interested?
This team double-checks Game Plan validation for accuracy and completeness.
What is the Quality Control (QC) team?
This document is created by the medical transcriptionist team by converting the PAQ into a formal VA claim form.
What is the DBQ (Disability Benefits Questionnaire)?
Used for internal meetings, trainings, and chat—this tool helps with communication among staff.
What is Microsoft Teams?
You click this to submit documents such as SS, ROI, or ITF to the file.
What is the Upload Link?
This detailed section must be filled out when logging an action to provide notes and context.
What is the comment box?
If a claim is denied by the VA, this review process is initiated to challenge the decision.
What is a Clear and Unmistakable Error (CUE) review?
These are the main documents needed to submit an increase claim to the VA by Zulu.
What are ROI, ITF, SS, MedRecs (BBR), RDL, Diagnostic Code List (DC List)and DBQ?