Acronyms
ROI
Release of Information
What are post service treatment records (PSTR)?
The client's medical history after leaving the military.
How would we prefer a veteran to pay their UAF?
What department typically conducts the first point of contact with our clients?
Veteran Ratings (Appointment Setters)
ZEP CRM
UAF
Upfront Administrative Fee
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 anstrategy that helps evaluate a client's case potential.
If a veteran does not have a copy of their DD214, which document can act as a temporary replacement?
The Service Verification Letter.
What team is responsible for Quality Control?
The Support Team
Which tool allows us to see a veterans screen in order to give verbal guidance.
Zoho Assist
CSA
Client Service Agreement
What is an Intent to File (ITF)
A formal notification to the VA that a Veteran plans to file a claim, which establishes an effective date that can affect a Veteran's back pay. A Veteran has one year from the date of submission to file their claim.
What are the steps in completing a 3 way call with the VA?
1. Make sure the veteran is on the line.
2. Notify the veteran they will have to verify them self's and mention they have a third party on the line.
3. Ask for the documents needed
What is the purpose of CloudPC?
To ensure that client files are handled securely and adhere to HIPAA regulations
What is the tool you will use to guide you through a call with accuracy?
Balto
DBQ
Disability Benefits Questionnaire
What is a Rating Decision Letter (RDL)?
The official letter received by the Veteran from the VA outlining the decision made on a claim, including the reasoning and evidence behind it
Which 3 documents show the veteran's service connected disabilities?
Snapshot (SS)
Rating Decision Letter (RDL)
Disability Breakdown Letter (DBL)
Who are the doctors in our doctor network for Increase claims?
TP Health
EPC
Dr. Awodele
REE
Where will you be able to locate diagnostic codes and the schedule and ratings for disabilities?
The 38 CFR
TDIU
Total Disability based on Individual Unemployability
What is the definitions for SOAP?
Subject, Outcome, Attitude, Plans.
What document is the final piece of evidence submitted to the VA with a claim?
The DBQ
What is the team that guides veterans through completing PAQs for Increase claims and Statement Calls for FTF Claims?
Medical Interview Specialists
What is the internal tool that contains the highest rating GTM can assist with for disabilities?
The Qualifying Cheat Sheet