Acronyms
ROI
Release of Information
Which tool is used to call/text our veterans?
Ring Central
What is an ROI
Release of Information: A legal form that a Veteran signs, giving GTM permission to review their medical records while staying HIPAA compliant.
If a veteran is not able to get their ITF through VA.GOV, what is their second option?
Call the VA Hotline
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.
P&T
Permanent and Total
Which tool do we use to Action a lead?
ZEPCRM
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
What are the three options a veteran has in order to capture the information needed?
1. Snipping Tool
2. Print to PDF
3. Taking a picture
Are veterans allowed to send documents directly to the employees email or Ring Central phone number?
No! All documents must be submitted by using the upload link.
PAQ
Personal Assessment Questionnaire
Which tool is used to guide/assist employees while on a call with a veteran?
Balto
What is a Disability Breakdown Letter
Letter from the VA displaying veteran's service connected disabilities, their individual ratings, their combined rating, and the diagnostic codes associated with them.
The company prefers the veterans to pay through Paypal, but what other options does a veteran have?
1. Paper check
2. ACH transfer (Bank Transfer)
Which document requires a call to the VA Hotline?
Disability Break Down Letter
CFR
Code of Federal Regulations
Which external tool, can we use to look up specific diagnostic codes which will show the rating and criteria for said disability.
38 -CFR
What is a PAQ
Personal Assessment Questionnaire: An unofficial questionnaire completed by the client to provide detailed insight into their symptoms and how their disabilities impact daily life.
Which three documents will show you a veterans overall ratings?
1. Snap shot
2. Disability Breakdown Letter
3. Rating Decision Letter
The increase path way, will be sending veteran an IVA to complete?
No, increase will complete a PAQ
CUE
Clear Unmistakable Error
Which tool is used to calculate the highest a veteran can potentially receive?
Condition Calculator
What is a DBQ
Disability Benefits Questionnaire: An official document completed by a physician to support a disability claim by detailing the severity of a Veteran’s conditions.
Which internal and external tools can be used to view a potential rating based off the severity/criteria mentioned?
1. Cheat sheet (Internal)
2. 38 CFR (External)
We can help veterans who have active claims and appeals ?
No!