VA Forms
Customer Service
Documentation Best practices
Financial Assistance
Transportation
100

This form is used to appoint a Veterans service organization as a claimants representative to help with VA claims and or benefits.

What is the VA Form 21-22?

100

You greet the client warmly with a smile and make eye contact.

What's the first thing you should do to make a client feel welcome when they arrive?

100

This should always be included at the top of each document to ensure it’s clearly identifiable.

What is the veteran’s full name and file number?

100

To qualify for financial assistance, a veteran must have this type of discharge status.”

What is an honorable discharge?

100

This service provides transportation to and from this VA hospital.

What is the Dayton VA Hospital?

200

This form number is used to apply for VA health care benefits.

What is VA Form 10-10EZ?

200

This is the first step to take when handling an upset veteran.

What is listening to their concerns?

200

This type of documentation is required to confirm a veteran’s service dates and character of service.

What is a DD Form 214?

200

This minimum residency requirement must be met by veterans to apply for financial assistance.

What is 90 days of residency in Allen County?

200

This advance notice is required to schedule local transportation for VA community care appointments.

What is 72 hours?

300

This form helps veterans claim benefits related to disabilities.

What is VA Form 21-526EZ

300

This is an effective technique to clarify customer questions.

What is asking follow-up questions?

300

It’s a best practice to do this after completing a document or form.

What is proofreading for errors?

300

If a veteran needs help with utility bills, this document may be required as proof.

What is a current utility bill in the veteran’s name?

300

The leave time for transportation is set on this day.

What is the day before the appointment?

400

This form is necessary for veterans to authorize release of personal information (medical).

What is VA Form 21-4142?

400

What’s a good practice to leave a positive final impression?”

What is thanking them and offering further assistance?

400

This ensures there's a clear record of the assistance provided and helps keep track of progress.

Why is it important to document everything?

400

These documents are needed in order to apply for financial assistance in the Veterans office.

What is a DD214 (honorable or under honorable conditions, proof of household income for the last 30 days, last 30 days of bank/financial institution transactions, copy of lease agreement, current utility bills, receipts for large payments made in last 30 days (should be on bank transactions).  

400

Local transportation services are available only for appointments scheduled/approved through this VA program.

What is VA Community Care?

500

This form is used to apply for Burial Benefits.

What is VA Form 21-530?

500

Stay calm, listen without interrupting, and acknowledge their feelings.

What should you do first to handle the situation if a client is upset or frustrated?

500

When documenting an interaction with a client either on the phone or in person, these things are essential to include in the notes.

Document the clients main points, any questions asked, and the response given; also include the name, if other than the client and the date.

500

This provides the guidelines and regulations for veteran services in Ohio, including financial assistance eligibility.

What is the Ohio Revised Code Title 5901?

500

Veterans seeking transportation to Dayton or local community care appointments must provide this information. 

What is name, address, phone number, last 4 of ssn, date, time, and place of appointment.

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