Pre Call Prep
Miscellaneous
Contact Client
DOS to Request
Claim Types
100

Which form do you primarily use to check the Claim type/AOD etc? 

List of Exhibits

100

What is the ext you transfer the call to instead of leaving a manual voicemail? 

2161

100

Which phone numbers do you call on Attempt 1? 

Phone 1, 2, and cell. (Not alt numbers)

100

AOD: 09/02/2017
Last Visit: 08/01/2018
No records in the EXH file
DOS to request?

01/01/2017 - Present

100

What is the AOD? 

The date the client is claiming they became disabled

200

Which section of the EXH file holds the medical records? 

Section F

200

What is the ext you dial when you are calling in late/absent? 

636

200

On which attempts do you send the no contact email? 

All

200

AOD: 03/01/2017
Last Visit: 01/05/2019
No records in EXH file
DOS to request? 

07/01/2016 - Present

200

What are the two types of claim? 

DIB, SSI

300

How new does the EXH file need to be for this task? 

30 days old

300

What is the name of our department manager? 

Tiffany

300

On which attempt do you send the no phone 2 wk warning letter? 

Attempt 3

300

AOD: 08/04/2013
Last Visit: 07/05/2018
No records in EXH
DOS to request? 

Need new AOD from TL

300

What is SSI claim based on? 

Household income/assets

400

What are the MCA/RFC? 

Assessment forms filled out by the client's dr

400

Can you listen to music at your desk while working? 

yes, with just one earbud in

400

Which three documents need to be sent with a request? 

Request, Med Auth, 1696-Brad

400

AOD: 04/06/2015
Last Visit: 05/01/2019
DOS in EXH: 04/02/2014 - 07/02/2018
DOS to Request?

07/03/2018 - Present

400

Which type of claim would need a DLI date? 

DIB

500

Which document gives us permission to date the med auth? 

Limited Power of Atty

500

What is the name of our HR manager? 

Drew

500

Which attempt do you start the CLCC (by calling OHO for contact info)? 

Attempt 5

500

AOD: 04/06/2018
Last Visit: 08/02/2019
DOS in EXH: 07/04/2019 - 08/02/2019
DOS to Request? 

None

500

What does DOF stand for?

Date of File