Acronyms
ROI
Release of Information
Which tool is used to call/text our veterans?
Ring Central
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.
If a veteran does not have their DD214 what is a temporary replacement?
Service Verification Letter
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.
SS
Snapshot
Which tool is used to schedule appt with veterans?
Bookings
What are Post-Service Treatment Records (PSTR's)
Medical records that document any treatment a Veteran received after leaving the military.
If a veteran is not able to get their ITF through VA.GOV, what is their second option?
Call the VA Hotline
We should always be sending veterans their upload link... where is this link located? - Tell me how to find it, like I am a new employee.
ITF
Intent to File
Which tool is used to Action a leads file?
ZEPCRM
What is an Upfront Administrative Fee (UAF)
A deposit that a client pays for GTM’s services in advance. This is a one-time, upfront payment that is refundable if the claim is unsuccessful.
If a veterans BBR records are empty, what other type of records can we ask the veteran for? (There are 2 options)
Tricare or Genesis records
Private Medical records
After your appt call is completed and you have actioned the CRM, who will you be notifying and where?
BBR
Blue Button Report
Which tool is used to screen share with our veterans?
Zoho Assist.
What is a Service Connected
A condition that is officially recognized by the VA as being caused or worsened by a Veteran's military service.
If a veteran served over 30+ years ago, what form will we need to fill out, for their STR?
SF-180 Form.
If a veteran did use Zoho Assist are you allowed to take over the veterans screen if they are not tech savy?
NO! Zoho Assist is just for verbal guidance.
DBL
Disability Breakdown Letter
Which tool is used to guide/assist employees while on a call with a veteran?
Balto
What is a Total Disability based on Individual Unemployability (TDIU)
Veterans receive compensation at 100% due to a Veteran’s inability to work. Veterans with this label already receive maximum compensation and are not eligible for GTM's services.
If a veteran does not have a VA.GOV or a MHS Genesis account, what will we do?
Help the veteran create an account!