Terminology
Process/SOP
OS
Vouchers
Invoicing
100

What does SJDB stand for?

Supplemental Job Displacement Benefit

100

What process do you follow when invoicing voucher benefits?

Invoicing Process

100

What does it mean when a widget shows "IW Paid"?

IW has received the corresponding benefit

100

How much is the SJDB Voucher?

$6,000

100

Name one benefit included in the SJDB Voucher.

Miscellaneous, Equipment Reimbursement, School/Training (Tuition), Additional Reimbursement, Counseling Fee

200

What does RTWSP stand for?

Return-to-Work Supplement Program

200

What process do you follow when unable to contact the IW?

Reference Guide for Cancellations
200

To generate the $600 invoice, what state is the School Benefit widget required to be in?

Filed (or Enrollment, which requires "Filed" criteria)

200

How much is the RTW?

$5,000

200

What is the $600 invoice for?

Counseling services. BONUS: This includes helping IW search for eligible programs, coordinating with IW/adjuster, assisting with RTW applications, etc.

300

In OS, what is the Case Entity?

The insurance carrier and adjuster

300

What process do you follow when a referral originates from a Compromise and Release settlement?

C&R Voucher Process with Timelines

300

What attachment type do you choose when uploading the signed voucher?

SJDB Signed Voucher

300

When does the RTW expire?

1 year from when the SJDB Voucher was served (see POS)

300

Before invoicing, what steps should you take?

Verify case demographics, verify entity & adjuster info, check OS attachment requirements, check for any declined benefits

400

In OS, what is the Account?

Gemini Legal's client, the Law Office (of the Applicant's Attorney)

400

What document tab of the Master Voucher Process do you follow when researching school programs?

ETPL School Search

400

What does it mean if the RTW Benefit widget state is "Requested"?

RTW application has been submitted to DIR, and we are awaiting a response or confirmation. It indicates the request is in progress but not yet filed or completed.

400

When does each SJDB Voucher expire?

2 years from date issued, or 5 years from date of injury, whichever is later.

400

How do you know what page order each invoice packet should follow?

Packet Building Cheat Sheet

500

Who is the Account Manager/BDM?

The Gemini Sales team member who handles the account
500

If the name of the IW on the voucher differs from other legal documents, what process doc should you refer to?

RTW Application SOP

500

What note is required to change the Voucher Session State to "Contacted"?

Initial Consultation

500

Fill in the blank:
The injured worker should receive their $5000 RTW within ______ business days of obtaining the signed voucher.

60

500

When can we invoice our $600 Counseling fee?

After assisting the IW with at least the Miscellaneous, School enrollment, or Equipment Reimbursement