https://docs.google.com/spreadsheets/d/1damyROA75gceNU1n3fqLlcgYtVLmkP-d3V-NRD7n_gM/edit?usp=sharing

https://docs.google.com/spreadsheets/d/1damyROA75gceNU1n3fqLlcgYtVLmkP-d3V-NRD7n_gM/edit?usp=sharing

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Class Code Wheel:

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INTAKE Cases - 9

INQ Cases - 2

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REP Cases - 42

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DEVELOP Cases - 114

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BUILD Cases - 26

SIGN Cases - 4

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AOJ Cases - 172

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Agenda:

• [ ] Note Topics are IMPORTANT! - make sure you save the note as the correct note topic
  • [ ] Case Strategy - the report for Case Strategy Notes did not match up with the number of Case Strategy Case Dates entered - so I had to go into each case and update the Email Note Topic to Case Strategy (you need to go back into the Notes Tab after you email the client and change the note topic from Email to Case Strategy)
    • [ ] Case Strategy
  • [ ] Phone Calls - make sure you put the correct Note Topic for Phone Calls:
    • [ ] Phone Call to Client
    • [ ] Phone Call from Client
    • [ ] Phone Call to Client (Left VM)
    • [ ] Phone Call to Client (unable to leave VM)
  • [ ] Appeal Strategy - when you email the client with the appeal strategy for the case, make sure you make the note topic Appeal Strategy so it’s easy to make sure we communicated the appeal strategy to the client (and it’s an easy way for me to cross-check the number of appeal workups done)
    • [ ] Appeal Strategy
• [ ] Tagging People in Note - if you tag someone in a note they don’t get a message, just a notification (bell icon). If you need someone to do something or look at a case, make sure you send a message from the case NOT just @ the person - they will not see it
• [ ] Withdrawing From Rep - NEED to message Kailey before withdrawing from rep in all cases; Kailey MUST approve all withdrawals from rep

Goals for Next Week:

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Cat

• [ ] Intakes
• [ ] Train with John on Phone Calls </aside>

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Barbra

• [ ] Phone Calls
• [ ] Train with John on Phone Calls </aside>

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Fran

• [ ] Jotform Project with John
• [ ] Mail
• [ ] Train with John on Phone Calls </aside>

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John

• [ ] REP > DEVELOP cases
• [ ] Jotform Project with Fran
• [ ] Train with Barbra/Cat/Fran on Phone Calls </aside>

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Liam

• [ ] DEVELOP cases & statements (DEVELOP > RFD)
• [ ] Review Intakes with Cat as Needed
• [ ] Process Decisions - catch up </aside>

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Ashley

• [ ] Assign Ashley all BUILD cases
• [ ] Kailey & Ashley work on cleaning up Seth cases (see Neos Report)
• [ ] Train Leah on processing decisions
• [ ] Process Decisions - catch up </aside>

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Kailey

• [ ] REP > DEVELOP cases
• [ ] Attorney Fees
• [ ] Amanda list of cases
• [ ] Process Decisions - catch up </aside>

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Leah

• [ ] REP > DEVELOP cases
• [ ] AOJ Upcoming Appeal Deadlines
• [ ] Train with Ashley on processing decisions
• [ ]
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Tara

• [ ] Process 15 decisions
• [ ] appeal deadlines through August 31st - 8 + appeal deadlines through September 30th - 12 - first week of August

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