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

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

• [ ]

Goals for Next Week:

Tara

• [ ] appeal deadlines through August 31st - 8
• [ ] appeal deadlines through September 30th - 12 - first week of August
• [ ] appeal deadlines through October 31st - 9 + appeal deadlines through November 30th - 15 - second week of August
• [ ] appeal deadlines through December 31st - 26 - fourth week of August