ONE GOOD THING

• offboarding following up on missing fee deposits to Accounting department will save me 10 hours a week!

AGENDA

• [ ] Callie GPT - issues with statements to keep an eye out for

  • [ ] dates of service need to be correct in Service Tab
  • [ ] when you see a good statement, upload it to Callie (make sure no PII - do not put client’s Name, DOB, SSN, VA Claim #, Full Address, Email, Phone Number) - this will give her a better understanding of what we’re looking for
    • [ ] Chat GPT Rules for PII
  • [ ] ALWAYS review the statement prior to sending it to client to esign (we added disclaimer to the bottom of SC statement and IR statement that says we will put this info into chat gpt (no PII) to generate a well written statement to use as evidence and they need to read it before signing to make sure it’s all accurate)
  • [ ] lean into using Callie to automate more admin work and become better prompt writers*

• [ ] Process

  • [ ] Meghan on intakes (all INQs > REPs) and initial setups if they are a first time filer
  • [ ] Ashley - setting up cases (all REP > DEVELOP)
  • [ ] Liam - putting statements together (all DEVELOP cases - DRAFTS checklist item = DONE)
  • [ ] Tara and Amie - plowing through AOJ workups and processing decisions
  • [ ] Barbra - withdrawing on all cases (WDR > CLOSE OUT CASE)

• [ ] Tagging Emails from Outlook on your phone to Neos (FINALLY)

• [ ] New Checklist Items!

  • [ ] EFOLDER - New checklist item comes up when you put Withdraw From Rep Case Date for the Evidence Coordinator to download efolder so we have a copy before we lose access*

    *When downloading efolders, make sure you refresh the page before you download the efolder (if you don’t have a PIV card yet, ask someone who does to download copy of efolder for you)

  • [ ] STATEMENTS (request statements from client) = Done >

    • [ ] DRAFTS (completed drafts of all statements for case) = Done > MAKE SURE YOU CHANGE TO YOUR NAME BEFORE MARKING CHECKLIST ITEM DONE SO YOU GET THE POINTS!!!
      • [ ] SIGNATURES (received signed statements) = DONE

• [ ] Changes to Recon Roulette

  • [ ] DRAFTS checklist items marked DONE (MTD) are 10 points. IMPORTANT!!! Make sure you change staff assigned before marking the checklist item Done. (LIAM)
  • [ ] Development Completes are now 15 points - includes putting the application together with the signed statements, Rep Statements, PMR Requests, any other evidence and submit everything together, send client Comp & Pen Prep (# prep) email, input Development Complete date in Case Tab change class code to RFD in Case Tab

• [ ] Jotform/Cognitoforms Overhaul - ONLY FOR TDIU NOW!!!

  • [ ] PTSD stressor statement now in jotform (# mhlink)
  • [ ] Post Comp & Pen Exit Survey now in jotform (# exit)
  • [ ] Dependents now in jotform # (just fixing up a few things - will be ready to use by 12PM)
  • [ ] TDIU now in jotform # (just fixing up a few conditionals - will be ready to use by 12PM)

• [ ] Pop Quizzes - open for 15 minutes; how are they? too easy/hard/not relevant? Topics you guys would like to see more of (ie. hypos, etc.)

• [ ] August 2025 TextExpander Challenge

  <aside> ⌛

  ✨ "Snip to Win" — TextExpander Team Challenge! ✨

  Challenge Duration: August 1–31

  Goal: Maximize productivity, creativity, and consistency—one snippet at a time!

  🚨 It's time to flex your TextExpander skills in the "Snip to Win" Challenge!

  Every snippet you use gets you ONE sweet sweet Nectar Point (and eternal bragging rights). 💥 Challenge kicks off August 1st!

  🏆 Bonus Challenges (Side Quests):

  • 🧠 "Snippet Mastermind" (50 points):

    Create a new email template to clients for an issue that comes up over and over again and get at least TWO other team members to use it in their cases.

    Snippits Leaderboard (also on Home Base Page)

    Snippits Leaderboard (also on Home Base Page)

  • 🎨 "Most Creative Snippet" (50 points):

    Vote for the most creative shortcut code. Top contenders:

    • z uworkinbro (asking client about TDIU)
    • z adornah (asking client about active duty periods)
    • z ouch (explains what prostrating attacks are to client)
    • submit your own

  • 🧠“Ratings Genius” (50 points):

    Draft a snippit explaining how the VA rates a certain condition to the client.

  • 📈 "Efficiency Boss" (100 points):

    Most time saved according to TextExpander usage report.

  </aside>

Hold off:

• [ ] AUDITS - Kailey or Amie MUST sign off on ALL Setups Complete and Developments Complete (before you submit anything)
  • [ ] Tuesday - one hour
  • [ ] Thursday - one hour