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

Class Code Wheel:

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INTAKE - 9

INQ - 2

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REP - 42

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DEVELOP - 114

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BUILD - 26

SIGN - 4

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AOJ - 172

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Agenda:

It's almost baby time! While I'm out, here's who to go to with questions based on what Class Code the case is in:

INTAKE - contact Cat or Liam

REP - contact the Claims Advocate / Attorney (look at Staff Roles in Case Tab)

DEVELOP - contact the Client Coordinator on the case or Cat/Fran (Cat = last names A-G, Fran = last names H-Z for cases in DEVELOP)

BUILD - contact Ashley

SIGN - contact ****Ashley

RFD/SUPP/HLR/BVD/BVE/BVH/REM - contact John or Ashley (they can check VBMS for update)

AOJ - contact Attorney on the case (Leah or Amanda)

September/October Sprint Goals (by Class Code):

INTAKE - Cat & Liam (clean out all cases in INTAKE class code)

Cat - I need you to clean out the cases in INTAKE class code - follow up to get signed Rep Packets or close out case in neos if unable to contact after 4 attempts (call AND text AND email each time) 2-3 days apart

REP - Ryan & Amanda - for September | Leah for October

Strategy > strategy message to CC with what needs to be done > contact client and request statements > move to DEVELOP)

Ryan complete entire strategy for case and setup neos correctly (green/yellow cases - never filed or no RD on appeal but efolder)
- contact Leah with any questions and to check the first few you do so you're not missing anything - move cases out of REP (see notion for step by step guide)
- work with Cat as Client Coordinator to get statements and move to DEVELOP
Amanda yellow/red cases - RD to address on appeal or no RD on appeal but efolder
- work with John to set up REP cases (John = Client Coordinator on REP cases in Amanda's name)
GOAL = get REP cases under 20 (move from REP to DEVELOP once strategy communicated to client and Case Date input)

DEVELOP - Cat & Fran (stay on top of and clean out all DEVELOP cases > follow up on missing statements 4x (every 3 days) with phone call, email, and text message > move to BUILD (once all jotform statements received) or WDR (if no response after 4 attempts every 3 days (+12-15 days)

GOAL = down to 10 by end of September