Text/Email Templates Board

Potential Email Automations (see notes)

👋Intake

Intake Templates

Intake Link

Internal Referrals (ALL DEPARTMENTS)

Email: Social Security Intake

Supplemental Security Income (SSI) Limit

Email: Confirming Info on Intake

Rep Packet Explanation

⚖️Decision & Appeal

Email: Most Recent Decision

Email: Financial Advisor Referral

Appeal No Fee on Supp Claim

Email: Decision Review (Withdraw From Rep)

Email: Decision Review (HLR Appeal)

Email: Decision Review (Supp Appeal)

🧾Evidence Development

Welcome Email

Initial Workup Email

Types of Evidence

Treatment History

Email: PMR Letters

TDIU

We may need additional Evidence from you

Claim Submitted

Email: Statement Links

Comp & Pen Exam

Prepare a Veteran for His Comp & Pen Exam

Post Comp & Pen Exit Survey

Status Update: Waiting for Decision

❓Miscellaneous

Docusign Email Sent

Revoked POA/No VBMS Access

No Retro Received

Expedite

Dependency

Direct Deposit Info

Audit Request

Email: PACT Act

VA Math and Ratings

Why the Board Direct route?

Requirements for TDIU

How Long Does a Board Claim Take?

VA Health Insurance

Presumptive conditions caused by Camp Lejeune Contaminated Water

Additional Benefits for Survivors

How to Use: B&W Email Templates