July SPRINT Plan:

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INTAKE Island

Liam training Seth on intakes; make sure they have all info needed on intake (goal for case, tx history, follow up on any missing information)

• Goal For the Case - must at least include current symptoms or claims they want to pursue
• Treatment History
  • Outside Treatment - need to know if they’ve treated anywhere outside of the VAMC
    • if YES, need to get list of tx providers and complete Treatment Tab
    • if NO, need to put NO PRIVATE TREATMENT (Provider Type) in Treatment Tab
  • VAMC Treatment - need to know if they’ve treated inside the VAMC
    • if YES, need to list VAMC they’ve treated at in Treatment Tab
    • if NO, need to put NO VA TREATMENT (Provider Type) in Treatment Tab
  • If No Treatment ANYWHERE, need to put NO TREATMENT (Provider Type) in Treatment Tab

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REP Island

Kailey will be training Leah/John on how to setup all new cases we put into REP throughout month of July:

• Pull eFolder and put into Page
• Build Strategy for the case - based on Intake Form, Prior Decisions, Page Analysis
• Setup all Tabs in Neos - Strategy Tab, Code Sheet Tab,
• Send Strategy Message to Seth/Liam/New Person with specific instructions of what evidence we need to get for each claim and what lane the claim needs to go in and adjust checklist as needed
• Send Strategy email to client introducing Client Coordinator (Seth/Liam/New Person) and offer to schedule phone call with client to review Strategy

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Cases to Fix ASAP

• Shively - 221923802 (REP Case need to fix - appealed 06/10/2025 RD?)
• Depointe - 204682 | 035602551 (DEVELOP case with 2x upcoming deadlines)
• Harrington - 036423982 (DEVELOP case with deadline 08/01)
• Sims - 036441017 (BUILD but appeal deadlines coming up* put Ashley on)
• Russo - 038543580 - (REP - POSSIBLE DEADLINE COMING UP - need VBMS Access to check*)

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Scratch REP Cases for Leah & John (First Time Filers)

• Hendrickson (*HOMELESS) - Cappello
• Steve Harris (205974) - Cappello
• Constant (RDs within 1 year) HOMELESS - Leah
• Branca (*MST and HOMELESS) - Leah
• Hicks - Leah
• Healy - Leah
• McNeill - Leah
• Williamson - Leah

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<aside> ✍️

DEVELOP Island

Liam and Seth and New Person split all cases in DEVELOP/BUILD/SIGN and follow up for missing statements/evidence and pull from jotform and build 4138s to Complete Development > Have Ashley review all statements and 526EZ or 0995 before submitting and answer questions from clients in DEVELOP/BUILD/SIGN

• Ashley will oversee DEVELOP cases and make sure cases are moving
• Ashley will train Seth and Liam on statements and rep statements and PMR requests

ALL Cases in DEVELOP, BUILD, SIGN > DRAFTS, SIGNATURES, SUBMIT, PMR, 526EZ, SUPP, 0995 CHECKLIST ITEMS - reassigned from Ashley to Client Coordinator

ALL Cases in REP > will be setup by Kailey / Leah / John in the month of July

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<aside> ✍️

Quality Control Role (Ashley)

• Monitor all cases in DEVELOP (Monitor RFD Checklist Items)
• Review and approve 526EZ/0995 Forms and Statements once Development is Completed by Client Coordinator (Liam/Seth)
  • Mark RFD = DONE and Input Development Complete Case Date *
• Train Liam/Seth on when to use and how to build Rep Statements
• Train Liam/Seth on PMR Requests
  • PROJECT: Check if we need to submit PMR for all open PMR Checklist Items and N/A PMR Checklist Items if Needed
• Train Liam/Seth on TDIU Claims and Evidence for TDIU Claims
• Do STATUS Updates / Bombs for older cases
• Process Decisions and Update Neos
• Ashley - sum of Liam & Seth’s points (FLASH pod) </aside>

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AOJ Island

Amie & Tara will review all 53 upcoming deadlines due by 08/31/2026; Amie & Tara appeal cases in SUPP/HLR/BVD/BVE (file their own SUPPs)

• need to get through all deadlines before 08/31/2026 in order to get any points; Amie & Tara & Leah will get sum of all points (SPRINT pod)
• Leah pull all REP/DEVELOP/BUILD cases - 17 total cases on deadline warning list due before 08/31/2026

22 Deadlines Before 07/31/2026:

28 Deadlines Between 07/31/2026 - 08/31/2026:

56 Deadlines Between 09/01/2026 - 10/31/2026:

• Amie - 20 cases (26 RDs)
• Leah - 3 cases (4 RDs)
• Tara - 22 cases (25 RDs)

75 Deadlines Between 11/01/2026 - 12/31/2026:

• Amie - 13 cases (25 RDs)
• Leah - 8 cases (8 RDs)
• Tara - 38 cases (48 RDs)

UPCOMING DEADLINES.xlsx

Operation: PIVOT

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• In-Office/Clean Up Day
• Questions for Team:

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