Onboarding Process

1 - Importing the Intake into Neos

2 - Send Rep Packet to Intake

3 - Send Rep Packet to VA

4 - Send the Welcome Email

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Troubleshooting: When Veteran Comes Into the Office to Complete the Intake


When a veteran comes into the office to complete the intake, make sure you have a good phone number, email address, and physical address for them. Use the following word document to answer all the questions needed for the intake:

Paper Intake 2026.docx


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