<aside> <img src="/icons/bookmark-outline_blue.svg" alt="/icons/bookmark-outline_blue.svg" width="40px" />

Quick Find

</aside>

<aside> 📚 Resources

• To make sure you’re putting everything in the same way, use this handy dandy form to follow along!
• 📹 **Loom Video - watch this for an example of how to process a decision in neos**

VBMS Mail Filters: Processing Decisions

Processing Decisions — Action Checklist (Updated)

</aside>

<aside> 📅 Neos Reports for Decisions from Mail to Make Sure They’re in Neos Before Shredding

• Name of Report: VET - Processing Decisions - Mail
• Report: DECISIONS ENTERED MTD - sortable by date
• Report: VET - Decisions Processed for Mail - sortable by name </aside>

For each decision (“wins” and “losses”), update the client’s case in NEOS with the following information.

STEP 1: SAVE DOCUMENTS TO PLEADINGS FOLDER

1. Decision Notice

   • Label as: 2025-01-01 – Decision Notice

     Processing VA Decisions in NEOS

2. Code Sheet

   • Label as: 2025-01-01 – Code Sheet

3. Attorney Fee Decision (if applicable)

   • Label as: 2025-01-01 – Attorney Fee Decision Notice
   • Note: Only issued for decisions on appeal.

STEP 2: UPDATE CASE IN NEOS

a. Case Tab

1. Case Date - Rating Decision (RD) Date

   • Enter the Rating Narrative date (not the notice cover page) in the next available “Case Dates” box.

2. Synopsis - Update based on new decision(s)

   • Remove outdated info.
   • Consistent Formatting, Only include:
     • Top - claims currently filed/pending
     • Bottom - decisions that need to be reviewed
       • To ensure we are all using the same format, use text expander to update this based on new RD[~syn + 02].
   • Do not include background notes, or any other information in Synopsis section
     • If there are existing backround notes please:
       • Delete outdated notes that no longer apply (review Notes or Claims tab if you are not sure) or
       • Move existing notes to the appropriate section in NEOS based on our meeting 8/27/25
         • Special Note Section (for things we are currently waiting on from client)
         • Claims or Strategy tab (for notes about strategy, appeal plans or things we still need to do)

   —> Examples of What Synopsis Should Look Like Before/After you Update It

   • Only Initial claims filed:

     • Before: 05/01/25 526EZ (back, sleep apnea, MH) - Waiting for Decision
     • After: 06/01/25 INITIAL RD (granted back; denied sleep apnea, MH) - Need to Review

   • Deferred claim included in decision:

     • Before: 05/01/25 526EZ (back, sleep apnea, MH) - Waiting for Decision

     • After:

       05/01/25 526EZ (sleep apnea) - Waiting for Decision

       06/01/25 INITIAL RD (granted back, denied MH) - Need to Review

   • Initial + Supplemental claims (would look the same for HLR claims BVD claims etc):

     • Before:

       05/01/25 526EZ (back, sleep apnea) - Waiting for Decision

       05/01/25 SUPP (MH) - Waiting for Decision

     • After:

       05/01/25 526EZ (sleep apnea) - Waiting for Decision

       05/01/25 SUPP (MH) - Waiting for Decision

       06/01/25 INITIAL RD (back) - Need to Review

3. Class Code

   Update to reflect case status:

   Case Status	Class Code
   All claims decided	AOJ
   Initial claims pending	RFD
   Supplemental or HLR pending (even if Board claims and/or initial claims also pending put in either HLR or SUPP if one of those is pending instead of RFD or BVA)	SUPP/HLR
   Only Board claims pending	BVD/BVE/BVH

b. Checklist Tab

1. Mark Decision Items Done
   • Ensure it is in your name for credit.
   • Select the correct Decision checklist item for the claims included.
2. Mark Attorney Fee Item (if applicable)
   • Required for decisions on appeal (SUPP/HLR/AOJ/BVA).
   • If a fee decision is missing in VBMS and:
     • At least one claim was granted with a 10%+ rating → Notify Amie or Tara.
     • If all denied or 0% → No notification needed.
3. Update/Customize Checklist Items
4. Manually Add Checklist Items (if applicable)

c. Awards Tab