Step 1 — Download and Save Docs

[ ] Decision Notice saved to Pleadings folder as: YYYY-MM-DD - Decision Notice
[ ] Code Sheet saved as: YYYY-MM-DD – Code Sheet
[ ] Attorney Fee Decision saved as: YYYY-MM-DD - Attorney Fee Decision Notice (if appeal decision)

Step 2 — Update Case in Neos

[ ] Enter Rating Decision (RD) date in “Case Dates” section * MOST IMPORTANT
[ ] Clean Synopsis - should only include pending claims and decisions received that still need to be reviewed. If there are other notes in the Synopsis tab besides claims and decisions make sure you:
- [ ] Delete any old notes that are no longer applicable
- [ ] Move any other important notes to the appropriate section in NEOS (Special Notes section for things we are waiting for still from client, claims tab for info about specific claim, etc) *refer to 8/27/25 weekly meeting minutes if necessary.
[ ] Update Class Code based on current status
- [ ] AOJ if all claims are decided
- [ ] RFD if waiting on initial-only decision(s)
- [ ] SUPP/HLR if any supplemental or HLR pending (even if Board and/or initial claims are also pending)
- [ ] BVD/BVE/BVH -only use this class code if only Board claims are pending

[ ] Mark the correct DECISION checklist item done
[ ] Mark the ATTY FEE checklist item done (if applicable)
- [ ] Decision on Appeal but no Attorney Fee Decision in VBMS - review decision , if any “compensable” claims granted message Amie or Tara from the case in Neos
[ ] Customize remaining checklist items to reflect the new status per examples outlined in Processing Decisions section

[ ] Deferred claims: add CLAIM checklist like "MM/DD/YY - 526EZ - Sleep Apnea - Rating Decision?" or "see synopsis" if more than 3 claims in decision.