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Understanding the VA Process

Step 1: Determine whether you need PMRs

1. Navigate to the Treatment Tab in the case to determine whether the client has treated anywhere other than the VA Medical Centers.

2. If they have, make sure a claim has been submitted by checking the Class Code

   If the Class Code is either CLAIM, RFD, or SUPP, a claim is pending before the VA

   <aside> 🪙 Pro Tip: If the claim needs to be filed in the Supplemental Lane (0995), an updated PMR Request may serve as the new and relevant evidence to reopen a previously denied claim.

   </aside>

Step 2: Draft the PMR Request

1. Generate PMR Request to VA and DOMA

2. Select ONLY the private treatment providers from the dropdown menu in Neos

   • You DO NOT need to submit a PMR request if the medical records are at the VA

3. Open the PMR Request to VA and DOMA in Adobe

4. In a separate window, open the Rep Packet to Intake_SIGNED from the Authorizations Folder

   *Make sure VA Form 21-4142 is dated within 30 days

5. Insert the SIGNED 4142 (2 pages) from the Rep Packet to Intake_SIGNED to PAGE 3 of the PMR Request to VA and DOMA

6. Your PMR Request to VA and DOMA should be 5-6 pages, depending on how many private treatment providers you have.

   • "Request for VA to Obtain Private & VA Medical Records" to VA cover letter
   • "Request for Private Medical Records" to DOMA cover letter
   • VA Form 21-4142 (signed)
   • VA Form 21-4142a (with the names and locations of the private treatment providers)

Step 3: Submit the PMR Request

1. Fax to DOMA at (844) 632-5093 by emailing [email protected] and attaching the PMR Request to VA and DOMA
   1. Or you can login to srfax.com and upload the PMR Request to VA and DOMA via the website and select DOMA as the Destination Fax #.
2. Upload the PMR Request to VA and DOMA through the DRC Portal

Step 4: Update the Case in Neos

1. Make sure you save the pdf to the Pleadings Folder when you upload it to the VA and fax to DOMA
2. Create a DRC Upload Note in the case in Neos with the DRC confirmation number
3. Mark PMR checklist item DONE
4. Update the Treatment Tab with the date you submitted the PMR request