This sample workflow video will walk you through a claim from the initial consultation call to closing the case out after you've been paid. In the process, you'll learn how all the automations and tools work and when they should be applied. You can use the index to select particular sections as a reference guide.

INDEX

1. Client calls to setup initial appointment (disabled adult pre-claim) (00:00)

2. Setup initial consultation (:31)
3. You decide to accept the client and do intake (2:19)
4. Adding claims information (7:10)
5. Adding Conditions, Medications, and Providers (9:23)
6. Printing the representation package (11:05)  
7. Send the rep package sent to SSA (13:44)
8. Adding your first task (16:52)
9. Creating a task template (18:26)
10. Follow up made to confirm filing (19:38)
11. Adjudicator letter received and confirming representation (21:15)
12. Forms and CE exams scheduled
13. Claim denied (Initial denial workflow initiated) (22:40)
14. Sending initial denial acknowledgment letter (24:56)
15. Filing the appeal (Appeal workflow initiated) (26:27)
16. Recon Denied and Hearing Filed (27:49)
17. ODAR Import (30:42)
18. Hearing Scheduled (Add to calendar)
19. Template editing (35:00)
20. The medical records ledger (36:18)
21. Tracking medical records (37:53)
22. 5-day letter sent (41:23)
23. Pre-hearing brief (43:09)
24. External documents (43:53)
25. Post-Hearing development (44:45)
26. Deadline custom fields (45:30)
27. Custom field groups (45:55)
28. Record compete (Fav Decision) (47:11)
29. Add fees data and fee projections  (47:48)
30. Fee Tracking (48:56)
31. T2 fee check comes in and closing claim (50:00)
32. Closing the claim (50:38)
33. Changing the client to prospect (51:00)
34. Client tags (51:15)
35. Sticky Notes (51:34)
36. Adding links (52:10)
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