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Questions and Answers

If the case has been _______ we should send a letter to the previous attorney's office to notify them and request the case file.

  • dropped
  • referred out
  • subbed in (correct)
  • subbed out

If the case was a _____ from previous attorney's office, we should request case file but it is not necessary to send referr out letter.

  • subbed
  • refer
  • success
  • drop (correct)

What is the first thing you should do when you get a case?

  • Create dropbox folder
  • Update case vitals (correct)
  • Contact client
  • Follow up with PD

Information we should ask the client in 2nd intake:

<p>All of the above (D)</p> Signup and view all the answers

We should verify fact of loss during the 2nd intake (how did the accident happen? detailed)

<p>True (A)</p> Signup and view all the answers

We should ALWAYS taks Haydee to open health insurance lien after we have received the health insurance card pictures (both sides) from client

<p>True (A)</p> Signup and view all the answers

Tabs that need to be filled during 2nd intake

<p>Employment tab, Health Insurance tab, Incident info tab, Client info tab, health info tab (A)</p> Signup and view all the answers

Who should you task to open Health Insurance lien?

<p>Haydee (B)</p> Signup and view all the answers

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