Excerpted from SEAK’s course, “How to Start, Build, and Run a Successful Disability and File Review Practice”
So, you know, as I said previously, I think organization is key, right? And so this is one of the things that you should have open on one of your screens. I have three screens that are hooked up to my computer so that I can do…so I can multitask. And this is one of the screens that I have open so that, you know, I have the case open, I have this open, and then I have, you know, maybe another piece of the case that I need to deal with, maybe the portal, so that I’m not flipping between screens, and I have a place to put all my information. But this is what I use. You can create whatever it is that you want to create.
But as I was saying, this is…and this, I couldn’t even fit the whole thing on here, but this has pretty much everything that you’re gonna likely need in order to be able to satisfy the client that you’re doing your calls, and a lot of this stuff will end up actually in your report. So, if you do something like this, you shouldn’t view it as a redundant process, “Oh, God, I gotta manage a sheet too.” Well, at the end of the day, some of this information is going to end up being copy-pasted right into the portal that I used to do this work for these clients. So, I don’t have to find a piece of paper where I wrote it down and then type it. I type it once or voice-dictate it. And then when I go to complete the case in the portal, I just copy-paste, copy-paste, copy-paste and move on.
So this is how I do it, you may find another way. But given the fact that everything’s so digital, right now, you’re gonna be submitting all these cases in portals, it’s better if you have a strategy that is as efficient as possible. And I found this to be the most efficient. So, documentation of the calls is as important as doing the calls if you do the call, but then you can’t put anything in your report, they’re gonna send it back to you and you’re gonna have to redo the call and it’s just going to become a drag. So documentation is key.