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Pre Docket

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Sean Craig edited this page Jun 9, 2023 · 21 revisions

General Pre-Docket information

  • Board Appeals (Notice of Disagreement) VA Form 10182 can be pre-docketed and the workflow is contained in the Pre-Docket Queues. Both Higher-Level Review VA Form 20-0996 and Supplemental Claims VA Form 20-0995 go through the decision review process in the Decision Review Queue. An appeal is pre-docketed for an action to be created and assigned for document assessment. This allows the business line user to review and assess documents associated with the appeal and corresponding issues to determine if the appeal is ready to be docketed. image

  • Requires feature toggle edu_predocket_appeals to be enabled.

  • An appeal is in the Pre-Docket queue if it has at least one request issue that is marked as needing pre-docket.

  • Pre-docketing is indicated by the column is_predocket_needed on request_issues.

image

image:Compontent Name: NonratingRequestIssueModal.jsx

def predocket_needed?
    !!is_predocket_needed
  end

  def education_predocket?
    user = RequestStore.store[:current_user]

    benefit_type == "education" &&
      FeatureToggle.enabled?(:edu_predocket_appeals, user: user) &&
      predocket_needed?
  end

  def vha_predocket?
    benefit_type == "vha" && predocket_needed?
  end
  • If an appeal is pre-docketed with an ‘Education’ Benefit Type it will be placed on the Executive Management Office queue with the option to be assigned to a Regional Processing Office queue.
  • If an appeal is pre-docketed with a ‘Veterans Health Administration’ Benefit Type and ‘Caregiver’ issue, it will be placed on the VHA Caregiver Support queue.
  • If an appeal is pre-docketed with a ‘Veterans Health Administration’ Benefit Type and ‘non-Caregiver’ issue, it will be placed on the VHA CAMO queue with the option to be assigned to a Program Office queue and subsequently a VISN queue.
  def create_tasks_on_intake_success!
    if vha_predocket_needed?
      PreDocketTasksFactory.new(self).call_vha
    elsif edu_predocket_needed?
      PreDocketTasksFactory.new(self).call_edu
    else
      InitialTasksFactory.new(self).create_root_and_sub_tasks!
    end
    create_business_line_tasks!
  end

developer note:More detail on Predocket workflow code can be found here

  • As the appeal is navigated through the workflow and various queues, the Task Action ‘Documents ready for review’ will request the end user to specify the location of the documentation for review. The locations are: VBMS, Centralized Mail Portal, or Other (with an additional required text entry prompt to include the source). Each location has an optional text entry prompt to detail the file structure or file path of the documentation at the selected location.

Organization

  • BVA Intake
    • Education
      • Executive Management Office
        • Regional Processing Office
    • Veterans Health Administration
      • Caregiver Support
      • CAMO
        • Program Office
          • VISN

[Refer to the Task Actions table to review which Task Actions are available on each respective queue and tab.]

BVA Intake

Once a Board Appeal (Notice of Disagreement) VA Form 10182 is created with either an ‘Education’ or ‘Veterans Health Administration’ Benefit Type and one or more issues is created with the selection that pre-docketing is needed, the appeal will display on the corresponding business line’s queue. Users who can intake a 10182 have a role of Mail Intake or Admin Intake and are in the BVA Intake organization.

Caregiver Support

Once an appeal is created with a ‘Veterans Health Administration’ Benefit Type and ‘Caregiver’ issue, the appeal is routed to the VHA Caregiver Support Program team cases queue. The queue has three tabs: Unassigned, In Progress, and Completed. The appeal will move through the tabs as a result of task actions being selected in the workflow.

CAMO

Once an appeal is created with a ‘Veterans Health Administration’ Benefit Type and ‘non-Caregiver’ issue, the appeal is routed to the VHA CAMO team cases queue. The queue has three tabs: Assigned, In Progress, and Completed. The appeal will move through the tabs as a result of task actions being selected in the workflow. VHA CAMO will determine if the appeal needs to be further assigned to a Program Office queue or if it can be reviewed at the VHA CAMO level. The CAMO user can assign the task to one of five Program Office queues: Community Care – Payment Operations Management, Community Care – Veteran and Family Members Program, Member Services – Health Eligibility Center, Member Services – Beneficiary Travel, or Prosthetics.

If the appeal is not to be assigned to a Program Office, the VHA CAMO team will review the documentation and determine if the appeal will be returned to BVA Intake for further prerequisite review or if the documents are ready for review and can be sent to BVA Intake.

Program Office

If an appeal is assigned to a Program Office queue, that Program Office will determine if the appeal needs to be further assigned to a VISN queue or if it can be reviewed at the Program Office level. After the documentation has been reviewed, the appeal will be returned to the VHA CAMO queue for further prerequisite review or if the documents are ready for review and can be sent to VHA CAMO.

If the appeal is further assigned to a VISN queue, the ‘Assign to VISN’ task action will allow the Program Office user to select a VA Medical Center (automatically aligned to appropriate VISN) or directly the VISN itself. Each option will place the appeal on the correct queue, but the two options allow the Program Office user to select at a more granular level (VA Medical Center) or general (VISN).

VISN

If an appeal is assigned to a VISN queue, that VISN will review the documentation available and determine if the appeal needs to be returned to the originating Program Office queue for further prerequisite review or if the documents are ready for review and can be sent to the originating Program Office.

Task Actions

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