caseflow intake - TISTATechnologies/caseflow GitHub Wiki
The Caseflow Intake feature facilitates data entry of AMA decision review requests, and converts them in to structured data that can be used to process and report on those decision reviews. It also contains triggered data flows between different VA systems upon the completion of AMA reviews.
Why Caseflow Intake? - read more about the background and purpose of Intake
Intake Permissions - information about access and permissions
Users can start new intakes at https://appeals.cf.ds.va.gov/intake
There are three types of AMA decision reviews:
- Appeals
- Higher level reviews
- Supplemental claims
Higher level reviews and supplemental claims can be referred to as Claim Reviews.
Read more about starting an intake including:
- AMA review types and intake forms
- Veteran search
Once an Intake is started, there are two pages to complete, the review page and adding issues.
The user adds data about the decision review on the review request page at https://appeals.cf.ds.va.gov/intake/review_request
This step includes entering data from the AMA form, including:
- Receipt date
- Claimant (and payee code if required)
- Whether the veteran is opting to move their legacy issues to the AMA process
- Docket type (Appeals only)
- Benefit type / business line (Claim reviews only)
- Additional options
- Selecting same station review (Higher-level review only)
- Requesting an informal conference (Higher-level review only)
Read more about the review request step.
Once the basic form data is entered, the user adds information about the issues that the veteran is contesting on the add issues page at https://appeals.cf.ds.va.gov/intake/add_issues
Some request issues are processed in Caseflow, and some are processed in VBMS. Issues processed in Caseflow include issues on board appeals, and issues for non-compensation or pension lines of business. Issues processed in VBMS include compensation and pension issues for supplemental claims and higher level reviews.
If an issue is processed in VBMS, it gets added as a contention to an end product. Please see below for more information about end products, including how they are selected.
Once a user submits an intake, they'll be taken to the confirmation page at: https://appeals.cf.ds.va.gov/intake/completed
The confirmation includes reminders about which issues are ineligible (in order for the intake user to notify the veteran), unidentified issues that need to be resolved, and other information about what happens when submitting the intake, such as:
- Creating end products
- Creating tasks
- Requesting same station review or an informal conference
Read more about what happens when an intake is submitted.
After an intake is completed, it moves onto other processes where decisions are made on the issues. During this process, the issues can still be edited.
Editing, removing or withdrawing a decision review
Deciding issues for lines of business
Processing decisions - what does Caseflow do after issues are decided
If the user deems the intake as not able to be completed for any reason, they can cancel the intake by selecting the "Cancel Intake" button at the bottom of the screen. Caseflow records the reason for canceling the intake, and this data can be used to better understand how Caseflow can be improved.
Once a user has started an intake for a veteran, other users are not allow to start another intake for that veteran until the current user completes their current intake, cancels it, or it expires after one day.
Rapid Appeals Modernization Program (RAMP), is a program that allowed veterans to participate in a simplified version of the AMA process more than a year before the AMA launched by converting eligible legacy appeals into supplemental claims or higher level reviews. Intake was originally built to orchestrate the actions required for processing a RAMP forms.
Read more about the Rapid Appeals Modernization Program.