Veteran Intake Dashboard

Use this page to review new veteran documentation requests, track consult status, and manage secure follow-up steps.

Intake Tracker

Open the full Google Sheet in a new tab.

Open Tracker

HIPAA Email

Send secure follow-up requests.

Open Portal

Calendar

Schedule or review upcoming consults.

Open Calendar

Email Office

Send a quick message to the office inbox.

Send Email
Do not request or send medical records, VA packets, Social Security numbers, DBQs, or other sensitive documents through regular email. Use Hushmail or another approved secure process when records are needed.

Workflow Status Guide

Use the tracker status columns to keep each intake organized from first submission through consult, secure follow-up, records review, and completion.

New Intake
Contacted
Consult Scheduled
Consult Completed
Payment Received
Hushmail Sent
Records Received
In Progress
Completed / Closed

Live Intake Tracker

New form submissions should appear in the tracker after Zapier processes the website intake.

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Suggested Office Process

  1. Review new intake submission.
  2. Contact the veteran or representative.
  3. Schedule consultation if appropriate.
  4. Collect payment if required before record review or documentation work.
  5. Send Hushmail secure follow-up if records or sensitive information are needed.
  6. Update tracker status as the case moves forward.