Sample PRE-CONFERENCE CALL CHECKLIST

 

Name of person to be called: ___________________________________

Telephone Number: ______________________

                   (Area code, number)

Person to be called is: _____Claimant ___Attorney/Representative

 

Agenda items:                         Did this?     Comments

 

1.  Explain purpose of call                ____      _________

 

2.  Explain nature and purpose of conference____     _________

 

3.  Give typical conference questions      ____      _________

 

4.  Indicate conference is limited to issues____     _________

 

5.  Confirm person’s understanding         ____      _________

of conference

 

6.  Describe info. person will need at     ____      _________

the conference

 

7.  Confirm the person’s ability to obtain info.____ _________

 

8.  Explain “with fault” finding           ____      _________

9.  Explain criteria for “waiver”          ____      _________

 

10. Explain “interest” charges             ____      _________

 

11. Ask if person has questions            ____      _________

 

12. Schedule conference:

     Date_____________       Time________

     Private, quiet, on-the-job room needed?    ___ Yes   ___ No

     Prior arrangements to be made by:          ___ PA    ___ Other

 

13. Other items (specify) ______________________________________

________________________________________________________________
______________________________________________________

 

14. Pre-conference call made by ________________Date____________