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:                       Item Completed   Comments

 

1.  Explain purpose of pre-conference call ____      _________

 

2.  Explain purpose of conference

     and topics to be discussed; i.e.,    

fault determination and/or waiver     ____      _________

 

3.  Describe info person will need at      ____      _________

     conference

 

4.  Confirm person’s ability to obtain info ____      _________

 

5.  Explain “at fault” finding, if applicable____         _________

 

6.  Explain criteria for “waiver”          ____      _________

 

7.  Explain “interest” charges             ____      _________

 

8.  Indicate conference is limited to

overpayment issues                    ____      _________

 

9.  Confirm person’s understanding         ____      _________

     of conference

 

10. Ask if person has questions            ____      _________

 

11. Conference scheduled for:

 

     Date_______________________       Time______________

    

12. Other items (specify) ________________________________________________________________________________________________________________________________

 

13. Pre-conference call made by ________________Date____________