Documentation

This page is the documentation page for VA Claim Helper (VCH). If the documentation is out of date, or is missing some information, please contact us.

Topics

Case List

When you first login to VA Claim Helper (VCH), you’ll notice a screen with a list similar to that of a spreadsheet. This is the case list.

Case List

The case list contains all the cases in the database, expect the archived cases.

Archived cases are a “safe” delete and allow you to move finished or accidentally created cases out of view. To archive a case, click on the radio button next to a case and press “Archive Case”.

Cases can be searched and sorted using the case list, similar to the functionality of a spreadsheet.

If you are logging into a fresh install , no cases will exist so you’ll need to create a case. However, if cases do exist, click on the blue text name of a case and it will open the selected case in a new tab.


Create a case

There are two ways to create a case.

This guide will focus on the first way — a case being created by a staff member through the staff user interface.

Click the “New Case” Button. A dialog will pop up giving the option to create a “VA Disability” or “General” case.

General cases are cases that do not fit in the scope of a VA Disability law. The Case view is limited.

Select “VA Disability” if you need VA forms, put a unique name in the “Case name” field, and click “Add”.

Once you click “Add”, the case will be created and it will appear in a new tab.


Intake Form

Intake Form

The intake form lets clients remotely fill out their information that is then entered into VCH. This eliminates the need for mailing/faxing a physical piece of paper.

In addition to remotely filling out the form, the intake form can be locally filled out on a tablet or laptop, and the information will be entered into VCH.

The intake form is designed for mobile browsers (so cell phones, and tablets), but it also works on laptops or PCs.

To send the intake form to a client follow these steps:

  1. Login to VCH
  2. Click the “Intake Button”
  3. Input the client’s email if you want them to fill it out remotely, and click “Generate One Time Code”. If you do not want them to fill it out remotely, do not enter an email and click “Generate One Time Code”.
  4. If you provided an email, you can wait until the client fills out the form. You will receive an email confirming that they completed it. If you didn’t provide an email, continue to step 5.
  5. Open the intake form by navigating your tablet or PC to the link provided in the popup. Note: you can bookmark this link as it will not change. On the intake form, input the one time code. Then you can let the client fill out their information.
Intake Form Step 2
Intake Form Step 3
Intake Form Step 5
Intake Form Step 5

Form and Packet Filling

VCH takes client and firm data and fills it into standard VA and Government Forms.

A packet is a collection of VA specific forms that is generated at once for a particular task, such as intake.

For the full list of forms and packets supported by VCH, please visit here.

To generate a form or packet, follow these steps:

  1. Login to VCH.
  2. Navigate to a case.
  3. Select a Veteran Representative if one is not already selected.
  4. Click “Generate Form” or “Generate Packet”, and the generated form or packet will download in your browser.
Form and Packet Filling: Step 4

Fill in Veteran and Claimant Information

If you did not use the intake form to fill out the client information, you can manually enter it into the VCH staff interface.

In addition, if you need to make changes to the client information, you can change it using the following steps.

  1. Login to VCH.
  2. Open a case.
  3. To fill in veteran information click “Veteran Details”, fill in the information, and click “Save”. The Veteran Details tab contains most of the information about a case. Be sure to check out all the tabs.
  4. To fill in claimant information click “Claimant Details”, fill in the information, and then click “Save”. Claimants contains a lot less information than the veteran tab. The most important detail to consider is the “Veteran Relationship” to the veteran, which can be changed on this tab.
Step 3

Step 4

Documents

VCH allows for documents, or files, to be associated with a case. You can upload, download, and view documents.

To access the documents of a case, navigate to the case, and click the “Documents” tab.

Case Documents

Send Documents to the VA

VCH can directly submit benefits documents to the VA. This is as opposed to sending the documents via fax or mail.

Currently, only PDFs are supported.

To submit a document to the VA, please go to a case’s Document tab. Select the PDF you want to submit. Then click ‘Send to VA’. The document will then be electronically sent to the VA.

You can check the status of the submission by looking at the “VA Submission Status” table.


Notes

VCH contains the ability to write notes for a specific case.

To access the notes of a case, navigate to a case, and click the “Notes” tab.

Case Notes

Appointments

Adding an Appointment
Adding an Appointment

VCH manages appointments on a case basis. Appointments are added to your Google Calendar.

To create an appointment, navigate to a case, click the appointments tab, and then click “Add” on the Appointments toolbar.

Select the appointment type, the firm member to assign the appointment to, and if the claimant should be added to the appointment (an invitation will be sent to the claimant’s email on file). Furthermore, set a description, the date, and time of the appointment. Then click “Add”.

The appointment will be stored in the case for later reference, as well as your Google Calendar.

Note: Be sure to delete events only from VCH, and not directly from Google Calendar. However, it is okay to make modifications to the appointment from within Google Calendar.

Tasks

A task in VCH is a way to organize work. A task has an assignee, an associated case, a due date, a name, and a description.

A user in VCH can assign tasks to another user. An email or text message is sent to assignee on creation, and to the assigner when a task is complete.

To create a task, navigate to a case and click the ‘Tasks’ sub-tab. Here you will see a list of all tasks that are associated with the selected case. Click ‘Add’ and fill out the required information.

Case Task list
Adding a task.


Once the task is created, an email will be sent to the assignee. They can view and edit the assigned task by clicking the ‘Tasks’ tab at the top of the app, and clicking the recently created task. The ‘Tasks’ tab contains a sub-tab with all the tasks assigned to the user, and another sub-tab with tasks they assigned to other users.