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Digits-2-Digits Industry DayOctober 10, 2012
D2D Overview / Roadmap / Business Process
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D2D Overview / Roadmap / Business Process
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Welcome and Introduction
• VBA Transformation – Setting the Context• Describe the D2D Initiative
– Business Process– Technical Specifications and workflows
• Explain the onboard process to use D2D services• Orient usage of the following DRAFT D2D informational materials posted
on the VAi2 website:– D2D Executive Summary– Data Transfer Agreement (DTA)– Interface Control Document (ICD)
• Web Service Definition Language (WSDL) Specifications• Document Schemas• Sequence Diagrams
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Thanks to Our Sponsor!
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The VA Innovation Initiative (VAi2) is a flagship program designed to tap the talent and expertise of individuals both inside and outside government to contribute new ideas that ultimately produce new, innovative solutions that advance VA's ability to meet the challenges of becoming a 21st-century organization.
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• Veteran Relationship Management– Veteran Online Application (VONAPP) Direct Connect
– Unified Desktop, Virtual Hold, Scheduled Callback
– eBenefits online self-service portal
– Stakeholder Enterprise Portal for VSOs
• Veterans Benefits Management System
• Post-9/11 GI Bill paperless claims processing System (Long-Term Solution)
• Virtual Lifetime Electronic Record
• Intake Processing Centers
• Segmented lanes
• Cross-functional teams
• Challenge training
• Skills Certification
(+15-20% Productivity/+4% Quality)
• Simplified Notification Letter to Veteran
• New rater decision support tools for
consistency
– Evaluation Builder
– Rules-Based Calculators
• Electronic Disability Benefits
Questionnaires (DBQs)
• Fully Developed Claims
• STAR-trained Quality Review Teams
• Paperless CAPRI Records
• Private Medical Records (PMRs)
Impact of Transformation:Improve production by 45-60% = Complete claim in 125 days in 2015+ Improve quality by 14 points = Achieve 98% claim quality in 2015
+ Improve Veteran Access by shifting resources to new access points+ Eliminate homelessness by reducing claims time and services
= Earn trust and confidence of Veterans … Priceless!
People – how we’re organized and trained Process – leveraging “big bang for the buck” improvement opportunities
Technology – systems that enable us to do our jobs better
(+15-20% Productivity/+4% Quality)
(+15-20% Productivity/+4% Quality)
The VBA Transformation Plan is focused on improving the speed, quality and efficiency of the Claims Processing system through an intensive and focused effort of over 40+ initiatives.
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Transforming call centers into service centersTransforming call centers into service centers
Expanding self-service on multiple channels Expanding self-service on multiple channels
Maintaining shared record of contacts thorough CRMMaintaining shared record of contacts thorough CRM
Identity and Access Management ServicesIdentity and Access Management Services
VeteranCentric
Operations
Benefits for Veterans
- Better client services
- Decreased wait times
- Fewer blocked calls
- Increased self-service access to VA
- Accurate, consistent answers to inquiries
- Single sign-on capability
Benefits for Veterans
- Better client services
- Decreased wait times
- Fewer blocked calls
- Increased self-service access to VA
- Accurate, consistent answers to inquiries
- Single sign-on capability
Benefits for VA
- Access to Veteran contact history
- User- friendly technology
- Ability to transfer calls across multiple service lines
- Increased consistency of accurate information to provide to clients
- Improved call quality through call recording capability
Benefits for VA
- Access to Veteran contact history
- User- friendly technology
- Ability to transfer calls across multiple service lines
- Increased consistency of accurate information to provide to clients
- Improved call quality through call recording capability
Managing knowledge across VA organizations.Managing knowledge across VA organizations.
Modernizing VA telephone servicesModernizing VA telephone services
VRM Benefits Veterans and VA Service to Veterans
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VRM is Changing the Way VBA Does Business
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VRM is supporting the VBA Transformation by creating access for Veterans, their families and beneficiaries, and providing tools for partners and improving Customer Service for all.
• Applying new business processes and tools to support greater transparency and efficiencies
• Electronic Claims submissions via VRM channels will increase dramatically as our products are deployed and work in conjunction with other strategies
• VDC• SEP• D2D
• Enabling “National” standards for consistency for our demographic data • Working across Major Initiatives, Administrations and other
Departments to support the true end-to-end integration of information and services
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VBA VRM Partner Intake Strategy
VSO
State VSOs
Fiduciary
Attorney/ POA
Increased accessibility• Web-based access• Secure Authentication• Multi channel approach
Computable data• Shared using XML standards • Available via VRM/VLER Web Services• “Interface” with many systems
Electronic claims and related documents
VR
M/ V
LE
R
Others
eBenefits
Veteran submits claim online
SEP
VSO w/POA submits individual claim
D2D
Direct data feed from VSO systems to VA w/MOU
Claims processing in VBA
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Stakeholder Enterprise Portal (SEP) for our VSO Partners:We Heard You
This portal will:
• Allow VSOs to represent Veterans quickly, efficiently, and electronically
• Submit a compensation claim (526E)
• Upload supporting documents
• Manage dependents – add a child r spouse (21-686c)
• Certify child’s school attendance (21-674)
• See status of claim
• See payment History and details
• Accept/Reject a Power of Attorney (21-22 POA)
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SEP is a primary web-based access point to VA for our partners.
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The D2D Vision
D2D will be a generalized data delivery service (like FedEx®) that will
enable ANY VA accredited partner to submit digital data captured in
ANY VA Form together with associated attachments directly from an
authorized partner system to a VA system.
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The D2D Transformation Eliminate Paper and Reduce Cost and Time
Capture Submit Receive ValidateEstablish Claim and
Upload
Current Paper Model
Future Digital Model
Capture Print Post Receive Re-Key Scan and Upload
Accredited Partner VA
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Accredited Partner VA
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VBA VRM Electronic Intake StrategyMultiple entry channels tailored for each audience type
Submit Manage Track
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AccreditedPartner
Veteran
D2D
SEP
eBenefits
SEP SEP
eBenefits eBenefits
SEP SEP
AccreditedPartner
• Processes medium to large claim volumes
• Has a CMS system• Process VA and NON VA
Veteran claims• Manage and report on their
customers
• Small claim volumes• Submit one at a time • No CMS system
• Individual claims
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D2D Architecture
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Accredited Partner VA Gateway VBMSVA Middleware
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D2D Technical Highlights
• D2D schema inherits the National Information Exchange Model (NIEM) core schema to satisfy VA reuse policies for standard compliance and reusability
• Simple Object Access Protocol (SOAP) web services is the communications mechanism to operate between the Accredited Partner system and the VLER Gateway
• VLER Gateway is currently operational for other VA products (i.e., Disability Benefit Questionnaires (DBQs))
• Web Services to integrate to VBMS to ingest D2D data and attachments• Work to do:
– Build the D2D Orchestration service to manage the receipt, ingestion, and confirmation of form data and attachments received from Accredited Partners
– Modify the Accredited Partner claim management systems to send form data and attachments to the D2D Orchestration service via the VLER Gateway
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D2D – Conceptual Model
Part 1
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Department of Veterans Affairs
D2D Overview
Oct 10, 2012
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D2D Overview
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D2D Submissions
• A Submission is a single “mailing” of a Form and supporting documentation to the VA
– One Veteran– One Origination
• Each Submission has– A Submission ID– Any number of Documents– At least one VA Form XML
• Each Document has– A unique Transaction ID– A Submission ID that associates
it with the Submission
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D2D Overview
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VLER Technical Specifications
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Department of Veterans Affairs
Data Access Services
Federal Information Sharing Technologies
Virtual Lifetime Electronic Record
Technical Deep DiveOct 10, 2012
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VLER
• VA’s Virtual Lifetime Electronic Record (VLER) Initiative is …
a multi-faceted business and technology initiative that includes a portfolio of health, benefits, personnel, and administrative information sharing capabilities. It provides Veterans, Service members, their families, care-givers, and service providers with a single source of information for health and benefits needs in a way that is secure and authorized by the Veteran or Service member.
http://www.va.gov/vler/
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Overview
• VLER DAS (Data Access Services) is a system of middleware services used to transport information between Producer and Consumer applications
• DAS comprises:– VLER Read Service (VRS)– VLER Gateway– Business Transaction Service (BTS)– Lifetime Event Notification Service (LENS) – future development– Various wrappers interfacing non-VLER systems to above apps
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VLER Data
• VLER Program Mgmt Office identified 400+ types of data for the lifetime record
• NIEM (National Information Exchange Model) was selected to guide structuring of XML records for exchange.
• NIEM:– Promotes re-use of XML structures e.g. <Person> …</Person>– Structures represent things– Adds shared/common semantics to data i.e. computable data
• Much VLER data is unstructured text, images, PDF, etc.
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VRS
• VLER Read Service (VRS) is a flexible middleware data transport that is part of a Platform as a Service which can be used by any consumer or producer to obtain VLER data.
– In service for ISI returning Care Coordinator info– Accesses VLER data in 2 phases
• First Pass returns a list of available-record summaries – Includes all record data (if record small)– Includes Preview XML (if record data is bigger)– Includes URL of Subject Document (if record is too large to include).
• Second Pass returns one selected Subject Document (a record)• Multiple Second Passes can be performed.
– Approach improves performance over returning all records at once
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MVI
WebLogic Server Cluster
DoD Adapter Wrapper
VLER-DAS
FCMT
VA Systems
ExternalSystems
BHIEAdaptor
VRS
VAP
VistaWeb VTA
DoDAWCTS
VRS ArchitectureApplication Deployment View
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Gateway & BTS
• VLER Gateway is a flexible entry point to VA systems for service requests.
• VLER Business Transaction Service (BTS) is a flexible middleware process engine which can be used by any consumer or producer to perform orchestration needed to satisfy a request.
– About to go into production for the Disability Benefits Questionnaires (DBQs) project
– Can access wrappers to update data– Will be able to access VRS for reading VLER data– Will be able to access LENS (see below) to issue notifications of change
Outside VA
Inside VA
Disability Benefits
Questionnaire (DBQ)
Forms Service
VLER
Gateway
VLER
Business Transaction
Service(BTS)
VLER
CDS Write Wrapper
(CDS WW)
Clinical data Service(CDS)
(The interface to HDR)
Request to save Examination data
Request to save Examination data
Request to save Examination data
Request to save Examination data
ACKorNACK response to CDS WW
ACKorNACK response to BTS
ACKorNACK response to Gateway
ACKorNACK response to DBQ Forms Service
VLER Applications Non-VLER Applications
Master Veteran Index
(MVI)
Lookup Veteran IDs
Health Data Repository
(HDR)
Web Service over 2way SSL
JMS
Web Service over 2way SSL
JMS JMS
JMS JMS
JMS
DBQs – The First use of Gateway & BTS
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D2D “Requirements”
VBMSClaims
Processing
File Storage
Accredited PartnerForm Submission
Application
D2D ServiceIngestion
Orchestration
Workflows
21-526E
21-414221-413821-22
VLER
Gat
eway
Submit Form
Submit Attachment
Confirm Submission
Check Status
Validation
OutsideVA
Inside VA
D2D Forms
Service
VLER
Gateway
VLER
Business Transaction
Service(BTS)
VLER
Wrapper for VIERS
D2D Service
Request:
• Submit form
• Submit attachment
• Confirm submission
• Check status
Request Request Request
ACKorNACK response to WRAPPER
ACKorNACK response to BTS
ACKorNACK response to Gateway
ACKorNACK response to Forms Service
VLER Applications Non-VLER Applications
Master veteran Index
(MVI)
Lookup Veteran IDs
GatewayICD
VIERSICD
JMS JMS
JMS JMS
Web Service over 2way SSL
Web Service over 2way SSL
D2D “Design”
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On Boarding
• Two-way SSL is used between external hosts and the VLER Gateway to allow for mutual authentication of hosts.
• Each external host team must:– Be approved by the VA ESCCB (10 days min). The VLER Gateway SDE
Operations Group can assist with this process.– Be added to the F5 “firewall” at the VA network boundary.– Provide the VLER Gateway SDE Operations Group with a CA signed certificate
identifying the host.– Maintain the certificate in good standing over the years.– Receive and install the VLER Gateway certificate and maintain it over the years.
Gateway computerOutside
VA
Inside VA WAN DMZ
Forms
Service
VLER
Gateway
VLER
Business Transaction
Service (BTS)
VLER
Wrapper for VIERS
D2DService
Request Request Request Request
ACKorNACK response to Wrapper
ACKorNACK response to BTS
ACKorNACK response to Gateway
ACKorNACK response to Forms Service
VLER Applications
App Server
F5 North
(2)
WebLogic App
Server
F5 South
(2)
The F5 only works with the inbound data flow to do SSL authentication in conjunction with WebLogic on the Gateway computer.
Internet
FW-North
(2)
FW
VA WAN
FW- South
(2)
BHIE FW
(2)
H A H A
Inside VA Inside VAAITC
Responsepath
Request path
MVI
Lookup Veteran IDs
SSL Details
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Request ProcessingVLER XDRRequestService
ProvideAndRegisterDocumetSetRequest
SubmitObjectsRequest.id = xxxxxoperationName = D2D.SubmitDocumentoriginatingOrganizationName = ”Accredited Partner Name”originatingApplicationName = ”526 Form Application”Document.id = 7aba94c2-455a-4721-aa8b-7419e4b7164eDocument = [ ]BASE64 ENCODED DOCUMENT
D2D Document
transactionId = [UID provided by origination, unique per doc]transmissionId = [UID provided by origination, unique per set]documentType = [form, attachment, summary or status]originatingOrganization = [name of organization]originatingApplication = [name of application]powerOfAttorneyId = [VA recognized POA ID]veteranFirstName =veteranLastName =veteranSocialSecurityNumber = veteranFileNumber =veteranDateOfBirth =Document = [ ]
526E XML
<?xml version="1.0" encoding="UTF-8"?>…
D2D Form
formType= [21-526EZ, 21-22, etc.]Document = [ ]
BASE64 ENCODED DOCUMENT
BASE64 ENCODED DOCUMENT
• To Gateway & BTS
• From BTS and onward
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LENS
• The Lifetime Event Notification Service (LENS) is a flexible middleware event notification service which can be used by producers to inform consumers of the occurrence of significant events.
– Consumers must register to receive particular event notifications– Producers must register to issue notifications– Producers call LENS with an event notification– LENS distributes the event notification to appropriate consumers
(i.e. registered and executing concurrently with LENS)
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MVI
WebLogic Server Cluster
BTS
VLER-DAS
VA Systems
ExternalSystems
Consumer
LENS
VAP
Consumer
Gateway
ConsumerConsumerConsumer
Producer
LENS ArchitectureApplication Deployment View
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Questions
?
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Acronyms List
Acronym Meaning
AWCTS Army Warrior Care and Transition System
BHIE Bidirectional Health Exchange
BTS (VLER) Business Transaction Service
CAPRI Compensation and Pension Records Interchange
CDS Clinical Data Service
CDS RW (VLER) CDS Read Wrapper
CDS WW (VLER) CDS Write Wrapper
DAS Data Access Services
DBQ Disability Benefits Questionnaire
DoD Dept of Defense
FCMT Federal Case Management Tool
HDR Health Data Repository
ISI Information Sharing Initiative
LENS Life Event Notification System
MSW Master of Social Work
MVI Master Veteran Index
VAP Veteran Authorization & Preferences
VBMS Veterans Benefits Management System
VLER Virtual Lifetime Electronic Record
VRM Veteran Relationship Management
VRS VLER Read Service
VTA Veterans Tracking Application
VA Dept of Veterans Affairs
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Part II
Claims Processing Technical Specifications
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D2D Submission Process
• Enable asynchronous transfer of many large files
• Structured Data (XML)• Binary (PDF) Files• Partner maintains control of
submission while documents are being stored to VA assets to ensure complete and proper transfer
• System-to-system dialogue
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D2D Document SchemaMain View
• D2D Document– Transaction ID– Submission ID– Document Type– Veteran Information
• Name, Date of Birth, SSN– Origination Information
• Name, Site, Code, ID, etc.
– One sub document:• Form, Attachment, Manifest or
Confirmation
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D2D Document SchemaForm View
• D2D Form– Form Type
• Identifies schema of Form Document
– Version– Document
• Base 64 Encoded XML Document
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D2D Document SchemaAttachment View
• D2D Attachment– Binary Document– Tagging
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D2D Document SchemaManifest View
• D2D Manifest– Submission Contents
– Timestamps, Errors, Responses, Status
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D2D Document SchemaConfirmation View
• D2D Confirmation– Control mechanism for
Submission– Process instructions– Results to Partner Application
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Questions
?
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ONBOARD PROCESS
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Onboard Accredited Partners
Accredited partners will onboard and connect to the VA VLER Gateway to submit claims and
attachments
The Onboarding process includes the following activities:
– Security setup such as firewall configuration and access
– Testing server to server connectivity
– End-to-end testing
– Education and training in the D2D service
– Agreements and certifications - ensure MOU and DTA are executed prior to onboarding
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Accredited VSO
On Boarding Process
VA
Firew
all
VA
Gatew
ay
SS
L C
erti
fica
tes
Orch
estration
VB
MS
and
CO
RP
VA
VS
O IP
Ad
dress
1. Exchange Digital Certificates
2. Add VSO IP address to VA Firewall
3. Test connectivity
4. End to End Testing
1 2
3 4
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On Board Process
Tasks and activities to enable claims partner to
a. Connect to the VA VLER Gateway
b. Submit a test claim using their Claims Management System .
Includes the following:
• Security setup such as SSL certificates , Firewall configuration etc
• Support during the setup and initial operation
• Training and education on the D2D services and Specifications
• Signing of any necessary agreements or certifications prior to initiation of
operations such as establishment of the MOU ( Memorandum of Understanding
and DTA ( Data Transfer Agreement)
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On Board Steps
• Establish Agreements ( MPU and DTA) • Identify Accredited Partner Deployment Lead (APDL)• Educate Accredited Partner personnel and authorized claims management
system personnel• Configure technical environment (i.e., Install SSL certificates; Configure
firewalls)• Configure VA VLER Gateway Firewall• Perform End-to-End testing
– Develop tests and acceptance criteria– Conduct initial kick-off meeting– Conduct supervised testing– Resolve outstanding issues– Re-test– Obtain Acceptance sign-off– Conduct a live pilot in production
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Accredited Partner Deployment Lead (APDL)
• Only one per organization. Serves as the primary point of contact (POC) • POC is responsible for development and implementation of D2D at the Accredited Partner• Accredited Partner Deployment Lead (APDL) is responsible for all subsidiaries• Subsidiaries can use same claim management system or a different claim management
systems • Key Responsibilities:
– Serve as claims management system(s) subject matter expert for organization– Serve as a D2D champion – Serve as primary POC for D2D Operations Team – Evaluate Accredited Partner site readiness– Collect feedback from end users and personal observation, document and provide to D2D Operations
Team– Serve as an onsite resource during deployment– Liaise with D2D Operations Team to understand system issues, new releases, and planned milestones
and communicates to site– Understand and communicate D2D technical changes to end users and claims management systems
vendors– Share lessons learned among the Accredited Partner community
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NEXT STEPS
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Next Steps
• Establish Working Groups• Complete Technical Design and Project Plan• Initiate Pilot Programs
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DISCUSSION MATERIALS
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Open Issues and Discussion
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Issue Description
VA Form Signature Capture Consider a signature device at each Accredited Partner location to capture Veteran’s signature required for VA Forms (Ginger; Margaret on how she uses it)
Power of Attorney (POA) Review business process work flow to synchronize sending Forms 21-22 and 526
Evidence Documentation “Partitioning”
Discuss options to capture the pertinent sections of evidence that are associated with a claim request
526 Form Submission Peaks Understand volume inputs for end of month
Other Topics
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Veterans
Signature
1. Accredited Partner fills in 526 EZ with
Veteran
2. Veteran and Accredited Partner sign
on Device
3. Accredited Partner saves Form and
Signature
Signature block
Veterans Signature
STEP 11. Signature attached to Signature block on form
2. Form and Signature saved as PDF and sent with digital
data
3. Accredited Partner clicks the “Send to VA” button
STEP 2
Send to VA
Digital Signature Device Design OptionBased on Retail Store model
STEPS
When Accredited Partner selects the
“Send to VA button “ the following
occurs:
a. The form data is packaged and
sent through D2D
b. The form and signature is
converted to a PDF and sent as an
attachment through D2D
c. The Attachment is uploaded to the
Veterans efolder
VBMS System 1
2
3
4