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____________