1. Initial Intake
   1. Record Usual Information (CR)
   2. Living With Parents (CR)
   3. Over 60 (CW)
   4. Hearing < One Month Away (CR)
   5. Schedule File Opening Where Appropriate(CR)
      1. Second Tuesday - David
      2. Fourth Tuesday - Madelene Norma or Fintan
      3. Orangeville Clients
   6. Check for Limitation Periods (CR)
2. File Opening
   1. File Opening Forms (CR)
   2. Internal Review (CR)
   3. Disability Questionnaire (CR)
   4. Disability Questionairre Review and Meet with Client (CW)
   5. Decide on Adjournment (CW)
   6. Documents Prepared (CR)
      1. SBT Appeal Form
      2. SBT Letter Going on Record
      3. DAU Letter
      4. Letter to Family Doctor
      5. OW Letter
      6. Initial Letter to Client
   7. Authorize Cristine to Open File and Send Faxes (CW - CR)
   8. Assign to Caseworker (CR)
   9. Complete Tickle and Reminder (CW)
   10. Complete Reminder for DAU Submission (CR)
3. Receive Submission and Copy of Family Doctor's File
4. Interview With Client (CW)
5. Request and Receive Further Medical Reports (CW)
   1. Follow-up With Doctor (CW - CR)
   2. Reminder (CT)
6. Decision on Representation (CW)
   1. If Not Representing
      1. Faxes to SBT and DAU (CW)
      2. Advise Client to Return if Lose Their Hearing (CW)
   2. If Representing
      1. Submit Medical Evidence (CW)
7. Hearing Preparation, Hearing and File Closing (CW)
   1. Closing Letter (CW)
   2. Follow Up on Disbursements (CR)
   3. File Closed > 2 Months (CW)