CLAIM TRACKER A plain-text ledger for every condition, date, and piece of evidence in your claim. Keep one copy in your AI workspace and update it after every move. When the file gets thick, this is how you and the analyst both keep track. HOW TO USE IT Fill one CONDITION BLOCK per condition you are rated for or pursuing. Sort each into a category from your Condition Strategy Map. Log the dates that matter, because effective dates are decided by dates on paper, not by memory. Copy a block as many times as you need. ------------------------------------------------------------------------------- THE DATES THAT GUARD YOUR MONEY (fill these first) Intent to File submitted on: [DATE] Confirmation #: [____] ITF window expires (12 months later): [DATE] -> File the complete claim BEFORE this date or the protected date lapses. Most recent decision letter dated: [DATE] One-year appeal deadline (from that date): [DATE] Sub-reminders set at 60 / 30 / 14 / 7 days out: [ ] yes ------------------------------------------------------------------------------- CONDITION BLOCK (copy one per condition) Condition: [NAME] Category (Currently Rated / Increase Target / New / Secondary / Presumptive): [____] Diagnostic code: [____] 38 CFR criteria section: [____] Current rating: [____%] Effective date: [DATE] Static or up for review: [____] Trend (stable / climbing / worsening): [____] How service connection is established: [ ] Direct (in-service event + current diagnosis + nexus) [ ] Presumptive (on a VA list, no nexus needed) - which list: [____] [ ] Secondary to: [PRIMARY SERVICE-CONNECTED CONDITION] SCORING (run this before you decide to file) Probable rating range: [____] What it does to my COMBINED number (real point movement, not face value): [____] Evidence strength (strong / moderate / weak): [____] Reduction risk: [____] Filing difficulty: [____] VERDICT: [ ] file now [ ] develop evidence first [ ] park [ ] kill EVIDENCE ON HAND / STILL NEEDED [ ] [DOCUMENT] - status: have / requested / missing - dated: [DATE] [ ] [DOCUMENT] - status: have / requested / missing - dated: [DATE] [ ] Nexus letter - status: [____] [ ] Lay / buddy statements - status: [____] FILING LOG ITF filed: [DATE] Claim filed (Form 21-526EZ or online): [DATE] C&P exam scheduled: [DATE] Completed: [DATE] Decision received: [DATE] Outcome: [grant / denied / deferred + %] Appeal lane chosen (if any): [Supplemental / HLR / Board] filed: [DATE] ------------------------------------------------------------------------------- DOCUMENT INVENTORY (mirror of what is loaded in your workspace) [ ] DD-214 (SSN redacted) [ ] Service Treatment Records (redacted) [ ] Separation exam [ ] All rating decisions [ ] All C&P results [ ] Private medical records [ ] Lay / buddy statements [ ] Denied claim letters with rationale [ ] SSA disability decision (if any) KEEP IT BREATHING A new decision lands, a fresh diagnosis comes in, a piece of evidence surfaces: update the block and re-run the scoring. Open this before every filing decision and never file blind. Always redact your SSN before any document touches the AI workspace.