This article explains the proposed VetVantage FTF client workflow based on Joseph’s walkthrough beginning around 31:29 of the meeting transcript. The workflow covers account creation, intake routing, veteran verification, form completion, document collection, claim readiness, missing-document handling, and final submission guidance.
The client begins by accessing the shared VetVantage platform.
The client will create an account using:
The client must also accept:
This release is separate from the VA Form 21-4142 authorization form.
After account creation, the client completes a short intake survey.
The purpose of the intake survey is to determine what the client is trying to do.
Example routing questions may include:
Based on the answers, the system routes the client into the correct workflow:
Before the client continues too far into the process, VetVantage should confirm that the user is a veteran.
The client will be asked to upload one of the following documents:
If the client cannot provide any veteran verification document, this should become a stopping point.
If the client does not have the required document available, VetVantage should provide help articles explaining how to obtain it.
Once veteran status is verified, the client moves into the fillable form section.
After completing the required forms, the client is asked to upload available VA and service documents.
After upload, the system should review the documents to determine what information is available.
If the client uploads enough documentation, VetVantage should extract a list of disabilities from the available records.
If documents are missing and the system cannot extract all needed conditions, the client may be asked to manually enter conditions.
The manual entry limit discussed was up to five conditions.
If the client is missing important documents such as the DD214 or Rating Decision Letter, VetVantage should guide the client through completing an SF-180.
The system should explain:
The system should separate conditions into what can be supported today versus what must wait for additional documentation.
Only allow a VetVantage-supported submission when that specific claim package is complete.
If the client has all required documentation available, the claim can move forward as a fully completed application.
If some conditions cannot be fully supported yet, those items should not be submitted as incomplete claims.
Instead, unsupported items should be placed on hold until the missing documents are received.
If the client has enough documentation to support some conditions, those fully supported conditions may move forward.
For example, if the client has STRs and DD214 but is missing an RDL, the direct and presumptive claim package may move forward while secondary conditions remain on hold.
Once a claim package is complete, VetVantage should guide the client through submitting the documents through VA.gov.
The submission process should include a progress indicator.
After the client completes submission, VetVantage should provide download options for record keeping.
If the client submitted an SF-180, VetVantage should continue showing a follow-up section after the first claim package is completed.
Once the missing documents are received, VetVantage can create another fully supported claim package.
The new package should go through the same completion and submission guidance process.