Quality Control Audit
Legal Assistant
Auditor
First Name
Last Name
Legal Assistant
First Name
Last Name
Date and Time
*
-
Month
-
Day
Year
Date
1
2
3
4
5
6
7
8
9
10
11
12
:
Hour
00
15
30
45
Minutes
AM
PM
AM/PM Option
Case Number
*
Please enter the room number or description
Case Name
*
Stage of Case
Treating
Demand Prep
Negotiation
Resolution
Initial Call
*
Exceeds Expectations
Meet Expectations
Did Not Meet Expectations
Not Applicable
Timeliness of Initial Call
Verify Client's Information
Addressed All Initial Call Questions
Case Notations
*
Exceeds Expectations
Meet Expectations
Did Not Meet Expectations
Not Applicable
Case File is Documented & Corresponds with documents in the file.
Document Requests
*
Meet Expectations
Did Not Meet Expectations
Not Applicable
Accident/Incident Report
Insurance Limits
Pictures
Medical Documentation
Treatment Process
*
Exceeds Expectations
Meet Expectations
Did Not Meet Expectations
Not Applicable
Address Client's Treatment Needs
Explained Process
Customer Service
*
Exceeds Expectations
Meet Expectations
Did Not Meet Expectations
Not Applicable
Demonstrate Compassion
Address Caller by Name
Display Sympathy When Necessary
Auditor Comments
Problem Recorded
Legal Assistant hangs up on the client
Legal Assistant does not communicate information with honesty and integrity
Legal Assistant is unwilling to perform very basic actions required of their position
Legal Assistant refuses to provide client with attorney/supervisor/manager as requested
Other
Submit
Clear Form
Should be Empty: