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
1
2
3
4
Verify Client's Information
5
6
7
8
Addressed All Initial Call Questions
9
10
11
12
Case Notations
*
Exceeds Expectations
Meet Expectations
Did Not Meet Expectations
Not Applicable
Case File is Documented & Corresponds with documents in the file.
13
14
15
16
Document Requests
*
Meet Expectations
Did Not Meet Expectations
Not Applicable
Accident/Incident Report
17
18
19
Insurance Limits
20
21
22
Pictures
23
24
25
Medical Documentation
26
27
28
Treatment Process
*
Exceeds Expectations
Meet Expectations
Did Not Meet Expectations
Not Applicable
Address Client's Treatment Needs
29
30
31
32
Explained Process
33
34
35
36
Customer Service
*
Exceeds Expectations
Meet Expectations
Did Not Meet Expectations
Not Applicable
Demonstrate Compassion
37
38
39
40
Address Caller by Name
41
42
43
44
Display Sympathy When Necessary
45
46
47
48
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: