Update calls are scored on the 8-point HSL checklist, welcome calls on Welcome Call Script coverage. The PDF saves to the Case Manager's folder automatically.
Every audit you've run, newest first. Click one to reopen it.
| Audit date | Case | Case Manager | Type | Call date | Rating |
|---|
Case audits, call audits, and the weekly requirement.
| Case Manager | This week | Case audits | Behind | Avg case score | Update calls | Welcome calls | Last audit | Last coaching |
|---|
Every audit (call audit + its case audit) by week, and the Case Audit sheet report.
| Report | Case Manager | Case | Audit | Audit date | Call | Case audit | Reported |
|---|
Drop in Social Security decision documents and get a plain-language review with the deadline and next steps, saved as a PDF.
| File | What it is | Pages | Date |
|---|
| Reviewed | Case | Documents | Verdict | Appeal due | Case Manager |
|---|
Coach each Case Manager on their audits for the week. A coaching date and notes are required before the Coaching PDF is created.
Saved in this browser on this computer. Your Gemini key is only ever sent to Google.
Enter your name and the access token your supervisor gave you. The token is what lets this computer use the tool.
Audits, decision reviews and coaching drafts all run on your own AI key, so the app checks it before anything else. (Call audio is always transcribed on this computer, never sent.)
Recordings are turned into transcripts on this computer, so call audio never leaves it. This is a one-time download that stays in this browser.
PDFs are saved there in a subfolder per Case Manager, and a backup of your history is updated there after every change, so nothing is lost if the browser is cleared. A folder that syncs to OneDrive or Google Drive is ideal.
List your Case Managers in the same order as your Case Audit sheet to track the weekly requirement. You can change these later in Settings.
This is the exact text that will go to Gemini. Names and personal details are blanked and highlighted. If you see anything that identifies someone, select it and click Blank selected text.