THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
rodwelch@pacbell.net


S U M M A R Y


DIARY: April 9, 2008 11:51 AM Wednesday; Rod Welch

Unum Insurance requests documentation on Millie's disability entitlement.

1...Summary/Objective


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CONTACTS 

SUBJECTS
Disability Status Benefits Entitlement  Dcumentation Employer Nixon

1903 -
1903 -    ..
1904 - Summary/Objective
1905 -
190501 - Follow up ref SDS 3 TS6V, ref SDS 2 I33H.
190502 -
190503 -
190504 -
190506 -  ..
1906 -
1907 -
1908 - Progress
1909 -
190901 - Millie received a call today from Hope Albright with Unum Insurance;
190902 - and Teri Houseman called a few days earlier on the same matter.
190904 -  ..
190905 - Millie submitted ref DIT 1 0001 to Jackie following up the meeting at
190906 - UCSF on 080403, and responding to calls Millie received from N&P and
190907 - from Unum Insurance company asking about documentation on Millie's
190908 - medical disability.  Copies went to Hope Albright at Unun, and to Teri
190909 - Housemane at N&P. ref DIT 1 00W3  Copies also went to Doctor Rugo who
190910 - has to sign the documents, and to Brigid in case she can help on this
190911 - matter....
190912 -
190913 -    1.  I received another call today from Hope Albright at Unum
190914 -        insurance company asking about status of disability
190915 -        documentation.  Last week, I also got a call from Kim in the
190916 -        New York office of my company, N&P, asking for disability
190917 -        documentation. ref DIT 1 0001
190919 -         ..
190920 -    2.  When I met with the medical team at UCSF on 080306, you
190921 -        explained the procedure to submit disability papers to the
190922 -        front desk, and I did that, as shown in the record on 080306.
190923 -        ref SDS 1 QQ3I, ref DIT 1 GR6O
190925 -         ..
190926 -    3.  Progress on this issue was reviewed during the meeting last
190927 -        week on 080403, ref SDS 2 I33H, as shown in my letter
190928 -        confirming understandings (see last para). ref SDS 3 TS6V  I
190929 -        know you are busy, but when time permits, please investigate
190930 -        and let me know status on processing these documents.
190931 -        ref DIT 1 GR7M
190932 -
190933 -            [On 080410 UCSF refused to respond to written request for
190934 -            medical status to disability entitlement; proposed patient
190935 -            use telephone for conversation to perform case management,
190936 -            ref SDS 4 PT4M, contrary to UCSF report on 080403 that
190937 -            reliance on conversation using the telephone for phone tag
190938 -            does not support effective case management. ref SDS 2 IM87
190940 -         ..
190941 -    4.  I am sending a copy to Terrie at N&P to answer her calls, and
190942 -        ask that she submit a copy to Kim in New York, since I don't
190943 -        seem to have Kim's address.  I am also sending a copy to Hope
190944 -        Albright at Unum per her call today requesting status.
190945 -        ref DIT 1 GR8J
190946 -
190947 -            [On 080411 Millie submitted UCSF's letter today telling
190948 -            people to call for response to written requests, to N&P,
190949 -            and to Unum so they can get answers to questions on medical
190950 -            disability status, ref SDS 5 PT4M, submitted to UCSF today,
190951 -            per above. ref SDS 0 SO5I
190952 -
190953 -
190954 -
190955 -
190956 -
190957 -
190958 -
190959 -
190960 -
190961 -
190962 -
190963 -
190964 -
190965 -
190966 -
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190968 -
190969 -
190970 -
1910 -