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
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1903 - ..
1904 - Summary/Objective
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190501 - Follow up ref SDS 3 TS6V, ref SDS 2 I33H.
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190506 - ..
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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
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