Malissa (malissa@shield-legal.com)
2025-08-01 15:49:56

hi @deleted-U055HQT39PC and @deleted-U05496RCQ9M I haven't posted this one in the call center channel yet but will this afternoon. I wanted to go ahead and give you guys the intake info. Carter's working closely on this project so he's on this chat too.

AWKO - NEC 2 We're going to do intake and secondary. For the intake, we'll need to add questions to their existing intake (i've attached it). Here's a list of what they want to make sure is covered. If any of these questions are more appropriate on a secondary interview let us know.

The secondary will require getting medical records.

Demographics & Contact Information • Primary parent’s full name, date of birth, and SSN • Other parent’s full name, date of birth, and SSN • If not a parent, their relationship to the injured party and proof of guardianship • Emergency contact name and contact information • Injured party’s full name, date of birth, and SSN • Plaintiff’s phone number, email, and mailing address • Additional phone/email/address for the other parent or emergency contact • If the IP is over 18: their phone, email, and mailing address Birth & Injury/Ingestion Details • Gestational age at birth (and NEC diagnosis) • Birth weight • Birth hospital • If transferred, name of the transfer facility (often this is the NICU) • Approximate date of NEC diagnosis • Approximate dates and brands/types of formula ingested [typically these are found in medical records called “flow sheets”] · Window of pre-diagnosis infant formula (splitting up various brands and sub-brands—i.e., Similac, Similac Special Care/SSC 24, etc.) o Note: fortifiers (often confusingly called human milk fortifiers) are also made by Similac and Mead Johnson but are not infant formulas—fortifiers are typically added to breast milk (including donor milk) or even sometimes formula. These are not cases we’ve accepted unless infant formula was used as the fortifer or there is otherwise proof of pre-NEC dx formula ingestion. · Window of pre-diagnosis human milk ingestion (whether donor milk, Prolacta, or mother’s milk) • Was the mother able to breastfeed? If not, why? • Was donor milk or a donor milk product used? • Was surgery required due to NEC? If yes, what type and how many? · If a gut resection, how much of the intestines were resected (or removed)? · Any related medical procedures? (laparoscopic exploratory surgery, ileostomy, infection-related procedures, etc) • Any other treatment received due to NEC ◦ NEC can lead to massive neurological impairments and infection, so related treatments could include shunt surgery, craniectomy, meningitis treatment, etc. • Current ongoing health issues if any ◦ Can vary, but largely fall in neurological (cerebral palsy) and gastrointestinal (short gut syndrome, colostomy bag, malabsorption issues)

569680-CRM Intake Format Default.docx
deleted-U055HQT39PC
2025-08-01 18:15:20

@deleted-U05496RCQ9M

deleted-U05496RCQ9M
2025-08-04 14:06:16

@Carter Matzinger Here's the sample questionnaire, please let me know if any changes are needed!

NEC Baby Formula 2 - AWKO - AWKO - Shield Legal - Sample.docx
Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-04 14:06:28

thank you!!!

Malissa (malissa@shield-legal.com)
2025-08-05 15:01:43

@Carter Matzinger @deleted-U055HQT39PC @deleted-U05496RCQ9M How are we doing with intake setup on this campaign? Cam is asking

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-05 15:04:03

It is coming along, We have sent them the questionnaire back for approval and also secondary questions to review so we have secondary set up properly. Integrations is in communication with their tech dept, and we are setting up a meeting for MR to work with them on medical record retrieval.

Malissa (malissa@shield-legal.com)
2025-08-05 15:04:32

thank you @Carter Matzinger !

Malissa (malissa@shield-legal.com)
2025-08-05 15:04:52

is there a guestimate on when the campaign will be done?

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-05 15:05:35

once we get approval back from them on the questions it should be fairly quick as Sunnie has the initial intake questionnaire 95% the way done

Malissa (malissa@shield-legal.com)
2025-08-05 15:05:50

nice

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-05 15:05:54

then we need to build out secondary once that is approved

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-05 15:06:43

or knowing what they want to do with the secondary. They might want to skip that step and just have it all on intake. I was pushing for secondary just to increase quality

Malissa (malissa@shield-legal.com)
2025-08-05 15:07:13

cool. yeah that makes sense

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-05 15:08:00

I just want to make sure we are providing the best quality as this could be a long term good client

❤️ Malissa
Malissa (malissa@shield-legal.com)
2025-08-05 15:08:18

sounds like the big thing is we're waiting on them to approve the intake.

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-05 15:08:27

they are verrryyy on top of it over there so we need to be as well

Malissa (malissa@shield-legal.com)
2025-08-05 15:08:42

oh for sure. I've noticed that about them in the past.

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-05 15:08:46

correct...they are reviewing questions and it's in their court now

Malissa (malissa@shield-legal.com)
2025-08-05 18:23:08

hi @Carter Matzinger. How's everything looking? Is there anything I can help with?

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-05 19:06:39

All is good right now! Thank you for asking

Malissa (malissa@shield-legal.com)
2025-08-06 11:01:52

Good morning @here! Just checking in to see how it's going with AWKO's NEC campaign. 🙂 i know it's early

deleted-U05496RCQ9M
2025-08-06 11:13:35

@Malissa I just started working on it again right now, but the email i received is a bit confusing and the words are overlapping 🥲 so it's a little hard to read. @Carter Matzinger

image.png
Malissa (malissa@shield-legal.com)
2025-08-06 11:16:00

ugh i so dislike gmail

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-06 11:21:40

Let me try sending it again

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-06 11:23:55

@deleted-U05496RCQ9M please check your email again and see how it looks

deleted-U05496RCQ9M
2025-08-06 11:27:58

It looks better!

Malissa (malissa@shield-legal.com)
2025-08-06 14:18:26

hi @here any updates?

Malissa (malissa@shield-legal.com)
2025-08-06 14:18:33

in case Cam asks me lol

deleted-U05496RCQ9M
2025-08-06 14:30:14

we're working on this right now, we had to finish the rush campaign first

👍 Malissa
Malissa (malissa@shield-legal.com)
2025-08-06 14:32:32

oh yeah the ultra ultra rush rush campaign

Malissa (malissa@shield-legal.com)
2025-08-06 14:32:55

forgot about that one

Malissa (malissa@shield-legal.com)
2025-08-06 14:34:40

even though i dropped everything for it too

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-06 16:13:57

did this get completed?

deleted-U05496RCQ9M
2025-08-06 16:21:26

NEC intake form is done, all we're waiting for now is Mark's portion

deleted-U05496RCQ9M
2025-08-06 16:21:39

Then we will complete NEC PFS

Malissa (malissa@shield-legal.com)
2025-08-06 16:22:53

I'll bug Mark

deleted-U05496RCQ9M
2025-08-06 16:43:47

@Carter Matzinger NEC is live!

deleted-U05496RCQ9M
2025-08-06 16:44:02

The initial intake

Malissa (malissa@shield-legal.com)
2025-08-06 16:45:22

YAY!

:triplepigeon: deleted-U05496RCQ9M
Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-06 17:31:50

Great thanks....and the secondary is done too?

Malissa (malissa@shield-legal.com)
2025-08-06 18:30:20

@deleted-U05496RCQ9M how is the secondary going for NEC?

deleted-U05496RCQ9M
2025-08-06 18:31:54

it's going lol there's a lot of questions that need to be added, they also need all formatting to be gone for the questions, i'm not leaving until it's finished though

Malissa (malissa@shield-legal.com)
2025-08-06 18:32:56

Aww thanks Sunnie!

deleted-U05496RCQ9M
2025-08-06 18:33:09

Anytime!

deleted-U05496RCQ9M
2025-08-06 20:03:54

@Malissa @Carter Matzinger NEC Secondary is finished, I just let Alex know if she needs any changes to let me know!

:60fpsparrot: Malissa
👏 Carter Matzinger
Malissa (malissa@shield-legal.com)
2025-08-08 23:21:19

@deleted-U05496RCQ9M @deleted-U055HQT39PC This is going to be a rush fix. The campaign criteria for NEC 2 AWKO did not get updated to match this update in the questionnaire:

image.png
Malissa (malissa@shield-legal.com)
2025-08-08 23:21:35

Can either of you update that file ASAP?

deleted-U055HQT39PC
2025-08-08 23:46:43

@Malissa from what Andy said, it looked like just the email body wasn’t updated. Criteria is good, intake form is good. We just used an older version for the email body

Malissa (malissa@shield-legal.com)
2025-08-08 23:47:19

Thanks @deleted-U055HQT39PC ! That’s good

Malissa (malissa@shield-legal.com)
2025-08-08 23:47:52

Definitely got worried for a second there. 😅

deleted-U055HQT39PC
2025-08-08 23:48:14

I reached out to Mark but he didn’t respond so I walked Sunnie through how to update the email body which she did. I was 😵 from moving and my bag was buried in stuff

Malissa (malissa@shield-legal.com)
2025-08-08 23:48:38

I bet! So for @Carter Matzinger’s info all is good right?

deleted-U055HQT39PC
2025-08-08 23:50:11

Everything should be good. I'll be working this weekend now that I can finally relax for a second and not do manual labor in 100+ degree heat lol I'll double check everything else but I'm confident of Sunnie's work

Malissa (malissa@shield-legal.com)
2025-08-08 23:50:38

Sunnie is awesome!

💯 deleted-U055HQT39PC
deleted-U055HQT39PC
2025-08-08 23:50:54

We do need to do a better job of making sure the API docs are updated when we clone campaigns so that Mark has the most up to date questions

👍 Malissa
Malissa (malissa@shield-legal.com)
2025-08-08 23:53:21

Yeah don’t overdo anything right now in Phoenix.

deleted-U055HQT39PC
2025-08-08 23:54:57

Too late!!

deleted-U055HQT39PC
2025-08-08 23:55:20

But I am excited to go to the new office so it was all worth it

❤️ Malissa
deleted-U05496RCQ9M
2025-08-18 16:19:27

@here Hi! I don't know if the Retainer approval from the attorneys are starting right now but here is what I did for the Dublin and San Bernardino Retainers. Our team will map 2 different retainers, One for Self signer, and one for Rep signer.

• Highlighted in YELLOW are the fields that we we think should be mapped into the self signer retainer • Highlighted in BLUE are the fields that we we think should be mapped into the rep signer retainer Please let me know if this is good so we can proceed mapping these! Do we also want the Intake forms approved?

PLF San Bernardino Sample Retainer.docx
Malissa (malissa@shield-legal.com)
2025-08-18 17:39:20

@Carter Matzinger I'm going to send this to Pride Law. Do you want me to CC you?

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-19 12:03:58

yes please. Sorry for the delay on this

Malissa (malissa@shield-legal.com)
2025-08-19 12:12:28

no worries

Malissa (malissa@shield-legal.com)
2025-08-19 12:48:29

@deleted-U05496RCQ9M @deleted-U055HQT39PC @Carter Matzinger I just spoke with Bianca at the firm. She wants us to forgo the blue/rep signing retainer for now. She'd like for us to contact them if we get anyone who has a power of atty or is a minor etc. They're expecting most of them to be adults. Also, there's some issues if they're incarcerated.

They'd also like to review our intake questionnaire. You can send them one at a time and i'll send them over for review.

deleted-U05496RCQ9M
2025-08-19 12:49:16

So do we only want one retainer? just for a self signer?

deleted-U05496RCQ9M
2025-08-19 12:49:21

I'll send you intake and criteria

deleted-U05496RCQ9M
2025-08-19 12:49:28

I'll send you intake and criteria

deleted-U05496RCQ9M
2025-08-19 12:49:41

Without the blue highlights, everything else is good?

deleted-U05496RCQ9M
2025-08-19 12:50:17

That part of the Dublin criteria about incarceration is the recent change we were told to implement as well

deleted-U05496RCQ9M
2025-08-19 12:51:36

To my understanding they also sent us the same retainer for San Bernardino, is it good on both sides, just having a self signer doc?

deleted-U05496RCQ9M
2025-08-19 12:57:02

Here are the intake forms for both Dublin and San Bernardino @Malissa

Dublin Prison Abuse 2 Intake Form.docx
San Bernardino County JDC Abuse Intake Form.docx
Malissa (malissa@shield-legal.com)
2025-08-19 14:44:06

@deleted-U05496RCQ9M FYI for Pride - they'd like for us to leave the date blank on the HOPAA

Malissa (malissa@shield-legal.com)
2025-08-19 14:44:10

HIPAA

Malissa (malissa@shield-legal.com)
2025-08-19 17:44:13
  1. The inmate can be currently incarcerated, released from prison within last two years, or off probation within last two years.
  2. I think there are more known perpetrators. Bianca can you please send the ones missing. @deleted-U05496RCQ9M pride clarified the incarceration part. When I talked to them on the phone they didn’t really want it now it sounds like they do.
deleted-U05496RCQ9M
2025-08-19 18:20:58

so is the Mapping of the retainer good? i didn't see them mention it in the email lol