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VetLogic ProVeteran Case Management

Platform

Everything your team needs to run veteran casework.

VetLogic Pro brings veterans, claims, documents, tasks, appointments and communication into one connected system. Here is what you can do with it.

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Organization Dashboard

A daily starting point for the whole team.

What it does
Shows your total veterans, active claims, pending and overdue tasks, appointments in the next seven days and items still waiting on veterans — alongside upcoming deadlines, today’s appointments, veterans needing attention, recent activity and your own caseload.
Why it matters
Your team sees what needs attention first, without building a status report by hand.
How it fits
Every number links straight to the list behind it, so the dashboard leads directly into the work.

Veteran Management

A complete record for every veteran you serve.

What it does
A searchable veteran directory with status, assigned case manager and portal access. Each veteran has a case view with tabs for Overview, Claims, Documents, Notes, Tasks, Appointments, Messages, Symptom Log and Activity. Veterans can be archived and restored without losing any records.
Why it matters
Anyone on the team can pick up a case and see its full history in one place.
How it fits
The veteran is the hub: claims, files, tasks and conversations all attach to the veteran’s record.

Claims

Organize each claim from draft to decision.

What it does
Record claim type (initial, increase, secondary, supplemental, higher-level review, board appeal), conditions, dates and status. Filed claims show a five-step progress view. Each claim has its own workspace for related tasks, documents, appointments, messages and activity.
Why it matters
Status is visible at a glance, and everything tied to a claim stays with that claim.
How it fits
Claims live under the veteran. The same progress view appears in the veteran’s portal.

Documents

Private, organized document storage.

What it does
Upload files to a veteran’s record and categorize them — medical records, decision letters, DBQs, nexus letters, buddy and personal statements, service records and more — optionally linked to a claim. Choose which documents the veteran can see. Preview, download, archive and restore, with permanent deletion limited to the organization owner.
Why it matters
Evidence is easy to find, and you decide what is shared with the veteran.
How it fits
Veterans’ own uploads from the portal land in the same place, and every view or download is logged.

Tasks & Deadlines

Know who is doing what, and by when.

What it does
Create tasks with a priority (low to urgent), status, due date and assignee. See every open task across the organization or for one veteran, and mark work complete in a click.
Why it matters
Follow-ups stop depending on memory or someone’s inbox.
How it fits
Tasks attach to a veteran and optionally a claim. Overdue and upcoming work surfaces on the dashboard.

Appointments & Calls

Schedule time with veterans — in person, by phone or on video.

What it does
Schedule consultations, claim preparation sessions, evidence reviews, follow-ups and decision reviews. Choose whether each appointment is visible to the veteran, and cancel when plans change. Voice and video calls let your team meet veterans without leaving VetLogic Pro.
Why it matters
Your team and the veteran work from the same schedule.
How it fits
Appointments appear on the veteran’s record, the organization dashboard and — when shared — in the veteran’s portal.

Messaging

Conversations that stay with the case.

What it does
Secure two-way messaging between your team and each veteran, with unread counts so new messages don’t get missed.
Why it matters
Questions and answers are kept on the record instead of scattered across personal email and phones.
How it fits
Each conversation lives on the veteran’s record, where any authorized team member can pick it up.

Resources & Requests

Send veterans the forms you need back.

What it does
Build a library of files and fillable PDF templates. Send a resource to a veteran with an optional due date; they complete and sign it in their portal, and you track it from Assigned to Completed.
Why it matters
Requests for information have a clear status instead of waiting in an email thread.
How it fits
Open requests appear on the veteran’s portal home as Items Needed, and on your dashboard as items waiting on veterans.

Reporting

Understand your caseload over time.

What it does
Reports for overview, caseload, claims, tasks, staff workload, documents, appointments, resources and activity — with date ranges and filters, a print view and CSV export.
Why it matters
Leadership can see workload and progress without assembling spreadsheets.
How it fits
Reports read from the same live records your team works in every day.

Staff & Organization

Manage your team and your organization’s setup.

What it does
Invite staff by email as Admins or Case Managers, resend or revoke invitations, change roles and deactivate accounts. Add your organization’s logo and a welcome message for the Veteran Portal, and see your document storage usage.
Why it matters
Access stays current as your team changes, and veterans see your organization’s name and brand.
How it fits
Roles decide what each person can do across the platform — enforced on the server and in the database.

Also included

Global search

Find veterans and claims from anywhere in VetLogic Pro.

Archive without losing history

Archive a veteran when casework ends; every record and file is kept and can be restored.

Active veteran focus

Pick a veteran once and the Tasks, Appointments and Documents lists narrow to that case.

Product screens shown with sample data.

See how VetLogic Pro fits your team.

See VetLogic Pro with your own workflow in mind. We’ll walk your team through the organization dashboard and the Veteran Portal.

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