{"id":45239,"date":"2022-06-16T16:49:25","date_gmt":"2022-06-16T15:49:25","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_workflow&p=45239"},"modified":"2024-08-06T09:33:50","modified_gmt":"2024-08-06T08:33:50","slug":"preliminary-investigations","status":"publish","type":"pracctice_workflow","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/preliminary-investigations\/","title":{"rendered":"Preliminary Investigations"},"content":{"rendered":"\n\n\n
<\/div>\n\n\n\nTask 1<\/span> After First Meeting<\/span><\/span>\n\n
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Allocate a Custom Questionnaire<\/strong><\/p>

Initial Details<\/p><\/div><\/div><\/div><\/div>\n\n\n

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Allocate a Custom Questionnaire<\/strong><\/p>

Litigation Friend Details
\r\nCriteria Set – Will only run if ‘Client Require a Litigation Friend’ is set to “Yes”<\/p><\/div><\/div><\/div><\/div>\n\n\n

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Allocate a Custom Questionnaire<\/strong><\/p>

GP Details
\r\nCriteria Set – Will only run if “GP Negligence Alleged?” is set to “Yes”<\/p><\/div><\/div><\/div><\/div>\n\n\n

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Allocate a Custom Questionnaire<\/strong><\/p>

Defendant 1 Details<\/p><\/div><\/div><\/div><\/div>\n\n\n

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\r\n <\/i>\r\n <\/i>\r\n<\/span>\r\n\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add a keydate linked to dossier field<\/strong><\/p>

Defendant 1 Limitation Date
\r\nCriteria Set: Will only run if Defendant 1 Primary Limitation Date is not blank<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n<\/span>\r\n\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add a keydate linked to dossier field<\/strong><\/p>

Defendant 1 Limitation Date minus 1 Month
\r\nCriteria Set: Will only run if Defendant 1 Primary Limitation Date is not blank<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n<\/span>\r\n\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add a keydate linked to dossier field<\/strong><\/p>

Defendant 1 Limitation Date minus 3 Months
\r\nCriteria Set: Will only run if Defendant 1 Primary Limitation Date is not blank<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n<\/span>\r\n\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add a keydate linked to dossier field<\/strong><\/p>

Defendant 1 Limitation Date minus 6 Months
\r\nCriteria Set: Will only run if Defendant 1 Primary Limitation Date is not blank<\/p><\/div><\/div><\/div><\/div>\n\n

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Allocate a Custom Questionnaire<\/strong><\/p>

Costs<\/p><\/div><\/div><\/div><\/div>\n\n\n

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Send Standard Document<\/strong><\/p>

Client – After 1st Meeting<\/strong><\/p>

Criteria Set – Will only run if Client Require a Litigation Friend is not “Yes” <\/p>

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Lit Friend – After 1st Meeting<\/strong><\/p>

Criteria Set – Will only run if ‘Client Require a Litigation Friend’ is set to “Yes”<\/p>

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Send Standard Document<\/strong><\/p>

CIVMEANS1<\/strong><\/p>

Criteria Set – Will only run if ‘Client Require a Litigation Friend’ is set to “Yes”<\/p>

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\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Client \u2013 14 Days
\r\nHave we heard from the client?<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 2<\/span> Once Funding has Been Confirmed<\/span><\/span>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

Chase Client<\/p><\/div><\/div><\/div><\/div>\n\n

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Allocate a Custom Questionnaire<\/strong><\/p>

Funding Type<\/p><\/div><\/div><\/div><\/div>\n\n\n

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Allocate a Custom Questionnaire<\/strong><\/p>

BTE Insurer
\r\nCriteria Set – Will only run if ‘Type of Funding’ is set to ‘BTE’<\/p><\/div><\/div><\/div><\/div>\n\n\n

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Allocate a Custom Questionnaire<\/strong><\/p>

Legal Aid
\r\nCriteria Set – Will only run if ‘Type of Funding’ is set to ‘Legal Aid’<\/p><\/div><\/div><\/div><\/div>\n\n\n

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Allocate a Custom Questionnaire<\/strong><\/p>

Costs<\/p><\/div><\/div><\/div><\/div>\n\n\n

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Allocate a Custom Questionnaire<\/strong><\/p>

CFA
\r\nCriteria Set – Will only run if ‘Type of Funding’ is set to ‘CFA’<\/p><\/div><\/div><\/div><\/div>\n\n\n

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Send Standard Document<\/strong><\/p>

Client \u2013 Once CFA Confirmed<\/strong><\/p>

Criteria Set – Will only run if ‘Type of Funding field’ is ‘CFA’<\/p>

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Send Standard Document<\/strong><\/p>

Client \u2013 Once Other Funding Confirmed<\/strong><\/p>

Criteria Set – Will only run if ‘Type of Funding field’ is not ‘CFA’<\/p>

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Send Standard Document<\/strong><\/p>

Client \u2013 Explanation of Terms
\r\nCriteria Set – Will only run if ‘Type of Funding field’ is ‘CFA’<\/p>

Explanation of Terms<\/strong><\/p>

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Client \u2013 CFA
\r\nCriteria Set – Will only run if ‘Type of Funding field’ is ‘CFA’<\/p>

CFA<\/strong><\/p>

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Send Standard Document<\/strong><\/p>

Client Care Letter<\/p>

Client Care Letter<\/strong><\/p>

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Send Standard Document<\/strong><\/p>

Client Rep – Child and Patient Letter
\r\nCriteria Set – Will only run if ‘Does the Client Require a Litigation Friend?’ is set to ‘Yes’<\/p>

Child and Patient Letter<\/strong><\/p>

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Open a Read-Only Doc<\/strong><\/p>

BMA Law Society Consent Form <\/strong><\/p>

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\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Client \u2013 7 days
\r\nClient returned funding letter and consent form?<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Costs Update \u2013 6 months
\r\nUpdate Client on Costs<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 3<\/span> Request for Records<\/span><\/span>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

Chase Client<\/p><\/div><\/div><\/div><\/div>\n\n

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Allocate a Custom Questionnaire<\/strong><\/p>

GP Details<\/p><\/div><\/div><\/div><\/div>\n\n\n

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Send Standard Document<\/strong><\/p>

Request Letter for GP Records<\/strong><\/p>

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Send Standard Document<\/strong><\/p>

Request Letter for Defendant 1 Medical Records<\/strong><\/p>

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\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

MEDRECORD \u2013 40 Days
\r\nHave GP medical reports been received?<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

MEDRECORD \u2013 40 Days
\r\nHave Defendant 1 medical reports been received?<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 4<\/span> Chase Medical Records<\/span><\/span>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

MEDRECORD<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Medical records Def 1 received? <\/p><\/div><\/div><\/div><\/div>\n\n\n

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Send Standard Document<\/strong><\/p>

Threat of Pre-Action Disclosure For GP Records<\/strong><\/p>

Criteria Set – Will only run if ‘Have GP Medical Records Been Received?’ is se to ‘No’<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

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Send Standard Document<\/strong><\/p>

Threat of Pre-Action Disclosure For Defendant 1 Re<\/strong><\/p>

Criteria Set – Will only run if ‘Have Defendant 1 Medical Records Been Received?’ is ‘No’<\/p>

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\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

MEDRECORD \u2013 14 Days
\r\nHave GP medical reports been received?
\r\nCriteria Set – Will only run if ‘Have GP Medical Records Been Received?’ is set to ‘No’
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

MEDRECORD \u2013 14 Days
\r\nHave Defendant 1 medical reports been received?
\r\nCriteria Set – Will only run if ‘Have Defendant 1 Medical Records Been Received?’ is set to ‘No’
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 5<\/span> Draft Application Order for Pre-Action Disclosure<\/span><\/span>\n\n

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Send Standard Document<\/strong><\/p>

Form N244 Application Notice<\/strong><\/p>

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Send Standard Document<\/strong><\/p>

EX160 – Apply for help with court and tribunal fee<\/strong><\/p>

Criteria Set – Will only run if ‘Seeking Help with Fees ‘ is se to ‘Yes’<\/p>

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Send Standard Document<\/strong><\/p>

Draft Order for pre-action disclosure<\/strong><\/p>

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Send Standard Document<\/strong><\/p>

Witness statement Pre-Action Disc<\/strong><\/p>

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Display a message to the user<\/strong><\/p>

Please make sufficient copies of your application and supporting documentation. You will need to submit one copy for each party to be served and one copy for the court.<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 6<\/span> Medical Records Pagination<\/span><\/span>\n\n

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Allocate a Custom Questionnaire<\/strong><\/p>

Pagination<\/p><\/div><\/div><\/div><\/div>\n\n\n

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Send Standard Document<\/strong><\/p>

Letter requesting medical records pagination<\/strong><\/p>

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\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chasing \u2013 6 Weeks
\r\nHave Paginated Medical records been received?<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 7<\/span> Draft Client Statement<\/span><\/span>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Draft Client Statement<\/strong><\/p>

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Client \u2013 Enclose Draft Statement<\/strong><\/p>

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\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Client \u2013 7 Days
\r\nChase Client re Signed Statement<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 8<\/span> Approach Medical Experts<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Medical Experts<\/p><\/div><\/div><\/div><\/div>\n\n\n

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Send Standard Document<\/strong><\/p>

Letter of Approach Expert 1<\/strong><\/p>

Criteria Set – Will only run if Expert 1 has been selected<\/p>

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Send Standard Document<\/strong><\/p>

Letter of Approach Expert 2<\/strong><\/p>

Criteria Set – Will only run if Expert 2 has been selected<\/p>

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Send Standard Document<\/strong><\/p>

Letter of Approach Expert 3<\/strong><\/p>

Criteria Set – Will only run if Expert 3 has been selected<\/p>

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Send Standard Document<\/strong><\/p>

Letter of Approach Expert 4<\/strong><\/p>

Criteria Set – Will only run if Expert 4 has been selected<\/p>

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\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

MEDEX1 + 14 Days
\r\nHave we received a response from Medical Expert 1?
\r\nCriteria Set – Will only run if Expert 1 has been selected<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

MEDEX2 + 14 Days
\r\nHave we received a response from Medical Expert 2?
\r\nCriteria Set – Will only run if Expert 2 has been selected<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

MEDEX3 + 14 Days
\r\nHave we received a response from Medical Expert 3?
\r\nCriteria Set – Will only run if Expert 3 has been selected<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

MEDEX4 + 14 Days
\r\nHave we received a response from Medical Expert 4?
\r\nCriteria Set – Will only run if Expert 4 has been selected<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 9<\/span> Approach Witnesses<\/span><\/span>\n\n

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Allocate a Custom Questionnaire<\/strong><\/p>

Witnesses 1 & 2<\/p><\/div><\/div><\/div><\/div>\n\n\n

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Allocate a Custom Questionnaire<\/strong><\/p>

Witnesses 3 & 4<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
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Allocate a Custom Questionnaire<\/strong><\/p>

Witnesses 5 & 6<\/p><\/div><\/div><\/div><\/div>\n\n\n

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<\/i><\/div>

Send Standard Document<\/strong><\/p>

Witness 1 \u2013 Letter of Approach<\/strong><\/p>

Criteria Set – Will only run if a surname has been entered for ‘Witness 1’<\/p>

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Send Standard Document<\/strong><\/p>

Witness 2 \u2013 Letter of Approach<\/strong><\/p>

Criteria Set – Will only run if a Surname has been entered for ‘Witness 2’<\/p>

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<\/i><\/div>

Send Standard Document<\/strong><\/p>

Witness 3 \u2013 Letter of Approach<\/strong><\/p>

Criteria Set – Will only run if a Surname has been entered for ‘Witness 3’<\/p>

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<\/i><\/div>

Send Standard Document<\/strong><\/p>

Witness 4 \u2013 Letter of Approach<\/strong><\/p>

Criteria Set – Will only run if a Surname has been entered for ‘Witness 4’<\/p>

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<\/i><\/div>

Send Standard Document<\/strong><\/p>

Witness 5 \u2013 Letter of Approach<\/strong><\/p>

Criteria Set – Will only run if a Surname has been entered for ‘Witness 5’<\/p>

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<\/i><\/div>

Send Standard Document<\/strong><\/p>

Witness 6 \u2013 Letter of Approach<\/strong><\/p>

Criteria Set – Will only run if a Surname has been entered for ‘Witness 6’<\/p>

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\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

CHASEWIT \u2013 7 days
\r\nResponse from Witness 1
\r\nCriteria Set – Will only run if a Surname has been entered for ‘Witness 1’<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

CHASEWIT \u2013 7 days
\r\nResponse from Witness 2
\r\nCriteria Set – Will only run if a Surname has been entered for ‘Witness 2’<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

CHASEWIT \u2013 7 days
\r\nResponse from Witness 3
\r\nCriteria Set – Will only run if a Surname has been entered for ‘Witness 3’<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

CHASEWIT \u2013 7 days
\r\nResponse from Witness 4
\r\nCriteria Set – Will only run if a Surname has been entered for ‘Witness 4’<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

CHASEWIT \u2013 7 days
\r\nResponse from Witness 5
\r\nCriteria Set – Will only run if a Surname has been entered for ‘Witness 5’<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

CHASEWIT \u2013 7 days
\r\nResponse from Witness 6
\r\nCriteria Set – Will only run if a Surname has been entered for ‘Witness 6’<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 10<\/span> Client Authority Re Medical Expert(s)<\/span><\/span>\n\n

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Allocate a Custom Questionnaire<\/strong><\/p>

Medical Experts<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
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Allocate a Custom Questionnaire<\/strong><\/p>

Medical Expert 1 Progress
\r\nCriteria Set – Will only run if Expert 1 has been selected<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Medical Expert 2 Progress
\r\nCriteria Set – Will only run if Expert 2 has been selected<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
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Allocate a Custom Questionnaire<\/strong><\/p>

Medical Expert 3 Progress
\r\nCriteria Set – Will only run if Expert 3 has been selected<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Medical Expert 4 Progress
\r\nCriteria Set – Will only run if Expert 4 has been selected<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Letter to Client Enc Expert 1 Authorities for Sig<\/strong><\/p>

Criteria Set – Will only run if Expert 1 has been selected and ‘Medical Expert 1 Response to Approach?’ is set to ‘Yes’<\/p>

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Send Standard Document<\/strong><\/p>

Letter to Client Enc Expert 2 Authorities for Sig<\/strong><\/p>

Criteria Set – Will only run if Expert 2 has been selected and ‘Medical Expert 2 Response to Approach?’ is set to ‘Yes’<\/p>

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<\/i><\/div>

Send Standard Document<\/strong><\/p>

Letter to Client Enc Expert 3 Authorities for Sig<\/strong><\/p>

Criteria Set – Will only run if Expert 3 has been selected and ‘Medical Expert 3 Response to Approach?’ is set to ‘Yes’<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Letter to Client Enc Expert 4 Authorities for Sig<\/strong><\/p>

Criteria Set – Will only run if Expert 4 has been selected and ‘Medical Expert 4 Response to Approach?’ is set to ‘Yes’<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Client \u2013 7 Days
\r\nHas Expert 1 Authority been Received from Client
\r\nCriteria Set – Will only run if Expert 1 has been selected<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Client \u2013 7 Days
\r\nHas Expert 2 Authority been Received from Client
\r\nCriteria Set – Will only run if Expert 2 has been selected<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Client \u2013 7 Days
\r\nHas Expert 3 Authority been Received from Client
\r\nCriteria Set – Will only run if Expert 3 has been selected<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Client \u2013 7 Days
\r\nHas Expert 4 Authority been Received from Client
\r\nCriteria Set – Will only run if Expert 4 has been selected<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 11<\/span> Instruct Medical Experts<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Medical Expert 1 Progress
\r\nCriteria Set – Will only run if Expert 1 has been selected<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Medical Expert 2 Progress
\r\nCriteria Set – Will only run if Expert 3 has been selected<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Medical Expert 3 Progress
\r\nCriteria Set – Will only run if Expert 3 has been selected<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Medical Expert 4 Progress
\r\nCriteria Set – Will only run if Expert 4 has been selected<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Letter of Instruction Expert 1 <\/strong><\/p>

Criteria Set – Will only run if Expert 1 has been selected AND ‘Medical Expert 1 Authority from Client Received?’ is set to ‘Yes’ AND ‘Medical Expert 1 Letter of Instruction Sent?’ is not set to ‘Yes’<\/p>

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<\/i><\/div>

Set Dossier Field<\/strong><\/p>

Set field ‘Medical Expert 1 Letter of Instruction Sent?’ to ‘Yes’
\r\nCriteria Set – Will only run if Expert 1 has been selected AND ‘Medical Expert 1 Authority from Client Received?’ is set to ‘Yes’ AND ‘Medical Expert 1 Letter of Instruction Sent?’ is not set to ‘Yes’
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Letter of Instruction Expert 2
\r\nCriteria Set – Will only run if Expert 2 has been selected AND ‘Medical Expert 2 Authority from Client Received?’ is set to ‘Yes’ AND ‘Medical Expert 2 Letter of Instruction Sent?’ is not set to ‘Yes’<\/p>

Letter of Instruction Expert 2<\/strong><\/p>

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<\/i><\/div>

Set Dossier Field<\/strong><\/p>

Set field ‘Medical Expert 2 Letter of Instruction Sent?’ to ‘Yes’
\r\nCriteria Set – Will only run if Expert 2 has been selected AND ‘Medical Expert 2 Authority from Client Received?’ is set to ‘Yes’ AND ‘Medical Expert 2 Letter of Instruction Sent?’ is not set to ‘Yes’
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Letter of Instruction Expert 3
\r\nCriteria Set – Will only run if Expert 3 has been selected AND ‘Medical Expert 3 Authority from Client Received?’ is set to ‘Yes’ AND ‘Medical Expert 3 Letter of Instruction Sent?’ is not set to ‘Yes’<\/p>

Letter of Instruction Expert 3<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Set Dossier Field<\/strong><\/p>

Set field ‘Medical Expert 3 Letter of Instruction Sent?’ to ‘Yes’
\r\nCriteria Set – Will only run if Expert 3 has been selected AND ‘Medical Expert 3 Authority from Client Received?’ is set to ‘Yes’ AND ‘Medical Expert 3 Letter of Instruction Sent?’ is not set to ‘Yes’
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Letter of Instruction Expert 4
\r\nCriteria Set – Will only run if Expert 4 has been selected AND ‘Medical Expert 4 Authority from Client Received?’ is set to ‘Yes’ AND ‘Medical Expert 4 Letter of Instruction Sent?’ is not set to ‘Yes’<\/p>

Letter of Instruction Expert 4<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Set Dossier Field<\/strong><\/p>

Set field ‘Medical Expert 4 Letter of Instruction Sent?’ to ‘Yes’
\r\nCriteria Set – Will only run if Expert 4 has been selected AND ‘Medical Expert 4 Authority from Client Received?’ is set to ‘Yes’ AND ‘Medical Expert 4 Letter of Instruction Sent?’ is not set to ‘Yes’
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Expert \u2013 14 Days
\r\nHave we received a response from Medical Expert 1?
\r\nCriteria Set – Will only run if Expert 1 has been selected<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Expert \u2013 14 Days
\r\nHave we received a response from Medical Expert 2?
\r\nCriteria Set – Will only run if Expert 2 has been selected<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Expert \u2013 14 Days
\r\nHave we received a response from Medical Expert 3?
\r\nCriteria Set – Will only run if Expert 3 has been selected<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Expert \u2013 14 Days
\r\nHave we received a response from Medical Expert 4?
\r\nCriteria Set – Will only run if Expert 4 has been selected<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 12<\/span> Acknowledge Medical Experts Reports<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Medical Experts<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Medical Expert 1 Progress
\r\nCriteria Set – Will only run if Expert 1 has been selected<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Medical Expert 2 Progress
\r\nCriteria Set – Will only run if Expert 2 has been selected<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Medical Expert 3 Progress
\r\nCriteria Set – Will only run if Expert 3 has been selected<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Medical Expert 4 Progress
\r\nCriteria Set – Will only run if Expert 4 has been selected<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Letter of Acknowledgement Expert 1<\/strong><\/p>

Criteria Set – Will only run if Expert 1 has been selected AND Medical Expert 1 Letter of Instruction Sent = yes AND Medical Expert 1 response to Instructions Rec? not = to Yes <\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Set Dossier Field<\/strong><\/p>

Medical Expert 1 Response to instructions Rec? = Yes
\r\nCriteria set – Will only run if Medical Expert 1 Letter of Instruction sent? = Yes AND Medical Expert 1 Response to Instructions Rec? is not = YES <\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Letter of Acknowledgement Expert 2<\/strong><\/p>

Criteria Set – Will only run if Expert 2 has been selected AND Medical Expert 2 Letter of Instruction Sent = yes AND Medical Expert 2 response to Instructions Rec? not = to Yes <\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Set Dossier Field<\/strong><\/p>

Medical Expert 2 Response to instructions Rec? = Yes
\r\nCriteria set – Will only run if Medical Expert 2 Letter of Instruction sent? = Yes AND Medical Expert 2 Response to Instructions Rec? is not = YES <\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Letter of Acknowledgement Expert 3<\/strong><\/p>

Criteria Set – Will only run if Expert 3 has been selected AND Medical Expert 3 Letter of Instruction Sent = yes AND Medical Expert 3 response to Instructions Rec? not = to Yes <\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Set Dossier Field<\/strong><\/p>

Medical Expert 3 Response to instructions Rec? = Yes
\r\nCriteria set – Will only run if Medical Expert 3 Letter of Instruction sent? = Yes AND Medical Expert 3 Response to Instructions Rec? is not = YES <\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Letter of Acknowledgement Expert 4<\/strong><\/p>

Criteria Set – Will only run if Expert 4 has been selected AND Medical Expert 4 Letter of Instruction Sent = yes AND Medical Expert 4 response to Instructions Rec? not = to Yes <\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Set Dossier Field<\/strong><\/p>

Medical Expert 4 Response to instructions Rec? = Yes
\r\nCriteria set – Will only run if Medical Expert 4 Letter of Instruction sent? = Yes AND Medical Expert 4 Response to Instructions Rec? is not = YES <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 13<\/span> Letter of Notification <\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Client Basic Information <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Defendant 1 Details<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

NHS Resolution<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Letter of Notification Defendant 1<\/strong><\/p>

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<\/i><\/div>

Send Standard Document<\/strong><\/p>

Letter to Defendant 1 Enc Clients NI<\/strong><\/p>

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<\/i><\/div>

Send Standard Document<\/strong><\/p>

Letter to NHS Resolution with Copy LoN<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Display a message to the user<\/strong><\/p>

Please enclose a copy of the Letter of Notification<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

CHASEDEF “Have we had response to LoN?” + 14 Days <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 14<\/span> Acknowledgement of Letter of Notification <\/span><\/span>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

CHASEDEF<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Defendant 1 Details <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Acknowledgement of LoN Def 1 <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n\nTask 15<\/span> Costs Update<\/span><\/span>\n\n
\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

COSTS_UPD<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Costs
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Costs_UPD – 6 Months “Update Client on Costs”<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 16<\/span> Letter of Claim<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Letter of Claim
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Display a message to the user<\/strong><\/p>

\u201cPlease load Make Part 36 Offer Workflow to create offer and supporting documents\u201d
\r\n
\r\nWill only run if Are you submitting a part 36 offer with NoC = yes <\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Letter of Claim Defendant 1<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Letter to NHS Resolution with Copy LoC<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Display a message to the user<\/strong><\/p>

Please enclose a copy of the Letter of Claim<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

CHASEDEF Have we had Acknowledgement of LOC? + 14 days <\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

CHASEDEF – Have we had Letter of Response? + 4 Months<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

ISSUE – Proceedings can now be Issued + 4 Months <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 17<\/span> Letter of Response<\/span><\/span>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

Meet unmet keydate by type = CHASEDEF<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Defendant 1 Details <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Letter of Response Defendant 1 <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n\nTask 18<\/span> Advice to Client<\/span><\/span>\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Letter to Client with Advice<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Keydate type CHASECLI – “Chase Client for Response to advice” 3 days<\/p><\/div><\/div><\/div><\/div>\n\n","protected":false},"excerpt":{"rendered":"","protected":false},"featured_media":0,"template":"","tags":[],"pracctice_practice_area":[41],"class_list":["post-45239","pracctice_workflow","type-pracctice_workflow","status-publish","hentry","pracctice_practice_area-clinical-negligence"],"acf":[],"yoast_head":"\nPreliminary Investigations - Osprey Approach Customer Support & Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"This guide will take you through the contents of our Preliminary Investigations workflow\" \/>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Preliminary Investigations - Osprey Approach Customer Support & Training | Osprey Academy\" \/>\n<meta property=\"og:description\" content=\"This guide will take you through the contents of our Preliminary Investigations workflow\" \/>\n<meta property=\"og:url\" content=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/preliminary-investigations\/\" \/>\n<meta property=\"og:site_name\" content=\"Osprey Approach Customer Support & Training | Osprey Academy\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/OspreyApproachUK\/\" \/>\n<meta property=\"article:modified_time\" content=\"2024-08-06T08:33:50+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/03\/image-128.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@OspreyApproach\" \/>\n<meta name=\"twitter:label1\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"8 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/preliminary-investigations\/\",\"url\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/preliminary-investigations\/\",\"name\":\"Preliminary Investigations - 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