SSA Calls
How many times can a client potentially appeal a claim?
2
What form do we fill out while on the phone with the SSA rep?
Existing Claim Evaluation
Surgery on major weight bearing joint - with cane/walker or wheelchair
Surgery on (joint and side of body) =
Left knee surgery
What forms/tabs need to be filled out for a Title 16, DWB?
BA, ADR, SSI, and DWB Paper App
If a client is currently working, what date do we put down as their end date?
Today's date
What does DLI stand for and what dates can it be?
Date Last Insured
March 31st, June 30th, September 30th, December 31st
How much work history do I need to gather for the client on the CC?
10 years from the client's last day worked
Stroke - worked a year or more after stroke
AIDS/HIV
Stroke (must ask frequency) - 2 in the last 6 months
AIDS (or) HIV
Erica lives in Minneapolis, MN. She was born in Germany, and later became a U.S. citizen. What type of citizenship does she have?
Naturalized Citizenship
What button do I select if I don't finish filling out the CC with my client?
Pause & return button
When working through an appeal, what two documents should you pull up to help you?
Accessing an Appeal doc
Filing Appeals Slideshow
What two programs do I need to submit a time off request?
Work Force Management
ADP
Cancer - recent diagnosis - will begin treatment within next 90 days
Cancer (stage and type)
What are 3 examples of a medical device you can add to the medications tab?
patches, defibrillator, pacemaker, CPAP, inhalers, hearing aids, nebulizers, medication ports, etc.
What do we say instead of "Do you have any Biological children under age 18"?
Why do we say this?
"Do you have any dependents under age 18"?
We want to include step children, foster children, or adopted children
What are ODAR and OHO offices?
Offices assigned at the hearing level
How do I use the "Doctor Treatments" document?
Find the doctor/clinic that applies. Copy the entire paragraph into the treatments received. Ask the highlighted sentences to the client. Keep what applies, remove what doesn't.
Peripheral Neuropathy in one or more upper extremities - no prescribed medication
Migraines/Headaches - Migraines/Headaches - 2 or more episodes
Peripheral Neuropathy in (which hand)
Migraines (or) Headaches - 2 or more episodes per week
What are the only times we will add a doctor/facility that they have not visited 3 or more times within the last 2 years?
If that doctor ordered a test or prescribed a medication
What is Spouses income earned, unearned, and social security payments?
Unearned = income not acquired through work
Social security payments = disability or retirement
What is the 1696 and fee agreement? (two answers)
The 1696 is the representation forms
The fee agreement is the document they sign agreeing to pay us if we win their case.
What do we do if a client hasn't treated with any doctor/hospital/clinic 3 or more times within the past 2 years?
We take down the last doctor/hospital/clinic they treated with
Hernia Mesh - with revision
Nerve damage
Hernia mesh - with revision
Nerve damage - (part of body)
Under employer details in the BA tab, how do I answer the question, "Does Larry Testlead intend to work for an employer in 2026"?
We do not ask the client. If they're working right now, we select "yes" and calculate their earnings based on what they're making right now. If they're not working right now, we select "no".
How do we handle overlapping dates on the CC?
They must be at least 1 day apart. Identify the primary job and adjust the dates on the secondary job