Consents
Systems
Disability Specialist Duties
All about the Application
The Claimant
100

This form allows SSA to release details on the claim to us

 1696

100

What is the one status we should never use in Livevox?

 other

100

Name 4 systems every DS will use on a daily basis. 

What is Compass, Sentry, Livevox and SFax

100
This program is based off need
What is SSI
100

Beside verifying PHI what is something we must also ask the claimant on every call? 

What is third party contact

200

If a child is over this age, they can sign the 827 as the individual. 

 12

200

Where in Compass would I find correspondence that we received?

 Documents Tab

200

When should we provide the FCC statement?

Within 2 minutes 

200

This office is where I would call to see if a case was approved or denied

What is Field Office 

200

What is missing from the following introduction? Thank you for calling Centauri, please be advised we are on a recorded line for quality assurance purposes. Can you please verify your full name, the name of the person you are calling about, your/their date of birth & full mailing address? 

What is introducing yourself or providing your first name. 

300

How many days do we allow the claimant to return the consent packet?

 60 days 

300

Where can we find the date of onset in Compass?

Application tab under application detail and claim type. Then click show scheduling info. 

300

After sending a unlocatable letter to a claimant how many days do we allow them to respond?

What is 10 days 

300

When is it appropriate to offer the E1696?

After the PI for a child and right away for an adult.

300

If a parent calls but they cannot remember the child's date of birth, what else can we use to verify identity? 

What is last 4 of Social Security Number 

400

This form allows SSA to request medical records

 827

400

What are two things that you can do to automatically fail a call audit?

Not stating FCC disclosure or verifying PHI (including name of the person you are speaking to if not claimant)

400

When can we fax consents for a child?

After attempt to contact claimant on Pi outcome and the PI date has passed 

400
During the PI, the FO will review these two things to determine a persons eligibility for SSI
What are income and resources
400

Where can I find where the claimant was born?

What is Document Completion/Phone interview Tab

500

These are the 5 EDPNA

 Ashley Bennie, Matthew Garcia, Matt Wood, Vicki O'Connell and Amelia Baxter

500

Where would we go if we needed to resend a consent packet? 

 Correspondence Library 

500

Where do we go to leave a Call Result?

Contact Management 

500

I'm talking to our claimant Betty White on the phone. During the conversation she hands the phone to her husband (who is listed as a TPC). What do we need to disclose immediately?

That the call is still being recorded.

500

When completing the E1696 what are the 2 sections the claimant will have to complete?

Section 2 & Section 8 or Disclosure & Signature 

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