Consents
Compass
Disability Specialist Duties
Processes
SSA Correspondence
100

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

 1696

100
Tab that shows all notes from calls and other actions on an account.

Case Notes

100

FCC Statement

"We are on a recorded call for quality assurance purposes."

100

This needs to be completed and passed before a claim goes to DDS for a medical decision

SSI Phone Interview

100

A letter that has a date and time for the claimant to go to an evaluation with one of SSA's doctors

SSA Consultative Exam

200

If a child is this age or older, they should sign the 827 with their parent's signature to the right. 

 12

200

Tab I could find correspondence that we received.

 Documents

200

Three forms of PHI we verify (aside from claimant's first and last name and first and last name of the person you are talking to).

Date of birth, full mailing address and ten digit phone number.

200

The office that can tell us if a case was approved or denied

Field Office 

200

Not returning these can result in an automatic medical denial for Failure to Cooperate/Insufficient Evidence.

DDS Forms

300

This needs to be done first before we can submit a 1696 to SSA.

Phone Interview

300

Location we can find the onset date of disabling conditions that the claimant has.

Application tab under Application Detail and Claim Type, click "Show Scheduling Info"

300

Someone we can call if we cannot reach the primary contact.

3rd Party Contact

300

Type of denial when someone is over income/resource limits or doesn't have enough work credits.

Technical Denial

300

Medical Denial Letter

Personalized Decision Notice (PDN)

400

This form allows SSA to request medical records

SSA-827

400
Tab that you click on to leave a "Call Result" after a call ends.

Contact Management

400

List of Centauri's pending SSA cases (where Centauri is on file as rep and PI was completed/claim went to DDS).

ARS List

400

During the PI, the FO will review these two things to determine a persons eligibility for SSI

Income and Resources (assets)

400

A letter stating that something is needed from the claimant like forms or information.

SSA DDS Request for Action with Deadline.

500
Names of the 5 EDPNAs

 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

Letter we can send if we lose contact with a claimant (at least two consecutive missed calls with no callbacks).

Unlocatable Letter

500

Type of denial when DDS says the claimant's conditions are "not severe".

Medical Denial

500
Letter confirming we are on file as representatives and can now get information related to their case.

SSA 1696 Confirmed letter.

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