Scenarios
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 Citizen
What are the values of our services?
a. 40% more likely to win
b. Ensure they apply for all eligible programs
c. Get paid quicker.
d. We complete forms and communicate with SSA.
e. Nothing Out of Pocket
f. No Fee unless they win.
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
Jerry lives in Washington. He wants a callback tomorrow at 12pm. What time should we schedule the callback for in CST?
2pm CST
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
AIDS (or) HIV
How do I figure out the number of jobs to put down for my client in the ADR?
Go back 5 years from the client's last day worked. Count the number of jobs they had in that 5 year window.
What button do I select if I don't finish filling out the CC with my client?
Pause & return button
What conditions allow me to add the extra remark on the NS to expedite a client's claim?
Stage 4, Stage 5, or end stage of any condition, including Kidney disease with dialysis and kidney disease renal failure
Client has life expectancy of 1 year or less
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)
How should we respond the client asks why we want their bank account information?
It's for direct deposit in the event your awarded benefits. It's not required, and there will be plenty of opportunities to add it down the road.
What does FCQ, UMR, and AOD stand for?
Functional Capacity Questionnaire
Under Management Review
Alleged Onset Date
Your client is Title II, DWB. When do you fill out the DWB app?
What two documents should you pull up?
Right after you finish the ADR.
DWB Guide and DWB Paper App
What is the 1696 and fee agreement? (two answers)
The 1696 is the representation form which allows us to legally represent the client.
The fee agreement is the document they sign agreeing to pay us 25% of their back pay if we win their case.
Migraines/Headaches - Migraines/Headaches - 2 or more episodes
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
Sandra is separated and does not live with that person. What do we put for her marital status on the CC?
What do we put for her marital status on the SSA app?
Do we need to add the extra remark on the Note Sheet?
Single on the CC
Married on the SSA App
Yes, we need the extra remark
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
Vascular Disease - Pulmonary Embolism
Pulmonary Embolism
On the SSI tab, if a client is receiving life insurance, what do we need to ask them?
Is that whole life or term life?
How do I respond when a client is tells me they were transferred here and they're sounding confused?
This is the applications department and today I'll be helping you file your application for disability.