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 (must ask frequency) - 2 in the last 6 months
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
Your client Pam mentions that she's currently working with another firm to help get disability benefits. How should we proceed?
Pull up "Claim with Another Rep on file" doc. Ask Pam what the name of the other firm is. If they're on the list, follow NQ steps. If not, follow steps on document.
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
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.
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
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
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