Intro Calls
Is the MSS required?
No but can be beneficial
How long does Premier have to file the clients appeal?
60 days.
How does a client get on the No Contact Client List?
Premier has attempted to contact the client and has been unsuccessful.
What government office sends the 820/821?
SSA
What does SSA mean?
Social Security Administration
Who sends the Application Summary?
Social Security Administration
What does SGA stand for?
Substantial Gainful Activity
What is the 'Situation' for completing the Post AOD Work Evaluation?
How many days does a client have to return all the forms from DDS?
10
What does DDS stand for?
Disability Determination Services
How can a client or their treating source return the MSS to Premier?
Mail it back
Fax it
Email in a PDF Format to phfollowup@premierdisability.com
Can Premier Appeal a SSDI claim if the client is technically denied?
No.
When will you send the RFC email?
Anytime you cannot speak to the client:
No Voicemail Available
Voicemail Box is Not Set Up
Dead Air
No Phone Number on File
Who is in charge of calling the DDS Examiner if a client can not attend their CE?
You as a Case Manager
What does RTF stand for?
Ready to File
What are you going to suggest to the client if they have not received their Application Summary?
Provide the client's local SSA number and inform the client to verbally attest to the claim.
If a client calls in stating they received a denial, what is your workflow?
Review all treating sources for previously attended medical appointments, ask if the client has any future appointments, ask the client if we are missing any treatment sources.
Ask the 2 questions on the bottom of the DATI.
Perform Post AOD Work Evaluation.
Request a Copy of Decision.
Leave your call note.
What will you do if the client is in the Hearing Department?
Cold transfer to 666
What are the guidelines for Request to Expedite?
Dire Financial Need
Terminal Illness
What does AOD mean?
Alleged Onset Date
How long does the client have to return the Application Summary?
6 Months
What will happen if the client's Post AOD indicates they make above SGA?
PCMS will place the client into Pending Review.
After completing the No Contact Workflow, which call type should you choose in your call note to remove the client from the No Contact List?
Outbound to Client LIVE Contact
What is the difference between a Work Activity Report and the Work History Report?
Work Activity: Financial (money)
Work History Day to Day Activities
What does EOD stand for?
Established Onset Date