SSD/SSDI Standard Operating Procedure

SSD/SSDI Standard Operating Procedure

SSD/SSDI Process and Procedure Manual - Revision Date: 10/06/2021
  1. Mail procedure manual for SSD/SSDI.
SSD/SSDI DMS Cheat Sheet - Revision Date: 11/07/2021
  1.      Subtypes and Discovery/Pleading Statuses unique to SSD/SSDI
Conducting a New Client Consult Procedure - Revision Date: 10/06/2021
  1. Outlines the consultation process including evaluating intake questionnaire, steps for setting up a new client file, and preparing the new client packet/representation paperwork.
New Client Checklist - Revision Date: 03/17/2021 (new version coming soon)
  1. Checklist encompasses the entire NC process post consult for the Intake Specialist, Paralegal, and Disability Operations Specialist. 
Development Conference Agenda - Revision Date : 02/23/2021
  1. Includes preparation for the Development Conference with client and the Agenda
Development Conference Checklist - Revision Date: 02/25/2021
  1. Preparation for call including exhibits list, reviewing earning record, medical and medication information and work/employment updates. 
GAS Call Checklist - Revision Date: 03/01/2021
  1. Give a Sh%t calls with client, we will gather up items like medical updates, medication updates, and any new contact info...but number 1 purpose is to check in with the client.
Adding Custom Info for New SSD Matters SOP - Revision Date: 02/07/2021
  1. Instruction on how to add a new matter to the SSD SharePoint list. This list tracks additional case related details such as case stage, representation confirmation, client preferences, etc. It can be accessed through a note in the Clever Case matter.
  1.  Includes general client information, work/employment history, medication list, medical treatment information, and disability information.
  1. List of the medical providers attorney anticipates requesting records from based on their review of the medical records already in the client’s ERE file. Attorney should also include the date they are requesting records from, which should be one day after the date of the last record from that provider currently in the ERE file.
Pre-hearing Conference Agenda - Revision Date: 03/02/2021
  1. During this call, attorney will verify hearing details, explain preparation for the hearing, what to expect during the hearing, and your strategy/Theory of Disability.
Pre-Hearing Conference - Revision Date: 03/02/2021
  1. Checklist for areas to discuss during Pre-Hearing Conference. 
Post-Hearing Summary Checklist - Revision Date: 03/01/20201
  1. Indicates status of hearing, lists post-hearing records, decision, and notes. 



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