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Ticket AssignmentOperations Support Manager
Social Security’s Ticket to Work program
July 2015
2
This Training Should Help You
• Save time in managing your cases• Process your documents more quickly• Reduce document errors• Develop a better system for assigning Tickets
3
Objectives
• Describe the process of checking for assignability using the Ticket Portal.
• Discuss the process of determining a match between a service provider and beneficiary.
• Detail batch and individual Ticket assignment.• Identify the steps to follow up on files you have uploaded.• Describe the process of checking to confirm that a Ticket has been
assigned.• Detail the manual process used if not using the Ticket Portal.
4
Ticket Assignment Process
Determine Eligibility
Complete IWP or
IPE
Assign Ticket or
Open Case
Check Processing File Upload
or Fax
Check Assignment
Step 1: Determining Eligibility
Determine Eligibility
Complete IWP or
IPE
Assign Ticket or
Open Case
Check Processing File Upload
or Fax
Check Assignment
Meeting with the service provider
Assessment:
Do the services you offer match the beneficiary’s needs?
Does the beneficiary have previous work history?
Is the beneficiary likely to make it to Trial Work Level (TWL) or Substantial Gainful Activity (SGA)?
Does the beneficiary desire to become financially independent?
What is the skill and education level of beneficiary?
Does the beneficiary have a history of prior earnings?
Identify:
Limitations Past employment issues Strengths and competencies Fears Housing Childcare Medication Transportation
6
7
Checking Ticket Assignability
• Confirm that the beneficiary’s Ticket is not already assigned. o Log into the Ticket Portalo Select ‘Ticket Assignability by SSN’ from the Main Menuo Enter the beneficiary’s Social Security Number and click ‘Submit’
Step 2: Complete IWP or IPE
Determine Eligibility
Complete IWP or IPE
Assign Ticket or
Open Case
Check Processing File Upload
or Fax
Check Assignment
9
Completing an Individual Work Plan (IWP)
Retrieving the IWP
1.
2.
10
Retrieving the IWP (continued)
3.
11
Step 3: Assign Ticket or Open Case
Determine Eligibility
Complete IWP or
IPE
Assign Ticket or
Open Case
Check Processing File Upload
or Fax
Check Assignment
Example of Opening/Closing a VR case
Data in File123-45-6789,07/01/2012,,,12345 234-56-7890,,01/01/2010,,23456
SSN IPE Date Unassignment Date Closure Unique Identifier
123-45-6789 07/01/2012 12345
234-56-7890 01/01/2010 Y 23456
13
Manual Processes
14
15
Assigning a Ticket - OptionsFunction Action Turnaround
Time
Single Ticket Assignment – Ticket Portal Enter SSN, Full Name, and Date < 1 minute
Batch Ticket Assignment – Ticket Portal Upload .csv file < 1 minute
Single Ticket Assignment – Manual Process Fax IWP or IPE 7 days from receipt
Batch Ticket Assignment – Manual Process Upload to Move IT for a limited time
7 days from receipt
Step 4: Check Processing of File Upload or Fax
Determine Eligibility
Complete IWP or
IPE
Assign Ticket or
Open Case
Check Processing File Upload
or Fax
Check Assignment
Step 5: Check Assignment
Determine Eligibility
Complete IWP or
IPE
Assign Ticket or
Open Case
Check Processing File Upload
or Fax
Check Assignment
18
Manual Process
• Seven business days to process – IWP, TAR• After seven business days, send OSM a fax to check the
Ticket status – three day turnaround for research
Unassign a Ticket or Close a Case
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Manual Process
• Fax Letter to OSM – 703.893.4020o DUNS Numbero Beneficiary Nameo Beneficiary Social Security Numbero Statement to indicate unassignment request
21
Questions