8/13/24

Question 1

5 Steps of Sequential Evaluation

Answer 1

1. SGA
2. Severe Impairment?
3. Meet or equal listing
4. Past relevant work
5. Other work

Question 2

4 steps of initial case initiation

Answer 2

1. Review entire file, including application documents
2. Recognize all technical issues and resolve
3. Request clarification and additional info from CLMT
4. Request evidence from medical and non-medical sources

Question 3

Three forms that come in with every new initial claim

Answer 3

1. 3367- prior filings and FO observations
2. 3368- Disability application
3. 827- Release Medical records form

Question 4

Administrative Finality

Answer 4

Once SSA makes a disability determination it becomes final, the decision will stand as the final word on the matter unless new and material evidence is presented or a obvious gross error becomes evident

Question 5

Four methods we obtain evidence

Answer 5

1. SSA approved electronic systems
2. Telephone
3. Fax
4. Mail

Question 6

AMS

Answer 6

Acceptable Medical Source

Question 7

Four examples of AMS

Answer 7

MD/DO
OD- optometrist
APRN
Psychologist

Question 8

How long is a complete medical history?

Answer 8

12 months

Question 9

AOD

Answer 9

Alleged onset date- Date CLMT alleges they became unable to work due to impairments

Question 10

POD

Answer 10

Potential onset date- Earliest date FO alerts DDS to for EOD bases on non-medical factors

Question 11

EOD

Answer 11

Established onset date- First date CLMT meets the definition of disability and all the relevant eligibility factors

Question 12

When determining onset, what are the 6 factors we consider?

Answer 12

1. AOD
2. POD
3. Claim type
4. SGA
5. Medical evidence
6. Non-medical evidence

Question 13

The most favorable EOD for a DIB claim is the earliest day that all the following factors are met:

Answer 13

1. CLMT is not working SGA
2. CLMT meets medical severity of disability
3. CLMT is actually insured for benefits

Question 14

The earliest onset for a Title XVI claim is?

Answer 14

Filing Date (FD)
Date of Filing (DOF)

Question 15

Definition of Duration

Answer 15

The period of time that an individual is continuously unable to engage in SGA because of a MDI

Question 16

SGA

Answer 16

Substantial Gainful Activity

Question 17

EOD

Answer 17

Established onset Date

Question 18

AOD

Answer 18

Alleged onset Date

Question 19

UWA

Answer 19

Unsuccessful Work Attempt

Question 20

POD

Answer 20

Potential onset Date

Question 21

DLI

Answer 21

Date last insured

Question 22

POMS

Answer 22

Program Operations Manual System

Question 23

AMS

Answer 23

Acceptable Medical Source

Question 24

3368

Answer 24

Disability Application

Question 25

827

Answer 25

Medical Release Form

Question 26

PDE

Answer 26

Personalized Disability Explanation

Question 27

DIB

Answer 27

Disability Insurance Benefits

Question 28

3373

Answer 28

Adult Function Report

Question 29

DIB POD

Answer 29

Date Last Worked (DLW)

Question 30

Title XVI POD

Answer 30

DOF- Date of Filing

Question 31

CDB Under 22 POD

Answer 31

Last day of month prior to CLMT turning 18

Question 32

CDB Over 22 POD

Answer 32

Last day of month prior to CLMT turning 22

Question 33

DWB POD

Answer 33

Controlling Date (CD)

Question 34

CE

Answer 34

Consultative Exam

Question 35

ADL

Answer 35

Activities of Daily Living

Question 36

DWB Eligibility Ends

Answer 36

End of prescribed period (PP)

Question 37

MER

Answer 37

Medical Evidence of Record

Question 38

Definition of Disability

Answer 38

The inability to engage in any substantial gainful activity because of a medically determinable physical or mental impairment which can be expected to result in death or has lasted or can be expected to last for a continuous period of not less than 12 continuous months.