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After completing the Study and Business Guides within your course, you will receive your certificate of completion. After receiving your certificate, contact our office to schedule your first case debrieifing. The first debrieifing will take up to one-half hour to complete by phone. All future debriefings can be scheduled by contacting our office or your mentor.
Debriefing One: Case
processing review
a)
Interview b)
Assessment c) Intake
and Rejection – Info Pak or Guidance Pak? d)
Development and Voc Analysis e) Case
Evaluation and key point extraction. f)
Argument Creation g)
Preparing for Hearing h) Decision
– Denial or Allowance. I)
Your Fee
a)
How to start your business
b)
Choose an entity
c)
Pick an name
d)
Create a logo, cards and
business letterhead
e)
Register your company
f)
Set up a business bank account
g)
Set up your office
h)
Prepare the paperwork.
Debriefing
Three: Documentation
review
a)
Your contract
b)
Cover Letters
c)
Information Pak
d)
Guidance Pak
e)
SSA Forms
This
debriefing will again take the student through a typical case
only this time, we’ll demonstrate how Olivia is used to complete
these steps..
a)
Free Techniques
b)
Fee-based Techniques
c)
The Internet
Debriefing Six:
2nd Market Debriefing
a)
Social Media - Market
b)
Need website - Inform
c)
Instructional Client Video
Answer any questions you have
before lynching your business.
Presenting a Case
to If you have
one of our mentor support training packages, you’ll receive
direct access to your assigned mentor.
Your mentor is there to assist you with every aspect of
your service related to our core subject.
When contacting your mentor for assistance on a specific
case, be sure to provide the mentor with the following client
data: Claimant
age Education Primary
diagnosis Secondary
diagnosis The date
the claimant stopped working Clients AOD
Case Discussion After
providing your mentor with the above client information, you can
then present the case discussion. A case discussion is nothing
more that a story describing the clients impairment scenario.
Your mentor will use the client’s data and case discussion to
determine the next appropriate action in the case.
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