Training Solutions for Growing Disability Firms
What We Do
An A-Z interactive training program of SSA and disability so your employees have the knowledge and confidence to hit the ground running in their new roles. Facilitated in real-time, our experienced reps take your employees through standardized content, quizzes, and Q&A’s. We offer training via Zoom or Microsoft Teams that can be done anywhere or anytime to fit the needs and schedule of your staff. No more creating training materials or onboarding new hires! Let us do the work so you can get back to what you do best, representing clients.
About Us
Our trainers, Crystal and Trixy, have a combined experience of over 15 years in the Social Security and disability firm space. Throughout their different roles at various-sized companies, the one thing they had in common was the inability to train their employees effectively due to lack of time. Attorneys, EDPNA’s, and case managers are busy with clients and their own tasks, so helping to train a new hire can be put on the backburner to allow time for other responsibilities. Successful training requires companies to create materials, execute cohesive instruction so all employees have the same information, and be able to coach or mentor staff on a continuing basis.
Our goal is to alleviate this workload off of those that already have so much on their plate. Professional training allows employees to learn our streamlined material so they can feel confident in their new role and continue to learn and grow in the disability space.
Our Training Programs
SSA & Disability
A comprehensive teaching of all things Social Security. No matter what role they’re in, we believe all employees of disability firms should have access to this information so they can do their job more efficiently. Topics include:
Overview of Social Security Administration
SSDI/SSI
Application Process & Workflow
Sequential Evaluation
Listings & Medical Conditions
Grid Rules
SSA Forms
Decisions
Appeals
Intakes & Screening
We teach your screeners to find the slam-dunk cases, weed out the bad ones, and everything in between. We discuss best practices for intakes and how to put their best foot forward as the first point of contact for potential clients. Topics include:
Reviewing a Referral
Asking The Important Questions
Determining Eligibility
Accepting the Case
The Fee Agreement Talk
Talking Points for Intake Denials
Soft Skills for Intakes
Customer Service in the Disability Space
Mock screenings
HIPAA & PHI
1 hour of individualized training for specific topics & questions
Case Management
Every firm has a different method to working cases, but the fundamentals are the same. We teach your case managers the basics of how to work a case start to finish, best practices on troubleshooting problems with SSA, and how to provide the best customer service to your clients. Topics include:
Submitting the Application
Speaking to SSA and completing related tasks
Completing SSA forms
Medical sources and records
Approvals
Submitting appeals
Organizing Your Day
Soft Skills for Case Management
Customer Service in the Disability Space
Sample Workflow Processes for Effective Case Management
HIPAA & PHI
2 hours of individualized training for specific topics & questions