The DCF has two different input screens to update or transfer actions:
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CDR FO Input Screen (IFOA); FO staff must use the IFOA screen to update/transfer actions.
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PC Input Screen (IPCA); PC staff must use the IPCA/IPCB screens.
FO IFOA procedure:
Use the IFOA screen to update the DCF or to clear or transfer an action. Once you
establish an action in the DCF and you prepare necessary documentation (such as preparing
a SSA-833, etc.); input via the IFOA to update/clear the action.
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On the MCDR screen, enter #2, FO UPDATE; or access the open CDR action through the
ECDR screen.
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Complete the IFOA to record the EVENT TYPE action taken.
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Input the office you are transferring the action to in the OFFICE RESPONSIBLE FOR
NEXT ACTION field. If you do not enter an office, the DCF assumes the last office
of record has jurisdiction.
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If you input EVENT TYPE 07, ASSISTANCE REQUEST, two issues automatically open on the
CDRW screen to control the assistance request.
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If sending the claims folder:
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input Y in the SEND CLAIMS FOLDER TO ABOVE DESTINATION;
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if you processed the action without requesting the claims folder, do not enter a Y
in this field;
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when forwarding a folder, enter the SSNX code from the bar coding on the folder. When
you have completed the DCF clearance screens, you see the appropriate Processing Center
Action Control System (PCACS) screen;
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the DCF action records the transfer of a file only in the DCF but does not update
other systems; and
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complete the PCACS action to record the folder transfer.
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If you are reconstructing the folder, enter Y in the FOLDER RECONSTRUCTION ISSUE field
(see MSOM CDR 001.007).
PC IPCA procedure:
Use the IPCA/IPCB screens to update the DCF with a decision or transfer action. Once
you establish an action in the DCF, use the IPCA screen to update or clear the action
(see MSOM CDR 001.005 and DI 13010.625).
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Access the IPCA screen by entering 3, PROCESSING CENTER INPUT SCREEN, in the MCDR
screen or by accessing the open CDR action through the ECDR screen.
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Enter the appropriate event in the SELECT EVENT TYPE field on the IPCA.
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If you enter an appropriate event code, you see the IPCB screen. Enter the three-digit
office code for the office that is responsible for the next action on the IPCB.
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4.
If you select EVENT TYPE 7, ASSISTANCE REQUEST, the DCF automatically generate two
CDRW issues regarding the assistance request.
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5.
If you select EVENT TYPE 9, CONTINUANCE, you receive the MODIFY MEDICAL DATA (MMDS)
screen unless the continuance is for an EXR approval.
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6.
Enter Y in the FOLDER RECONSTRUCTION ISSUE field if that is an issue. Possible entries
are Y, N, F, L, and Q (see DI 13010.625D.4).
When a FO completes actions on a work CDR or TWP determination (T2WORK), and all CDR
actions have processed to completion, the FO will close-out the CDR by entering an
event code of 5 on the IFOA (see, The CDR FO Input (IFOA) Screen DI 13010.620D). No further CDR actions should be necessary. Pursue overpayment actions under normal
overpayment procedures per GN 02201.001.