Technicians will assist claimants with scheduling, rescheduling, or cancelling appointments in the Enterprise Scheduling System (ESS) and the Enhance Leads and Appointments System (eLAS) to support the Appointmetn Focused Service Delivery Model (AFS) for FOs.

1. a. 

   For Enumeration purposes: Technicians will utilized ESS to schedule appointments and will refer individuals to use the Online Social Security Number Application (oSNAP) when applicable.

2. b. 

   For Initial Claims and Post-entitlement (PE) appointments: Technicians will utilize eLAS to schedule initial claim appointments, and ESS for PE appointments.

3. c. 

   Technicians should annotate in the remarks that there is a pending iClaim.

1. a. 

   Record evidence received in the FO

   When a WSU claimant submits their proofs to the FO, an FO employee authorized to examine and certify documents takes the actions in this section. For more information about who we authorize to certify documents, see GN 00301.090.

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     Examine and evaluate the evidence document(s) for authenticity you may refer to our sensitive POMS; Evaluating the Validity of Documents and Records.

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     Access Shared Process and enter the evidence document(s) on the Evidence (EVID) screen, unless you should not record the document(s) or form(s) on the EVID screen per GN 00301.286E.3.

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     If the evidence cannot be recorded in EVID, certify a photocopy of the evidence document(s) and fax/send the certified photocopies into the Evidence Portal(EP) or eView.

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     Establish the issue “REMARK” and an associated remark with a next day tickle on the MCS DW01 screen or on the CCE Development Worksheet to alert the WSU that you certified the document(s) via the Shared Process or faxed them into EP or eView.

   • •

     Annotate the MCS DW03 screen or CCE Development Worksheet with the FO code, the name, and the direct phone number of the FO employee who established the EVID or faxed the evidence into EP or eView.

   • •

     Call or email the WSU immediately to notify them that you recorded proofs on the EVID screen or faxed proofs into EP or eView. This prevents processing delays and unnecessary re-contacts with the claimant.

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     Complete the Social Security Number Application Process (SSNAP) actions when enumeration updates are necessary.

2. b. 

   FO does not retain evidence faxed into EP, or eView

FO technicians should verify that the evidence is properly stored in the Certified Electronic Folder (CEF).

Once the document has been recorded in EVID or stored and viewed for legible content in either EP or eView, the document does not need to be retained, per GN 00301.322. For information on the Retention or Return of Documents, see GN 00301.275.

1. a. 

   Claimant provides both the application and proofs to the FO

   If the claimant provides both the signed application and proofs to the FO, the FO claims specialist will take jurisdiction of claim by following these steps in this subsection:

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     Call or email the WSU and ask them to transfer jurisdiction of the claim in MCS.

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     Receipt in the claim by accessing #7 Claims Movement on the MCS Menu.

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     Annotate the ATTEST issue on the MCS DW01 screen to indicate that we received a signed application (witnessed signature).

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     Receipt in all proofs on the MCS DW01 screen.

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     Return the signed application to the claimant. Include the witnessed signature cover notice in GN 00201.015

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     Take appropriate action as necessary, (i.e. adjudicate claim, transfer to DDS).

2. b. 

   Claimant provides only the proofs to the local FO before the WSU attests and receipts the application

   If the claimant provides only the proofs to the local FO before the WSU attests and receipts the application (whether the claimant mailed the application yet), offer to reprint the application and complete the adjudication of the claim immediately. The FO claim technician will take jurisdiction and complete the adjudication of the claim by following the steps below

• •

  Call or email the WSU immediately and ask them to transfer jurisdiction of the claim to the FO. Receipt in the claim by accessing #7 Claims Movement on the MCS Menu.

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  Obtain a wet signature on the reprinted application, per the witnessed signature procedures in GN 00201.015 or complete a verbal attestation with the claimant.

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  Annotate the ATTEST issue on the MCS DW01 screen to indicate that we received a signed application (witnessed signature).

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  Receipt in the claim and all proofs on the MCS DW01 screen.

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  Return the signed application to the claimant. Include the witnessed signature cover notice in GN 00201.015.

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  Take appropriate action as necessary, (i.e. adjudicate the claim, transfer to DDS).

NOTE: If a WSU receives a signed application after transferring jurisdiction to the FO for adjudication, the WSU should send the signed application to the FO of jurisdiction.