The purpose of the MINE CDR telephone interview is to:
explain the purpose and nature of the review and answer any questions in a manner
that is sensitive to the individual’s concerns and needs;
secure a statement that the impairment remains severe;
verify that the claimant is alive and not working; and
verify that none of the exceptions to the medical improvement review standard (MIRS)
Telephone contact is intended to expedite the MINE process. The DE should make three
attempts on successive dates, at different hours of the day in an effort to make contact.
Make every effort to speak directly to the individual, payee, or representative. If
an interpreter is needed, follow instructions in DI 23040.001.
Review the file, queries, and other available resources to locate a current telephone
number if needed. The servicing FO may be a resource to locate individuals whose numbers
are not readily available, particularly in Title XVI cases.
Be prepared to conduct the full interview during this initial phone contact if the
individual, payee, or representative is prepared to provide the necessary CDR information
and prefers to do so at that time.
NOTE: In Title XVI child cases, if there are any problems obtaining required information
from the child’s payee or representative, make special efforts to identify and contact another adult or agency responsible for the child’s care.
The general approach to failure issues in DI 25205.020 applies to CDRs as well as to initial claims situations.
The DE must document the name of any individual contacted, the information received,
and attempts at contact using an SSA-5002 (Report of Contact), claims communication, or other SSA approved method. Sites using
the electronic Claims Analysis Tool (eCAT) should refer to the eCAT User Guide for electronic CDR (eCDR) documentation guidance.