When the claimant does not confirm the CE appointment within 10 calendar days, attempt
one telephone contact to ask for confirmation. For claims requiring special handling,
you must also attempt one telephone contact to identify and involve a third party.
When you are unable to speak to the claimant, applicant, appointed representative,
or third party, and you cannot leave a message, send a call in letter. For additional
details on what to do when a claimant does not confirm a CE, see DI 22510.019D.
NOTE:
When the claimant, applicant, or appointed representative does not respond to your
telephone contact or call in letter to confirm attendance, cancel the CE appointment
unless the claimant requires special handling. When the claimant requires special
handling, cancel the CE appointment only when the claimant and third party (when you
are able to identify and involve a third party) does not respond to your telephone
contact or call in letter to confirm attendance.
1. You speak to the claimant, applicant, appointed representative, or
third party by telephone
Do the following:
-
•
Confirm the claimant's attendance at the CE appointment, or reschedule the CE appointment
when there is a request to do so and a good reason is provided, and
-
•
Provide a reminder that failure to attend the CE appointment may result in you making
a determination based on the evidence in file, which means that you may find the claimant
not disabled.
Document the date, content of your conversation, and with whom you spoke, on an SSA-5002 Report of
Contact, in DCPS, or the DDS worksheet.
2. You leave a message
You may leave a message on the voicemail recording system of a telephone number in
the claim file that is attributable to the claimant or his or her applicant, appointed
representative, or third party. You may also leave a message with an adult who answers
a telephone number in the claim file that is attributable to the claimant or his or
her applicant, appointed representative, or third party (e.g., the claimant’s spouse
or an appointed representative’s assistant).
Include the following information:
-
•
Your name, title, telephone number and date that you called. Do not disclose any unnecessary
personal information about the claimant, see GN 03316.005D,
-
•
The date, time, and location of the CE appointment,
-
•
A request that the claimant, applicant, appointed representative, or third party return
your call to confirm the CE appointment within 10 calendar days from the date of your
message. Explain that failure to do so will cause you to cancel the appointment, and
-
•
A reminder that failure to attend the CE appointment may result in you making a determination
based on the evidence in file, which means that you may find the claimant not disabled.
Document the date, content of your message, and with whom you left it, on an SSA-5002 Report of
Contact, in DCPS, or the DDS worksheet.
3. You send a call-in letter
Include the following information:
-
•
Your name, title, telephone number and date of your letter,
-
•
The date, time, and location of the CE appointment,
-
•
A request that the claimant, applicant, appointed representative, or third party call
you to confirm the CE appointment within 10 calendar days from the date of the letter,
and
-
•
A reminder that failure to confirm the CE appointment will cause you to cancel it
and may result in you making a determination based on the evidence in file, which
means that you may find the claimant not disabled.