PPT - Ticket to Work

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All EN Payments Call
June 30, 2015
Operations Support Manager
Social Security’s Ticket to Work Program
Agenda
•
•
•
•
Welcome
The New Ticket Portal Update
E-Pay Update
Questions
2
Ticket Portal Key Dates (June)
June 2015
Sun
Mon
1
Tue
2
Wed
3
Thu
4
Fri
5
Sat
6
7
8
What You Can
Expect Message
9
10
11
12
13
14
15
Ticket Portal
Implementation
16
Cutoff Current
Portal Transactions
17
Orientation
Session
18
19
Systems Release:
Scheduled
Downtime Begins
6:00pm ET
20
Systems Release:
Scheduled
Downtime All Day
25
26
27
(Queries and
reports available
through 6/20)
21
Systems Release:
Scheduled
Downtime Ends
8:00pm ET
22
23
24
Orientation
Session
28
29
30.
**Cutoff Current
Portal and IVR
Reminders:
Completely ***
Please check your inbox regularly for important communications and
invitations to training opportunities.
Portal Hours of Operation: Monday through Saturday 5:00am through 11:59pm
ET and Sunday 8:00am through 11:59pm ET.
Ticket Portal Key Dates (July)
July 2015
Sun
Mon
Tue
Wed
1
Thu
2
Fri
3
Sat
4
9
10
11
16
17
18
23
24
25
30
31
Reminder:
Orientation and
training are great
forums to get
answers.
Orientation Session
5
12
19
26
6
13
20
27
7
8
Ticket Training
Tuesdays: Ticket
Assignment
Orientation Session
14
15
Ticket Training
Tuesdays:
Payment
Processing
Orientation Session
21
22
Ticket Training
Tuesdays: Timely
Progress Reviews
Orientation Session
28
29
Orientation Session
Ticket Portal Process Efficiencies
Function
Portal
Turnaround
Time
Manual Process
Turnaround
Time
Check Assignability
Enter SSN
< 1 minute
Have beneficiary contact Ticket Helpline
n/a
Fax or Mail SSN(s) to OSM for a limited
time Fax: 703.893.4020
7 days
Single Ticket
Assignment
Enter SSN, Full
Name, and Date
< 1 minute
Fax IWP or IPE
Fax: 703.893.4020
7 days from
receipt
Batch Ticket
Assignment
Upload .csv file
< 1 minute
on average
Upload to Move IT for a limited time
7 days from
receipt
Creating a Payment
Request
Enter SSN, Claim
Month and payment
type
Instantly
Fax or Mail the payment request with a
fully completed EN payment request
form
3 days from
receipt to
create the
work case.
Workcase is created
in SSA’s system
when you hit “submit”
Workcase is created after your fax is
downloaded to one system, uploaded to
another and is prioritized based on
receipt date
Fax: 703.893.4020
30 days for
processing
Timely Progress
Review (TPR)
Select beneficiary with
pending TPR and
provide assistance
Instantly
Fax or Email SSA-1375 to OSM
(If beneficiary requests assistance)
Fax: 703.893.4020
10 days
Reports:
-Current Ticket
Assignments
-Payment Status
Report
-Pending TPRs
All data is real-time
Instantly
You will have to keep your own records
n/a
Manually submitting the PR Form
• Fax:
703.893.4020
• Address:
Ticket to Work
P.O. Box 1433
Alexandria, VA 22313
• Must include fully completed form
• Must keep own status of payments
6
6/20 Ticket Portal Release Enhancements
to the Payments section
• Automatic check for earnings and new
messages
• Fax Additional documents feature
• Fax Status screen
7
.
Automatic check for earnings and new
messages
• The Ticket Portal checks to
see if there are sufficient
earnings in SSA’s records
each time a payment request
is initiated. If there are
sufficient earnings you do not
need to provide evidence.
• In this example, earnings at
SGA or above were not found
for the claim month.
• You must add earnings by
clicking the ‘Yes’ button under
“Add earnings?”
8
Automatic check for earnings and new
messages
The Portal now checks to see if there are sufficient earnings in SSA’s records each time a payment request
is initiated. If there are sufficient earnings you do not need to provide evidence.
In this example,
enough TWL
earnings were
found for the
claim month.
No further action
is needed.
Click Submit to
create the
request.
9
Automatic check for earnings and new
messages
The Portal now checks to see if there are sufficient earnings in SSA’s records each time a payment request
is initiated. If there are sufficient earnings you do not need to provide evidence.
In this example, the system determined that a payment has already been made for the claim month
selected and it won’t allow you to submit it again.
Click “Close” and Access the ‘View Pending Payments for Me’ screen to review payment history for
this SSN.
10
Generating an Additional Fax Coversheet
1. From the Main Menu click on
“View Pending Payments for Me”
2. Locate the payment request and
click on “Actions” for that work ca
3. Select ‘Fax additional information
create a new fax coversheet
4. Select a document type to send.
5. Save and/or print the fax coversheet.
6. Fax in the documents as soon as possible
11
Show Fax Status
1. From the Actions Screen, choose
“Show Fax Status”
2. Fax Status screen displays all
faxes generated in the Ticket
Portal for that specific pending
payment.
• Date fax requested
• Name of fax requester
• Fax Receipt Date
• Document Type
It does not show the status of faxes
sent to OSM.
12
6/20 Release: Payments
Enhancements
• Automatic check for earnings and new
messages
o Earnings have been proven
o No earnings found
o Claim has already been paid
• Fax Additional documents feature
• Fax Status screen
13
ePay Update
• The new ePay process will begin at the end of July! June will be the
last run of the quarterly process.
• Will replace the quarterly ePay process.
• No sign up is required. All active Tickets will be considered.
•
Once per month we will check the system for earnings and create a
file of all beneficiaries qualifying you for a payment.
• We will analyze each case and make daily payments throughout the
month as appropriate.
• Since we are offering everyone e-Pay, we may eliminate
certification payments as an option. This is still under consideration.
14
Questions and Answers
15
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