SSA-3368 EDCS Screenshots (Revised for PRW NPRM)

Intermediate Improvement to the Disability Adjudication Process: Including How We Consider Past Work - RIN 0960-AI83

SSA-3368 EDCS Screenshots (Revised for PRW NPRM)

OMB: 0960-0834

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SSA-3368 EDCS Screenshots for PRW NPRM

About You/ Section 1- Information About You

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Modify the examples to read as follows:

Examples include maiden name, other married names, other names, or nickname.”

Modify to read: “Daytime numbers where we can call to speak with you or leave a message, if needed.”

Add “Primary” to add the number

Modify Alternate to “Secondary”

Include- Suffix for the name

3368 Contacts/ Section 2- Contacts

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In the 3368 Contacts section, modify section subtitles to the following:

Alternate Contact title to “Contact Person Information”

Name of Alternate Contact title to “Name of Contact”

Address for Alternate Contact to “Address for Contact”

Telephone for Alternate Contact to “Telephone for Contact”

Preferred Language for Alternate Contact to “Preferred Language of Contact”

When adding a second contact, the subtitles should be “Additional Contact Person”

Please move the Person Completing the Report Section, Name of Person Completing this Report, Address for Person Completing the Report, and Telephone for Person Completing the Report to the end of the screens after the Remarks screen.

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Modify the question to read as follows:

Is there someone we can contact who can help with your claim if needed? Examples include a family member, friend, or neighbor.”

Add the ability to enter two contacts. “Contact Person Information” and “Additional Contact Person Information”

If they select yes, add: “Please provide the names of two people (other than your doctors) we can contact who know about your medical condition(s) and can help you with your claim and can help us reach you if you become unavailable.”

If they select no, add: “We recommend that you provide at least one contact, if available. Providing the name of someone who knows you may help us to make a quicker decision on your claim.”

Add section to provide an additional contact with Name, Relationship to You, Address of the person, Daytime phone number of this person, and Preferred Language.






Medical Conditions/ Section 3- Medical Information

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In the Height and Weight section remove the instructions that say, “Even though your height and weight may be in your medical records, what you tell us can show whether the records are up to date”. No instructions needed.

Modify the Height and Weight questions to read as follows:

What is your height?” Add text and radio box to include “OR centimeters”

What is your weight?” Add text and radio buttons to include “OR kilograms”

Remove this question.

Modify the instructions to read as follows:

Separately list each physical and/or mental condition that limits your ability to work.”




















Work and Onset/ Section 4- Work Activity

With answer “No, I have stopped working”

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Modify the last radio button option “Because of other reasons” to say:

Because of other reasons. Please explain the other reasons why they stopped working. Examples include laid off, early retirement, seasonal work ended, or business closed.”











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Modify the question to read as follows: “Did your condition(s) cause you or your employer to make changes in your work activity? Examples include job duties, hours, or rate of pay.”

If yes, modify the question to read as follows: “When did the changes start?” MM/DD/YYYY format























With Answer “Yes, I am currently working”

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Modify the question in the to read as follows:

Has your condition(s) caused you or your employer to make changes in your work activity? Examples include job duties, hours, or rate of pay.”

If yes, modify question to read, “When did the changes start?”

If no, modify the question to read, “When did your condition(s) first start bothering you?”
















Job History/ Section 6- Work History

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Modify the instructions to say: “List the jobs (up to 5) that you had in the past 5 years. List all the jobs that you have had in the last 5 years:

  • Include self-employment

  • Include work in a foreign country

  • List your most recent job first”

Add question: “Did you have a job in the last 5 years?” Add checkboxes to select YES NO

If yes, modify Job Listing instructions to say, “Select the number of jobs you have had in the past 5 years”.



Modify this question to read: “Since ….have you had earnings greater than $____before tax in any month?”






Job Information Page

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For Rate of Pay- Frequency in drop-down should be Per: hour, day, week, month, or year




Section 6.B- Information about your work

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Modify the questions to read as follows:

For this job, describe in detail the tasks that you did in a typical workday. Examples of tasks include stocking shelves, greeting customers, scheduling appointments, and maintaining records.” Add a text box for description.

If any tasks listed above involved writing or completing reports, describe the type of report that you wrote or completed and how much time you spent on it per workday or workweek.” Add a text box for description.

If any of the tasks listed above involved supervising others, describe who and what you supervised and what supervisory duties you had. Examples of supervisory duties include performance management, making schedules, or maintaining time records.” Add a text box for explanation.

List the machines, tools, and equipment you used regularly when doing this job and explain what you used them for. Examples of equipment include computer, telephone, forklift, air compressor, and meat slicer.” Add a text box for description.

Tell us about the work-related skills you used in this job. Examples of work-related skills include reading blueprints to instruct workers on how to build houses and medical coding to determine the amounts providers should be paid.” Add a text box for explanation.

Add this question, “Did your job require you to interact with coworkers, the general public, or anyone else?” YES NO

If they select yes, add the following instructions:

Describe who you interacted with, the purpose of this interaction, how you interacted, and how much time you spent doing it per workday or workweek. Examples include answering customer questions on the telephone for 5 hours per day or showing clients sale properties for 4 hours per day.” Add a text box for explanation.















Section 6C. Physical requirements of your work



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Modify the instructions to read: “Tell us how much time you spent performing the following physical activities in a typical workday. The total hours/minutes for standing and/or walking and sitting should equal the Hours per Day. The example below shows an 8-hour workday with 2 hours standing and/or walking and 6 hours sitting (8 hours total).” For each activity, add text boxes for “Hours/Minutes” to indicate activity identify activity times.

* The paper form includes an “Example” text box that shows how many hours/minutes for each activity. Standing and walking- 2 hours; stooping- 6 minutes. Work with Systems to determine how to include this on EDCS.











Combine walk and stand to show, “Standing and/or Walking”

Sit to “Sitting”

Modify the activity section accordingly:

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Stoop to “Stooping”; keep explanation


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Kneel to “Kneeling”; keep explanation


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Crouch to “Crouching”; keep explanation



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Crawl to “Crawling”; keep explanation


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Using fingers to touch, pick, or pinch (e.g., using a mouse, keyboard, turning pages, or buttoning a shirt) Add radio buttons to select One Hand and Both Hands



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Using hands to seize, hold, grasp, or turn (e.g., holding a large envelope, a small box, a hammer, or water bottle); Add radio buttons to select One Hand and Both Hands



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Reach to “Reaching at or below the shoulder”; Add radio button to select One Arm and Both Arms




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Reaching overhead (above the shoulder): Add radio buttons to select One Arm and Both Arms


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Climb to “Climbing stairs or ramps”



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Climbing ladders, ropes, or scaffolds”


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Modify the question to “Select the weight frequently lifted (i.e., 1/3 to 2/3 of the workday)”. Add “Less than 1 lb.” to the list of options in the drop down.



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Modify the question to “Select the heaviest weight lifted” Add “Less than 1 lb.” to the list of options in the drop down.









Modify Physical Activities Lifting and Carrying instructions: “Tell us about lifting and carrying in this job. Explain what you lifted, how far you carried it, and how often you did it in a typical workday.”




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After last heaviest weight question, add this question: “Did your job expose you to any of the following? Check all that apply.” Add radio buttons and text to select the following options:

Outdoors Extreme Heat (non-weather related) Extreme Cold (non-weather related) Wetness Humidity Hazardous Substances Moving Mechanical Parts High Exposed Places Heavy Vibration Loud Noise Other”

If one or more of the options are checked, add a text box with instructions that say, “Tell us about the exposure(s) and how often you were exposed.”







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Remove the two questions “Did you supervise other people in this job?” and “Were you a lead worker.

Add this question and a textbox for explanation:

Explain how your medical conditions affect your ability to do this job.”



























Medical Sources/ Section 8- Medical Treatment

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Modify section title to read “Medical Treatment”

Modify this question to read, “Have you seen or received treatment from a health care provider (doctor, hospital, clinic, psychiatrist, nurse practitioner, therapist, physical therapist, or other medical professional) or do you have a future appointment scheduled?

Add, “You may find this information on medical bills, online medical chart, or the internet.”























Doctor/Therapist Information

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Modify as follows

Name of Facility or Office”

Name of Healthcare Provider that treated you”

Phone Number”

Street Address”

City”

STATE/Province”

ZIP/Postal Code”

Remove Patient ID # (if known)



In Dates section, modify the Dates boxes as follows:

Date First Seen: MM/YYYY”

Date Last Seen: MM/YYYY”

Date Next Seen: MM/YYYY”













Tests/ Section 8B- Medical tests

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Modify this question read, “Did any of the providers order any medical tests for you? Include tests already performed and scheduled in the future.”























Test Information

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Modify instructions, “Provider who performed, sent you to, or scheduled you to take this test” to

Name of healthcare provider or facility who performed, sent you to, or scheduled you to take this test.”

Add “Psychological/IQ test” to drop down selection to “Name of test”

If “Other”, add “please specify” and provide a text box for explanation.

Date of test should be in MM/YYYY format












Medicines/ Section 7- Medicines

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Modify instructions in listing medication section:

Prescribed By- “If Prescribed Give Doctor Name (If Known)”

Reason- “Reason for Medicine (If Known)”



Modify this question to read, “Are you currently taking any prescription or non-prescription medicine(s)?”























Other Medical Info/ Section 9- Other Medical Information

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If yes, provide text boxes for:

Name or Organization, Phone Number, Mailing Address, City, State/Province, Zip/Postal Code, Country (if not USA), Name of Contact Person, Claim Number (if any), Date of First Contact, Date of Last Contact, Date of Next Contact (if any), Reason(s) for Contacts”

Modify this question to read, “Does anyone else (other than your medical providers) have your medical information? Examples include social service agencies, welfare agencies, attorneys, prisons, workers’ compensation, and insurance companies who have paid you disability benefits.”






















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Modify Education and Training Section title to: “Education, Training and Literacy”

Education and Training

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Modify this question to read, “If no, select the ‘Add School’ button below to add the school where you were last in special education.”

Modify this question to read, “Is the school listed above where you were last in special education?”

In Job Training or Vocational School, modify question to read, “Have you received any type of training (specialized job trade, or vocation training)?” Text box instructions should say “Type of Program”

Modify question: Did you receive special education, such as through an IEP…) to “Were you in special education?”

Modify Reason(s) for IEP or equivalent education to: “Reason(s) for special education:”



Modify section title to “Literacy Information”

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Modify the first question to read, “Select the highest level of high school completed, including homeschooling, online education, and education received in another country. Select “12” if you completed a graduate equivalence degree (GED).”

Keep the drop down box to select the highest grade of school completed from the drop down selections.

Add “College 1, 2, 3, 4” to the drop-down selections.

Modify the question to read, “Select the last grade you were in special education.”







In Language Information, modify the questions to read,

READING- In the language you identified…can you read…?

WRITING- In the language you identified… can you write…?”

If yes, add sections to complete:

Name of Training Facility, Phone Number, Mailing Address, City, State/Province, Zip/Postal Code, Country (if not USA), Type of Program, Date Completed (or scheduled to be completed)” MM/YYYY format. Keep text box for Type of Program

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Modify this question to read, “Have you completed any type of training (specialized job, trade, or vocational training)?

If yes, special education was received, modify this question to read, “Select the last grade you received special education.”

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Modify these two questions to read,

READING- In the language that you identified above can you read...?”

WRITING- In the language you identified above can you write….?”




Support Services

Please add this section/page at the end of the Education and Training Section (before REMARKS).



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Section 11- Remarks Section- Here








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Modify this section as follows:

Remove Who is providing the information?

Add the following”

Date Report Completed (MM/DD/YYYY)”

Who is completing this report?” Add radio buttons and the following options:

John Doe

Contact Person

Additional Contact Person

Someone else

If they select radio button for Someone else, provide text boxes to complete the following information:

Name (First, Middle Initial, Last)

Relationship to John Doe

Mailing Address (Street or PO Box) include the apartment number, if applicable.

CITY

STATE/Province

ZIP/Postal Code

Country (if not USA)

DAYTIME PHONE NUMBER where we may reach you or leave a message, if needed. Include the area code or IDD and country code if outside the USA or Canada.”





Section 12- Who is Completing this Report



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