Ticket AssignmentOperations Support Manager

Social Security’s Ticket to Work program

July 2015

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This Training Should Help You

• Save time in managing your cases• Process your documents more quickly• Reduce document errors• Develop a better system for assigning Tickets

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Objectives

• Describe the process of checking for assignability using the Ticket Portal.

• Discuss the process of determining a match between a service provider and beneficiary.

• Detail batch and individual Ticket assignment.• Identify the steps to follow up on files you have uploaded.• Describe the process of checking to confirm that a Ticket has been

assigned.• Detail the manual process used if not using the Ticket Portal.

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Ticket Assignment Process

Determine Eligibility

Complete IWP or

IPE

Assign Ticket or

Open Case

Check Processing File Upload

or Fax

Check Assignment

Step 1: Determining Eligibility

Determine Eligibility

Complete IWP or

IPE

Assign Ticket or

Open Case

Check Processing File Upload

or Fax

Check Assignment

Meeting with the service provider

Assessment:

Do the services you offer match the beneficiary’s needs?

Does the beneficiary have previous work history?

Is the beneficiary likely to make it to Trial Work Level (TWL) or Substantial Gainful Activity (SGA)?

Does the beneficiary desire to become financially independent?

What is the skill and education level of beneficiary?

Does the beneficiary have a history of prior earnings?

Identify:

Limitations Past employment issues Strengths and competencies Fears Housing Childcare Medication Transportation

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Checking Ticket Assignability

• Confirm that the beneficiary’s Ticket is not already assigned. o Log into the Ticket Portalo Select ‘Ticket Assignability by SSN’ from the Main Menuo Enter the beneficiary’s Social Security Number and click ‘Submit’

Step 2: Complete IWP or IPE

Determine Eligibility

Complete IWP or IPE

Assign Ticket or

Open Case

Check Processing File Upload

or Fax

Check Assignment

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Completing an Individual Work Plan (IWP)

Retrieving the IWP

1.

2.

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Retrieving the IWP (continued)

3.

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Step 3: Assign Ticket or Open Case

Determine Eligibility

Complete IWP or

IPE

Assign Ticket or

Open Case

Check Processing File Upload

or Fax

Check Assignment

Example of Opening/Closing a VR case

Data in File123-45-6789,07/01/2012,,,12345 234-56-7890,,01/01/2010,,23456

SSN IPE Date Unassignment Date Closure Unique Identifier

123-45-6789 07/01/2012 12345

234-56-7890 01/01/2010 Y 23456

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Manual Processes

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Assigning a Ticket - OptionsFunction Action Turnaround

Time

Single Ticket Assignment – Ticket Portal Enter SSN, Full Name, and Date < 1 minute

Batch Ticket Assignment – Ticket Portal Upload .csv file < 1 minute

Single Ticket Assignment – Manual Process Fax IWP or IPE 7 days from receipt

Batch Ticket Assignment – Manual Process Upload to Move IT for a limited time

7 days from receipt

Step 4: Check Processing of File Upload or Fax

Determine Eligibility

Complete IWP or

IPE

Assign Ticket or

Open Case

Check Processing File Upload

or Fax

Check Assignment

Step 5: Check Assignment

Determine Eligibility

Complete IWP or

IPE

Assign Ticket or

Open Case

Check Processing File Upload

or Fax

Check Assignment

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Manual Process

• Seven business days to process – IWP, TAR• After seven business days, send OSM a fax to check the

Ticket status – three day turnaround for research

Unassign a Ticket or Close a Case

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Manual Process

• Fax Letter to OSM – 703.893.4020o DUNS Numbero Beneficiary Nameo Beneficiary Social Security Numbero Statement to indicate unassignment request

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Questions