All EN Payments CallJune 30, 2015

Operations Support ManagerSocial Security’s Ticket to Work Program

Agenda

• Welcome

• The New Ticket Portal Update

• E-Pay Update

• Questions

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Ticket Portal Key Dates (June)

June 2015Sun Mon Tue Wed Thu Fri Sat  1

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8What You Can Expect Message

9 10 11 12 13  

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15 Ticket Portal Implementation

16 Cutoff Current Portal Transactions

(Queries and reports available through 6/20)

17Orientation Session

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19 Systems Release: Scheduled Downtime Begins 6:00pm ET

20 Systems Release: Scheduled Downtime All Day

21 Systems Release: Scheduled Downtime Ends 8:00pm ET

22 23  

24 Orientation Session

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26  

27  

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30.  **Cutoff CurrentPortal and IVR

Completely *** 

Reminders:

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 2015Sun Mon Tue Wed Thu Fri Sat      1

Orientation Session2  

3 4  

5  

6  

7 Ticket Training Tuesdays: Ticket Assignment

8 Orientation Session

9 10  

11  

12  

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14 Ticket Training Tuesdays: Payment Processing

15 Orientation Session

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17  

18  

19  

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21Ticket Training Tuesdays: Timely Progress Reviews 

22 Orientation Session

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24  

25  

26  

27  

28 29 Orientation Session

30  

31  

Reminder: Orientation and training are great forums to get answers.

Ticket Portal Process EfficienciesFunction Portal Turnaround

TimeManual Process Turnaround

Time

Check Assignability Enter SSN < 1 minute Have beneficiary contact Ticket Helpline

Fax or Mail SSN(s) to OSM for a limited time Fax: 703.893.4020

n/a

7 days

Single Ticket Assignment

Enter SSN, Full Name, and Date

< 1 minute Fax IWP or IPEFax: 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

Workcase is created in SSA’s system when you hit “submit”

Instantly Fax or Mail the payment request with a fully completed EN payment request form

Workcase is created after your fax is downloaded to one system, uploaded to another and is prioritized based on receipt dateFax: 703.893.4020

3 days from receipt to create the work case.

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 Enhancementsto the Payments section

• Automatic check for earnings and new messages• Fax Additional documents feature• Fax Status screen

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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?”

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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.

10

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.

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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 case

3. Select ‘Fax additional information’ to 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

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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.

6/20 Release: Payments Enhancements

• Automatic check for earnings and new messagesoEarnings have been provenoNo earnings foundoClaim has already been paid

• Fax Additional documents feature• Fax Status screen

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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.

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Questions and Answers

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