Beneficiary Intake Process Ticket Program Manager (TPM)

Beneficiary Intake Process Ticket Program Manager (TPM) Social Security’s Ticket to Work Program

Objectives Identify questions that would be important to ask during beneficiary intake. Discuss how to utilize the Ticket to Work Intake tool during beneficiary intake. Identify two questions to ask yourself when determining if a beneficiary is a good fit for your Employment Network (EN). Discuss when to use open-ended and closed-ended questions. Identify three elements of a good beneficiary intake. 2

Assigning a Ticket 3

Dave 4

Meeting with the EN 5

George 6

Beneficiary Interview How much are you looking to earn from employment? Do you have SSDI or SSI benefits? Have you ever been convicted of a felony? Disability Credit History Education Past Job Success Do they have computer skills? Can they complete a job application independently? 7

ACME Rehabilitation’s New Plan Screening Criteria 1. If a Beneficiary is coming to my company for a job, would I hire them? 2. Can I find you a job with your current skill sets? 3. Can I find the beneficiary the job that we agreed upon in the IWP? 8

Group Discussion I 1. What are some instances where you may have to say “No” to a potential client working with your agency? 2. Provide an example where there was a beneficiary that was not a good fit for your agency? 1. How did you tell them that they were not a good fit? 9

George’s Elements to a Great Beneficiary Intake Discussion Build rapport in the beginning Understand the beneficiary’s circumstances and needs Determine if the beneficiary is a good fit for your Employment Network 10

Continued Elements of Great Beneficiary Intake Let the beneficiary do most of the talking Listen Use a combination of open-ended and closed-ended questions 11

Ticket to Work Intake Tool 12

Questions 13