Report

REMEMBER, THIS IS YOUR DATABASE. A VERY COMPLETE AND ROBUST FOUNDATION HAS BEEN PROVIDED. HOWEVER, YOU MIGHT FIND THAT YOU NEED/WANT SOMETHING CHANGED. IN MOST CASES THAT CHANGE CAN BE MADE. THE FOLLOWING INFORMATION COVERS FEATURES OF THE REPORTS/QUERIES THAT ARE NOT OBVIOUS AND SELF-EXPLANATORY.

Report/Queries

Client Info table:

Client Referral – returns the “Status Date”, “Status”, and “Referral”. Used to keep track of referral sources.

Prospects/Clients – returns “Client ID”, “Status”, and “Last Name”. Used to count number of clients and prospects within a certain time frame.

SSA Cases table:

Pending App Decision – returns results if “Case Status” is Active and “Primary Application Date Filed” is not blank and “Initial Result” is blank.

Pending Recon Decision – returns results if “Case Status” is Active and “Recon Request” is not blank and “Recon Result” is blank.

Pending 1st Scheduled Hearing – returns results if “Case Status” is Active and “Hearing Request” is not blank and “Hearings” is blank.

Upcoming Hearings – returns results if “1st, 2nd, 3rd, or 4th Hearing Date” is greater than the date report was run.

Pending Hearing Decision – returns results if “Case Status” is Active and “1st, 2nd, 3rd, or 4th Hearing Date” is prior to the date the report is run and no ALJ decisions has been recorded.

Pending AC Decision – returns results if “Case Status” is Active and “Appeal ALJ Decision” is not blank and “Appeals Council Decision” is blank. This report looks at only the first Appeals Council fields.

Pending NOA – returns results if “Case Status” is not Active and “Approved Onset Date” is not blank and “Notice of Awards” is blank.

Pending Receipt of Fee – returns results if any of the “Fee Amount Received” or “Amount Authorized” is not blank and any of the “Fee Amount Received” or Total Fee Amount Received” is blank.

App DN Recon Req Blank – returns results if “Case Status” is Active and “Initial Result” is not FF and “Recon Request” is blank. Used to prevent late appeals.

Recon DN Hearing Req Blank – Recon DN Hearing Req Blank and “Recon Result” is not FF and “Hearing Request” is blank. Used to prevent late appeals.

Pending FP Authorization – returns results if “Fee Petition Filed” is not blank and “Authorization Received” is blank.

Decisions by ALJ – returns all first decision made by the selected ALJ. Asks for ALJ Name “starts with”. You need to enter only some letters of the last name (“mcc” will return McClain).

Medical Expert – you have to select the one ME you want in each of the fields in order to limit the result to just one person. Displays the results of 1-4 ALJ decisions.

Vocational Expert – you have to select the one VE you want in each of the fields in order to limit the result to just one person. Displays the results of 1-4 ALJ decisions.

Approvals/Denials – gives results of all decisions, from Initial through ALJ. This allows you to see your win/lost ratio.

Appeal Results – gives results from “Appeals Council Decision” and “District Order” and “Appellate Order” if the Federal Id number as been entered at the bottom of SSA Cases table.

Dropped Cases – returns results if “Closed Date” is not blank and “Reason for Closing” is not FF, PF, or “Denied No Appeal”. This returns clients for whom you were not able to complete the administrative process for some reason. It is used, in conjunction with the New Cases report, to give a retention ratio.

New Cases – gives the SSA cases that became “Active” between certain dates. Notice, this does not query for new clients from the Client Info table. That is one reason why, when you change a Prospect to a Client, you should create an active SSA Case.

Average Fee – displays the total admin fee of all cases that were closed between user provided dates. The report does not make the calculation for an average fee. Rather, the cases can be downloaded as an Excel spreadsheet and the calculations are made there.

The monthly reports are intended to help you with budgeting your business. New Cases minus Dropped Cases gives an retention rate – how many cases receive a decision. Approvals/Denials gives the percentage of the retained cases that are favorable. Average Fee gives the average amount received from those favorable decision. If you take 10 cases with a retention rate of 80% then 8 cases will received a decision. If your approval rate is 75% then only 6 of those 8 will result in a fee. If your average fee is $2000 per client then those 6 should make you $12,000. If you have $10,000 a month in expenses then you know you should make a profit if you take 10 new cases each month.

DOT/SCO

Strength etc. – the search connector is “and”. The title field looks for words contained in the title. Typing “house” would return all titles with “house” in them. Entering “L” in the strength field (with all the the others blank) would return all titles with the word “house” in the title and Light exertional.