Claim and progression management

1. A computer driven systematic method for determining whether a specialized representative or law firm should assist a claimant in applying for benefits by, assessing, filing and processing of a claimant's request to receive Social Security disability benefits or Veteran's Disability Compensation or both, the method comprising the steps of:

providing an on-line accessible questionnaire on a monitor of a computer device coupled to the internet to determine whether a claimant appears to be eligible for government program Social Security or Veteran's Disability programs;

receiving answers, through a communication device of the computer device coupled to the internet and configured to execute an application through a processor of the computer, through the questionnaire to a series of on-line contact informational questions;

comparing answers received and processed by the processor against a dynamic configurable database wherein quality assurance software (OAS) searches to verify that the claimant's address exists, by the application executing on the computer device to determine a service track for the claimant;

selecting, by the application executing on the processor of the computer device whether the claimant appears to have a valid claim for Social Security or Veterans Disability Programs, or both, based upon answers selected from said service track;

generating a work flow, by the application executing on the computer device, based on the answers received for directing the claimant;

directing, by the application executing on the processor of the computer device, the claimant through said work flow, said work flow including appropriate questions and sequences based on answers that verify apparent claimant eligibility eligible for Social Security disability benefits or Veteran's Disability Compensation benefits and terminating questions and sequences in response to an answer disqualifying the claimant in accordance with comparison with the database of government issued regulations;

determining, by the application executing on the processor of the computer device, whether the claimant should be evaluated for a disability claim;

directing the claimant, by the application executing on the processor of the computer device, through an evaluation stage by assessing medical, financial, educational, work, and personal history to a processing stage to verify medical, financial and claim status qualifiers;

determining, by the application executing on the processor of the computer device, a Social Security District Office based on claimant's zip code;

accessing a shared database in said dynamic configurable database for researching information data to filter conditions and machine learning through identification of filtered information data for automatically updating said dynamic configurable database in real time, subject to user confirmation, with adjusted filtered conditions;

populating representation forms based on the type of case, pending claim status, claim progression, client location, work flow, medical conditions, prescriptions, age, date last insured, onset date, work history, military occupational specialty and financial information, by an application executing on the processor of the computer device, for the claimant to sign; and

importing, by the application executable on the computer device, claimant's executed documents into claimant's file directory which is stored in a database of the computer; and qualifying, by the application executing on the processor of the computer device, the claimant for representation in response to the claimant appearing to have a valid claim for disability benefits.

2. The systematic method of claim 1 wherein the response to said service track being for a veteran, the veteran's military service, military occupational specialty, medals, and pending applications are evaluated by the questionnaire executing on the computer device, during the intake process to assess one or more of an SSDI claim, SSI claim, and Veteran's Disability claim.

3. The systematic method of claim 1 wherein the response to said processing stage is selected from the group consisting of: needs to file an application, initial application, denied initial claim, denied reconsideration, hearing filed, ready to schedule a hearing, hearing scheduled, awaiting decision from hearing, appeals council, or federal claim Needs to File an Application, Initial Application, Denied Initial claim, Denied Reconsideration, Hearing Filed, Ready to Schedule a Hearing, Hearing Scheduled, Awaiting Decision from Hearing, Appeals Council, Federal claim, Name, Address, Social Security Number.

4. The systematic method of claim 1 wherein said contact information questions include one or more of the group consisting of: name, address, social security number, Name, Address, Social Security Number date of birth, address, phone number, email, emergency contact, work history, financial history, assets, children, spouse's information and military service.

5. The systematic method of claim 1 wherein said contact information questions include whether the claimant is receiving SSD and/or SSI benefits.

6. The systematic method of claim 1 wherein said contact information questions includes job and income information and whether the claimant is currently working.

7. The systematic method of claim 1 wherein the claimant's contact information coincides with United States Postal Service (USPS) database.

8. The systematic method of claim 1 including the step of determining, by the computer device, whether the claimant's age exceeds Social Security's limit for disability benefits.

9. The systematic method of claim 1 including the step of determining, by the application executing on the processor of the computer device, whether the claimant is receiving SSD or SSI Benefits or both.

10. The systematic method of claim 1 including the step of determining, by the application executing on the processor of the computer device, in response to the claimant exceeding exceeds Social Security's eligibility limits.

11. The systematic method of claim 1 including the step of entering the claimant and claimant's spouse's financial and asset information including: monthly income, pensions, bank account or accounts, car registrations, properties, children and other personal information.

12. The systematic method of claim 11 including the step of determining, by the application executing on the processor of the computer device, whether the claimant's children appear to be eligible for receiving benefits.

13. The systematic method of claim 11 including the step of determining, by the application executing on the processor of the computer device, whether the claimant has income or assets that exceed Social Security's limits.

14. The systematic method of claim 11 including the step of determining, by the application executing on the processor of the computer device, whether the claimant's spouse has an income or assets that exceeds Social Security's limits.

15. The systematic method of claim 11 including the step of determining, by the application executing on the processor of the computer device, whether the claimant's children who are receiving SSI benefits and the total amount exceeds Social Security's income limits.

16. The systematic method of claim 1 including the step of determining, predicting, by the application executing on the processor of the computer device, whether an application or appeal for the claimant is required, or whether the claimant has ever filed an application.

17. The systematic method of claim 1 including the step of gathering work history including: highest level of education completed, whether the claimant is currently working, employer, position held, hours worked and salary earned, years the claimant filed tax returns, and determining, by the application executing on the processor of the computer device, and whether the claimant appears to be eligible for benefits.

18. The systematic method of claim 1 wherein the medical history gathered includes claimants: height and weight to calculate Body Mass Index (BMI) in order to determine obesity.

19. The systematic method of claim 18 wherein treating medical sources are entered and medical facilities are selected, by the application executing on the processor of the computer device, from a database containing local treating facilities, said treating facility including the doctor or facility name, contact person name, address, phone, fax number, and specific instructions for requesting medical records.

20. The systematic method of claim 18 wherein medical conditions include specific questions for each condition to pre-approve the client.

21. The systematic method of claim 1 wherein information gathered to determine eligibility for Veterans Disability includes symptoms as a result of service.

22. The systematic method of claim 1 wherein information gathered to determine eligibility for Veterans Disability includes the military branch in which the claimant served, dates of service, the position held while in service, whether or not the claimant was discharged honorably, medals received, military pension, and determining whether the claimant needs to file an application or appeal.

23. The systematic method of claim 1 wherein Long Term Disability (LTD) claim information is gathered including the name of the insurance carrier and determining whether the claimant needs to file an application or appeal.