Maria Bermudez explores ways to streamline operations and manage representatives' caseloads by implementing case management technology and standard operating procedures. Maria's recommendations can help improve efficiency, empower to staff to make decisions without attorney involvement and provide a greater level of service for vulnerable clients.
CLE Credits Requested: 1 hour
Learn what reasons might trigger an overpayment for your client and what to do when your client receives the overpayment notice.
Social Security’s rules of conduct were updated in 2018, and they differ from the standard ethics rules for attorneys. This session will review all sections of the rules, providing background, context, and real-world examples. It will discuss what representatives must do as well as what they must not do when representing claimant’s before Social Security, at all stages of the administrative process.