If we make someone presumed eligible, and then we need more than 60 days to do the OOS, do we need an extension on the OOS if it goes beyond the 60 days?
OOS should be completed within 60 days.
For SSA Consumers you should not wait to obtain medical documentation to complete the OOS section. WI DVR allows the VRC to use self report from the consumer, family members, other professionals, etc. to complete the OOS section. The self report can be information obtained during the meeting with the consumer, from the application, or over the phone. You must then obtain the necessary medical documentation as soon as possible to include in the file. The VRC can also use observation and existing records
The VRC can also use self report to move the consumer from category 2 to category 1. However, the VRC should use professional judgment to determine if the information reported seems accurate. You must then obtain medical documentation to include in the file as soon as possible after you have moved the consumer from category 2 to 1.
For non SSA consumers, you must have medical documentation of at least one impairment to determine eligibility or you may use observation if the impairment is clearly observable (e.g., amputation). Then you can use self report to document (using VRC judgment to determine that self reported information seems reasonable) additional limitations from other disabilities on the OOS/FAR. You must obtain medical records as soon as possible to document the additional disabilities.
Please note, if you feel additional information is needed to assist with plan development that information should be obtained at the time of IPE development. The information obtained at this point in the process should only be information needed for eligibility/OOS determination.