Revised i454 Screens

SCREEN PACKAGE DOCUMENT
MEDICAL CONTINUING DISABILITY REVIEW APPLICATION
OR I454

Screen Package Document – Medical CDR Application

1. Screen Designs and Component Descriptions
1.1.

My Social Security Landing Page

A user can access the Continuing Disability Review application or i454 from their my Social Security homepage.

OPPM/DUEA/UXG

3

Screen Package Document – Medical CDR Application

1.2.

Permission to Release Records (SSA-827)

A user has an option to sign SSA-827 electronically and continue completing the i454 or complete both forms
on paper and mail them to SSA.

NOTE: Upon accessing the Continuing Disability Review application, a footer as shown below will display.

The “OMB No.0960-0072” is linked to the Paperwork Reduction Act. The user has the option to print the
Paperwork Reduction Act and the Privacy Act Statement. The footer is persistent throughout the application
and will not be shown on the upcoming pages.

OPPM/DUEA/UXG

4

Screen Package Document – Medical CDR Application

If the user selects “I agree to electronically sign the release form,” an informational message appears below,
letting the user know that they can print and/or save their electronically signed release form upon submission.

If the user selects “I decline to electronically sign the release form… ,” a warning message appears below,
letting the user know how to submit their review and the release form using paper forms. Links to the SSA-454
and SSA-827 forms are included.

OPPM/DUEA/UXG

5

Screen Package Document – Medical CDR Application

1.3.

Save and Exit

If the user decides to exit the application at any point, they can select the “Save and Exit” button.

The following confirmation message will display.

OPPM/DUEA/UXG

6

Screen Package Document – Medical CDR Application

1.4.

Instructions

The user can review what documents they need to have available for completing the i454.

The side navigation on right displays on all screens within the application. Users can either go through the
screens of the application in order or access any of the screens from the right navigation if they prefer. Green
check marks indicate sections completed without errors.
The right navigation is persistent throughout the application and will not be shown in the upcoming
screenshots.

OPPM/DUEA/UXG

7

Screen Package Document – Medical CDR Application

1.5.

Information about You

The user needs to respond to several questions about using other names as well as their ability to
communicate. Since the user is authenticated to their my Social Security portal, their name, address, email,
and phone do not need to be entered.

OPPM/DUEA/UXG

8

Screen Package Document – Medical CDR Application

If the user selects “Yes” to the question about using other names on medical or educational records, the Name
fields will display. The user can add more than one name, if needed.

OPPM/DUEA/UXG

9

Screen Package Document – Medical CDR Application

If the user selects “No” to the question “Can you speak and understand English?” they can select a language of
their preference from the dropdown list.

The list of languages is coming from the Global Reference Table (GRT).

OPPM/DUEA/UXG

10

Screen Package Document – Medical CDR Application

If the user cannot locate the language of their preference, they can select “Other” and specify in the field
provided.

If the user selects any language under the “What written language do you use every day in most situations (at
home, work, school, in community, etc.)?” question, two additional questions about reading and writing will
be displayed.

OPPM/DUEA/UXG

11

Screen Package Document – Medical CDR Application

If the user cannot locate the language of their preference, they can select “Other” and specify in the field
provided.

1.6.

Someone We Can Contact

The user is asked to provide a contact person.

OPPM/DUEA/UXG

12

Screen Package Document – Medical CDR Application

If the user answers “Yes” to the “Is there someone we can contact who can help with your case?” question,
additional fields will appear below to capture details.

OPPM/DUEA/UXG

13

Screen Package Document – Medical CDR Application

The user can select their relationship with the contact person from a list as shown below.

If the user selects “Other” from the list, they can specify their relationship in the field provided.

If the user answers “No” to their contact’s ability to speak and understand English, they can select a language
other than English from the list. The list of languages is coming from the GRT table.

OPPM/DUEA/UXG

14

Screen Package Document – Medical CDR Application

If the user selects “Other,” they can specify what language their contact prefers.

OPPM/DUEA/UXG

15

Screen Package Document – Medical CDR Application

1.7.

Medical Conditions

The user can list their medical conditions as well as their height and weight.

OPPM/DUEA/UXG

16

Screen Package Document – Medical CDR Application

The user can switch to the metric system when entering height and weight, if needed.

OPPM/DUEA/UXG

17

Screen Package Document – Medical CDR Application

1.8.

Medical Providers

The system propagates medical providers from the user’s last review or initial application. The user must
review and update medical providers they have seen in the last 12 months or have an upcoming appointment
with.

To update medical provider information, the user can select the “Review” button, which will take them to the
Medical Provider Details page with certain data propagated from the last review.

OPPM/DUEA/UXG

18

Screen Package Document – Medical CDR Application

OPPM/DUEA/UXG

19

Screen Package Document – Medical CDR Application

Upon saving, the user will be taken back to the Medical Providers page. The “NEEDS REVIEW” warning status
badge will be replaced by the “REVIEWED” success badge.

If the user needs to delete a provider, they can click the “Delete” button. Upon clicking on “Delete,” the
following confirmation message will display.

OPPM/DUEA/UXG

20

Screen Package Document – Medical CDR Application

If the user needs to add a provider, they can select the “Add Medical Provider” button.

OPPM/DUEA/UXG

21

Screen Package Document – Medical CDR Application

OPPM/DUEA/UXG

22

Screen Package Document – Medical CDR Application

Upon saving, the user will be taken back to the Medical Providers page. The informational status badge “NEW”
will be displayed against the provider added.

If no medical providers were reported in the last review, the user will see a corresponding instructional
message and a blank Medical Providers table.

OPPM/DUEA/UXG

23

Screen Package Document – Medical CDR Application

1.9.

Tests

The user can enter details of tests ordered by their providers in the last 12 months.

When the user selects “Yes,” a blank Tests table will appear.

OPPM/DUEA/UXG

24

Screen Package Document – Medical CDR Application

If the user selected the “Add Test” button, it will bring up the Test Details page where the user can enter test
information.

The user can select a test from the list “Test Type.”

OPPM/DUEA/UXG

25

Screen Package Document – Medical CDR Application

If either Biopsy, MRI/CT Scan, or X-ray is selected from the Test Type dropdown list, the user has to provide
the body part:

If a test is not on the list, the user can select “Other” and specify.

Then, the user can select a provider who ordered the test under “Ordered by.” The list will contain medical
providers already entered as well as other options. If the provider is not on the list, the user can select “Other
Medical Provider” and enter details as seen under the Medical Providers.
Note: the same interaction will take place when users are entering Medicines.

OPPM/DUEA/UXG

26

Screen Package Document – Medical CDR Application

OPPM/DUEA/UXG

27

Screen Package Document – Medical CDR Application

Upon saving test details, the user will be taken back to the Tests page where the table is populated with a new
entry designated by the “NEW” information status badge.

OPPM/DUEA/UXG

28

Screen Package Document – Medical CDR Application

1.10.

Medicines

The system propagates medicines from the user’s last review or initial application. The user must review and
update medicines, based on the last 12 months.

The user can update a medicine by selecting the “Review” button. The “Review” button brings up a page titled
“Medicine Details” with data propagated from the last review. The user can review and update details, as
needed. The “Prescribed by” dropdown includes providers already entered as well as the “Other Medical
Provider” option.

OPPM/DUEA/UXG

29

Screen Package Document – Medical CDR Application

Upon saving, the user will be taken back to the Medicines page. The “NEEDS REVIEW” warning status badge
will be replaced by the “REVIEWED” success badge.

OPPM/DUEA/UXG

30

Screen Package Document – Medical CDR Application

If the “Add Medicine” button is selected, the Medicine Details page will display.

Upon saving medicine details, the user will return to Medicines page where the table is populated with a new
entry designated by the “NEW” information status badge.

OPPM/DUEA/UXG

31

Screen Package Document – Medical CDR Application

If no medicines were reported in the last review, the user will see a corresponding informational message and
a blank Medicines table.

OPPM/DUEA/UXG

32

Screen Package Document – Medical CDR Application

1.11.

Assistive Devices

The user can add assistive devices they are using.

If the user selects “Yes,” a blank Assistive Devices table will appear below.

OPPM/DUEA/UXG

33

Screen Package Document – Medical CDR Application

If the “Add Assistive Device” button is selected, then the Assistive Device Details page will display.

OPPM/DUEA/UXG

34

Screen Package Document – Medical CDR Application

The user can select an assistive device from the list. If the assistive device is not listed, the user can select
“Other” and specify.

Then, the user can select a provider who prescribed the device under “Prescribed by.” The list will contain
medical providers already entered as well as other options. If the provider is not on the list, the user can select
“Other Medical Provider” and enter Medical Provider’s Name or Facility.

OPPM/DUEA/UXG

35

Screen Package Document – Medical CDR Application

Upon saving, the user returns to the Assistive Devices page where the table is populated with a new entry
designated by the “NEW” information status badge.

OPPM/DUEA/UXG

36

Screen Package Document – Medical CDR Application

1.12.

Other Medical Information

The user is asked to list organizations other than their providers that may have their medical records based on
the last 12 months.

If the user selects “Yes,” a blank Organizations table will appear below.

OPPM/DUEA/UXG

37

Screen Package Document – Medical CDR Application

If the “Add Organization” button is selected, the Organization Details page will display.

OPPM/DUEA/UXG

38

Screen Package Document – Medical CDR Application

Upon saving, the user returns to the Other Medical Information page where the table is populated with a new
entry designated by the “NEW” information status badge.

OPPM/DUEA/UXG

39

Screen Package Document – Medical CDR Application

1.13.

Work

The user is asked to answer if they ever worked since the date of their last disability decision.

Upon selecting “Yes,” additional fields will appear below.

OPPM/DUEA/UXG

40

Screen Package Document – Medical CDR Application

1.14.

Support Services

The user is asked to list support services that they participated in since the date of their last disability decision.

OPPM/DUEA/UXG

41

Screen Package Document – Medical CDR Application

If the user selects “Yes,” a blank Support Services table will appear below.

OPPM/DUEA/UXG

42

Screen Package Document – Medical CDR Application

If the “Add Organization” button is selected, the Plan or Program Details page will display.

OPPM/DUEA/UXG

43

Screen Package Document – Medical CDR Application

If user selects “Yes, I’m scheduled to completed it,” they can provide ‘Date to be Completed.’

If user selects “No, I completed it,” they can provide ‘Date Completed.’

If the user selects “No, I stopped participating before completing it,” they can provide a reason for ending
their participation.

OPPM/DUEA/UXG

44

Screen Package Document – Medical CDR Application

The user can select services, tests, or evaluations from the checklist. If a service, test, or evaluation is not on
the list, the user can select “Other” and provide details.

OPPM/DUEA/UXG

45

Screen Package Document – Medical CDR Application

Upon saving, the user returns to the Support Services page where the table is populated with a new entry
designated by the “NEW” information status badge.

OPPM/DUEA/UXG

46

Screen Package Document – Medical CDR Application

1.15.

Training

The user is asked to list trainings that they participated in since the date of their last disability decision.

If the user selects “Yes,” a blank Training table will appear below.

OPPM/DUEA/UXG

47

Screen Package Document – Medical CDR Application

If the “Add Training” button is selected, the Training Details page will display.

OPPM/DUEA/UXG

48

Screen Package Document – Medical CDR Application

Upon saving, the user returns to the Training page where the table is populated with a new entry designated
by the “NEW” information status badge.

OPPM/DUEA/UXG

49

Screen Package Document – Medical CDR Application

1.16.

Education

The user is asked to list education that they received since the date of their last disability decision.

If the user selects “Yes,” a blank Education table will appear below.

OPPM/DUEA/UXG

50

Screen Package Document – Medical CDR Application

If the “Add Education” button is selected, the Education Details page will display.

OPPM/DUEA/UXG

51

Screen Package Document – Medical CDR Application

Upon saving, the user returns to the Education page where the table is populated with a new entry designated
by the “NEW” information status badge.

OPPM/DUEA/UXG

52

Screen Package Document – Medical CDR Application

1.17.

Daily Activities

The user must document details of their daily life as well as describe difficulty doing any of the activities listed.

OPPM/DUEA/UXG

53

Screen Package Document – Medical CDR Application

OPPM/DUEA/UXG

54

Screen Package Document – Medical CDR Application

If user selects ‘Yes’ to “Do you have hobbies or interests?” question, they have to describe hobbies and how
much time they spend doing them.

OPPM/DUEA/UXG

55

Screen Package Document – Medical CDR Application

Upon selecting one or several activities, the user will have to provide an explanation.

OPPM/DUEA/UXG

56

Screen Package Document – Medical CDR Application

1.18.

Remarks

The user can provide additional information on the Remarks page.

1.19.

Summary

The user will be able to review all entered information on the Summary page.

OPPM/DUEA/UXG

57

Screen Package Document – Medical CDR Application

OPPM/DUEA/UXG

58

Screen Package Document – Medical CDR Application

OPPM/DUEA/UXG

59

Screen Package Document – Medical CDR Application

OPPM/DUEA/UXG

60

Screen Package Document – Medical CDR Application

OPPM/DUEA/UXG

61

Screen Package Document – Medical CDR Application

Upon pressing the “Submit” button on the Summary page, the confirmation message will display, where user
must acknowledge that all information provided is true and correct.

OPPM/DUEA/UXG

62

Screen Package Document – Medical CDR Application

1.20.

Receipt

Once submitted, the user will be taken to the Receipt page where they can print and/or download/save their
completed continuing disability review report as well as their electronically signed permission to release
records.

Upon cliking “Done,” the user will be taken to their mySSA homepage. The option to access their Continuing
Disability Review will no longer be available.
The receipt, which is a read-only copy of the Summary, is shown below.

OPPM/DUEA/UXG

63

Screen Package Document – Medical CDR Application

OPPM/DUEA/UXG

64

Screen Package Document – Medical CDR Application

OPPM/DUEA/UXG

65

Screen Package Document – Medical CDR Application

OPPM/DUEA/UXG

66

Screen Package Document – Medical CDR Application

OPPM/DUEA/UXG

67