Case Prep Services
Our Deliverables
Comprehensive, Accurate, and Efficient Case Prep
At Forms Coach, we handle all foundational steps of the SOAR claims process, freeing your team to focus on outreach and case management. your team receives a fully prepared, pre-filled package of essential documentation that streamlines the SOAR application process. Our service eliminates administrative burdens, saves valuable time, and expedites the path to benefits approval.
We securely deliver:
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Virtual Reality Summary Field
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Initial Meeting Worksheet
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Income/ Resources/ Living Arrangements Worksheet
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MSR Worksheet
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Pre-filled Forms
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SSA-16-BK
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SSA-8000-BK
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SSA-3368-BK
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SSA-820-BK (if applicable)
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SSA-821-BK (if applicable)
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Privacy-First Process
Secure, Confidential, and Compliant
At Forms Coach, we prioritize your clients’ privacy by using a random alphanumeric identifier for all referrals. This ensures that we never collect any personally identifiable information (PII) or Social Security Numbers (SSNs) throughout our process. By using this secure, privacy-focused system, we can efficiently pre-fill forms, gather necessary documentation, and support the application process—while maintaining strict confidentiality. Our approach ensures compliance with privacy regulations and protects your clients' sensitive information, giving you peace of mind as we help move cases forward quickly and securely.
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Easy Appointment Scheduling – Your organization receives a secure link to schedule client appointments. Simply select a convenient time and date for us to contact your client.
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Privacy-Preserving Identification – We generate a unique, random alphanumeric code to identify the client, eliminating the need for PII in our process.
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Delivery –The completed package will be made available via secure link to a Sharepoint website.
Transparent Pricing
At Forms Coach, we believe in clear, upfront pricing with no hidden fees. Our service is designed to maximize value and efficiency for your organization. We charge a flat fee of $100 per case, covering up to a maximum 4 hours of comprehensive case preparation. A secure payment link is provided when you schedule an appointment, allowing you to conveniently and safely complete your transaction online.
By outsourcing your case prep to Forms Coach, your organization saves time, reduces administrative costs, and accelerates benefits approvals—allowing you to focus on outreach, case management, and delivering transformative impact to those in need.