We are here for you to get reconnected to your self. Take the first step and contact us today. Check out our referral form below. We currently only take CCS clients in Dane County.
CCS-based SSI/SSDI support for clients who need help understanding the process, organizing information, completing application-related tasks, and building the skills to keep moving forward.
For Dane County CCS clients. Referrals should be submitted by the client’s CCS Service Facilitator.
Please review these items with the client first. Having this information ready helps us determine where the client is in the SSI/SSDI process and makes the first appointment much more productive.
Find out whether this is a first-time application, pending application, denial, reconsideration, appeal, missed appeal deadline, or another stage.
Check application / appeal statusConfirm whether the client has a current photo ID, available SSA letters or denial paperwork, provider information, work history, and any known deadlines.
Whenever possible, assist the client with creating or accessing a my Social Security account before the first appointment.
Open my Social SecurityThis is not a “drop off your paperwork and we do it for you” service. The goal is to help clients build skills, understand the process, and participate as fully as possible.
Medical, mental health, employment, education, daily functioning, records, providers, and key dates — organized in one usable foundation.
We help clients understand and complete application-related forms, SSA requests, records tasks, and follow-up paperwork.
Clients practice organization, communication, self-advocacy, deadline tracking, problem-solving, and follow-through.
At this time, first-time applicants may receive priority based on program capacity and clinical need. We help clients understand the process, organize the information needed, complete application-related tasks, and build a strong foundation for later Social Security paperwork.
We help identify primary care, psychiatry, specialists, health systems, Medicaid HMO information, existing records, missing records, and what may need to be requested. Service Facilitators may also assist with record requests outside Luma Via appointments.
Luma Via does not provide legal representation or independently conduct an appeal. We can help identify next steps, locate an attorney or qualified legal representative, organize records and forms, and support tasks requested by the legal representative.
The referral asks what actually makes work and daily life difficult — attendance, concentration, memory, following instructions, task completion, social interaction, stress tolerance, routine, physical stamina, mobility, self-care, and more.
The CCS Service Facilitator completes the SSI/SSDI Assistance Referral Intake Form and reviews program expectations with the client.
We look at program fit, client needs, urgency, participation barriers, and current appointment capacity.
The initial appointment occurs at the clinic. We review the client’s situation, existing paperwork, needs, records, and next steps.
Services begin with a comprehensive SSI/SSDI information worksheet — up to roughly 80 questions covering health, treatment, providers, employment, education, symptoms, daily functioning, and limitations.
Most first-time applications take about 3–5 appointments. After the first visit, ongoing sessions can generally be by phone or video depending on client needs.
Bring what is available. Clients do not need to have every record before the first appointment.
Whenever possible, the Service Facilitator should assist the client with creating or accessing a my Social Security account before the first appointment.
Create / access my Social SecuritySecurity: Clients should keep login credentials private and enter their own password when accessing the account. Staff should not retain the client’s password.
Client contact information, CCS status, SF contact information, current diagnoses and relevant medical conditions, communication or interpretation needs, and substance-use concerns when relevant.
First-time or prior application, SSI/SSDI/both, most recent application date, current stage, prior denial, missed deadlines, appeal history, previous assistance, legal representation, and upcoming deadlines.
Employment status and history, current benefits, provider information, records needs, functional limitations, attendance barriers, technology access, transportation, reminder preferences, and anything else that could affect participation.
The program has limited appointment availability and an active waitlist. Clients may cancel or reschedule one appointment with at least one hour’s notice. If the client then cancels or misses another scheduled appointment during the process, the referral may be paused and the client will generally not be eligible to return to the program waitlist for at least 3 months.
Significant emergencies, hospitalization, or disability-related circumstances may be reviewed individually with the CCS team. Luma Via may request a team meeting before services begin when significant engagement concerns are present.
The referral asks about appeal deadlines, reconsideration deadlines, hearings, and other time-sensitive SSA concerns. Urgency helps us understand the situation but does not guarantee immediate placement.
The first appointment is in person. The referral asks whether the client drives, has transportation, uses the bus, or needs MTM transportation. If MTM is needed, the Service Facilitator is responsible for arranging it.
We also ask about preferred contact method, reminder needs, technology barriers, smartphone/phone/computer/tablet/internet access, language and interpretation needs, and other participation barriers.
Luma Via is not a law firm, does not provide legal advice, and does not represent clients before SSA. If legal representation is needed, we can help locate an attorney or qualified legal representative and continue appropriate skills development and organizational support around tasks requested by that representative.
If the client has a legal guardian, financial power of attorney, or another legally authorized decision-maker whose involvement is required, please identify that on the referral. Their participation may be necessary during appropriate portions of the process.
Review the expectations with the client, identify where they are in the SSI/SSDI process, and submit the referral intake form.
