Section I: To Be Completed By Staff
The Texas Works advisor enters the patient's name, date of birth and Social Security number, the case name (caregiver) and case number, the patient's usual job, and the HHSC office address, mail code and fax number. Section II opens by explaining that federal and state rules require benefit recipients to work or prepare for work unless physically or mentally incapable, and that the patient claims that disability.
Section II, Part A: Personal Disability
Check one box. Option 1: able to work or prepare for work without restrictions, full time (40 hours a week) or part time at a stated number of hours. Option 2: able with restrictions, full or part time, and then complete Parts B and C. Option 3: unable to work or prepare for work at all, and say whether the disability is permanent, not permanent but expected to last more than 6 months, or 6 months or less.
Part B: Activity Restrictions
For each activity, check the maximum hours per workday (2, 4, 6, 8 or other): sitting, standing, walking, climbing stairs or ladders, kneeling or squatting, bending or stooping, pushing or pulling, keyboarding, lifting or carrying, and other. Give the weight limit for lifting or carrying and the hours per day. Then answer whether the person can do low-strain office work or classroom activities, and add remarks, recommendations or restrictions.
Part C: Diagnosis
Enter the primary and secondary disabling diagnoses and any comments. Type or print your name, sign and date, and give your license number, office address and phone. HHSC's instructions say the provider must sign, date and return the form to the local eligibility determination office.
Section III: To Be Completed By Patient or Patient's Personal Representative
The patient names the doctor, facility or other provider authorized to complete the form and release the information to HHSC and the Texas Workforce Commission, sets an expiration date, and signs. A personal representative signing for the patient describes their authority to act. If the patient signs by mark, two witnesses sign and date. The notice explains that HHSC protects the information and that permission can be withdrawn in writing.