CSI Recertification – Role of SC

Answer:

Recertification. You can help members fill out the forms if you have (a) a
consent to release to certification dept at CSI (they may ask you to fax it to
them), and (b) you have a representative from the CSI certification dept on
conference phone while you are with the member. It will be the CSI
representative who walks the member through the steps of recertification. You
are just there as another set of eyes and, if needed, a writer (especially for
members with low vision or with low literacy skills). If you are the one
assisting with physically filling out the application, make a blank copy for the
member to follow along with the CSI rep and you.
Yes, you can look up
addresses in the computer, but you can not collect documents.

Question:

They’ve begun recertification here. How involved do I
get with folks with questions about their paperwork? As I understand, I can
maybe help folks read the forms and look up addresses on the computer, but
nothing beyond that. Is that correct?

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