Financial Capability: Clinicians' Assessment of Beneficiaries With Dual Diagnoses

Abstract

Providers' judgments of beneficiaries' capability to manage their funds were associated with factors that were consistent with Social Security Administration guidelines, and were, importantly, not associated with personal characteristics. This finding suggests that guidelines can be fairly applied by clinicians, and that reported inconsistencies in payee assignment are accounted for by other factors. Social Security Administration is currently considering other approaches to standardize capability determinations.