What is the role of my medical records?

For individuals navigating Social Security Disability (SSDI) or Supplemental Security Income (SSI) claims, the significance of medical evidence cannot be overstated. The Social Security Administration (SSA) heavily relies on diverse forms of medical evidence to assess disability claims and determine eligibility for benefits.

Forms of Vital Medical Evidence

Crucial forms of medical evidence encompass various records, including physical examination and treatment notes, mental health records, bloodwork panels, and reports of imaging studies like MRIs, CT scans, and X-rays. These records play a pivotal role in showcasing the severity of an individual's condition and its impact on their ability to work.

Timely, Accurate, and Sufficient Records

Having timely, accurate, and sufficient medical records from treating physicians significantly streamlines the evaluation process by providing up-to-date and comprehensive information. Timely records, relevant to an individual's current medical condition, are a cornerstone for a solid disability claim. The age of records required varies based on the nature of the medical condition.

Accuracy and Acceptable Medical Sources

The accuracy of records is crucial, aligning with the standards set for "acceptable medical sources." These sources include medical doctors, osteopaths, physician assistants, nurse practitioners, and in some cases, licensed psychologists, audiologists, and optometrists. Notably, while a chiropractor’s records might describe certain findings, Social Security typically relies on the accuracy of reports provided by recognized medical sources for official evaluation.

Sufficiency of Records

Sufficient medical records contain comprehensive and accurate information from acceptable medical sources, enabling the SSA to independently assess the severity of a medical condition. Beyond a mere diagnosis, these records provide detailed proof of the disability, such as biopsy reports, specific details of the condition, treatment procedures undertaken, and their outcomes.

Relevance and Longitudinal Evidence

The relevance of medical evidence extends beyond just diagnosis and treatment. It also encompasses how the medical condition limits an individual's physical and mental abilities, affecting their daily life and work. Additionally, having a "longitudinal" record — a comprehensive medical history over an extended period — can significantly strengthen a disability claim, especially for retroactive benefits.

Blue Book Listings and Informational Gaps

Understanding the specific evidence required for various medical conditions is critical. The SSA maintains a "Blue Book" listing approximately 100 conditions and the corresponding medical evidence necessary for each. Gaps in medical records might impede the SSA’s ability to recognize an individual as meeting the requirements outlined in the Blue Book.

Adult Listings (Part A)

Child Listings (Part B)

If you meet the requirements in the listings, you are automatically qualified as disabled, You will still need to meet the non-medical requirements.

The field office is responsible for verifying nonmedical eligibility requirements, which may include age, employment, marital status, citizenship and residency, and Social Security coverage information. For SSI eligibility, the field office verifies income, resources, and living arrangement information.

What is the role of my doctor?

Your doctor serves as a pivotal figure in your disability case by providing crucial medical expertise and documentation, including diagnosis, medical records, and specific details about your limitations. Their comprehensive reports, expert opinions, and cooperation with the Social Security Administration (SSA) play a vital role in demonstrating the severity of your condition and its impact on your ability to work. Through their consistent and longitudinal records, professional opinions, and potential expert testimony, your doctor significantly bolsters the strength of your disability claim, improving its chances of a successful determination.

Medical Source Statements

Medical Source Statements will carry the most weight in your case, they are prepared by your treating physician and contain the following information:

  • Diagnosis;

  • Results of clinical exams;

  • Prescribed treatments, including dose, frequency and duration, and responses to each treatment, positive or negative;

  • Laboratory findings, such as blood work, X-rays, MRIs, and CT scans, and;

  • Functional capabilities and functional deficits, especially those that relate specifically to the patient’s job functions, including gross and fine motor tasks and communication deficits.

What is the role of my lawyer?

Your lawyer spearheads the gathering of vital medical evidence essential for your disability case. They strategize, pinpointing the necessary medical details crucial to validate the severity of your condition and its impact on your ability to work. Your attorney communicates with healthcare providers, ensuring comprehensive and accurate medical records are collected and presented effectively. They may engage medical experts, interpret complex information, fill any gaps in records, and ensure timely submission, all while advocating for your case. Ultimately, their role is to navigate the complexities of medical evidence, ensuring a robust case presentation to support your disability claim.

For personalized guidance or assistance in developing the most effective medical evidence for your disability claim, consider working us, we can provide tailored support for your case. Ready to get started? Fill out our Free Assessment.

For more information regarding Social Security Disability Programs visit ssa.gov

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What to Do When Your Disability Application is Denied: A Step-by-Step Guide