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RFC Rehab: Five Ways to Save a Case Before the ALJ Breaks It – NOSSCR 2026 Fall National Conference – Track II (Presented by National Organization of Social Security Claimants’ Representatives)

The “RFC problem” is built long before the hearing — and solved the same way. Learn to build functional evidence from intake through hearing: document what treatment records miss, obtain targeted MSS opinions, prepare vocationally useful testimony, and preserve appealable error when ALJs ignore it.

2026-10-13 12:15:00

Program Details

2026-10-13 12:15:00

2026-10-13 12:15:00

1h CLE Credits

2026-10-13 12:15:00

Program Details

2026-10-13 12:15:00

Program Details

2026-10-13 12:15:00

Over 1,000+ webinars

2026-10-13 12:15:00

Course Overview

Treatment Records Miss the Real Limitations. Build the Evidence That Doesn't

2026-10-13 12:15:00

The “RFC problem” is rarely solved at the hearing — it is solved in the file. This session teaches claimant representatives to build functional evidence from intake through hearing, documenting the real limitations that ordinary treatment records often miss.

The methods are practical, ethical, and specific. Identify the missing evidence early. Document cyclical impairments with logs and apps; capture function with wearable data and purchase records; consider targeted testing such as gait analysis. Obtain targeted Micro-MSS and Evidence-Anchored MSS opinions, clarify vague consultative examiner findings, and develop third-party statements. Then prepare the client to testify in vocationally useful terms.

You walk out with the full build: strategies for functional evidence at every stage, a stronger hearing presentation — and appealable error preserved when the ALJ ignores or mischaracterizes critical RFC evidence.

Format

CLE Credit

1h CLE Credits

Level

Intermediate

Length

1

Key topics that will be covered

01
Finding the Missing Evidence
Identifying the functional evidence the file lacks, from intake forward.
02
Documenting Cyclical Impairments
Using logs, apps, wearable data, and purchase records to capture limitations treatment records miss.
03
Targeted MSS Opinions
Obtaining Micro-MSS and Evidence-Anchored MSS opinions built for the case.
04
Fixing the CE Record
Clarifying vague consultative examiner findings, with targeted testing such as gait analysis where warranted.
05
Statements and Testimony
Developing third-party statements and preparing clients to testify in vocationally useful terms.
06
Preserving Appealable Error
Strengthening the hearing presentation — and preserving error when ALJs ignore or mischaracterize critical RFC evidence.

Program schedule

clock 12:15 pm - 1:15 pm EST

RFC Rehab: Five Ways to Save a Case Before the ALJ Breaks It

This session teaches claimant representatives how to solve the “RFC problem” by building functional evidence from intake through hearing. Attendees will learn practical, ethical strategies to identify missing evidence, document cyclical impairments with logs and apps, obtain targeted Micro-MSS and Evidence-Anchored MSS opinions, clarify vague consultative examiner findings, use wearable data and purchase records, consider targeted testing such as gait analysis, develop third-party statements, and prepare clients to testify in vocationally useful terms. The focus is on documenting real limitations ordinary treatment records often miss, strengthening hearing presentation, and preserving appealable error when ALJs ignore or mischaracterize critical RFC evidence.

 

Eligible for up to 1 CLE Credit Hour

 

This session was originally submitted for CLE as a live, in-person presentation and a live webcast for the 2026 Fall National Conference and may be eligible for self-study credit. Each state handles self-study credit differently; for questions, please consult your State Bar Association.

 

Recorded Tuesday, October 13, 2026.

Jonathan A. HeepsJonathan A. Heeps
Jonathan A. Heeps

Jonathan A. Heeps

Martin, Jones, and Piemonte

Jonathan A. Heeps

Jonathan A. Heeps

Martin, Jones, and Piemonte

Jonathan A. Heeps is the Managing Attorney at Martin, Jones, and Piemonte.

Education & Credentials

Mr. Heeps received his undergraduate degree from Texas Wesleyan University in 2006 and his J.D. from Suffolk University Law School in 2010.

Professional Involvement

Mr. Heeps is a sustaining member of NOSSCR.

Experience

Prior to joining MJP he had his own private practice for 10 years. He has represented thousands of claimants before the Social Security Administration since 2010. Mr. Heeps has represented disability claimants at hearings and in federal court.
Jonathan A. Heeps

Jonathan A. Heeps

Martin, Jones, and Piemonte

Jonathan A. Heeps is the Managing Attorney at Martin, Jones, and Piemonte.

Education & Credentials

Mr. Heeps received his undergraduate degree from Texas Wesleyan University in 2006 and his J.D. from Suffolk University Law School in 2010.

Professional Involvement

Mr. Heeps is a sustaining member of NOSSCR.

Experience

Prior to joining MJP he had his own private practice for 10 years. He has represented thousands of claimants before the Social Security Administration since 2010. Mr. Heeps has represented disability claimants at hearings and in federal court.

Credits by state

AK1.0
AL1.0
AR1.0
AZ1.0
CA1.0
CO1.0
CT1.0
DC1.0
DE1.0
FL1.0
GA1.0
HI1.0
IA1.0
ID1.0
IL1.0
IN1.0
KS1.0
KY1.0
LA1.0
MA1.0
MD1.0
ME1.0
MI1.0
MN1.0
MO1.2
MS1.0
MT1.0
NC1.0
ND1.0
NE1.0
NH60.0
NJ1.0
NM1.0
NV1.0
NY1.0
OH1.0
OK1.0
OR1.0
PA1.0
RI1.0
SC1.0
SD1.0
TN1.0
TX1.0
UT1.0
VA1.0
VT1.0
WA1.0
WI1.0
WV1.2
WY1.0

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

10,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

MCLE Credits

Alabama
Pending
Alaska
Approved
Arizona
Approved
Arkansas
Approved
California
Approved
Colorado
Pending
Connecticut
Approved
Delaware
Pending
District of Columbia
No Required
Florida
Pending
Georgia
Pending
Hawaii
Approved
Idaho
Pending
Illinois
Pending
Indiana
Pending
Iowa
Pending
Kansas
Pending
Kentucky
Pending
Louisiana
Pending
Maine
Pending
Maryland
No Required
Massachusetts
No Required
Michigan
No Required
Minnesota
Pending
Mississippi
Pending
Missouri
Approved
Montana
Pending
Nebraska
Pending
Nevada
Pending
New Hampshire
Approved
New Jersey
Approved
New Mexico
Approved
New York
Approved
North Carolina
Pending
North Dakota
Approved
Ohio
Pending
Oklahoma
Pending
Oregon
Pending
Pennsylvania
Approved
Rhode Island
Pending
South Carolina
Pending
South Dakota
No Required
Tennessee
Pending
Texas
Approved
Utah
Pending
Vermont
Approved
Virginia
Not Eligible
Washington
Approved
West Virginia
Pending
Wisconsin
Pending
Wyoming
Pending

Alabama

Requirements

The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.  

Formats

  • Attorneys can earn unlimited “live” credit through live seminars, live webcasts, and co-sponsored locations with MyLAWCLE-Alabama approved programs
  • Attorneys are limited to 6 credits per compliance period of “online” programs through MyLAwCLE On-Demand programs