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Common Additional Medical Docs to Request for Social Security Disability Cases (Presented by the National Organization of Social Security Claimants’ Representatives)

2025-11-05 15:00:00

1 hours

2025-11-05 15:00:00

1 Credits

Learn to leverage employment files, LTD records, workers’ comp files, and VA documentation to strengthen Social Security disability claims.

2025-11-05 15:00:00

1 hours

Learn to leverage employment files, LTD records, workers’ comp files, and VA documentation to strengthen Social Security disability claims.

2025-11-05 15:00:00

1 hours

1000+

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Trusted by Legal Professionals

1000+

Live stream programs

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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

70,000+

Trusted by Legal Professionals

Course Overview

Strengthening Disability Claims Through Document Discovery

Practitioners will learn strategies for obtaining employment files, insurance records, VA documentation, and other non-medical evidence to support Social Security disability cases. These techniques help build stronger claims under the all evidence rule.

Employment Files

Verify workplace difficulties through HR documentation.

Insurance Records

Leverage LTD medical opinions for onset evidence.

VA Documentation

Extract DBQs and C&P exam findings.

Subpoena Strategies

Obtain resistant third-party records through hearings.

Course Overview

Strengthening Disability Claims Through Document Discovery

Practitioners will learn strategies for obtaining employment files, insurance records, VA documentation, and other non-medical evidence to support Social Security disability cases. These techniques help build stronger claims under the all evidence rule.

Employment Files

Verify workplace difficulties through HR documentation.

Insurance Records

Leverage LTD medical opinions for onset evidence.

VA Documentation

Extract DBQs and C&P exam findings.

Subpoena Strategies

Obtain resistant third-party records through hearings.

Why Attend

Why this 
program matters

Mastering evidence-gathering strategies under the all evidence rule is essential for disability practitioners to maximize approval rates and build winning cases.
62%
Initial disability claims denied in 2024, demonstrating the critical need for thorough evidence documentation from multiple sources.
3x
Claimants with representatives were allowed benefits at a rate nearly three times higher than those without representation.
1.26M
All-time high disability claims backlog reached in June 2024, creating urgent need for well-prepared cases with comprehensive supporting documentation.
58%
Administrative law judge approval rate in 2024, the highest since 2018, showing improved outcomes at the hearing level with proper case preparation.

Agenda

Session 1

All-Evidence Rule and Subpoena Request Strategies

Session 2

Leveraging Non-Medical Documents to Strengthen Claims

Session 3

Employment, LTD, VA, and Workers' Compensation Files

Session 4

Completing SSA Work History and Function Reports

clock 3:00 pm - 3:15 pm EST

All-Evidence Rule and Subpoena Request Strategies

Ashley Sappenfield

Lanier Law Group

Emma Webb

Drozdowski & Rabin

This session examines the 2018 regulatory changes requiring representatives to submit all related evidence they become aware of in Social Security disability cases. Practitioners will learn the key principles for evidence gathering and the proper procedures for requesting subpoenas when normal document requests are unsuccessful.

Ashley Sappenfield

Lanier Law Group

Emma Webb

Drozdowski & Rabin

clock 3:15 pm - 3:30 pm EST

Leveraging Non-Medical Documents to Strengthen Claims

Ashley Sappenfield

Lanier Law Group

Emma Webb

Drozdowski & Rabin

Explore the strategic value of obtaining documentation beyond traditional medical records to bolster disability claims. This session covers how employment files, disability insurance records, and other supporting materials can verify client testimony and provide crucial evidence for case success.

Ashley Sappenfield

Lanier Law Group

Emma Webb

Drozdowski & Rabin

clock 3:30 pm - 3:45 pm EST

Employment, LTD, VA, and Workers' Compensation Files

Ashley Sappenfield

Lanier Law Group

Emma Webb

Drozdowski & Rabin

Learn how to obtain and effectively use employment files, long-term disability records, VA documentation including DBQs and C&P exams, and workers’ compensation files containing functional capacity evaluations. The session also addresses when and how to submit photographic evidence for visible conditions.

Ashley Sappenfield

Lanier Law Group

Emma Webb

Drozdowski & Rabin

clock 3:45 pm - 4:00 pm EST

Completing SSA Work History and Function Reports

Ashley Sappenfield

Lanier Law Group

Emma Webb

Drozdowski & Rabin

This session emphasizes the critical importance of thoroughly completed work history reports, especially for clients aged 50 and older who may qualify under the Medical-Vocational Guidelines. Practitioners will learn best practices for helping clients provide detailed, accurate function reports that document daily limitations effectively.

Ashley Sappenfield

Lanier Law Group

Emma Webb

Drozdowski & Rabin

01 04
Prev
Next

Key topics that will be covered

What will you learn

Attorneys will learn how to use the all evidence rule to obtain additional documents beyond traditional medical records to strengthen Social Security disability claims.

What will you gain

Attorneys will gain practical strategies for requesting employment files, long-term disability records, workers' compensation files, VA records, and other supporting documentation.

Employment Files
Request HR records to verify client testimony about workplace difficulties and job requirements.
LTD Records
Obtain valuable medical opinions that doctors provided for private disability insurance purposes.
Workers’ Comp
Access functional capacity evaluations, settlement agreements, and related medical records.
VA Files
Request DBQs, C&P exams, and rating decision letters containing detailed opinions.
Photographs
Submit time-stamped photos documenting visible conditions like skin disorders or edema.
Subpoenas
Request hearing office subpoenas when good faith efforts to obtain records fail.

What will you learn

Attorneys will learn how to use the all evidence rule to obtain additional documents beyond traditional medical records to strengthen Social Security disability claims.

What will you gain

Attorneys will gain practical strategies for requesting employment files, long-term disability records, workers' compensation files, VA records, and other supporting documentation.

Plans

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Price
$95 – $245
Price varies based
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based on firm size
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Ability to Ask Questions During
the Presentation via a Chat Box
Included Included Included
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Exclusive Partner Webinars & Events Included Included
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Individual Purchase
Basic
Premium
Corporate CLE Plan
$95 – $245
Price varies based
on the course duration
of 1 to 3+ hours
Access type Pay per
class
Number of Available Webinars 1
Number of New Webinars Added Yearly Limited
Earn "Live" CLE credit Included
Ability to Ask Questions During
the Presentation via a Chat Box
Included
Attend "Live" Re-Broadcasts Included
Exclusive Partner Webinars & Events
Special credits (Ethics, Elimination
of Bias, etc.)
Instant Certificates After Completion
Personalized CLE Platform
Live Conferences
Bootcamps

speakers

Joe Ervin

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Kevin Foley

Reminger Co
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Grant H. Lawson

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Ashley Sappenfield

Lanier Law Group

Emma Webb

Drozdowski & Rabin

Ashley Sappenfield

Lanier Law Group

Ashley Sappenfield is the department manager and senior attorney for litigation and social security disability for Lanier Law Group. She is a board-certified specialist in Social Security disability law.

Professional Involvement

Current awards chair and immediate past chair for the North Carolina Advocates for Justice Disability Advocacy Section. Rising Treasurer for NOSSCR.

Experience

Department manager and senior attorney for litigation and social security disability at Lanier Law Group. Teaches a clinic on Social Security disability law at Elon University School of Law in Greensboro.

Ashley Sappenfield

Lanier Law Group

Ashley Sappenfield is the department manager and senior attorney for litigation and social security disability for Lanier Law Group. She is a board-certified specialist in Social Security disability law.

Professional Involvement

Current awards chair and immediate past chair for the North Carolina Advocates for Justice Disability Advocacy Section. Rising Treasurer for NOSSCR.

Experience

Department manager and senior attorney for litigation and social security disability at Lanier Law Group. Teaches a clinic on Social Security disability law at Elon University School of Law in Greensboro.

Emma Webb

Drozdowski & Rabin

Emma Drozdowski Webb is the managing attorney at Drozdowski & Rabin’s Knoxville office and a Certified Disability Specialist by the National Board of Trial Advocacy, specializing in Social Security disability law.

Education & Credentials

Graduate of Tulane University and Loyola University Chicago College of Law.

Recognition & Leadership

Named a Top Attorney in North America in 2018-19. Named a Top Attorney in Social Security Disability law by peers in the Knoxville Bar in Cityview magazine on multiple occasions. Recognized by local and regional bar associations and community groups as a leading advocate in Social Security disability law.

Experience

Has been working on behalf of Social Security disability claimants since 2008. Managing attorney at Drozdowski & Rabin's Knoxville office. Has lectured nationally on Social Security law. Admitted to practice law in the United States Eastern District of Tennessee and the United States Middle District of Tennessee.

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