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

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.

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.

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.

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.