Practice Tips from Intake to Hearing: Laying the Foundation to Win – NOSSCR 2026 Fall National Conference – Track II (Presented by National Organization of Social Security Claimants’ Representatives)

This session is one practitioner’s answer to a direct question: what I do, and why I have an 85–90% success rate. The answer starts at intake and runs to the hearing — laying the foundation to win, step by step.

Each step recruits the case’s real assets. MyChart, used to the client’s advantage, puts the medical record to work. A client coached on obtaining the support of the treating source turns the treating relationship into evidence. A client prepared for the consultative examination doesn’t walk into it cold. And referrals from medical sources bring the next cases in the door.

You walk out with the working method: the MyChart practices, the client coaching, the CE preparation, and the referral approach — the foundation, laid the way a high-success practice actually lays it.