The Medical Source Statements (MSS) 8th Circuit Conference 2025 session focuses on how to effectively develop and use MSSs in disability cases. It explains what qualifies as an MSS under the CFR and why these statements—detailing specific abilities and limitations—are critical to building strong claims. The session offers practical advice on obtaining and designing MSSs, encouraging attorneys to move away from checkbox forms toward short, focused questions that are easier for doctors to complete and clearer for Administrative Law Judges. It emphasizes tailoring MSSs to the specific issues in each case, referencing supporting evidence, and engaging providers creatively to make participation easier. Beyond forms, the session explores obtaining MSSs through direct interactions or summaries and involving other medical professionals when doctors are less accessible. Participants are encouraged to incorporate Occupational Requirements Survey (ORS) data to capture modern job demands like pace control, problem-solving, and interpersonal reliability. Ultimately, strong, well-supported MSSs reduce reliance on vocational expert cross-examination—streamlining hearings and increasing the chances of winning cases without appeal.

Key topics to be discussed:

• Defining, Designing, and Obtaining Effective Medical Source Statements under the CFR
• Tailoring MSSs to Case-Specific Functional Issues and Supporting Evidence
• Integrating ORS Data and Alternative Provider Input to Strengthen MSS Impact

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 8th Circuit Conference 2025 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 on November 6, 2025

Closed-captioning available