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Revising MIQs/MSSs (Presented by National Organization of Social Security Claimants’ Representatives)

Medical source statements are underutilized tools in disability cases. This session covers strategic form development, physician engagement techniques, defending statements against ALJ scrutiny, and why strong medical evidence beats vocational cross-examination for winning cases.
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2025-11-06 11:15:00

1 hours

Theodore Norwood

Integrated Benefits, Inc. and Pontello, Bressler, Norwood, & Associates

View speakers

Program Details

2025-11-06 11:15:00

2025-11-06 11:15:00

1h CLE Credits

2025-11-06 11:15:00

1 hours

See credits by state

Theodore Norwood

Integrated Benefits, Inc. and Pontello, Bressler, Norwood, & Associates

View speakers

Program Details

2025-11-06 11:15:00

Program Details

2025-11-06 11:15:00

Over 1,000+ webinars

2025-11-06 11:15:00

1 hours

Course Overview

Strategic Medical Source Statement Development

2025-11-06 11:15:00

Participants will learn to craft effective medical source statements that win Social Security disability cases. These techniques help avoid common pitfalls and defend statements against ALJ scrutiny.

Format

CLE Credit

1h CLE Credits

Level

Intermediate

Length

1

Key topics that will be covered

01
Strategic Analysis
Know your case issues before requesting medical source statements.
02
Form Selection
Choose basic or advanced forms based on case complexity and ALJ.
03
Listing Arguments
Use equaling-the-listing strategies to anchor severity and trigger medical expert requirements.
04
Physician Engagement
Keep forms short and use questions that motivate doctors to respond.
05
Avoiding Pitfalls
Do not seek limitations more restrictive than needed to win.
06
Defending Statements
Mirror SSA’s own supportability framework when building your medical source statements.

Program schedule

clock 11:15 am - 11:35 am EST

Defining and Obtaining Effective Medical Source Statements

This session covers the fundamentals of medical source statements under current CFR requirements, emphasizing strategic case analysis before form development. Practitioners will learn why generic forms fail and how to focus on specific limitations that actually win cases rather than relying on vocational witness cross-examination.

Theodore NorwoodTheodore Norwood
clock 11:35 am - 11:55 am EST

Tailoring MSSs to Case-Specific Functional Issues

This session explores how to craft form questions that target winning limitations and engage physicians effectively. Attendees will learn to avoid overly restrictive statements, defend MSS against ALJ scrutiny using supportability and consistency frameworks, and leverage SSA’s own documentation methods to strengthen their cases.

Theodore NorwoodTheodore Norwood
clock 11:55 am - 12:05 pm EST

Integrating ORS Data and Alternative Provider Input

This session addresses the Occupational Requirements Survey and its unique limitation categories that differ from traditional vocational analysis. Practitioners will also discover how to expand their evidence pool through nurse practitioners, physical therapists, and live testimony to maximize MSS impact.

Theodore NorwoodTheodore Norwood
Theodore Norwood

Theodore Norwood

Integrated Benefits, Inc. and Pontello, Bressler, Norwood, & Associates

Theodore Norwood

Theodore Norwood

Integrated Benefits, Inc. and Pontello, Bressler, Norwood, & Associates

Ted Norwood is a attorney at Integrated Benefits, Inc. and Pontello, Bressler, Norwood, & Associates.

Education & Credentials

He graduated from St. Louis University and the University of Missouri-Columbia School of Law and has been licensed in Missouri since 2007.

Recognition & Leadership

He serves as Chief Legal Officer of Integrated Benefits, Inc., where he has represented Social Security Disability claimants in every state and handled hearings in 48 states and Puerto Rico.

Professional Involvement

He has also been a long time NOSSCR member including service on the Board of Directors and numerous committees.

Experience

He has experience in administrative practice and several federal courts, including the 10th Circuit.
Theodore Norwood

Theodore Norwood

Integrated Benefits, Inc. and Pontello, Bressler, Norwood, & Associates

Ted Norwood is a attorney at Integrated Benefits, Inc. and Pontello, Bressler, Norwood, & Associates.

Education & Credentials

He graduated from St. Louis University and the University of Missouri-Columbia School of Law and has been licensed in Missouri since 2007.

Recognition & Leadership

He serves as Chief Legal Officer of Integrated Benefits, Inc., where he has represented Social Security Disability claimants in every state and handled hearings in 48 states and Puerto Rico.

Professional Involvement

He has also been a long time NOSSCR member including service on the Board of Directors and numerous committees.

Experience

He has experience in administrative practice and several federal courts, including the 10th Circuit.

Credits by state

AK1.0
AL1.0
AR1.0
AZ1.0
CA1.0
CO1.0
CT1.0
DC
DE1.0
FL1.0
GA1.0
HI1.0
IA1.0
ID1.0
IN1.0
KS1.0
KY1.0
LA1.0
MA1.0
MD1.0
ME1.0
MI1.0
MN0.8
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

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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
1 General
Alaska
Approved
1 General
iOur programs are CLE-eligible through Alaska’s recognition of multi-jurisdictional reciprocity.
Arizona
Approved
1 General
Arkansas
Approved
1 General
California
Approved
1 General
Colorado
Pending
1 General
Connecticut
Approved
1 General
Delaware
Pending
1 General
District of Columbia
No Required
No MCLE Required
Florida
Approved
1 General Hour
iReceive CLE credit in Florida via Attorney Submission.
Georgia
Approved
1 General
Hawaii
Approved
1 General
Idaho
Pending
1 General
Indiana
Pending
1 General
Iowa
Pending
1 General
Kansas
Pending
1 Substantive
Kentucky
Pending
1 General
Louisiana
Pending
1 General
Maine
Pending
1 General
Maryland
No Required
1 CLE Hour(s)
Massachusetts
No Required
1 CLE Hour(s)
Michigan
No Required
1 CLE Hour(s)
Minnesota
Approved
0.75 General
Mississippi
Pending
1 General
Missouri
Approved
1.2 General
Montana
Pending
1 General
Nebraska
Pending
1 General
imyLawCLE reports attendance to Nebraska on each attorney’s behalf for all programs. Please do not self-report.
Nevada
Pending
1 General
New Hampshire
Approved
60 General minutes
iAs of July 1, 2014, the NHMCLE Board no longer provides pre- or post-approval of courses. Attendees must self-determine whether a program is eligible for credit, and self-report their attendance online at www.nhbar.org, based on qualification provisions of Rule 53.
New Jersey
Approved
1 General
iOur programs are CLE-eligible through New Jersey’s recognition of multi-jurisdictional reciprocity, except for the courses required under BCLE Reg. 201:2
New Mexico
Approved
1 General
New York
Approved
1 General
iOur programs are CLE-eligible through New York’s Approved Jurisdiction Group “B”.
North Carolina
Pending
1 General
North Dakota
Approved
1 General
iOur programs are CLE-eligible through North Dakota’s recognition of multi-jurisdictional reciprocity. Section 1, Policy 1.14
Ohio
Approved
1 General
Oklahoma
Pending
1 General
Oregon
Pending
1 General
Pennsylvania
Approved
1 General
Rhode Island
Pending
1 General
South Carolina
Pending
1 General
South Dakota
No Required
1 CLE Hour(s)
Tennessee
Approved
1 General
Texas
Pending
1 General
Utah
Pending
1 General
Vermont
Approved
1 General
Virginia
Not Eligible
1 General Hours
Washington
Approved
1 Law & Legal Hours
iReceive CLE credit in Washington via Attorney Submission. myLawCLE will supply Washington state attorneys with instructions on how to gain credit.
West Virginia
Pending
1.2 General
Wisconsin
Approved
1 General
Wyoming
Pending
1 General

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