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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.

2025-11-06 11:15:00

1 hours

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

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

NOSSCR

Theodore Norwood

Theodore Norwood

NOSSCR

Social Security law practitioner who has represented claimants across the country at the administrative level and in federal courts since 2007.

Education & Credentials

University of Missouri - Columbia School of Law (graduated 2007)

Professional Involvement

NOSSCR Board of Directors member for several years, initially as 8th Circuit Representative, currently serving as at-large board member and Treasurer.

Experience

Started practicing Social Security law in 2007. Has represented claimants across the country at the administrative level and in federal courts. Member of the Missouri Bar. Based in St. Louis.
Theodore Norwood

Theodore Norwood

NOSSCR

Social Security law practitioner who has represented claimants across the country at the administrative level and in federal courts since 2007.

Education & Credentials

University of Missouri - Columbia School of Law (graduated 2007)

Professional Involvement

NOSSCR Board of Directors member for several years, initially as 8th Circuit Representative, currently serving as at-large board member and Treasurer.

Experience

Started practicing Social Security law in 2007. Has represented claimants across the country at the administrative level and in federal courts. Member of the Missouri Bar. Based in St. Louis.

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
NJ1.2
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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MCLE Credits

Alabama
Pending
Alaska
Approved
Arizona
Approved
Arkansas
Approved
California
Approved
Colorado
Pending
Connecticut
Approved
Delaware
Pending
District of Columbia
No Required
Florida
Approved
Georgia
Approved
Hawaii
Approved
Idaho
Pending
Indiana
Pending
Iowa
Pending
Kansas
Pending
Kentucky
Pending
Louisiana
Pending
Maine
Pending
Maryland
No Required
Massachusetts
No Required
Michigan
No Required
Minnesota
Approved
Mississippi
Pending
Missouri
Approved
Montana
Pending
Nebraska
Pending
Nevada
Pending
New Hampshire
Approved
New Jersey
Approved
New Mexico
Approved
New York
Approved
North Carolina
Pending
North Dakota
Approved
Ohio
Approved
Oklahoma
Pending
Oregon
Pending
Pennsylvania
Approved
Rhode Island
Pending
South Carolina
Pending
South Dakota
No Required
Tennessee
Approved
Texas
Pending
Utah
Pending
Vermont
Approved
Virginia
Not Eligible
Washington
Approved
West Virginia
Pending
Wisconsin
Approved
Wyoming
Pending

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