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

2025-11-06 11:15:00

1 hours

2025-11-06 11:15:00

1 Credits

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

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

1000+

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1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

Course Overview

Strategic Medical Source Statement Development

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.

Key topics that will be covered

What will you learn

Attorneys will learn strategic approaches for developing medical source statements, including form selection, physician engagement techniques, and methods to defend statements against ALJ scrutiny.

What will you gain

Attorneys will gain practical tools to win more cases at hearing by proving limitations through effective medical evidence rather than relying primarily on vocational cross-examination.

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

What will you learn

Attorneys will learn strategic approaches for developing medical source statements, including form selection, physician engagement techniques, and methods to defend statements against ALJ scrutiny.

What will you gain

Attorneys will gain practical tools to win more cases at hearing by proving limitations through effective medical evidence rather than relying primarily on vocational cross-examination.

Agenda

Session 1

Defining and Obtaining Effective Medical Source Statements

Session 2

Tailoring MSSs to Case-Specific Functional Issues

Session 3

Integrating ORS Data and Alternative Provider Input

clock 11:15 am - 11:35 am EST

Defining and Obtaining Effective Medical Source Statements

Theodore Norwood

NOSSCR

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 Norwood

NOSSCR

clock 11:35 am - 11:55 am EST

Tailoring MSSs to Case-Specific Functional Issues

Theodore Norwood

NOSSCR

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 Norwood

NOSSCR

clock 11:55 am - 12:05 pm EST

Integrating ORS Data and Alternative Provider Input

Theodore Norwood

NOSSCR

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 Norwood

NOSSCR

01 03
Prev
Next

speakers

Joe Ervin

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Kevin Foley

Reminger Co
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Grant H. Lawson

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Theodore Norwood

NOSSCR

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

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.

Plans

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Price
$95 – $245
Price varies based
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$395/year
One-time purchase
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based on firm size
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Number of Available Webinars 1 1,000+ 1,000+
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Ability to Ask Questions During
the Presentation via a Chat Box
Included Included Included
Attend "Live" Re-Broadcasts Included Included Included
Exclusive Partner Webinars & Events Included Included
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of Bias, etc.)
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Individual Purchase
Basic
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Corporate CLE Plan
$95 – $245
Price varies based
on the course duration
of 1 to 3+ hours
Access type Pay per
class
Number of Available Webinars 1
Number of New Webinars Added Yearly Limited
Earn "Live" CLE credit Included
Ability to Ask Questions During
the Presentation via a Chat Box
Included
Attend "Live" Re-Broadcasts Included
Exclusive Partner Webinars & Events
Special credits (Ethics, Elimination
of Bias, etc.)
Instant Certificates After Completion
Personalized CLE Platform
Live Conferences
Bootcamps

Why Attend

Why this 
program matters

Understanding medical source statements is critical because with 62% of initial disability claims denied and SSA backlogs exceeding 940,000 cases, proper evidence development directly determines case outcomes.
62%
of disability claims were denied at the initial application stage in 2024, making strategic medical evidence development essential for approval. (Source: O’Neil and Bowman Disability Group, 2024 data)
3x
higher approval rate for claimants with legal representation compared to those without, according to the U.S. Government Accountability Office study on ALJ decisions. (Source: GAO-18-37)
940k
pending disability claims in the SSA initial claims backlog as of July 2025, down from a record 1.26 million in May 2024. (Source: Social Security Administration press release, July 2025)
58%
overall approval rate at the ALJ hearing level in 2024, the highest rate since at least 2018 when Atticus began tracking judge data. (Source: Atticus Social Security Disability Judge Approval Rates analysis)

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