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Ways to Improve Your Case / How to Eliminate Jobs (Presented by National Organization of Social Security Claimants’ Representatives)

Practical strategies for eliminating jobs at Social Security disability hearings through complete medical records, building functional limitations without medical source statements, training clients to communicate in numbers, and leveraging third-party evidence from case managers, employers, and clergy.

2025-11-07 09:00:00

1.25 hours

Program Details

2025-11-07 09:00:00

2025-11-07 09:00:00

1.25h CLE Credits

2025-11-07 09:00:00

1.25 hours

Program Details

2025-11-07 09:00:00

Program Details

2025-11-07 09:00:00

Over 1,000+ webinars

2025-11-07 09:00:00

1.25 hours

Course Overview

Winning Disability Hearings Through Strategic Evidence

2025-11-07 09:00:00

Participants will learn practical techniques for developing medical evidence, preparing clients, and crafting hypotheticals that eliminate jobs at Social Security disability hearings. These strategies help attorneys present persuasive cases to Administrative Law Judges.

Format

CLE Credit

1.25h CLE Credits

Level

Intermediate

Length

1.25

Key topics that will be covered

01
Medical Records
Complete medical records are fundamental to winning cases and influencing judge outcomes.
02
Judge Persuasion
Know why your claimant is disabled and what limitations eliminate jobs in hypotheticals.
03
Evidence Building
Create summary documents with exact citations and use charts and photographs for judges.
04
Client Training
Train clients to communicate limitations using specific numbers rather than subjective descriptions.
05
Third-Party Sources
Gather statements from case managers, employers, coworkers, and clergy about functional limitations.
06
Vocational Issues
Document past work using tools, industry, process, and setting to challenge transferable skills.

Program schedule

clock 9:00 am - 9:20 am EST

Complete Medical Records and Early Evidence Submission

This session covers the critical foundation of winning disability cases through comprehensive medical record collection. Speakers discuss practical solutions including third-party services, documentation of collection efforts, and strategic timing for submitting five-day letters to judges.

Theodore NorwoodTheodore Norwood
Jason HeinzeJason Heinze
clock 9:20 am - 9:40 am EST

Client Preparation and Judge Persuasion Strategies

Learn essential techniques for preparing claimants for hearings and understanding what Administrative Law Judges prioritize. This session explores how to identify your claimant’s pathway to approval, work within judicial time constraints, and build hypotheticals that eliminate available jobs.

Theodore NorwoodTheodore Norwood
Jason HeinzeJason Heinze
clock 9:40 am - 10:15 am EST

Alternative Evidence Sources and Functional Limitation Documentation

Discover how to build compelling cases when medical source statements are unavailable or problematic. This session covers using third-party statements from case managers, employers, and clergy, training clients to communicate in measurable numbers, and leveraging objective medical evidence under SSR 16-3p to demonstrate functional limitations.

Theodore NorwoodTheodore Norwood
Jason HeinzeJason Heinze
Theodore Norwood

Theodore Norwood

NOSSCR

Jason Heinze

Jason Heinze

Claim Data

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.
Jason Heinze

Jason Heinze

Claim Data

Jason Heinze represents clients in Social Security disability claims and long term and short term disability claims under ERISA, and developed ClaimData symptom tracking software for disability attorneys.

Experience

Has been representing clients in Social Security disability claims and long term and short term disability claims under ERISA since 2015. In 2019, started exploring ways to document clients' invisible symptoms like pain, fatigue and psychological suffering, which led to developing ClaimData symptom and impairment tracking software.
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.
Jason Heinze

Jason Heinze

Claim Data

Jason Heinze represents clients in Social Security disability claims and long term and short term disability claims under ERISA, and developed ClaimData symptom tracking software for disability attorneys.

Experience

Has been representing clients in Social Security disability claims and long term and short term disability claims under ERISA since 2015. In 2019, started exploring ways to document clients' invisible symptoms like pain, fatigue and psychological suffering, which led to developing ClaimData symptom and impairment tracking software.

Credits by state

AK1.3
AL1.3
AR1.3
AZ1.3
CA1.3
CO1.3
CT1.3
DC
DE1.3
FL1.3
GA1.5
HI1.3
IA1.3
ID1.3
IN1.3
KS1.3
KY1.3
LA1.3
MA1.3
MD1.3
ME1.3
MI1.3
MN1.3
MO1.5
MS1.3
MT1.3
NC1.3
ND1.3
NE1.3
NH75.0
NJ1.5
NM1.3
NV1.3
NY1.5
OH1.3
OK1.5
OR1.3
PA1.3
RI1.5
SC1.3
SD1.3
TN1.3
TX1.3
UT1.3
VA1.3
VT1.3
WA1.3
WI1.5
WV1.5
WY1.3

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Trusted by Legal Professionals

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Live stream programs

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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
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
Approved
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