Prehearing procedure

• Author: Thomas E. Bush
• Pages: 247-802

2-1

CHAPTER 2

PREHEARING PROCEDURE

§200 HEARING PREPARATIONTHEORY OF THE CASE

§201 Obtaining a Copy of the File and Submitting Evidence

§201.1 Obtaining a Copy of the File—Cases Below the Hearing Stage

§201.2 Submitting Evidence—Cases Below Hearing Stage

§201.3 Obtaining a Copy of the File—Cases at the Hearing Stage

§201.4 Submitting Evidence—Cases at the Hearing Stage

§201.5 Working With an Electronic Disability File

§201.6 Decrypting a CD-ROM Containing an Electronic Disability File

§202 Contents of the Disability File

§203 Section A: Payment Documents/Decisions

§203.1 Disability Determination and Transmittal

§203.2 Form: Disability Determination and Transmittal (SSA-831)

§203.3 Form: DI 26510.045 Completing Item 22 (Regulation Basis Code) on the SSA-831

§203.4 Chart: DDS Medical Specialty Codes

§203.5 eCAT: Disability Determination Explanation

§204 Section B: Jurisdictional Documents and Notices

§204.1 Denial Letters

§204.2 Request for Reconsideration and Hearing

§205 Section D: Non-Disability Development

§205.1 Application for Benef‌its

§205.2 Earnings Record and Insured Status

§205.3 Sample: Earnings Comp Determination

§205.4 Correcting an Earnings Record

§205.5 POMS RS 02201.008—Exceptions to the Statute of Limitations

§205.6 Form: Request for Correction of Earnings Record (SSA-7008)

§205.7 Sample: ICERS Earnings Record

§206 Section E: Disability Related Development

§206.1 Disability Report

§206.2 Work History Report

§206.3 Disability Report—Appeal

§206.4 Daily Activities Questionnaire

§206.5 Form: Disability Report (SSA-3368)

§206.6 Form: Disability Report—Field Off‌ice (SSA-3367)

§206.7 Form: Work History Report (SSA-3369-BK)

§206.8 Form: Function Report—Adult (SSA-3373)

§207 Section F: Medical Records

§207.1 Residual Physical Functional Capacity Assessment

§207.2 Form: Residual Functional Capacity Assessment (SSA-4734)

PREHEARING PROCEDURE

Social Security Disability Practice 2-2

§208 Analysis of Hearing Exhibit File

§209 Form: Initial File Review Action Sheet

§210 OBTAINING MEDICAL AND OTHER DOCUMENTATION

§211 Hospital Records

§211.1 Veterans Administration Hospital

§211.2 VA Disability Rating Decisions and Rating Exam Reports

§212 Treating Source Records

§212.1 Physicians, Osteopaths, Podiatrists, Optometrists

§212.2 Psychologists

§212.3 Chiropractors

§212.4 Nurse Practitioners and Physician Assistants

§213 Physical and Occupational Therapists

§214 Pharmacies

§215 Insurance Carriers

§216 Former and Current Employers

§216.1 Form: Employment Questionnaire

§216.2 Form: Monthly Wage Information

§216.3 Form: Monthly Income Worksheet

§217 Vocational Rehabilitation Agencies

§218 Law Enforcement Agencies

§219 Other Sources

§219.1 Social Welfare Agencies

§219.2 Other Attorneys

§219.3 Schools

§220 OBTAINING AND DEALING WITH OPINION EVIDENCE

§220.1 The Treating Source Rule—Claims Filed Before March 27, 2017

§220.2 Medical Opinions—Claims Filed on or after March 27, 2017

§221 The Claimant’s Doctor

§221.1 Hearing Testimony by the Treating Doctor

§221.2 Taking the Doctor’s “Deposition”

§221.3 Specif‌ic Questions

§221.4 General Medical Report

§221.5 Medical Opinion Forms

§221.6 Form: Medical Source Statement of Ability to Do Work-Related Activities (Physical)

(HA-1151)

§221.7 Form: Medical Opinion Re: Ability to Do Work-Related Activities (Physical)

§221.8 Form: Letter to Treating Source Transmitting Medical Opinion Form

§221.9 Form: Medical Opinion Regarding Physical Capacity for Work

§221.10 Memorandum: The Role of the Treating Doctor in Social Security Disability

Determinations—For Claims Filed Before March 27, 2017

§221.11 Form: Physical Medical Opinion

§221.12 Form: Follow-up Medical Opinion

§221.13 Memorandum: Preparing a Medical Opinion for use in a Social Security Disability

Case—For Claims Filed On or After March 27, 2017

§222 Prior Administrative Medical Findings - State Agency Doctor Opinions

§222.1 Should You Ask the ALJ to Subpoena a State Agency Doctor?

§223 Consultative Doctors—Hired by SSA

§224 Consultative Doctors—Hired by You

§225 Vocational Experts—Hired by You

§226 Vocational Experts Called by the ALJ

§227 Medical Expert

PREHEARING PROCEDURE

2-3 Prehearing Procedure

§230 ANALYSIS OF MEDICAL IMPAIRMENTS

§230.1 Form: Bladder Problem Medical Opinion

§230.1.1 Form: Interstitial Cystitis Medical Opinion

§230.2 Form: Lupus (SLE) Medical Opinion

§230.3 Form: Chronic Fatigue Syndrome Medical Opinion

§230.4 Form: Dizziness Medical Opinion

§230.5 Form: Post Cancer Treatment Medical Opinion

§231 Musculoskeletal System, Listings §§1.00-1.08

§231.1 Form: Lumbar & Cervical Spine Medical Opinion

§231.2 Form: Lumbar Spine Medical Source Statement

§231.3 Form: Fibromyalgia Medical Source Statement

§231.4 Form: Arthritis Medical Source Statement

§231.5 Form: Cervical Spine Medical Source Statement

§232 Special Senses and Speech, Listings §§2.00-2.11

§232.1 Form: Meniere’s Disease Medical Opinion

§232.2 Form: Letter to Doctor re: Vision When Claimant Limited to Sedentary Work

§232.3 Form: Vision Medical Opinion

§232.4 Form: Vision Impairment Medical Opinion

§233 Respiratory Disorders, Listings §§3.00-3.14

§233.1 Form: Pulmonary Medical Opinion

§233.2 Form: Sleep Disorders Medical Opinion

§234 Cardiovascular System, Listings §§4.00-4.12

§234.1 Dealing With Exercise Tolerance Test Results

§234.2 New York Heart Association Standards

§234.3 Form: Cardiac Medical Opinion

§234.4 Form: Cardiac Arrhythmia Medical Opinion

§235 Digestive System, Listings §§5.00-5.08

§235.1 Form: Crohn’s and Colitis Medical Opinion

§235.2 Form: Hepatitis C Medical Opinion

§236 Hematological Disorders, Listings §§7.00-7.17

§237 Skin Disorders, Listings §§8.00-8.08

§237.1 Form: Skin Disorders Medical Opinion

§238 Endocrine Disorders, Listing §9.00 and Obesit y

§238.1 Form: Diabetes Mellitus Medical Opinion

§238.2 Form: Obesity Medical Opinion

§239 Neurological Disorders Listings §§11.00-11.19

§239.1 Form: Seizures Medical Opinion

§239.2 Form: Headaches Medical Opinion

§239.3 Form: Stroke Medical Opinion

§239.4 Form: Multiple Sclerosis Medical Opinion

§239.4.1 Form: Multiple Sclerosis Fatigue Medical Opinion

§239.5 Form: Myasthenia Gravis Medical Opinion

§239.6 Form: Parkinsonian Syndrome Medical Opinion

§239.7 Form: Peripheral Neuropathy Medical Opinion

§239.8 Form: Postpolio Syndrome Medical Opinion

§239.9 Form: Ref‌lex Sympathetic Dystrophy (RSD)/Complex Regional Pain Syndrome

(CRPS), Type 1 Medical Source Statement

§239.10 Form: Muscular Dystrophy Medical Opinion

§239.11 Form: Neurological Listings Medical Opinion

§239.12 Form: Seizures Listings Medical Opinion

PREHEARING PROCEDURE