Issues this guide separates
Use this guide to organize providers, dates, tests, treatment gaps, and evidence organization.
| Issue | What to verify |
|---|---|
| Use This Guide To Organize Providers | Document Use this guide to organize providers with dates, source records, and a short explanation of why it matters to the current disability issue. |
| Dates | Document dates with dates, source records, and a short explanation of why it matters to the current disability issue. |
| Tests | Keep dated tests results and the provider interpretation, not only a reference to the test. |
| Treatment Gaps | Show the history of treatment gaps, response, side effects, and whether the treatment changed day-to-day function. |
| Evidence Organization | Put evidence organization in date order and identify what question the record helps answer. |
Records for Medical Records Request Guide
- treatment notes and provider list
- diagnostic testing and specialist records
- medication history and side effects
- function reports, RFC evidence and work history
Questions to prepare
- Which limitations are actually supported in the records?
- What evidence is missing for the period SSA is reviewing?
- Are symptoms and daily-function reports consistent with treatment records?
- Which SSA medical-evaluation source is relevant to this condition?
Official starting points
Before taking the next step
Use the exact SSA notice and current appeal or benefit status. A general page about medical records request guide cannot determine eligibility or predict an outcome, and it should not replace an official filing instruction.