When and How to Check the Status of Your Social Security Disability (SSDI) or
Supplemental Security Income (SSI) Claim Status for Benefits
“Questions You Can Ask Your Disability Examiner When You Periodically
Check the Status of Your Disability Claim”
Checking
the status of your disability (disabilty, dissability) claim at the right time can
be crucial in helping you speed up processing of your application.
This
is because when you call in to get a status check, it forces the disability examiner to take a look at your
folder or electronic record, and s/he can then tell you what else is needed for processing, or at least where
the claim is in the sequence of steps that are involved in its development.
So
when should you ideally check the status of your disability claim? Having worked as a disability examiner for
three years, here are my suggestions for when you should check the status of your claim based on the various
case development stages of initial claims.
1) You should call your disability examiner (DE)
in the state Disability Determination Services (DDS) office or the Disability Adjudication Services (DAS) office
30 days after you have completed your application . If everything has gone as it should, by then
the DE has written to all the doctors/hospitals listed on your application to request your “medical evidence of
record” or MER (as it is called internally). The examiner has given these medical providers two to three weeks
to get the records turned in. Because the worker makes these requests within days of receiving a new claim for
processing, all of your MER should have been received in the first 30 days if your doctors/hospitals staff have
been able to and cooperative in sending the records in.
Medical records are the backbone of your claim. If there is no medical evidence to
support your claim, you really have no claim, and your claim will ultimately be denied. The
DE can set up a consultative examination (CE), which allows you to see one of Social
Security’s participating doctors so that he or she can do a medical exam to provide the
missing information. But the bottom line is that the more medical records the examiner has to
review, the easier it is to prove your claim for disability based on objective medical
findings.
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Unfortunately, most DDS offices have a list
(either in writing or in fact) of medical facilities that are notorious for either not providing medical records
in a timely matter (if at all) or providing records that have been known to be totally useless in giving the
information necessary to decide a claim.
In my experience, medical records from the
Veterans Administration, while usually voluminous, generally have little substance unless there are x-rays or
other objective test results located in the file.
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Some states send out second notices automatically to medical providers who fail to
respond to a first request for records, and this system helps the examiner tremendously
because the first notice may have been misplaced, lost in the mail, etc. North Carolina is
one state that does not do this as a matter of course, so the chances are that your medical
records may be incomplete if you do not follow-up. Of course the examiners are expected to
make this follow up request manually, but this may or may not happen depending on how many
cases s/he may be managing at any one time.
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So to
recap, the reasons you are checking the status of your claim at day 30 is to ask the DE:
A)
“What is the status of my
claim?” If the
worker says something like “It is still pending.” or “No decision has been made,” then your next question will
be:
B)
“Have you gotten my medical
records from all of my providers?” If they tell you that one or more doctors have
not sent in records, then you should
C)
Ask for the names of the
doctors or hospitals that have not provided records to date . Then,
D)
You should, if you are able to or have someone who can, offer to assist the DE in
getting those missing medical records . How?
You can
place a call in to your doctor’s office and explain that you have applied for disability and the claims office (DDS
of DAS) is waiting to receive records from their facility. Tell the doctors office – in larger medical facilities
you would be speaking to someone in their “medical records department” – the date the DDS requested the records.
(The date the examiner requested the records can easily be gotten from the DE during you first 30-day status check
telephone call). Then ask your doctor or medical facility to, if they are able, fax the information in to the DDS,
explaining that it has already been three weeks since the date of the initial request. If they are not able to fax,
then try to get a commitment from them that they will mail the records in within the next few days. Then, you
should follow up with them after a few days to see if they have done it.
In one of the states that I handled disability claims,
it was the stated policy of the agency that the DE would not request assistance from claimants in
obtaining medical records in SSI claims. I don’t know the full logic behind that rule. Still you
should know that the more current objective medical records that the DE has to evaluate, the
clearer it becomes as to the degree of your functional abilities or disabilities, so if you are
applying for SSI, and are able, you should also offer to assist the DE to get
records.
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E)
When you do your 30-day status
check, and the DE tells you that s/he has received all the MER from all the doctors/hospitals you listed, ask if
anything else is needed before s/he can issue a decision. If the examiner responds that s/he are
also waiting on you to return anything that was sent to you, such as a questionnaire or if s/he says they
are waiting to receive an ADL (activity of daily living) form from your aunt Mary or whoever else you listed as
a person who knows about your condition, then you should follow up with your aunt Mary to ask her if she has
received the form and encourage her to complete it and return it.
Note: Again, depending on the
state you live in and apply for benefits, how the DE collects information may vary. In GA, adjudicators are
trained to primarily collect info via questionnaires sent to you; in NC, the DEs may prefer to call you for the
information. Regardless of the method, your job is to check to be sure the examiner has gotten the information
requested from you doctors, hospitals, psychologist, counsellors and third parties.
If the information is not received from your
treating doctors, from you or from your third parties, the DE will not have the time (or the inclination) to do
follow-up and baby sit any party to the claim. They will merely move on to the next step in development, because
contrary to popular notion, DEs are evaluated for timeliness in case processing, and begging for MER from a non
cooperating doctor will only slow the process down. So you can be sure that if you are not working to obtain the
missing records, chances are that your DE is not working on getting the records either.
Finally, after you have asked if all
the medical records have been received, and if all questionnaires have been received, and if the
answer is yes, then you can ask the DE if s/he has had a chance to review your claim or write it up. The answer
may be “No.” If the claims examiner says "I need to review it to see if any additional information or tests are
needed," tell them that that is fine, and then ask, “When can I call back to see if anything else is
needed?”
Note: In the ideal world,
after all MER and questionnaires are received, the DE would immediately proceed to reviewing all of your medical
records, then write up a case summary for review by the staff medical doctor and/or psychologist for concurrence
(depending on whether you alleged a physical impairment, a mental impairment or both).
But because the DDS offices are often understaffed, a case may end up getting no action on it for months after all
the info has been received. Your phone call to the DE can trigger such a review and if you promise the DE worker
that you will call back in two weeks for an updated status, this action may cause him/her to make a note to review
your case before those two weeks are up. This is done primarily because getting calls from claimants and
having to explain why no action has been taken is sometimes harder than going ahead and reviewing and summarizing
the case and putting it in the medical consultants' cue for review, especially if the worker can see that the
case is going to be a denial.
Some Disability Examiners have the designation and are certified as “Single Decision
Makers” which means that in some types of cases, they can make the final decision on a claim
without any feedback from a MC (staff physician). If this is the case with your claim, you could
have a decision within two weeks of such an initial status check phone
call.
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