Send Pertinent Records — Not Everything
The Ellis Clinic instructions say to send copies only because records are destroyed and are not returned. They also emphasize sending pertinent records rather than every page of a medical chart. For example, an operative report may be enough for a surgery, and routine follow-up maintenance visits usually do not all need to be included.
Your completed Social Security Disability Appointment Protocol should be the first page of the packet.
Prepare a typed Summary List of the important records. The supplied instructions say the Summary List may be attached to the medical report.
Use a colored sheet or tab between sections, keep the most recent records on top within each section, and clip or staple each operation, test, physician, or record group together.
Build Your SSD Records Packet in This Order
The supplied Ellis Clinic instructions use the following record categories.
Usually only the operative report.
MRI, EMG/nerve conduction studies, pertinent laboratory tests, and similar diagnostic evidence.
For surgery, the operative report may be enough; when there was no surgery, a discharge summary may be sufficient.
Reports, office notes, and other pertinent physician documentation.
Examples include physical therapy and a Functional Capacity Evaluation.
List the important records by category and date so the medical history can be reviewed efficiently.
Your Information & Disabling Conditions
The Appointment Protocol asks for your contact information, Social Security number, date of birth, work status, representative, and the conditions, diseases, or injured body parts that make it difficult to work. The form asks that the most disabling condition be listed first and provides ten lines for conditions.
Ready to Build Your Protocol?
Complete the guided form, review your answers, and create a filled copy of the Ellis Clinic SSD Appointment Protocol.
BEGIN THE SSD APPOINTMENT BUILDER →