Master the medical documentation process with our comprehensive checklist. Ensure you have all the right medical evidence to support your SSDI claim from day one.
💡 Need personalized help? This guide covers the essentials, but every situation is unique. Consider booking a free case review to discuss your specific case.
Your medical records are the most important part of your SSDI application. Incomplete or missing records are the #1 reason for denials.
Write down every doctor, hospital, and clinic you've visited in the past 2 years (or since your condition started).
💡 Pro Tip: Check your insurance statements to make sure you don't miss anyone
Contact their medical records department to understand their process, fees, and timeline.
💡 Pro Tip: Ask for the direct phone number to medical records to skip the main desk
Most providers require a signed authorization form. Be specific about date ranges and record types.
💡 Pro Tip: Request records for the past 12-24 months, even if you think they're not relevant
Call weekly to check on status. Medical records departments are often backlogged.
💡 Pro Tip: Be polite but persistent. Get the name of who you spoke with each time
Check that records are complete and accurate. Look for any missing appointments or tests.
💡 Pro Tip: If something seems wrong or incomplete, contact the provider immediately
Getting complete medical records can be frustrating and time-consuming. I can help you identify what's missing, prioritize what's most important, and create a strategy that works for your timeline.
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