Category Archives: Medical Record

Role of Organized Medical Records in Bipolar Disability Cases

As you prepare for an important social security disability case, nothing is more important than access to a clear, detailed and organized medical history for your client. While this can be a lengthy and very time-consuming process for lawyers that attempt to complete it on their own, there are professionals available that have the knowledge and skills necessary to create a sorted and categorized medical chronology to help aid in your bipolar disability cases.

Bipolar Disorder

Why is Bipolar Disorder Medical Chronology So Important for a Winning Case?

Medical records are never very easy to understand and when you’re looking for specific details that can make or break a social security disability appeal, you need to have quick access to the facts. Medical chronologies are precise, clear and to the point. You’ll never have to worry about wasting valuable time in front of a judge or during a settlement conference when you have organized medical records to rely on.

In fact, organized medical chronologies are especially important for more complex claims like bipolar disability cases. As the Social Security Administrations rules and requirements become extremely more difficult to navigate, every SSD/SSI lawyer needs to make sure they can find key medical information in a moments notice.

What Are the Benefits of Investing in Bipolar Medical Chronology Services?

Some of the most significant benefits of organized medical information for your cases include:

· Access to a chronological arrangement of your patient’s entire medical history and healthcare information

· Helpful when preparing for depositions and when arguing a case in front of a judge.

· Ideal for ensuring complete discovery of facts and creating a linear timeline of medical events.

· When clearly organized, a patient’s medical history can help to aid in communication throughout the legal process.

Discover the Benefits of Medical Chronology Services for Bipolar Disability Cases

Nothing is more frustrating than searching for key medical information in front of a judge only to come up empty-handed. With the help of clear and organized medical information, SSD lawyers can rest easy knowing they are always prepared.

Why Should You Outsource Record Retrieval?

Many law firms have processes that they need to continue being a successful and functioning company. Unfortunately, there are some operations that take too much time to do and outsourcing is an option to accomplish these duties.

Record Retrieval

Your business is taking the time out of your day to perform processes such as:

● Accounting

● Sales

● Intake Process

● Payroll

● Record Retrieval

● Customer Service

Though these are all important, they take up a good amount of time during the week and leaves you less time to work on the growth of your business. Outsourcing your record retrieval will help out tremendously. Managing your time will make a huge improvement in your business and day-to-day activities. Companies that can help with record retrieval will ease your schedule and focus more on your clients.

Should Your Business Outsource Record Retrieval?

Do you find yourself to be an expert at record retrieval? If the answer is no, why not put your time elsewhere. It reduces the labor and costs to improve the success and future of your business. By outsourcing, you are given an expert at the task outside of your business and that can simply enhance the range and productivity of your law firm.

● Efficiency: Unfortunately sometimes with cases, is that paperwork can be incorrect or requests don’t make it to the appropriate person of someone simply forgot to process papers. This slows the progress of your case and as you wait you find out overtime that the paperwork was never processed in the first place. This will lead to the beginning of the process of a request all over again which adds even more time to a client that just needs a case to be solved. During times like this, you are losing money and time.

● Saving money: We get it, sometimes you think that because you’re doing it, it’s being done better. We all take pride in our work, but what about the cost. At times, hospitals can overcharge lawyers for records because they know that they will pay whatever to get what they need. A record retrieval company will take care of this fee based on their business. The fee is based on state laws and makes sure you are not overpaying for documents.

The Value of Medical Records in a Social Security Case

Unfortunately, you cannot be found disable under Social Security Administration — SSA — regulations unless it can be medically proven. This is why medical records are critical to social security benefit cases. This means you’ll need to be able to provide evidence, whether that be test or even notes that have been taken by your doctor during your treatment. The medical source must be reliable and the source needs to prove your condition is and will continue to prevent you from being able to physically work.

Medical Records Case

In proving that you are disabled, medical records are very helpful. This is because they will withhold your diagnosis and any findings that your medical provider has come across while treating you. It is likely that Social Security will find your medical records significant to your case if your doctor is a specialist in the disability you’re being treated for.

Most important records

The most valuable records you can submit are X-rays, MRIs, nerve conduction studies, pulmonary function tests, and other tests that can give hard data showing the severity of specific conditions. If you have appropriate results from your tests, you might even be able to get disability without having to discuss your situation with anyone. Make sure that your condition is listed in the Social Security regulations so you are not going through any issues.

How to obtain medical records

During the beginning stages of filling out the Social Security disability benefits application, you are requested to provide any medical records that pertain to your case. Social Security will take care of the fee it costs to request this information. If you proceed to the level of a hearing, our attorney or representative is responsible for ensuring that all of your records have been submitted.

Social Security reviews the medical evidence so they can determine the severity of the mental and/or physical impairment that is limiting your daily activity to perform work related tasks. Another major factor Social Security will consider is whether the applicant is cooperative with their medical treatment. This means showing up for scheduled appointments, taking medications as prescribed, as well as following your doctor’s’ directions. These elements convey exactly why medical evidence is beyond important in Social Security determining whether the applicant is disabled or not.

Documents You’ll Need When Applying for Social Security Disability

Social Security Disability applications can get confusing, with numerous sections asking you for all sorts of information about your work history, medical conditions and personal information. However, something that may not be immediately obvious is that besides just filling out the application, you also need to attach supporting documents — which help the disability claims examiner determine whether or not you should get benefits.

medical history

The first document you should have at the ready is a full medical history. This will include stays at any hospitals or treatment facilities that relate to the injury or condition that led you to apply for disability benefits, as well as any physicians who have treated you in that capacity. The medical history can be obtained through your doctor, as he or she should have a full copy of it for their records.

Medical histories are important because they can tell claims examiners where and when you were injured or started experiencing your current disability, what kinds of symptoms you have and how these affect your ability to work.

Another form that’s crucial to your application is the residual functional capacity (RFC) form, which is filled out by your doctor and explains what remaining abilities you have to work on some level, despite your disability. The claims examiner can request this form to be filled out by a consultant while your application is being considered, but it is beneficial for you if you have your doctor fill out a physical note beforehand and explain why you are no longer able to work.

Ultimately, having the RFC form attached to your application can benefit you by speeding up the process and getting you a result faster, as well as having your form filled out by a doctor who knows you and can more accurately estimate your ability to work.

In order to obtain both of these forms, you should get the help of a lawyer who is experienced in working with Social Security Disability cases and knows how to work with hospitals, doctors and treatment centers to get you the paperwork that you need. That way, you can focus on rest and recuperation while your disability application is handled by an experienced attorney.

Which Medical Records are the Best for Winning My Disability Claim?

When it comes to filing a disability claim, there are a lot of pieces of your particular puzzle that need to be put in place in order to win. Without a doubt, the most important part of this whole puzzle is your medical summary. With a decent, thorough, high-quality medical summary that shows your medical history and specific disability, you stand a much better chance of being approved for SSDI benefits. Without a good medical summary, on the other hand, your chances are pretty much nonexistent.

Medical Records

But what makes a good medical summary? A good summary is one that gives an accurate and thorough picture of your medical condition and your ability to work. To do this, you need to make sure you include records that paint a complete picture of your current medical condition. This includes such things as records of doctor and hospital visits, blood work, X-rays, lab results, prescribed treatments and other tests. Together, all of these records are used by the disability examiner to analyze your case and make a determination as to whether or not you are in need of benefits.

But, which records are the most important? To be honest, it’s hard to answer this question because each case is different. A record that might be crucial in one situation might be of little consequence to another. In short, it boils down to the specific nature of the case and the disability in question.

With that being said, however, there are a couple of documents that are vital, and should not be left out of your case:

— if your disability is one that is specifically listed in the Blue Book, then any records that prove you suffer from that particular disability are vital to your case.

— if you do not have a disability that is specifically listed in the Blue Book, then the disability examiner is going to have to know the extent of your ability to work. To do this, your doctor will need to fill out a Residual Functioning Capacity (RFC) form. This form gives a complete rundown of the extent of your disability and whether or not you are able to perform any type of work. For many cases, this RFC form can be the make-or-break document.

— in both situations, a statement from your health care provider as to your prognosis can also be important. Because the SSA is not going to award benefits to someone who is going to improve in the near future, it is important to have evidence stating that your medical condition is not likely to improve any time soon.

Compiling a thorough medical summary can be difficult. If you would like to know more, or would like help in putting your records together, please contact us today.

System of Reviewing Medical Records for SSDI

If you are going through the process of applying for Social Security Disability (SSDI) benefits, then you already know that paperwork and documentation are a key part of making your case. The SSA is designed to help Americans, but to do so it has to make tough decisions about about who does, and doesn’t, deserve to receive benefits. Because of this, gathering evidence of your disability is crucial to winning.

Medical Records Review

What Evidence Should Be Gathered?

It’s safe to say that, when it comes to SSDI cases, there is no such things as too much evidence. While the SSA will provide you with a form to document your medical history, this form is inadequate, and should be accompanied by your own records and documentation. Because every case is different, it can be impossible to make a complete list of everything that you need for your case. However, all the records that you compile need to do two things: 1) prove that you are currently injured or disabled to the point where you can not work, and 2) prove that this disability is not expected to go away in the near future.

What kinds of records show this? At the very minimum, you should make sure to include all records of your doctor and hospital visits, trips you might have taken to the ER, lab results from such things as blood work, X-Rays, or CAT scans, lists of medication taken, therapies, mental health visits such as psychiatrists . . . as you can see, depending on what type of disability you’re dealing with, there can be many different parts to the problem.

This might seem strange, but you also want to include records, if you can, from before the onset of your disability. This can be used to show the contrast between your way of life now, as opposed to earlier.

One thing that needs to be included in every case file, regardless of the disability or injury, however, is a statement from your healthcare provider stating in clear (and honest) terms the nature and extent of your medical condition, your physical or mental limitations because of this condition, and your long-term prognosis for recovery.

How Does the SSA Review the Records?

When your case file goes to the SSA, a Social Security Disability Examiner will look through your file to determine if you qualify for SSDI benefits. This examiner will inspect all of your records before making a determination. While it might take weeks before the Examiner is able to get to your file, once there, the actual review process can be over in a matter of hours.

How Can We Help?

If this seems like a daunting task, don’t worry — LM Summary Services is a team of experienced professionals who will do the heavy lifting for you. Our knowledgeable staff knows what types of records are needed for SSDI cases and how to compile them so they are accurate, thorough and comprehensive. If you need assistance in building your SSDI case, please contact us today!

The Best Medical Records to use for a Disability Claim

One of the most important parts of your disability application is the medical records you provide with it. The Social Security Administration (SSA) uses these records to help determine the severity of your condition, its effect on your ability to work, if you are eligible for benefits, and how much of a monthly benefit to which you are entitled. There are many different forms of medical records, so it is important to include the ones that help to prove your case the best. When you are choosing the medical records keep the following information in mind.


You only need to include medical records that are relevant to the condition for which you are seeking benefits. If you have other conditions that are unrelated to your need for disability benefits, you do not need to provide those to the SSA.


Since your medical records help to prove your current state of disability, you need to provide records that are current or from the relatively recent past. Records that are too old will not help the SSA determine the current severity of your case as well as recent records will. The SSA considers timely records to be ones that are relevant to your current medical condition. If your condition is chronic or recurring, older records may still be timely. Your physician can help you determine which of your medical records are the most timely and will help your case the best.

Medical records


For your best chance of having your application approved, make sure the records you provide are accurate. If there is inaccurate or outdated information in the records you provide, it can adversely affect the amount of benefits you receive, or even if your application is approved at all. The SSA only accepts medical information from certain types of health care providers. Your medical records may only come from the following sources to be considered acceptable:

– Licensed physicians

– Osteopaths

– Optometrists

– Podiatrists

– Speech pathologists


The records you provide must also provide enough evidence to prove that your condition is debilitating enough to affect your ability to work. There must be enough information for the judge to make a determining decision based solely on the medical records.

If you think you are entitled to file a Social Security disability claim and have additional questions regarding your medical records, contact LM Summary Services today.

Benefits of a Paperless Practice Using a Medical Records Summary Service

A Medical Record Summary Service is the hot new thing for law offices for a number of reasons. Services such of these are extremely useful to attorneys and clients alike. A medical summary is a comprehensive overview of your medical history, doctor’s notes, prescriptions, etc. A Medical Summary Service is tasked with gathering this information, going through it for the most valuable of information, and putting it together in a packet legible and understandable for anyone, including a judge. Many law firms and attorneys have opted for such a service for the following reasons:

Paperless Practice Medical Record

1. Saves Time

A medical summary service will get your summary together in half the time that an attorney would. They can focus on scouring the internet and records while your attorney preps for your case. The service will know where to look and what to look for. They are trained to do so, and will do it in half the time.

2. Saves Money

In law, time equals money. Lawyers may have to pay their paralegals extra, especially if the case is very complicated. They may also have to do the extra work themselves, which will cost you, the client, more in the end. Furthermore, the service itself isn’t very expensive and will save you more money in the end.

3. Better quality

Because the employees at such services are trained for this purpose, the results will be much higher quality. They will know what to look for, especially for specific cases. You attorney may not have enough time to prepare the summary and your case for record at the same time, so he or she may not be as thorough as he or she could be. So, such a service may prove useful.

4. Lawyers can focus on the case

Preparing your case is a lengthy process. It requires learning the case, understanding all the key parts, and then preparing you for court as well. Add in looking through all your records and combining them into a comprehensive document, and it’s quite the heavy workload for said lawyer. Requiring a dual focus will only hurt your case in the long run.

5. Environmentally Friendly

Outsourcing the medical summary to a specified service can also reduce waste and paper consumption, helping your firm be more environmentally friendly. Furthermore, they can keep the files and records in order to further help your case.

Medical Records Needed for an Immune System Disorder

If you suffer from a disorder of the immune system and are considering applying for Social Security Disability (SSDI) benefits, you probably have questions concerning what types of disorders are covered, and what you might need to prove your case.

Medical Records Immune System Disorder

The Social Security Administration (SSA) recognizes and pays out benefits for several different types of immune disorders. These types of immune disorders are broken into three categories:

Autoimmune disorders

These disorders include conditions that are caused when the body’s immune system turns on itself which can result in long-term impairments that affect one or more body systems. These disorders include, but are not limited to, such impairments as lupus, rheumatoid arthritis, and scleroderma.

Immune deficiency disorders (excluding HIV)

While autoimmune disorders typically involve an immune system that is working too hard in some respect, this second group concerns disorders where the immune system is deficient in some way. These conditions include sepsis, meningitis, and endocarditis.


The third type of immune disorder, HIV, is characterized by a weakening of the immune system, leaving the body open to many infections, as well as cancers and other conditions.

To earn SSDI benefits for the presence of an immune disorder, it will be necessary for you to provide the SSA with documentation proving its existence and effects

Medical Records

Depending on the disorder in question, different types of records might be needed. In general, though, the SSA will need the following types of information:

Medical Histories

A long-term immune disorder requires management and care under the eyes of a trained health physician. Records of those visits, including treatments and prognoses, should be submitted to the SSA. Records from the emergency room or hospital visits should also be submitted.

Medical Imaging and Tests

Any relevant medical tests and imaging procedures that speak to the nature or severity of your condition should be submitted. These might include such things as angiography, x-rays, CAT scans, MRIs, blood tests, myelography, biopsy reports, and bone scans.

Physical Examination

The results of a physician-conducted physical exam should be submitted as well. This examination should include information concerning your past, current, and possible future physical condition and how your disorder affects your movement, health, and quality of life.

To qualify for SSDI benefits, medical records such as these, plus any other lab results, tests, or medical reports that speak to your specific disorder are required, as well as any other documents or records that the SSA deems necessary for determining your medical condition, and therefore, whether or not you should qualify for benefits.

Fight Disability Appeals With a Medical Record Summary

Your client has had their disability claim denied, and this can be a hugely negative experience for them. They may worry about whether or not they will be able to successfully appeal the denial. As their legal representative, it’s your job to try to encourage them not to give up yet, and explain to them how they will be able to go through the disability appeals process. Make it easier on yourself by getting a medical record summary.

Fight Disability Appeals With a Medical Record Summary

Denial Due to Lack of Medical Information

It’s possible that the denial may have occurred because there was a lack of medical information in your client’s file. This may be because they did not submit all of the information that was available or that they didn’t know how to get access to their medical records. This can be frustrating to get a denial, but knowing that you’re able to go through the appeals process by offering more documentation can be essential. In some cases, you may find that by reviewing the medical information, you may be able to identify tests or procedures that need to be completed to further back this claim.

Medical Record Summary

The medical record summary is a document that will provide you and your client with the most up-to-date information that can be used to fight for the disability claim appeal. There is the possibility that additional tests or procedures that have occurred since the original application was completed could make a difference in the appeal. Rather than going through the process of trying to get the most current records through your own office, it’s beneficial to get a medical record summary from a summary service. Quick turnaround times for this necessary information will allow you to start the appeals process that much sooner to get your client back on track.

At the end of the day, the best option for your law firm and your disability client is to get the most complete medical information possible regarding their medical records to fight during the disability appeals process. Save time and money by using a service to get the most recent information you need. LM Summary Services is here to help you get the information that you need in a practical and efficient manner. No longer will you have to wait on one of your already busy staff members to provide you with a medical record summary.

Contact us today about how we can better serve your medical record summary needs.