One of the most frustrating aspects of representing Social Security Disability ("SSD") claimants is when a decision-maker forms an opinion about a case before fully reviewing the available evidence.
Recently,
our office became involved with an SSD claim where the
assigned Disability Determination Services ("DDS") analyst
scheduled a Consultative Examination ("CE") on
the first day the case was assigned to him. The
analyst confessed that he always schedules a
CE immediately. The analyst was unable to explain why he
did so without waiting for the claimant's medical records or
review information from the claimant's treating physicians. The
analyst's actions directly conflict with the obligation of
the Social Security Administration ("SSA") to provide
the claimant with fair and equitable service, including seeking information
from treating sources.
The
situation became even more concerning when the analyst
advised us that hospital records had been requested but never
received. The claimant's file already contained more than 800 pages of
hospital records that were readily available for
review. When this was pointed out, the analyst shifted his
position to asserting the hospital records did not support the
claimant's disability claim. The problem with that
statement is obvious: since he never reviewed the
records it was impossible for him to conclude they were unsupportive.
Our
client has an established treatment history with his own physicians. His
treating doctor has provided extensive treatment records as well as a Medical
Findings Summary outlining the functional limitations that prevent the claimant
from sustaining full-time employment. Those opinions come from medical
professionals who have examined and treated the claimant over an extended
period of time, and they are in the best position to evaluate
the severity of his impairments.
The SSA's
own policies recognize the importance of obtaining evidence from a claimant's
treating sources whenever possible, as the preferred source for the
CE. Treating physicians have firsthand knowledge of a claimant's
symptoms, treatment history, response to care, and functional limitations.
While DDS has the authority to order a CE when evidence is unavailable or insufficient
to make a determination, a CE is intended to supplement the record with
information that could not be obtained from the treating
sources--not replace a thorough review of the medical evidence already
available.
Despite
being reminded about the substantial medical evidence already in the
file, and that additional supportive opinions from treating sources
would be forthcoming, the analyst continued to insist that, "in my
professional opinion, the claimant will still need to attend a
CE." That assertion is disturbing on many levels, but
especially since the analyst is not a doctor, and is blatantly ignoring SSA’s
regulation to handle this claim and every claim equitability. Such
assertions raise legitimate concerns about whether the disability
determination process is being conducted in the manner intended
by SSA regulations. A CE is not supposed to be a
routine step taken before the available medical evidence has been
reviewed. Claimants should not be subjected to CEs simply
because that is what a lazy analyst "always does."
Every
disability claim deserves an individualized review based upon the evidence, and
to be treated fairly and equitably. Decisions should be guided by medical
records, treating source opinions, and the facts of the particular
case; not by preconceived notions or standardized assumptions. Claimants
who have spent years treating with their doctors deserve to have those records
carefully considered before CEs are scheduled or conclusions are
reached. It is no wonder that DDS now conceals the
analysts’ names.
Cases
like this highlight the importance of experienced representation. Attorneys can
help ensure that medical evidence is properly submitted, challenge inaccuracies
in the record, and advocate for a fair evaluation of the claim. The disability
process works best when decisions are based on a complete and thoughtful review
of the evidence—not when conclusions appear to be reached before that review
has even begun.
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