Background
Selected Laws/Regulation/Rules:
- Social Security Terms - translate all those bureaucratic acronyms
- Programs Rules, on Social Security Site
- Social Security Statute
- Code of Federal Regulations, 20 CFR 404, Part P
- Program Operating Manuals ("POMS") Rules used by local SSA offices
- Hearings, Appeals, and Litigation Law Manual ("HALLEX") Rules governing Hearing Offices
- Social Security Rulings, precedential decisions relating to SSA program administrated
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- Substance Abuse:
- Regulations governing evaluation of substance abuse, 20 C.F.R. 404.1535
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Social Security Ruling, SSR 13-2p -- Titles II and XVI: Evaluating Cases Involving Drug Addiction and Alcoholism (DAA)
Noncompliance - Regulations on noncompliance with prescribed treatment, 20 C.F.R. 404.1530
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SSR 18-03 Failure to Fofllow Prescribed Treatment
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Emergency Cases
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- Critical Case Status in the Hearing Office (ODAR) - Rules for expediting cases in the ODAR based on TERI Status (Terminal Illness) or Dire Needs. HALLEX Section I-02-1-40
- Return to Work:
- The Red Book - Social Security Work Incentives. See our Links Page for more information on Work Incentives
Vocational Assessment
Medical-Vocational Quick Reference Guide, POMS DI 25001.001, Excellent compendium of medical-vocational terms
Medical-Vocational Guidelines, Appendix 2 of Subpart P of 24 CFR Part 404 -- "The Grids"
Dictionary of Occupational Titles
Health Justice Clinic Materials
- Disability Protocols
- Disability Interview form Part 1 - Medical and Functional
- Disability interview form Part 2 - Education and Work History
- Disability Case Theory Worksheet: You can use this worksheet to help you walk through the steps of theory development for a Social Security Disability case.
Medical Records & Releases
- To obtain medical records, we need a signed release from the client. Many facilities have their own special medical release. Contact the provider/facility and find out if they require their own release form to be used, or will accept a generic medical (HIPAA) release. If the facility has their own release, obtain a copy and get it signed by the client. Otherwise, use our standard medical release
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Charting Medical Records:
Medical Chart Template
Use this form to summarize medical records.
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Medical Questionnaires These forms can be sent to medical providers to gain information about our client's conditions and residual functional capacity.
- Physical Medical Source Statement
- Mental Medical Source Statement
- HIV Medical Assessment Form
- Medical Opinion re Physlcal Residual Functional Capacity (this explains exertional requirements at each level)
- Medical Source Statement Concerning the Nature and Severity of an Individual's Physical Impairment (explains exertional requirements at each level. (From Travers & Wilborn, Disability Advocate's Handbook)
SSA Information & Forms
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SSA Office Locator
SSA Forms Home Page: download most SSA forms. - Appointment of Representative Form, SSA-1696