Case Evaluation & Critique

If you find that you are unable or uncomfortable evaluating a particular disability case, you can still act as an effective disability consultant and continue to enjoy the profits unique to this opportunity.  Disability Associates is now offering a complete case evaluation service which allows our students to submit cases directly to us for analysis. We will review the specifics of each case, including the medical documentation and provide a sound written evaluation of the case. This service is designed to act as a guide to the most effective winning strategies.

With the information requested on the review sheet provided below, we will help you to produce an excellent argument on behalf of your clients. We will guide you to the most effective argument possible, with analysis of both the medical and technical aspects of each case. We will not write your argument for you. However, our analysis can be used as a guide in writing your own argument in the case.

The charge for this service is just $295 per evaluation, $195.00 if you are an ESS or Super Pak member. This extremely low fee will leave plenty of profit margin for you, while significantly reducing the time you spend analyzing the case. This offer is designed to improve your service to clients while simultaneously reducing the workload associated with case evaluations. You must still request and provide the vital information as instructed in your home study program and submit this information to us via e-mail or US mail. 

Note: Send copies of the materials only! We will not return copies of the documentation sent for case evaluations.

We will evaluate the case and send the information directly back to you within two weeks. If additional information is needed, this will slightly delay the evaluation. Once our evaluation is completed, you can use it to write and submit an argument to SSA based on our evaluation. IT'S JUST THAT EASY! 

If you decide to use our case evaluation service, please fill out the forms provided below. When medical or informational data is sent to us, be sure to white out the client's name and address. If identification of the client is required, use only the last four digits of the client's Social Security Number. This will help maintain the confidentiality of each case submitted.

HOW TO SUBMIT A CASE EVALUATION

1. Complete the case review form provided.
2. Complete the order form provided.  Charge is $195.00 per case evaluation.
3. Send copies of records only! Do not send medical reports that are not specific to the case. The records should not be older than one year prior to the date the disability began. 
4. Send medical with payment data to:

DISABILITY ASSOCIATES INC.
INFO BUREAU SERVICE
4028 S SABLE CIR, AURORA   CO  80014

With all case evaluations, please do the following

1. Attach a brief description of client's current complaints and conditions.
2. A completed copy of the phone interview or case review form if used.
3. A copy of most current 831 form if available.
4. A copy of the client's RFC form completed by SSA if available.
5. A copy of the PDN and technical rationale if available.
6. Mental cases: Copies of the most current psychological testing.
7. Copies of most current physical exams, clinic notes, hospitalizations with admission and discharge summaries, etc. Please send copies only! We will not return the medical evidence. The most relevant medical documentation should be dated from the onset to most current.

CASE REVIEW SHEET

Case Assessment Score: ___________%
Client's SSN # _______ _______ _______.    Age: ______.
Highest Grade Completed: ____________________.
Client alleges disability due to: _____________________________________________________________
____________________________________________________________________________________.

Date impairment began: _______ or onset date.
Date of last decision: _________.
Is case on recon or ALJ level? _____________.
Date client stopped working: ___________________.
DLI if present: _____________. Item 13B of 831.

Reason for previous denial:

A. Impairment not severe: ____
B. Impairment did meet or equal listing: ___
C. SSA feels client could do past work: ____
D. SSA feels client could do work other than past work: _____
E. Duration denial: _______

Case Evaluation Order Form 2