Independent medical statements for Social Security disability claims. Not part of the Social Security Administration.Not part of the Social Security Administration.
Claimant Medical Opinions

Frequently Asked Questions

For attorneys and representatives

Who pays, the firm or the claimant?

Either. Firms usually advance the fee as a case cost. If the claimant pays, they pay by card and I send the receipt to both of you. The fee and who paid it are disclosed inside the opinion.

Will the opinion say the claimant is disabled?

No. That finding is reserved to the Commissioner and stating it would reduce the weight of everything else in the document. The opinion states functional limitations, their basis, onset and duration.

Can you complete our firm's RFC form?

Yes. I complete your form and attach the narrative. Every box I tick on the form is explained in the narrative with citations.

What if the record doesn't support what we hoped?

I tell you at the pre-screen, at no charge. Sometimes the record supports a different set of limitations than the ones you asked about, and I say which.

Judges prefer physician signatures. Why should we retain a nurse practitioner?

Some adjudicators still do, and you should know the objection exists. The regulation does not rank credentials; it tells the judge to weigh supportability and consistency, and the published decisions that discount nurse practitioner opinions do so because the opinion was unexplained or contradicted by the source's own notes, not because of the credential. My answer to the objection is on every page of the opinion: the findings, the citations, the contrary evidence addressed, and three years of VA disability examinations behind the reasoning.

Does the all-evidence rule affect this?

Yes, and it is why the pre-screen comes first. A completed opinion must be submitted whether or not it helps (20 CFR 404.1512). So I do not write anything until the pre-screen tells you what the record supports and you approve. The pre-screen is a consultation, delivered by phone or in a short email at your preference.

Do you revise the opinion if we ask?

Before you file, yes, free and without limit: citations, format, your form, wording, and anything I missed in the record. What I do not do is change a conclusion on request. Under the all-evidence rule a completed opinion must be filed, so a second version with different conclusions would sit next to the first one and damage both. That is why the substantive discussion happens at the pre-screen, before anything is signed.

Will a judge credit an opinion from someone who never examined the claimant?

Under 20 CFR 404.1520c the two factors the judge must articulate are supportability and consistency, not the examining relationship. An examining relationship is one of the other factors the judge may consider. My opinions are built so that the two required factors are answered on the page: every limitation cites the records that support it, and the contrary evidence is addressed rather than ignored. I also state plainly that I did not examine the claimant, so the judge is never surprised by it.

Are nurse practitioners acceptable medical sources?

Yes. For claims filed on or after March 27, 2017, licensed advanced practice registered nurses are acceptable medical sources for impairments within their licensed scope of practice under 20 CFR 404.1502(a)(7), and their medical opinions are evaluated under the same rules as a physician's.

Isn't a purchased opinion a red flag after the Eric Conn cases?

What drew scrutiny there was the pattern: identical pre-filled forms signed without a record review, paid per signature by the representative. Everything about my practice is built against that pattern. Each opinion is individually written from a complete record review, I decline files the record cannot support, the fee is flat and disclosed inside the opinion, and I pay and accept no referral fees.

How fast, measured against the five-day rule?

Pre-screen within 24 hours of receipt. Signed opinion within 24 hours of your go-ahead on a complete file. If your hearing is inside the five-day window, call me when you send the file and I tell you the same day whether I can make it.

Do you answer interrogatories or testify?

Written interrogatory responses are included at no charge, returned within 24 hours. Telephone testimony at the judge's request is available; ask when you send the file.

For claimants

Is this a doctor's visit?

No. It is a review of your medical records plus a written questionnaire you fill out. I do not examine, diagnose, treat or prescribe.

Does a nurse practitioner's statement count?

Yes, for claims filed after March 27, 2017. Nurse practitioners are acceptable medical sources under 20 CFR 404.1502(a)(7), and the judge weighs every medical opinion by how well it is explained and how well it matches the record.

How much does it cost and when do I pay?

$499 flat, after the free review tells you your records support a statement. Never before. Never a percentage of your benefits.

What if my records don't support it?

I tell you, there is no charge, and you have lost nothing but a few days.

I have a hearing in three weeks. Is that enough time?

Yes, if the records arrive now. I reply within 24 hours, and the statement is delivered within 24 hours of a complete file. Send them today and tell me the hearing date.

Do I need a lawyer?

That is your decision and I cannot advise you on it. If you have one, they should send me your file. If you do not, I give you the signed PDF and plain instructions for submitting it.

Can you also help with my VA claim?

That is my other practice, Veteran Medical Opinions.