How To Make a Medical Outline to Help Your Disability Case

Robin Mead

Have you ever met someone who had a doctor’s letter explaining the ways they are disabled, and yet they still got denied for disability?

Wondering how this can happen?

Here’s how: In many cases, Social Security does not care that much what one doctor says one time. They want to see a history. They want to see that what the doctor said on this one day is similar to things that have been written over time in your records.

We know what you are thinking:

I’ll just give Social Security all my records. Then they can see I have been having problems a long time. Problem solved!

If only it were that simple. Your records may be hundreds of pages.

Who is going to collect, assemble, read through, and carefully consider each sentence on each of these pages and find every single thing that is important to your case?

Is your lawyer going to do this? Is your doctor going to do this? Is someone who works for Social Security going to do this?

If you are waiting for someone else to do this, you may basically be waiting forever.

Carnation Makes an Outline

Luckily, Carnation found a brilliant solution. She did it herself and created a medical history outline. Her outline was so good, and so helpful, the judge copied and pasted the entire thing right into her approval letter! Carnation was kind enough to share her medical outline to help others. Carnation’s case was approved fully favorable. Carnation Makes a Medical Outline

Rosemary Makes an Outline

Rosemary had a very hard case to win. In fact, all the lawyers turned her away because they said she wouldn’t win. Rosemary proved them wrong. She made a medical outline, and two months later, she was approved. Rosemary Makes a Medical Outline

Holly Makes an Outline

Holly got approved for disability in six months without ever needing to appeal or hire a lawyer. One of the best things she did to help her case was create this great synopsis: Holly’s Fantastic Medical Synopsis for Disability

Zinnia Makes an Outline

Zinnia made this extra special, super fancy outline to show how her medical records matched the Social Security Ruling for Chronic Fatigue Syndrome. She brought a draft to her doctor and he used it to create a letter. Two months later, Zinnia was approved. She never had a lawyer and did not go to a hearing. Zinnia Uses the Social Security Ruling for Chronic Fatigue Syndrome

Daisy Makes an Outline 

Daisy prepared a draft of her medical history, brought it to her doctor, and then worked with her doctor to create a letter. At Daisy’s hearing, the judge read the letter and said it was the single most important thing in her file. Then he approved her right on the spot! Daisy Wins Her Disability Case with a Letter

Want to Make Your Own Outline?

Before you can create a medical outline, first you will need copies of all your medical records. How to Collect All Your Medical Records (Keyword: All) Please make sure that you do not just collect visit summaries or use what appears online. You will need full records with all treatment notes.

If you have a friend or family member who is willing to assist you, this is a great thing to ask for help with. Rosemary was not well enough to do this on her own. She asked her sister for help. Her sister helped collect the medical records, made phone calls to the doctors office when records did not arrive, and also typed up the outline.

If you would like to create a medical outline, and you are not well enough to do this on your own, please ask a friend or family member to help. This is something anyone can help you with. They do not need to be a lawyer and it requires no special training, just a lot of time and patience.

When you are done with your outline, don’t forget to submit it to Social Security: How to Submit

Updated January 2018. Please comment below with your questions, stories, input and ideas. Also: kindly let us know if any links on this page stop working. If you liked this page, please share with others by pressing one of these magic buttons: 

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