How Should an Experienced Social Security Lawyer Handle Evidence at your Social Security Disability Hearing?

Hoglund Lawyer Andrew Kinney

Legal strategy is important in Social Security benefits claims.  That is why many people applying for Social Security disability benefits (and SSI benefits) hire a law firm with licensed lawyers and experienced paralegals to help them.  One area of legal strategy involves the best way to manage the medical evidence in your claim. It can take a long time to get your hearing day with a judge for your Social Security disability benefits claim.  Once you have your hearing, should your lawyer simply wait for the decision?  Not necessarily.

Hearings for Social Security Disability Insurance (SSDI) claims and Supplemental Security Income (SSI) claims involve medical evidence. All medical evidence should be requested and submitted electronically as soon as it is received so it is available before the scheduled hearing day for review by your judge and the experts. Sometimes, for whatever reason, not all the evidence is available on the hearing day.  Also, sometimes there is other evidence that will support your medical treatment evidence.  What is it?  How can your lawyer submit it?  This depends on the kind of evidence that you need to prove your claim and the experience of your law firm.

Unimportant evidence

Not all evidence carries the same weight in your claim for Social Security benefits.  If there is missing evidence on the hearing day that is non-essential to your claim, your lawyer should explain that — in his or her legal judgment — this evidence will not make a difference in your case.  For example, if you have depression as your primary disability, new chiropractic records for a minor back problem are unlikely going to impact the judge’s decision.

Slow Treating Sources

If the missing evidence is essential to your claim, such as from a regular treating source, your lawyer should ask the judge to “hold the hearing record open” to receive these records post-hearing. This offers extra protection to avoid a decision before the missing evidence gets into the post-hearing record.  For example, if your MRI of your lower back was taken three weeks before your hearing, it may be available soon after the hearing.  In a back case, this can be critical evidence.  Your lawyer would ask the ALJ to hold the record open to receive the MRI, usually with a deadline.  Your lawyer may also submit a legal argument along with this post-hearing evidence if necessary to emphasize the relevance of the new test. Licensed legal training matters.

Subpoenas

What if your law firm, despite due diligence, cannot get your medical provider to release important records before (and even after) a hearing?  If the medical evidence is essential to your claim, your lawyer should request the ALJ to subpoena these records.  At Hoglund Law Offices, a subpoena request is rare.  We try to avoid them by making multiple record requests and follow-ups.  Under the right circumstances, though, an ALJ’s subpoena for medical records gets results.  Your lawyer should be familiar with the regulations about subpoenas.  Your claim may hinge on this evidence.  If you are unsure about your law firm’s experience in this area, ask.

Forgotten Treatment

What if you forget to tell your law firm about medical treatment before the hearing?  Regretfully, this can happen.  Tell your lawyer immediately about this — even after a hearing.  Your lawyer can only request records he or she knows about.  Sometimes your lawyer can request a judge to hold the record open after the hearing by explaining what happened.  Sometimes simply submitting the new records is the only option.  New evidence may, at a minimum, be relevant on appeal.  Ask your law firm about strategies for Appeals Council appeals.  Good lawyers plan how they would appeal every case, including yours.

Uncovering New Evidence

How does a Social Security law firm with experience where you live help you?  Good local law offices can have intuitions about where related medical records are.  Your law firm’s experience and persistence with your region’s different medical facilities can help ensure that requests, once made, get where they need to.  But even the best intuition still needs your help.  If you haven’t had a hearing yet, try to write down everywhere you have received treatment — especially since you stopped working.  A one-time visit with a neurologist can make a difference in your claim depending on the other medical evidence.  All treatment can count.  Your lawyer can ultimately decide what’s important.  At Hoglund Law Offices, our lawyers make these kinds of decisions all the time.

Creative Evidence

Your law firm’s experience can count, particularly when it comes to creative evidence.  Evidence is not limited to traditional medical records.  At Hoglund Law Offices, we find alternative evidence can be strong secondary support for medical treatment records. Depending on the situation, we can submit county forms from physicians for welfare benefits, VA benefits decisions, court commitment evaluations, personal medical journals, workers’ compensation evaluations, child custody documentation of inability to work, vocational training records, and the list goes on. Sometimes a point of contention first arises at the hearing.  In these situations, a post-hearing treating medical opinion can “plug a hole” in the evidence.

Hopefully after reading this, you can see how legal experience can impact what your lawyer and your law firm does before and after your Social Security hearing.  How your lawyer handles your evidence can make a difference.  If you have questions about Hoglund Law Offices or our Hoglund Lawyers, please feel free to visit HoglundLaw.com or call us toll-free at 1-855-780-4357.

 

Andrew Kinney, Esq.

*** Attorney Andrew Kinney speaks locally, statewide, and nationally on Social Security Disability Law.  If you wish for him to speak or train at your upcoming professional function, please contact his offices for details.  For examples of topics in our Hoglund Lawyer Disability Library, click here:  Top 5 Ways to get Approved for Social Security Benefits.

 

 

Written by Hoglund Law

The attorneys of Hoglund law are licensed in Minnesota, Wisconsin and Ohio. Hoglund, Chwialkowski & Mrozik, PLLC is based in Roseville, Minnesota. In addition to handling cases involving bankruptcy & social security, Hoglund, Chwialkowski & Mrozik, PLLC handles faulty drugs and toxic exposure.

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Fearing your Social Security Hearing? Read on.

As a Social Security benefits attorney from Hoglund Law Offices,  I help hundreds of my clients across the country get through their Social Security hearings each year.  You will get through it, too.  Below are some things my clients know and do before their hearings that put them more at ease.  As usual, make sure to get advice from an experienced attorney about your particular situation.

Since stress about your Social Security benefits hearing is about the unknown (beyond whether you will be approved or not), the more you know about your hearing day the better.  Your attorney can explain where your hearing is, who will be there, and how long it may take.  He or she should also explain the point of your hearing, and (with sufficient experience) possibly let you know your chances of approval.  First, your hearing location.

Where is my Hearing?

Once the hearing office schedules your hearing, you (and your attorney) should get a letter explaining the time and place of your hearing (your “hearing notice”).  Whether you have an attorney or not, you can drive to the location on a weekday a few days ahead of time to verify where it will be held.  (A weekday is important because some hearing locations may not be open on weekends.)  Once there, look at the surroundings.  Know which floor and area to go to.  Also anticipate practical concerns such as parking.  These steps lower stress on your hearing day.

Visiting your hearing site before your hearing day is also useful because hearings are not always where you expect them — even knowing the address.  Hearings aren’t always at a courthouse or a government center.  And don’t assume your hearing is where you may have originally signed up for benefits.  Hearings can, however, be in private office buildings, courthouses, city hall conference rooms, or even hotel conference rooms.  I even attended one in a hotel room with the beds moved and tables set up! (For the record, it wasn’t very comfortable).  So, pay close attention to the address and time of your hearing on your hearing notice.

I ask my clients to arrive at their hearings an hour earlier than the scheduled hearing time on the hearing day to avoid last minute problems.  I had one client who got a flat tire on his way to his hearing, but was able to get help to change it and arrive at his hearing before the scheduled time!

A hearing tip:  You may find the main hearing office phone number on the hearing notice.  Wherever your hearing is (at a main location or at a remote location), you can keep this number handy to call and ask directions if you are stuck.

A final note about your hearing location.  If you need to drive a distance that will be difficult for you, consider staying overnight at a hotel near (or at) your hearing location.  It may be worth the cost to know that you will not miss your hearing the next day.  (If you drive over 75 miles each way, check ahead with the hearing office about possible reimbursement for travel and the hotel).  Our discussion next turns to who is at your hearing.

Who’s at my Hearing?

Another way to reduce the stress about your Social Security benefits hearing is to know who will be there.  Your hearing notice can list the experts the judge wants at your hearing.  Below is a list of the people at Social Security hearings and their roles.  Keep in mind that one or both experts listed below may not be at your hearing.

(1) The Judge.  There will always be a Social Security administration law judge (“ALJ”) running your hearing.  He or she will almost always appear in person, though the judge can appear through live video or (rarely) by phone only.  The judge needs to ask you questions about your past work, your medical problems that affect your ability to work, and your day-to-day symptoms.

(2) Hearing Assistant.  The hearing assistant helps the judge record the hearing.  He or she is physically at the hearing site. Among other things, the hearing assistant gathers last minute paperwork from you, brings you into the hearing room, and shows you where to sit.  Only very rarely have I attended hearings without a hearing assistant on site.  The only one I can recall was a hearing for a prisoner in the prison’s cafeteria.  My client did not have any trouble finding that hearing location.

(3) Vocational Expert.  This government-appointed expert answers questions at your hearing from the judge about jobs that may exist for you despite your medical problems.  The vocational expert generally appears in person, but sometimes appears by phone.  Your attorney, your representative, or you (if you are unrepresented) may follow-up with questions for this expert once the judge is done questioning.

 (4) Medical Expert.  This government-appointed expert answers questions at your hearing from the judge about either your physical or emotional condition(s).  The medical expert, if there is one, generally appears in person, but he or she can also appear by video or phone.  As with the vocational expert, your attorney, your representative, or you (if you are unrepresented) may follow-up with questions for him or her once the judge is done with questions.

(5) You (and perhaps a few others that know you).  You should plan to be at your hearing in person.  (Very rarely, I have had clients appear by phone.  This is less than ideal, but better than nothing.)  You can plan to bring your family and friends to the hearing location on your hearing day.  Some of my clients also have their case worker or some other professional with them as well.  It helps to have people you know with you at the hearing site.  This reduces anxiety because people that care about you are with you.  In the hearing itself, however, you might want to plan bringing only a person or two with you.  In my experience, bringing more than a few people you know into the hearing room at one time tends to be distracting.

A word about witnesses.  You should expect to answer the judge’s basic questions directly.  Sometimes my clients want others to talk as witnesses — or even talk for them.  Attorneys can differ, but I generally want my clients to explain why they can’t work in their own words.  It’s OK.  You don’t have to be perfect.  So while other people may have some valuable things to say about you under certain circumstances, I tell my clients that the main goal of the hearing is to let the judge get to know you a little bit.  To this end, the judge needs to hear from you.  If you have an attorney (or representative), you can ask his or her advice before your hearing about how to handle witness testimony for your hearing.

Notice who is NOT on the list of people at your hearing above.  There is no jury, no government attorney, and no public at your hearing.  This is not People’s Court, it is your private hearing with your judge.  Now, the next subject is easy.

How Long is my Hearing?

If you worried that your hearing would take all day or more than one day — you are in luck.  I tell my clients that hearings generally take from 30 to 60 minutes.  The specifics of your hearing may vary.  For example, if your hearing is with a live judge and with no medical expert, your hearing may be more toward 45 minutes.  Just know that you usually show up at your hearing once, explain your situation, and you are done.  Follow-up hearings (called “supplemental” hearings) are relatively rare.  Next, the main question that (justifiably) worries almost all my clients.

How Will I Know if I am Approved?

In my experience, you should not expect your judge to announce his or her decision at your hearing.  There are exceptions, which an experienced attorney or representative can explain.  If you have someone representing you, he or she may be able to give you some idea of your chances of approval once your hearing is done.  Overall, I tell my clients to expect their hearing decisions by mail anytime from a few weeks to a few months after the hearing.  This varies region by region.  A regular hearing decision takes one of three forms:  A win (“fully favorable”), a partial win (“partially favorable”), or a loss (unfavorable).  If, instead, you withdraw your request for hearing (you should get advice on this situation from an attorney or representative), you will simply get a dismissal.

A special note:  Make sure to note any special medical circumstances (such as terminal illness) or financial circumstances (such as a pending eviction or foreclosure) to your attorney or judge on the hearing day if waiting more than a few weeks for your hearing decision would impose a unique hardship.  Now we get to the interesting potpourri of worries that (I am sometimes surprised) unnecessarily stress out my clients.

What my Hearing Isn’t About

Yes, there is a judge.  And yes, you need to talk.  But these hearings are private conference rooms.  As mentioned above, there is no jury and no public.  Also, there is no government attorney.  You are not being grilled on a witness stand, you are not reciting exact dates, and you are not reading off your prepared statement.  What you say, as a general rule, stays in the room.  Your hearing is not televised on Court TV.  The microphone in front of you does not broadcast out to the waiting room or some radio station.  No one on the street can ask if you have been at a hearing, look at your medical records, or even know that you have a claim.

The hearing is about you being yourself.  Now be forewarned, you can still have tough questions about some topics about your past that you would rather not talk about (such as previous convictions), but rest assured that these judges have heard it all.  They also know when someone is dodging direct questions about things already mentioned in the medical record.

Now, the most important advice for my clients over my years of hearings:  Tell the truth.  Keep it straight and don’t embellish.  Plan going into your hearing to simply lay out on the table what is (and isn’t) wrong with you.  Then, let the judge do his or her job.  Do not worry about whether your testimony sounds “disabling” enough.  Your strongest ally (for your attorney, too) is the truth.  If you know you have explained your situation the best you could, this has to be good enough.  Know that your medical records carry the most weight, and that anyone representing you should be engaged and asking questions at the hearing.  (If your attorney or representative wasn’t, ask why after the hearing.  He or she can submit written argument after the hearing if the situation warrants.)  Wait for your decision, and plan to appeal if necessary.  You may also be able to refile a new claim as well (depending on your situation).  Now, an inevitable question.

Should I Get an Attorney?

Although this section can seem self-serving, I will unlikely personally be at the hearings of many of you reading this.  Therefore, I’d rather just lay this on the line.

If you read through this blog entry, you’ll notice that if you hire an attorney (or a non-attorney representative) to be with you at your hearing, you might have many of your questions answered before going into your hearing.  This can reduce uncertainty about your hearing.  Once at your hearing, going at it alone can be distracting and stressful.  You would need to juggle understanding the issues, knowing your records, and critically listening to expert testimony — all while answering the judge’s questions.  If you can go it alone (and some do), more power to you.  But if you really want the best objective shot at getting approved (and you are trying to reduce the stress of the process), you should probably avoid doing legal surgery on yourself and look into getting help of some kind.  Even if you plan to go it alone until the hearing day, you still have a right to change your mind before the hearing gets going.  Just ask the judge to postpone your hearing once (for at least few weeks or more) so you can get help.

For those of you going ahead alone with your Social Security hearings, here are some ideas for you on hearing day:

  • Make sure your medical records are updated.  If not, point out what’s missing and ask for time to get it after the hearing.
  • Make sure any medical expert testimony you hear includes all your medical diagnoses and limitations from each problem, such as no bending, etc.
  • Make sure any vocational expert testimony you hear answers questions that include all your real-life medical limitations that affect your ability to work full-time.  These medical problems can include problems with attendance on “bad” days, trouble concentrating with pain, etc.  A special note:  Your need for childcare, your lack of transportation, your need for help finding or applying for open positions, or your minimum salary requirements are not medical limitations.

 Final Thoughts

A judge once mentioned to me that he was nervous at his first hearings.  And he ran them!  So remember, the judges and everyone else at hearings are people going about their regular jobs.  They have had hearings before yours, and will have hearings after yours.  Some judges are informal, others are more formal.  Just do your best to understand what will happen at your hearing with your judge, and hopefully the truth (with good advocacy) will prevail.  If you meet the legal criteria for Social Security benefits, I hope you get them.

Andrew Kinney, Esq.

*If this blog post helped you get through your hearing, please feel free to submit a Comment below to help others know.

© Copyright Andrew Kinney, Esq., Hoglund Law Offices, PLLC 2010.  Reprint by written permission only.

Written by Hoglund Law

The attorneys of Hoglund law are licensed in Minnesota, Wisconsin and Ohio. Hoglund, Chwialkowski & Mrozik, PLLC is based in Roseville, Minnesota. In addition to handling cases involving bankruptcy & social security, Hoglund, Chwialkowski & Mrozik, PLLC handles faulty drugs and toxic exposure.

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