Washington State Paralegal Association

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  • Organizing SSDI Claims: Top Tips for Paralegals

Organizing SSDI Claims: Top Tips for Paralegals

  • 11/12/2019
  • 8:00 AM - 9:00 AM
  • Audio Webinar

REGISTER: https://ipe.nbi-sems.com/ProductDetails/Organizing-SSDI-Claims-Top-Tips-for-Paralegals/Audio-Webinar/84394ER_ARBPCE418600000?pt=1

Program Description

Tips and Tricks to Stay on Top of Claims

Paralegals play an important role in assisting clients through the Social Security disability claims process. Between the paperwork, medical records, forms, requests and other evidence - it can quickly become overwhelming. This essential course will provide you with techniques to navigate through complex medical and vocational evidence to stay on top of this process. Register today!

  • Develop a plan to stay on top of deadlines for evidence and appeal submissions.
  • Discuss ways to successfully put together the claimant's disability timeline.
  • Learn how to efficiently assemble important personal records.
  • Review methods to determine what information is necessary to support the diagnosis.

Who Should Attend

This intermediate level course is designed to give paralegals the knowledge they need to expertly organize the forms, evidence and documentation needed to support SSDI claims. Those who should attend include:

  • Paralegals
  • Legal Technicians
  • Legal Assistants 
  • Legal Support Staff

Course Content

  1. Minding Deadlines for Evidence and Appeal Submissions
  2. Watching for Inconsistencies
  3. Constructing the Claimant's Disability Timeline
  4. Gathering Essential Personal Records
  5. Documenting Employment and Salary History
  6. Determining Date Last Insured
  7. Alleged, Contested and Established Onset Date
  8. Medical Records and History: Determining What You Need to Support the Diagnosis and Obtaining Treatment Records
  9. Efficient Handling of Vocational Evidence
  10. Expert Guide to Critical Forms and Case Documentation: SSA-3373-BK, SSA-3368-BK, SSA-3441, and More

Washington State Paralegal Association
1402 Lake Tapps Parkway SE
Ste. F104/PMB133
Auburn, WA. 98092



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