Overview

Purchase an On-The-Record request from Terri M. David for a convenient flat fee and receive it within 10 days upon receipt of file! (Typical length: 2-3 pages.)

 

Based on her experience as an OHO Senior Attorney Adjudicator and Decision Writer, Terri M. David’s OTRs reflect what most ALJs want to see in regard to content and format.

 

Need it now?

If you need this brief within 48 hours, order the RUSH option here.

 

After your purchase:

Email Terri M. David at terri@terrimdavid.com with your file and any additional instructions. (If desired, a secure link to upload your file to Dropbox will be provided upon request.)

On-The-Record Request, 1500 Page File or Less

$225.00Price
  • Terri M. David is a Social Security Disability (SSD) professional and former SSA/Office of Hearings Operations (OHO) Senior Attorney Adjudicator.

    Terri began as an Attorney Decision Writer in Nashville, TN in 2004. She was promoted in 2006 to a position at headquarters in falls Church, VA, where she adjudicated disability claims at the reconsideration level. While there, she began her career as an ODAR/OHO trainer and mentor to new adjudicating attorneys and decision writers.

     

    In 2007, Terri worked as a Senior Attorney Adjudicator in Houston, TX. There, an opportunity to create training material and provide training to new attorneys and law interns became possible and increased exponentially based on her extensive training in Falls Church, VA. She went on to become a National Decision Writer Trainer in 2008, teaching the basics of the 5-Step Sequential Evaluation and persuasively writing legally defensible Administrative Law Judge (ALJ) decisions.

     

    Terri began working as a Senior Attorney Adjudicator Trainer in 2010. She trainer new and experienced senior attorneys on how to improve adjudicating disability claims at the hearings level, prior to an ALJ hearing.

     

    Terri M. David’s SSD training is focused on efficiently and accurately adjudicating disability claims and writing persuasive ALJ decisions. Now, Terri shares years of valuable experience as an adjudicator, trainer, and decision writer through training concentrated on expediting and winning cases, understanding SSD law, and efficiently maneuvering the SSD claims process.

  •                            On-The-Record Request

     

    Date: April 11, 2018

    Claimant: Name, SSN

    ALJ: Honorable Judge Name

    Hearing Date: April 21, 2018

     

    Honorable Judge:

     

    Thank you for taking the time to review this On-The-Record (OTR) request. Based on the facts of this particular claim, I respectfully request a finding of disability prior to the hearing.

     

    Ms. Warren, Claimant, is a closely approaching advanced age individual who is disabled pursuant to Listing 12.06C and/or Medical-Vocational Rules 201.21 and 201.10. A treating psychiatrist indicates Claimant decompensates easily under stress despite two years of treatment; thus, she meets the criteria of 12.06C. In addition to mental impairments and functional limitations, her right shoulder osteoarthritis significantly reduces her ability to lift, carry, handle, and reach. Her lumbar spine degenerative disc disease and obesity reduce her ability to sit, stand, and walk. This is supported by DDS and a treating source opinion reporting Claimant should not lift more than 15 pounds and occasionally reach due to right shoulder osteoarthritis. DDS and a treating source opine Claimant is able to walk and/or stand a total of only four hours per day. DDS further reports Claimant is not able to return to her light and semiskilled past relevant work. Therefore, her physical functional limitations alone preclude performing work in the light occupational base and places her in the sedentary exertional level. Therefore, Claimant’s residual functional capacity and vocational factors direct a finding of disability pursuant to Medical-Vocational Rule 201.10 as of June 30, 2017 (when she turned 50). She is disabled pursuant to the framework of Medical-Vocational Rule 201.21 as of the alleged onset date of October 10, 2016.

     

    Facts:

    Titles II and XVI Date of filing: November 15, 2016

    Date Last Insured: December 31, 2017

    DOB: June 30, 1967

    Age: 49 at AOD (October 10, 2016) and 50 on (June 30, 2017)

    Education: high school, communicates in English

    PRW: meat packager, light and semiskilled work (6E), (DOT# 920.587-018)

    1/24/2017-DDS Vocational Specialist Finding: Transferable Skills to Other Work- Not PRW (6E)

    Date Last worked / SGA: 10/10/2016 (work in November does not rise to SGA) (4D)

    Prior ALJ application or reopening issue: No

    Alleged Impairments: Obesity, lumbar spine DDD, right shoulder osteoarthritis, and anxiety. DAA Issues: No

     

    Listed Impairments: Claimant may meet 12.06C. Her psychiatrist reports she does not handle even minimal stress at home and work. She has at least two years of ongoing treatment with ongoing irritability and panic attacks. If Claimant does not meet 12.06C, the ALJ can request a ME opinion on medical equivalence (cases filed after 3/2017, the ALJ can make the determination of equivalence under SSR 17-2p).

     

    Opinions:12/15/2016 - DDS Initial Level Findings: Light work with the following old ‘B’ criteria: mild, moderate, moderate, and none (2A). The non-examining consultant finds transferable skills to other than PRW (2A).

    1/16/2017 - DDS Reconsideration Level Findings: Same as initial level finding (3A)

    2/15/2017 - SSA Physical CE: sit, stand and/or walk for four hours in an eight-hour day; lift and/or carry 15 pounds; and limited reaching overhead with the right shoulder (9F).

    2/25/2017 - SSA Mental CE with new ‘B’ criteria: moderate restriction in her ability to understand, remember or apply information; moderate ability to interact with others; moderate concentration, ability to persist or maintain pace; and moderate ability to adapt and manage oneself (10F)

    6/1/2017 - Treating Source: Sit and stand for four hours with 15 minutes breaks; lift no more than 10-15 pounds; and limited ability to reach and carry.

     

    Possible RFC with new ‘B’ criteria that is supported by the evidence on AOD or Age 50 on 6/30/2017: Sitting for no more than four hours in an eight-hour day with 15 minute breaks every two hours; standing and walking for two hours with 15 minute breaks every hour; lifting, carrying, pushing and pulling no more than 15 pounds throughout the day; no reaching above the shoulder with the right upper extremity; handling less than four hours with the right upper extremity; understanding, remembering, and carrying out simple one to two step instructions; occasional contact with the general public and coworkers; and significant inability to handle changes in a routine work setting. (Disabled under Rules 201.10 and/or 201.21)

     

    Holding: Claimant is disabled. She alleges disability on 10/10/2016; objective evidence shows worsening conditions are treated but failing with conservative measures (2F). Back pain and obesity reduce Claimant’s ability to sit or stand without breaks every 15 minutes (3F/16). A right shoulder MRI shows worsening right upper extremity arthritis on 7/15/2017 and limited range of motion reaching above the shoulder (13F/23). Claimant is prescribed narcotic pain medication on a long-term basis beginning 7/15/2017 (13F/34). Moreover, by July 2017, Claimant’s anxiety continues to cause regular anxiety attacks about two times per week despite higher dosage of Xanax and individual therapy twice per week (13F/42).

     

    In addition to a finding of disability on the AOD, based on Medical-Vocational Rule 201.21 with a less than sedentary RFC, Claimant's medical evidence supports a finding of disability when she turns 50 on 6/30/2017 under Med-Vocational Rule 201.10. A fully favorable decision as of the AOD or when she turned 50 will expedite the hearing and processing time of this case.

CONTACT ME
  • LinkedIn - White Circle
  • Facebook - White Circle
  • Twitter - White Circle

Email: terri@terrimdavid.com

U.S. Phone: 713.370.7517
Morocco: +212 06.25.99.11.92

SSD ATTORNEY & CONSULTANT