Overview

Instantly download Step 3.5 of the 5-Step Sequential Evaluation and begin learning how you can efficiently and accurately handle claims—and win more cases!

This helpful, practical training will enable you to understand and apply the law and SSA’s Step 3.5 guidelines for disability claims. Receive clear guidance to better understand the rules, regulations, and laws dictating the criteria of Step 3.5, as well as know the exceptions and forewarnings that help many claimants.

Gain insightful tips and advice to expedite more cases, based on Terri M. David’s experience as an SSA/OHO adjudicator, decision writer, and national trainer. With this training, you will be more equipped to handle and expedite SSD cases and provide improved service to the American public.

SSD Employers and Managers

This convenient training material and legal resource works to solve training needs while providing benefits and professional development for you, your staff, and potential hires.

Are you and your most productive, experienced employees spending more time researching and providing other employees training than you are focusing on clients? This training allows you to focus on what matters while providing valuable material to employees in need.

Improve your benefits package by providing training and professional development opportunities for employees. Recruit and motivate employees to invest in professional development with training material that includes a quiz and certificate for employees to obtain micro-credentialing!

SSD Professionals

If you need a quick refresher, want to review the basics, or need tips on how to expedite and win more cases, this training will meet your needs. This training provides the basics and an advanced understanding of SSD law from the perspective of SSD adjudicators and professionals.

Learn how to better handle claims and win more cases with training that includes visuals and links to legal references. Learning techniques within the training are based on educational science to help you obtain a better grasp of the material.

With an included checklist, you can quickly and accurately expedite case processing and get paid faster!

Obtain a certificate upon passing a final quiz to increase your credibility.

Step 3.5: Residual Functional Capacity

$145.00

2 Overview and Value of Training

2 Why This Training is Important

3 Step 3.5: Residual Functional Capacity

13 Exceptions

14 Forewarnings

15 Review

16 Practical Tools

16 Hypothetical

17 Expediting Case Processing Time

18 Action Step

18 Adjudicators’ Advice

18 Decision Writers’ Words of Wisdom

19 References, Rules, and Regulations

23 Step 3.5 Quick Reference Guide

25 Step 3.5 RFC Quiz and Certificate
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.
Learn how to create a strong, legally defensible argument and win more cases by knowing the law and understanding how it works to your advantage

Get quicker decisions made for your client and increase the efficiency of the SSD system by learning how to properly develop a claim

Gain valuable insight from SSA adjudicators and decision writers on how to decrease the processing time of your claim

Reduce stress and better facilitate more collaborative working relationships with Office of Hearings Operations (OHO) professionals by understanding the SSD adjudicative process

See how you can help increase the integrity of the SSD system as a whole by learning how to improve the SSD adjudicative process

TERRI M. DAVID CONSULTING

Step 3.5: Residual Functional Capacity

Contents

Trainer Biography

Why This Training Matters