What your Case Manager does

As a case manager, I conduct interviews with clients, complete initial applications, and file appeals. I also answer incoming calls from clients and make sure SSA is updated when necessary.

One of the questions clients commonly ask is – when do I need to call my case manager? You should contact your case manager right away if you:

  • Change your address
  • Change your phone number
  • Receive a new diagnosis
  • Are hospitalize
  • Return to work
  • Receive a decision from Social Security regarding your claim

We periodically update your medical information so it is not necessary to contact us each time you go to the doctor or start treating at a new clinic. However, it is important that you maintain a list with the names and telephone numbers of all doctors, clinics, and hospitals you treat with or at so when we request updated information you will have it easily available.

My advice to all our clients is simple: keep treating with your doctors and keep in touch with my office if you move or change your telephone number. Medical evidence is extremely important in proving a claim for disability — you need to continue to treat with your doctor and follow the recommended treatment plan. Absent medical evidence supporting your claim, it will be very difficult to prove disability.

Also, let your doctors know you have filed for Social Security disability. Their opinion as to your diagnoses, the severity of your impairments, and what limitations you may have is given considerable weight.

Following these guidelines will ensure that your case manager can get in touch with you and that SSA will have all the relevant information at each stage of the disability claim process.