Get Medical Summary Report

Completing the Medical Summary Report online can be a straightforward process when you follow the right steps. This guide will help you navigate each section of the form with clarity and support.

Follow the steps to successfully complete the Medical Summary Report.

1. Press the ‘Get Form’ button to access the Medical Summary Report and open it in your preferred editor.
2. Begin with Section I: Introduction. Provide a detailed physical description of the applicant, noting their height, weight, clothing, hygiene, and any assistive devices. Include observations that illustrate the applicant's symptoms, such as speech issues or unusual movements.
3. Move to Section II: Personal History. Document the applicant's current and past living situations, any experiences of homelessness, and family background without mentioning personal names. Include relevant details of marital or intimate relationships and any experiences of trauma.
4. In Section III: Occupational History, outline the applicant's employment experiences over the past 15 years and military service if applicable. Note details related to job performance, relationships with coworkers, and any challenges faced in the workplace.
5. Proceed to Section IV: Substance Use. Gather information about the applicant's substance use history, including usage patterns and any treatment received, to assess its relevance to their disability claims.
6. Complete Section V: Physical Health. Detail any reported physical illnesses or injuries, including treatments and hospitalizations, to present a comprehensive picture of the applicant's health.
7. Fill out Section VI: Psychiatric History and Treatment. Document the applicant's psychiatric symptoms and any treatment received, ensuring a sensitive approach while gathering this information.
8. In Section VII: Functional Information, describe how the applicant functions across the four main areas of functioning: understanding, interacting with others, concentrating, and managing oneself. Include specific examples and detailed observations.
9. Conclude with a summary that restates the applicant's diagnoses and summarizes the evidence provided in the report.
10. Once you have filled in all sections, review the form for accuracy. You can then save your changes, download the completed report, print it out, or share it directly as needed.

Start completing your Medical Summary Report online today to ensure your information is accurately captured.