Revising MIQs/MSSs (Presented by National Organization of Social Security Claimants’ Representatives)

Theodore Norwood
Theodore Norwood | National Organization of Social Security Claimants’ Representatives

Ted Norwood started practicing Social Security law in 2007 after graduating from the University of Missouri - Columbia School of Law. He lives in St. Louis and is a member of the Missouri Bar.

On-Demand: November 6, 2025

1 hour CLE

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Program Summary

The Medical Source Statements (MSS) 8th Circuit Conference 2025 session focuses on how to effectively develop and use MSSs in disability cases. It explains what qualifies as an MSS under the CFR and why these statements—detailing specific abilities and limitations—are critical to building strong claims. The session offers practical advice on obtaining and designing MSSs, encouraging attorneys to move away from checkbox forms toward short, focused questions that are easier for doctors to complete and clearer for Administrative Law Judges. It emphasizes tailoring MSSs to the specific issues in each case, referencing supporting evidence, and engaging providers creatively to make participation easier. Beyond forms, the session explores obtaining MSSs through direct interactions or summaries and involving other medical professionals when doctors are less accessible. Participants are encouraged to incorporate Occupational Requirements Survey (ORS) data to capture modern job demands like pace control, problem-solving, and interpersonal reliability. Ultimately, strong, well-supported MSSs reduce reliance on vocational expert cross-examination—streamlining hearings and increasing the chances of winning cases without appeal.

Key topics to be discussed:

  • Defining, Designing, and Obtaining Effective Medical Source Statements under the CFR
  • Tailoring MSSs to Case-Specific Functional Issues and Supporting Evidence
  • Integrating ORS Data and Alternative Provider Input to Strengthen MSS Impact

This course is co-sponsored with myLawCLE.

Closed-captioning available

Speakers

Theodore Norwood | National Organization of Social Security Claimants’ Representatives

Ted Norwood started practicing Social Security law in 2007 after graduating from the University of Missouri – Columbia School of Law. He lives in St. Louis and is a member of the Missouri Bar. He has represented claimants across the country at the administrative level and in federal courts. He has served on the NOSSCR Board of Directors for several years, beginning as the 8th Circuit Representative. He is currently an at-large board member serving as the Treasurer.

Agenda

I. Defining, Designing, and Obtaining Effective Medical Source Statements under the CFR | 11:15am – 11:35am

II. Tailoring MSSs to Case-Specific Functional Issues and Supporting Evidence | 11:35am – 11:55am

III. Integrating ORS Data and Alternative Provider Input to Strengthen MSS Impact | 11:55am – 12:05pm

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