Chart notes, narrative notes and residual functional capacity forms are important types of medical records for disability claims processing.

1. Chart notes, narrative notes and residual functional capacity forms are important types of
medical records for disability claims processing.

2. A complete medical chart documenting all
symptoms and clinical findings is crucial for
processing disability claims. To make the review
process of records easier, insurers and the
attorneys can utilize professional medical
records services. Medical chart reviews help
verify the medical information and also identify
whether any information has been omitted in the
application.

3. Chart Notes
Provide information about the
patient/applicant’s complaints, symptoms,
medications and more.
Help insurers to determine when the disabling
condition actually began and the diagnosis.
Used to check whether the applicant’s condition
is a preexisting condition.
Will be used to deny the claim, if the applicant
has received treatment during the pre-existing
exclusionary period.

4. Narrative Notes
Detailed notes written by the treating
physician
Include information about the
applicant’s appearance, changes in
medications etc
Help understand whether the
claimant’s condition has worsened
over a period of time
Residual Functional
Capacity Forms
Provide details regarding the functional
capacity of the disability applicant.
Should be filled out by the treating
doctor, circling the correct response.

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