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How To Prepare For An SSA Physical Exam


Preparing for a Social Security Administration (SSA) physical exam, also known as a consultative examination (CE), is essential for anyone applying for Social Security Disability Insurance (SSDI) or Supplemental Security Income (SSI). The SSA typically schedules a CE when it needs more medical evidence to decide your claim, usually because your existing records are inadequate or outdated.

This exam can be critical to the success of your claim, so it’s important to be prepared. Here are practical steps to prepare for your SSA physical exam:

1. Understand the Purpose of the Exam

A consultative examination is not intended to provide treatment, but rather to gather objective evidence of your physical limitations. This exam is performed by an independent physician contracted by the SSA, not your personal physician. The examining physician’s report is sent directly to SSA for use in deciding your disability claim.

2. Review Your Medical History and Symptoms

Before the appointment, take time to review your medical history, medications, and specific symptoms. It may be helpful to write down important details, such as:

  • When your symptoms began and how they’ve progressed over time.
  • Treatments you’ve tried and how well they’ve worked.
  • How your condition limits your daily activities, such as walking, lifting, standing, or sitting for long periods of time.

Try to be as specific as possible. Avoid vague statements and be prepared to give real examples of how your condition affects your daily life.

3. Organize Your Medical Records

While the doctor performing the CE will receive information directly from the SSA, it can be helpful to have your own medical records, such as recent test results, specialist evaluations, and treatment notes, on hand. If the examining physician has questions about your medical history, you’ll be prepared with details to clarify anything that may come up.

4. Dress Comfortably and Practically

The examination may require physical movement, so dress in clothing that is comfortable and allows you to move easily. Consider wearing loose-fitting clothing that allows the doctor to easily assess your physical condition, such as checking range of motion, reflexes, and muscle strength.

5. Be Honest About Your Symptoms and Limitations

It’s important to be honest and clear about your condition. Exaggerating symptoms can hurt your credibility and damage your claim, as SSA’s doctors are trained to look for inconsistencies. At the same time, don’t downplay or minimize your symptoms—be honest about what you experience on both your good days and your bad days.

6. Be Prepared to Answer Questions

During the exam, you may be asked questions about your medical history, daily routines, pain levels, and functional limitations. Be prepared to describe:

  • How long you can walk, stand, or sit before you need to rest.
  • Specific tasks or activities you have difficulty with.
  • Any pain or limitations you experience when lifting or carrying objects.

Having these answers ready can make the process smoother and ensure that the doctor has an accurate understanding of your physical challenges.

7. Arrange for Transportation, If Necessary

Depending on the nature of your disability, you may need assistance getting to and from the appointment. Since missing the exam could delay your claim or even result in a denial, make transportation arrangements well in advance to ensure you can attend.

8. Be Patient and Expect a Short Exam

Most consultative examinations are brief—sometimes only 15–30 minutes. Don’t be alarmed if the exam feels rushed; the doctor’s primary goal is to gather necessary information about your limitations, not to perform a thorough physical examination.

9. Know Your Rights and Consult with an Attorney

You have the right to be treated with respect and professionalism during a physical exam. If you feel that the examiner is acting inappropriately or not addressing your concerns, make detailed notes of these issues to discuss with your attorney. Nick Ortiz and the Ortiz Law Firm provide clients with expert guidance in addressing challenges that may arise during or after the consultative physical exam.

If you have questions about the exam or need help with your disability claim, consider contacting our office for assistance. The Ortiz Law Firm has extensive experience navigating the complexities of Social Security disability claims and is here to provide the guidance you need to move forward with confidence. Call (888) 321-8131 to schedule your free case evaluation today.