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How Does Social Security Get My Medical Records?


When you apply for Social Security disability benefits, the Social Security Administration (SSA) must review your medical records to determine whether you qualify. Here’s how they get those records:

How the Social Security Administration Gets Your Medical Records

  1. Authorization to Release Information: As part of your disability application, you will be asked to sign an “Authorization to Disclose Information to the Social Security Administration” form (SSA-827). This gives the SSA permission to request your medical records directly from your health care providers.
  2. Requesting Records from Medical Providers: Once you’ve signed the authorization, the SSA will contact the hospitals, doctors, clinics, and other medical professionals involved in your care. They will use the contact information you provide in your application to request the records needed to evaluate your case.
  3. Electronic Records and Health Information Exchanges: Many health care providers use electronic health records (EHRs), which can streamline the process. The SSA can access records more quickly from providers that participate in certain health information exchanges. This can reduce delays in the decision making process.
  4. Working with Medical Professionals: The SSA will follow up with your medical providers to ensure that they receive the necessary documentation. However, not all medical professionals respond promptly or provide the full scope of records, which can slow down the process. You can help by following up with your doctors to make sure they are cooperating with the SSA’s requests.
  5. Submitting Records Yourself: In addition to having the SSA obtain records, you can (and should) submit copies of your medical records directly to Social Security. This can help avoid delays and ensure that nothing is overlooked. It’s especially important to provide updated records as your condition progresses.

What Happens If There Are Gaps In Your Records?

If the SSA doesn’t have enough information to decide, they may send you for a consultative examination (CE) with a doctor of their choice. This is a medical evaluation to fill in any gaps in your records or provide an objective assessment of your condition.

Do You Need Help Making Sure Your Records Are Complete?

While the SSA works to collect your medical records, it’s not always a smooth process. Delays and missing records can slow down your claim, so it’s important to stay proactive. If you’re having trouble getting your claim approved or are concerned about missing records, the Ortiz Law Firm can help make sure everything is in order. Call (888) 321-8131 to get help with your disability claim.