How to Stay Organized When Filing for SSDI

Filing a Social Security Disability Insurance (SSDI) claim can be a daunting process, spanning over a couple of years. When gathering the materials necessary to support your case you must be methodical. What does this mean? Here are a few guidelines for how to stay organized when filing for SSDI. By following these pointers, it could be easier to prove your disability case. The tips require very little investment, other than your time.

1. Create a designated space to keep all your materials.

Select an area of your home that you intend to store all your gathered documents. That way, you will automatically place all paperwork in one location and not have to go hunting or lose a valuable piece of evidence.

2. Hang a calendar or use a desk calendar.

In your designated space keep a calendar handy. Make sure it has large enough blocks to jot notes and mark important deadlines. Use it ONLY for items relating to your SSDI case. Write down all doctor’s appointments, next steps, and target dates. Check the calendar every morning, and update as often as necessary.

3. Keep a phone log.

Pick up a few spiral bound notebooks. Appoint one book as your call log. Take notes regarding any and every phone correspondence with doctors, insurance companies, attorneys, etc. Be detailed, and make sure to include the phone number, dates and times, person to whom you spoke, the reason for the call, outcome of the call, and even the length of conversations. Anytime you receive or make a call about your claim, write down a few words about it. Also, make a note of any important call back dates, etc. Then, mark it on the calendar as well.

4. Organize an accordion file or three-ring binder for medical records.

Arrange your binder or file by doctors, specialists, treatments, and prescriptions. If your case is complicated, you should consider having a separate binder or file for each medical condition. Make sure to file away any relevant documents as soon as you receive them. Keep this file in the designated space you created in your home for safe keeping.

5. Select a file for correspondence.

Organize all letters, bills, and notifications according to date and, if possible, the sender. For example, keep a separate section for your attorney, another for doctors, insurances, and yet another for the Social Security Administration (SSA). Also, keep this file in your designated area.

These are just a few tips for how to stay organized when filing for SSDI. Presenting a Social Security disability claim is quite a process. Disability Support Services is here to help you every step of the way. Contact us today for a consultation.

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