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1...Might wind up getting a professional to talk to Bob at the hospital
2...To file for social security disability we need a history.
3...Second, we need a medical history. Apart from the current situation,
CONTACTS
SUBJECTS
Kathleen and Bob
Social Security Disability
0504 - ..
0505 - Summary/Objective
0506 -
050601 - Follow up ref SDS 25 0000, ref SDS 22 0000.
050602 -
050603 - Developed planning to assemble evidence for social security
050604 - disability claim.
050605 -
050606 - Submitted ref DIT 1 0001 linked to this record for support in
050607 - developing evidence to file a claim for Bob. Linked to discussion
050608 - with Kath yesterday on planning for bringing Bob home. ref SDS 23 5022
050609 -
050610 - [On 991109 Kathy and Amy visited Bob today. ref SDS 30 0001]
050611 -
050612 -
050613 -
0507 -
0508 -
0509 - Discussion
0510 -
051001 - ..
051002 - Review the Record for Orientation on Status and Planning
051003 -
051004 - Kathleen was resting from having been at the hospital all night.
051005 - Talked to Patty. She visited Kathy and Amy, and stayed with them last
051006 - night. per planning yesterday. ref SDS 23 1127
051007 -
051008 - Sometime today and tomorow review the record for orientation on events
051009 - yesterday. DO NOT FOLLOW every link and DO NOT FOLLOW links deeply.
051010 - Below the first link in an SDS record, if you click on one at the next
051011 - level, read only a para or at most 2, then click back and continue
051012 - reading at the main level. Make a full read at the primary level,
051013 - then decide if you want more information on any particular link.
051014 -
051015 - 1. Kath and Patty working with Bob at hospital. ref SDS 23 0001
051016 -
051017 - 2. Estate planning with counsel, Patty's meeting. ref SDS 24 0001
051018 -
051019 - 3. Medicare entitlement research. ref SDS 25 0001
051020 -
051021 -
051022 - Advise of any corrections or clarifications needed.
051023 -
051024 -
051025 -
051026 - ..
051027 - Medicare - Filing for Retroactive Coverage
051028 -
051029 - Follow up ref SDS 25 4866, ref SDS 22 4866.
051030 -
051031 - We need to develop a medical history for Bob in order to file for
051032 -
051033 -
051034 - retroactive determination of medicare disability
051035 -
051036 -
051037 - ... under social security. It seems to turn out that this is similar
051038 - to the work Peter Brixie did for Kathleen, except we do not have any
051039 - formal medical history.
051040 -
051041 - [On 991107 indication doctor reports Bob has suffered disability
051042 - from cancer for the past year. ref SDS 26 2850]
051043 -
051044 - ..
051045 - Peter offered yesterday to assist in making this filing, and has
051046 - suggested that the family obtain forms for social security disability.
051047 - ref SDS 25 3713
051048 -
051049 - When he helped Kathleen file for disability, did Kath submit forms,
051050 - or did Peter handle everything?
051051 -
051052 - Does Kathleen have a copy of the filing Brixie made in her case?
051053 -
051054 - [On 991108 forms were for an appeal. ref SDS 27 2205]
051055 -
051056 -
051057 - What was the approxmiate total cost for Peter's services and over
051058 - what period of time did he work, a month, 6 months, etc?
051059 -
051060 - [On 991108 report cost was $4K. ref SDS 27 2205]
051061 -
051062 - ..
051063 - Preliminary Basis of Filing...
051064 -
051065 - Research on 991104 indicates Medicare benefits before age 65 require
051066 - determination of disability 24 months prior to payment of benefits.
051067 - ref SDS 25 7350 If this is so, then need facts to cover 2 years of
051068 - disability.
051069 -
051070 - 1. Bob's cancer is a qualifying disability. We need evidence
051071 - from the physician on the approximate period this affliction
051072 - has been disabling.
051073 -
051074 - [On 991107 report Bob has suffered disability from cancer
051075 - for a year. ref SDS 26 2850]
051076 -
051077 - [On 991108 called Doctor Fogelberg to request a statement.
051078 - ref SDS 27 0504]
051079 -
051080 - The record over the past few days indicates that, as a result
051081 - of continuing physical infirmities, perhaps dating from birth,
051082 - Bob's natural high strung emotional character has created in
051083 - later years a qualifying disability that rendered him unable to
051084 - hold a position beginning sometime within the past few years,
051085 - as related by Kathleen on 991103. ref SDS 20 4015
051086 -
051087 - [On 991109 initial report from clinical psychologist advises
051088 - a number of disabilities fit Bob's symptoms. ref SDS 28 5776
051089 -
051090 - [On 991109 counsel cites authority that may support Bob's
051091 - entitlement. ref SDS 29 5610]
051092 -
051093 - [On 991111 counsel indicates recovery for Medicare in Bob's
051094 - case has not previously been accomplished, recommends filing
051095 - for Medi Cal. ref SDS 31 3135]
051096 -
051097 - 2. Age, which brings increased physical impairment, also causes
051098 - decreased ability to tolerate ordinary interplay among people
051099 - that occurs on the job. My impression over the years has
051100 - always been that Bob is a salt-of-the-earth person, who loves
051101 - to help people, loves to work and get things done. He has a
051102 - sharp mind and winning personality. He also seems to get
051103 - excited and become emotional quickly. Like all of us in
051104 - advancing years, pent up feelings about frustrations dealing
051105 - with life boil over in Bob, even more quickly than most.
051106 -
051107 - I could be wrong, because of limited time being around Bob, but
051108 - that is my impression.
051109 -
051110 - On 990801 Bob brought their computer here for service and
051111 - configuration. I noticed that joy and strong disappointment
051112 - are pronounced, and escalated quickly during computer games.
051113 - One example is using excessive force striking the keyboard.
051114 - ref SDS 4 5310
051115 - ..
051116 - 3. The combination of increasing physical and emotional
051117 - impairment, and decreased tolerance, due to age, has made Bob
051118 - more suspicious than normal of the "system," and reluctant to
051119 - rely, for example, on normal medical treatment. One result is
051120 - having waited too long to seek treatment for cancer, reported
051121 - on 991102. ref SDS 19 3150,
051122 -
051123 - [On 991107 report Bob has suffered disability from cancer
051124 - for a year. ref SDS 26 2850]
051125 -
051126 - On 991104 report that Bob was usual self, uncomfortable and
051127 - impatient waiting for surgery, and he evidently asked Rita to
051128 - leave so he could be with his family. ref SDS 21 2340 This is
051129 - normal for anyone facing critical surgery that has been
051130 - delayed. The report, however, that this is Bob's "usual self"
051131 - shows an emotional toll on Bob the past year or so that has
051132 - hampered his ability to function normally with people, as set
051133 - out on 991103. ref SDS 20 4015
051134 - ..
051135 - Another indicator of being overly emotional, may be the
051136 - doctor's decision yesterday to change standard procedure for
051137 - telling patients their prognosis. Thursday night the doctor
051138 - said this would be done, ref SDS 21 4899; yet, yesterday
051139 - decided against it, ref SDS 23 3182, probably due to Bob's
051140 - difficult emotional night. ref SDS 23 8769 This reflects
051141 - awareness that Bob needs different treatment because his
051142 - emotional state is "different" from most other patients in the
051143 - same predicament, or, stated another way, abnormal. This may
051144 - be a qualifying disability.
051145 -
051146 - [On 991108 Bob had further emotional problems. ref SDS 27
051147 - 5328]
051148 - ..
051149 - Patty noted this morning that the nurses caring for her
051150 - Dad have commented that he is an emotional person. This is
051151 - different from simply being a difficult patient, or "crochity"
051152 - senior.
051153 -
051154 - [On 991111 nurses getting frustrated. ref SDS 32 5328]
051155 -
051156 -
051157 - ..
051158 - Assembling Evidence of Disability
051159 -
051160 - On 991105 research on the Internet yielded a list of evidence we need
051161 - for making a claim. ref SDS 25 3816
051162 -
051163 - Mrs Stevens with the social security office further explained
051164 - information to submit for a determination of social security
051165 - disability. ref SDS 25 0744
051166 -
051167 - She advised that Bob's current doctor can provide a statement to
051168 - support a finding of disability. ref SDS 25 7918
051169 -
051170 - We need to discuss with the doctor getting a statement on why normal
051171 - procedure was not followed with Bob, as related by Patty Thursday
051172 - night. ref SDS 21 4899 It seems obvious that the doctor has recognized
051173 - in treating Bob that he does not tolerate emotional situations well.
051174 - He reacts faster and stronger than most. The doctor should be able to
051175 - write a letter stating that fact, and we need to support the doctor in
051176 - framing a constructive letter.
051177 -
051178 - [On 991107 Bob's doctor has indicated he suffered disability from
051179 - cancer for over a year. ref SDS 26 2850]
051180 -
051181 - We need the doctor's name and phone number -- email address would be
051182 - perfect, but that might be stressful for the doctor, based on work
051183 - with Kaiser. ref SDS 10 9130
051184 -
051185 - [On 991108 called Doctor Fogelberg to request a statement.
051186 - ref SDS 27 0504]
051187 -
051188 - Kathleen mentioned on 991103 that Bob suffers from digestion problems
051189 - and headaches. ref SDS 20 4015
051190 -
051191 - These can be related to an easily irritated frame of mind. Advancing
051192 - age brings increased physical problems and reduces tolerance for
051193 - emotional disruption, ref SDS 0 1512, as recognized by the attending
051194 - physician and the nurses, per above, ref SDS 0 5580, that have, in
051195 - combination, disabled Bob from holding a steady job for at least the
051196 - past few years.
051197 -
051198 - Might wind up getting a professional to talk to Bob at the hospital
051199 - so we can get a letter on this aspect of disability.
051200 -
051201 - Did Peter Brixie support this evidence gathering for Kathleen when
051202 - she filed for disability?
051203 -
051204 - Should we have Peter make this arrangement?
051205 -
051206 - [On 991108 Angela Curaele prefers to work through Peter Brixie.
051207 - ref SDS 27 2000]
051208 -
051209 -
051210 - ..
051211 - To file for social security disability we need a history.
051212 -
051213 - Don't worry about not having good records and cannot remember
051214 - everything. We will just start with what we have...
051215 -
051216 - 1. Work history.
051217 -
051218 - 2. Names of firms, phone numbers, names of bosses, if we have
051219 - them, and
051220 -
051221 - 3. Names of co-workers, possibly friends on the job, if we have
051222 - them.
051223 -
051224 - Include family and friends with phone numbers who can be
051225 - contacted about submitting corroborating letters on Bob's
051226 - condition.
051227 -
051228 - ..
051229 - Second, we need a medical history. Apart from the current situation,
051230 - what medical problems have occurred and has there been a pattern of
051231 - increased severity.
051232 -
051233 - [On 991107 letter from Kath says doctor indicates Bob has
051234 - suffered from cancer for a year. ref SDS 26 5037]
051235 -
051236 - 1. When was the last time Bob went to the doctor, the time
051237 - before, etc., to the extent you remember.
051238 -
051239 - Formal medical history is useful.
051240 -
051241 - Formal medical history, however, is not critical to our claim.
051242 - We are probably going to claim that failure to seek treatment
051243 - is evidence of entitlement.
051244 -
051245 - 2. Chronology of ailments.
051246 -
051247 - Kathleen mentioned on 991103 that Bob suffers from digestion
051248 - problems and headaches. ref SDS 20 4015
051249 -
051250 - Try to construct a list something like this...
051251 -
051252 - 1974 hurt his back
051253 - 1977 digestion problems began
051254 - 1983 headaches
051255 - 1985 digestion, taking stronger medication
051256 - 1987 hurt back again, left work
051257 - 1994 left work due to headaches
051258 -
051259 - Something like the above listing is helpful, if we can
051260 - assemble it. Don't work too hard at this. Just put down
051261 - whatever comes to mind.
051262 -
051263 - If some major events occurred explain them.
051264 -
051265 - Kathleen mentioned that Bob in recent years can only do sales work,
051266 - why is that...
051267 -
051268 -
051269 -
051270 - ..
051271 - Research Social Security Disability Filing Procedures
051272 -
051273 - Follow up ref SDS 25 3953.
051274 -
051275 - Does Kathleen have the filing that was made on her behalf by Peter
051276 - Brixy, per above. ref SDS 0 2205
051277 -
051278 -
051279 - Call San Francisco Neighborhood Legal Assistance Foundation
051280 -
051281 -
051282 - 415 982 1300
051283 -
051284 -
051285 - These people are closed today.
051286 -
051287 - Started some research on Kaiser's web site using the discussion
051288 - forum at...
051289 -
051290 - http://www.kponline.org
051291 -
051292 -
051293 - ...accessed from the record on 991028. ref SDS 15 0001
051294 -
051295 -
051296 -
051297 -
051298 - ..
051299 - Call Social Security about Disability Claim for Bob
051300 -
051301 - Follow up ref SDS 25 0744.
051302 -
051303 - Social security 800 772 1213
051304 -
051305 - Call and request an application for disability entitlement.
051306 -
051307 -
051308 - These people are also closed today.
051309 -
051310 -
051311 -
051312 -
051313 -
051314 -
051315 -
051316 -