CONTACTS 
0202 - Harris & Brixie Law Office           916 658 1880                                                                                                              O-00000728 0102
020201 - Mr. Peter Brixie, Esq.                                                                                                                                           O-00000728 0102
020202 - bulldog@sna.com                                                                                                                                                  O-00000728 0102

SUBJECTS
Kathleen and Bob
Social Security Disability

0504 -    ..
0505 - Summary/Objective
0506 -
050601 - Follow up ref SDS 29 0000, ref SDS 26 0000.
050602 -
050603 - Bob had another difficult night.  Plans being made for him to come
050604 - home on Friday.  Need to develop support for continuing medical help
050605 - at home to due to emotional situation.
050606 -
050607 - Madeline Davis did not call back on meeting about estate planning, and
050608 - Peter Brixie did not call on Medicare filing.  Kathleen did not
050609 - receive the disability application forms for Social Security. Notified
050610 - Peter Brixie of delay receiving forms; was unable to verify that he
050611 - understands his scope of work.  Received information that seems to
050612 - support possible disability entitlement for Bob.  Doctor Fogelberg
050613 - called and left message.  Will talk to her tomorrow.
050614 -
050615 -
050616 -
050617 -
050618 -  ..
0507 -
0508 -
0509 - Discussion
0510 -
051001 -  ..
051002 - Review the Record for Orientation on Status and Planning
051003 -
051004 - Follow up ref SDS 29 2544, ref SDS 26 2544.
051005 -
051006 - No evidence that Peter has read the record, nor Madeline, nor
051007 - Kathleen, becasue her computer is broke.
051008 -
051009 - She said in the afternoon today, the problem may be a fuse or
051010 - something, rather than the computer.  There is really no reason the
051011 - computer should not run.  She later said power is off in other parts
051012 - of the house, so it looks more like a power outage problem.
051013 -
051014 -
051015 -
051016 -  ..
051017 - Bob Has Continued Emotional Difficulties, Adjusting Medication
051018 -
051019 - Follow up ref SDS 29 5328.
051020 -
051021 - Kathleen called.
051022 -
051023 - When Kath woke up this morning at about 0300 and Bob was sitting up at
051024 - the end of the bed.  He said he felt fine, so Kathleen went back to
051025 - sleep.  She woke about about 0345 and Bob had removed the IVs and life
051026 - support equipment, he had removed his gown and was getting out of bed.
051027 - Kath rushed out and got nurses to help Bob back into bed and connected
051028 - back to life support, IVs.
051029 -
051030 - Later this morning, before Kathleen went home, the surgeon came in to
051031 - see Bob.  She talked to Kathleen, and explained his behavior as
051032 - "halucinating."
051033 - ..
051034 - The surgeon, Doctor Karen Fogelberg, indicated plans to release
051035 - Bob from the hospital on Friday for home care.
051036 -
051037 - Kathleen asked how adequate professional care can be provided for
051038 - emergencies that have been occuring the past few weeks, where Bob has
051039 - periods of halucinations, like this morning?
051040 -
051041 - The doctor said nursing support will be arranged to check on Bob
051042 - periodically at home.
051043 - ..
051044 - Kathleen said that medication has been changed.
051045 -
051046 - Bob now has a morphine patch on his arm, rather than morphine being
051047 - provided through IV.
051048 -
051049 - She is worried that the patch does not provide fast enough relief for
051050 - pain, as its effectiveness wears out.
051051 -
051052 -     [On 991110 reviewed issue with Doctor Fogelberg. ref SDS 32 4640]
051053 -
051054 -
051055 -  ..
051056 - Medicare - Filing for Retroactive Coverage
051057 - Peter Brixie will File for Social Security Disability
051058 -
051059 - Follow up ref SDS 29 3713, ref SDS 29 4866.
051060 -
051061 - Called and left message about whether Peter received ref DIP 11 0001
051062 - sent yesterday, ref SDS 29 0429, explaining scope of services.
051063 -
051064 -
0511 -
0512 -
0513 - 1633 called Peter back
0514 -
051401 - Left message that SS Disability forms were not received today, so
051402 - they may come in tomorrow.
051403 -
051404 - Since Kathleen gets the mail late in the afternoon, and since Peter
051405 - indicated he will not be in the office Friday, we will likely not be
051406 - able to meet to prepare the filing until 991115, Monday or Tuesday of
051407 - next week.
051408 -
051409 -
051410 - We need to develop a medical history for Bob in order to file for
051411 -
051412 -
051413 -            retroactive determination of medicare disability
051414 -
051415 -
051416 - ... under social security, per below. ref SDS 0 2850
051417 -
051418 - Submitted ref DIP 11 0001 linked to this record.
051419 -
051420 -
051421 -
051422 -  ..
051423 - Assemble Evidence of Disability
051424 -
051425 - Follow up ref SDS 29 2850, ref SDS 26 2850.
051426 -
051427 - Doctor Karen Fogelburg - Trauma Doctor at Mercy San Juan
051428 -
051429 -                          916 863 7874
051430 -
051431 -
051432 - Issues for review are on 991108. ref SDS 29 6090
051433 -
051434 -  ..
0515 -
0516 -
0517 - 1128 Karen Fogelberg, MD called
0518 -
051801 - Karen left a message returning my call yesterday. ref SDS 29 0504
051802 -
051803 - Karen will try to call back later today.
051804 -
051805 - If she does not reach me, she asked me to call her at her office
051806 - tomorrow.
051807 -
051808 -
051809 - To file for social security disability we need information explained
051810 - on 991106...
051811 -
051812 -
051813 -  ..
051814 -
051815 - Will defer work on following until meeting with Peter...
051816 -
051817 -
051818 -          Work history. ref SDS 26 5184
051819 -
051820 -          Medical history. ref SDS 26 1156
051821 -
051822 -     John Proctor             916 989 3587
051823 -
051824 -     Philip (Flip) Hennig     425 742 0308
051825 -
051826 - ..
051827 - Professional visit Bob at the hospital so we can get a letter on
051828 - this aspect of disability.
051829 -
051830 -     Angela Curiale is a phychologist who supported Kathleen's filing
051831 -
051832 -           916 455 1592
051833 -
051834 -           916 720 7525  cell phone
051835 -
051836 -     Should we have Peter make this arrangement, based on discussion
051837 -     with Angela yesterday? ref SDS 29 9744)
051838 -
051839 -
051840 -
051841 -  ..
051842 - Research Social Security Disability Filing Procedures
051843 -
051844 - Follow up ref SDS 29 3158, ref SDS 26 3158.
051845 -
0519 -
0520 -
0521 - 1511 Greg Wilcox called
0522 -
052201 - Greg returned the call from 991105, recommended by Trudy Nearn.
052202 - ref SDS 25 0435
052203 -
052204 - Greg advised he works in estate planning, and some in Medicare law.
052205 -
052206 - He suggested calling for disability law expertise...
052207 -
052212 -
052213 - I explained Madeline Davis is working on the estate issues, and that
052214 - Peter Brixie is helping file the medicare disability application.
052215 -
052216 - Greg said he is giving a lecture on Medicare and disability
052217 - entitlement today or tomorrow and so has been researching the issue.
052218 - ..
052219 - He asked about Bob's situation?
052220 -
052221 - I explained background on 991103 to file for...
052222 -
052223 -
052224 -            retroactive determination of medicare disability
052225 -
052226 -
052227 - ...from work on 991103. ref SDS 19 2880
052228 - ..
052229 - Greg said he understands there is no authority to support our
052230 - proposed application for Bob.
052231 -
052232 - I explained research on 991105 using the Interent that sounds helpful.
052233 - ref SDS 25 7350
052234 -
052235 - Greg said good luck.
052236 -
052237 - About 5 minutes later he called back.
052238 -
052239 - He found authority that he feels supports Bob's application...
052240 -
052241 -
052242 -                      42 CFR 406.12(b)
052243 -
052244 -
052245 - ...Greg read the language, which sounds similar to the record on
052246 - 991105. ref SDS 25 5833
052247 -
052248 - The language actually sounded more generous.  Greg interpretted it to
052249 - mean that within the past 5 years cumulative disability of 24 months
052250 - qualifies for disability entitlement.
052251 -
052252 - He said it is dated 1999, and so should still be effective.
052253 -
052254 -     [On 991110 James Walker recommends Medical only. ref SDS 32 3135]
052255 - ..
052256 - Greg suggested contacting....
052257 -
052258 -
052259 -                        HICAP
052260 -
052261 -
052262 -       Health Insurance Counseling and Advocates
052263 -
052264 -
052265 - He said it is an organization funded by the State to help people
052266 - qualify for federal Medicare, in order to minimize the costs to the
052267 - State of people who do not qualify for Medicare.
052268 -
052269 -     [On 991110 HICAP says they do not help people qualify for
052270 -     Medicare. ref SDS 32 3158]
052271 -
052272 -
052273 -
0523 -
0524 -
0525 - 1527 called HICAP    415 861 4444
0526 -
052601 - Left message for support filing a claim.
052602 -
052603 - Got a call back and explained what we need.
052604 -
052605 - The receptionist said someone will call us back.
052606 -
052607 -     [On 991110 HICAP says they do not help people qualify for
052608 -     Medicare. ref SDS 32 3158]
052609 -
052610 -
052611 -
052612 -  ..
052613 - Medical Expenses May Reach $60K, Schedule Meeting with Madeline
052614 -
052615 - Follow up ref SDS 29 5833, ref SDS 27 4866
052616 -
052617 - When Kath called this morning, per above, ref SDS 0 5328, she advised
052618 - that the letter from CMISP was faxed to Madeline, per our discussion
052619 - yesterday. ref SDS 29 1540
052620 -
052621 -     [Following up with Madeline in another record. ref SDS 31 6080]
052622 -
052623 -
052624 -
052625 -
052626 -
052627 -
052628 -
052629 -
052630 -