A Focused Review of Function
Private disability requests may involve psychiatric records, treatment history, job duties, functional limitations, and prognosis. The scope of the assessment depends on the questions posed and the documentation available.
Clinical opinions address the psychiatric findings. Policy interpretation and benefit determinations remain with the responsible insurer or administrator.
Before Scheduling
- Identify who is requesting the assessment and who will receive the report.
- Provide the request, relevant policy questions or forms, and deadlines.
- Clarify whether the service is treatment-related documentation or an independent evaluation.
- Discuss the required records and expected timeline with the practice.
A disability evaluation provides a clinical opinion. No particular opinion, report conclusion, or claim outcome is promised.