Build a treatment list
Write down the names of clinics, physicians, specialists, therapists, and hospitals involved in your care. Include approximate dates and the conditions each provider has treated.
Create a medication and testing summary
List current medications, major imaging or testing, procedures, and recent changes in treatment. The list does not need to replace the medical record; it simply makes the history easier to navigate.
Organize your work history
Prepare a basic outline of recent jobs, duties, physical demands, schedules, and why work changed or ended. Avoid guessing exact dates when you can confirm them from records.
Describe function rather than labels alone
A diagnosis name may not explain how a condition affects standing, concentration, lifting, attendance, communication, or completing daily tasks. Concrete examples can make the discussion more useful.
Ask what additional evidence may be needed
A representative can explain which records are useful for the specific stage of a claim or appeal. General checklists are a starting point, not a substitute for individualized guidance.