Build Your Own “World Class” Physician Source Statements – Track I [Day 1] (Presented by National Organization of Social Security Claimants’ Representatives)

Joshua W. Potter
Joshua W. Potter | Potter Padilla & Pfau

Joshua Potter has 45 years’ experience representing claimants from initial applications through the 9th Circuit. Prior to COVID he was a regular speaker at NOSSCR Conferences. He is a graduate of the University of London, UCLA and Lavern College of College of Law.

On-Demand: September 9, 2025

1 hour CLE

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Program Summary

Use the Appendix 1 criteria and Rulings to make bullet proof Physician's Source Statements. From books are nice, but we can do better. Even if your judge doesn't recognize where the language comes from, The Appeals Council does. This will be fun with audience participation and a toolbox to make your own "world class" forms.

Key topics to be discussed:

  • Translating Appendix 1 Criteria into Persuasive Medical Source Statements
  • Designing “World-Class” Physician Forms
  • Interactive Skill-Building for Representatives

This course is co-sponsored with myLawCLE.

Eligible for up to 1 CLE Credit Hour

This session was originally submitted for CLE as a live, in-person presentation and a live webcast for the Fall 2025 National Conference – Track I Conference and may be eligible for self-study credit.

Each state handles self-study credit differently; for questions, please consult your State Bar Association.

Recorded on September 9, 2025

Closed-captioning available

Speakers

Joshua W. Potter | Potter Padilla & Pfau

Joshua Potter has 45 years’ experience representing claimants from initial applications through the 9th Circuit. Prior to COVID he was a regular speaker at NOSSCR Conferences. He is a graduate of the University of London, UCLA and Lavern College of College of Law.

Agenda

I. Translating Appendix 1 Criteria into Persuasive Medical Source Statements | 6:30pm – 6:50pm

II. Designing “World-Class” Physician Forms | 6:50pm – 7:10pm

III. Interactive Skill-Building for Representatives | 7:10pm – 7:30pm

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