RFC Rehab: Five Ways to Save a Case Before the ALJ Breaks It – NOSSCR 2026 Fall National Conference – Track II (Presented by National Organization of Social Security Claimants’ Representatives)

Jonathan A. Heeps
Jonathan A. Heeps | Martin, Jones, and Piemonte

Jonathan A. Heeps is the Managing Attorney at Martin, Jones, and Piemonte.

Live Video-Broadcast: October 13, 2026

1 hour CLE

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Program Summary

 

Treatment Records Miss the Real Limitations. Build the Evidence That Doesn't

The "RFC problem" is rarely solved at the hearing — it is solved in the file. This session teaches claimant representatives to build functional evidence from intake through hearing, documenting the real limitations that ordinary treatment records often miss.

The methods are practical, ethical, and specific. Identify the missing evidence early. Document cyclical impairments with logs and apps; capture function with wearable data and purchase records; consider targeted testing such as gait analysis. Obtain targeted Micro-MSS and Evidence-Anchored MSS opinions, clarify vague consultative examiner findings, and develop third-party statements. Then prepare the client to testify in vocationally useful terms.

You walk out with the full build: strategies for functional evidence at every stage, a stronger hearing presentation — and appealable error preserved when the ALJ ignores or mischaracterizes critical RFC evidence.

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 2026 Fall National 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 Tuesday, October 13, 2026.

Key topics to be discussed:

  • Finding the Missing Evidence
    Identifying the functional evidence the file lacks, from intake forward.
  • Documenting Cyclical Impairments
    Using logs, apps, wearable data, and purchase records to capture limitations treatment records miss.
  • Targeted MSS Opinions
    Obtaining Micro-MSS and Evidence-Anchored MSS opinions built for the case.
  • Fixing the CE Record
    Clarifying vague consultative examiner findings, with targeted testing such as gait analysis where warranted.
  • Statements and Testimony
    Developing third-party statements and preparing clients to testify in vocationally useful terms.
  • Preserving Appealable Error
    Strengthening the hearing presentation — and preserving error when ALJs ignore or mischaracterize critical RFC evidence.

This course is co-sponsored with myLawCLE.

Date / Time: October 13, 2026

  • 12:15 pm – 1:15 pm Eastern
  • 11:15 am – 12:15 pm Central
  • 10:15 am – 11:15 am Mountain
  • 9:15 am – 10:15 am Pacific

Closed-captioning available

Speakers

Jonathan A. Heeps, Managing Attorney | Martin, Jones, and Piemonte

Jonathan A. Heeps is the Managing Attorney at Martin, Jones, and Piemonte.

  • Education & Credentials

Mr. Heeps received his undergraduate degree from Texas Wesleyan University in 2006 and his J.D. from Suffolk University Law School in 2010.

  • Professional Involvement

Mr. Heeps is a sustaining member of NOSSCR.

  • Experience

Prior to joining MJP he had his own private practice for 10 years. He has represented thousands of claimants before the Social Security Administration since 2010. Mr. Heeps has represented disability claimants at hearings and in federal court.

Agenda

SESSION 1 – RFC Rehab: Five Ways to Save a Case Before the ALJ Breaks It | 12:15pm – 1:15pm

This session teaches claimant representatives how to solve the “RFC problem” by building functional evidence from intake through hearing. Attendees will learn practical, ethical strategies to identify missing evidence, document cyclical impairments with logs and apps, obtain targeted Micro-MSS and Evidence- Anchored MSS opinions, clarify vague consultative examiner findings, use wearable data and purchase records, consider targeted testing such as gait analysis, develop third-party statements, and prepare clients to testify in vocationally useful terms. The focus is on documenting real limitations ordinary treatment records often miss, strengthening hearing presentation, and preserving appealable error when ALJs ignore or mischaracterize critical RFC evidence.

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