Refer the CE report to the claimant's medical source. Put a copy of the cover letter
to the medical source in the file or annotate the case development summary indicating
you sent a copy of the CE report to the claimant’s medical source.
“Model language for cover letter”
[Claimant First Name and Last Name] has asked us to provide you with a copy of the
enclosed Social Security consultative examination/test report. We hope that it will
be of use to you.
Under HIPPA, your patient has a right of access to inspect and obtain a copy of this
report regardless of whether you created this report or not.
[Disability Examiner First Name and Last Name]
Notify the claimant if you send the CE report to the medical source without the claimant's
permission. Put a copy of the letter in the claim file.