If the DDS receives a claim with a health information technology (HIT) flag:
View the “HIT Analysis Alert” message, when present (for more information regarding
viewing messages, see Certified Electronic Folder (CEF) Messages DI 81020.090C);
Review the SSA-3367 (Disability Report – Field Office), SSA-3368 (Disability Report
– Adult), or SSA-3820 (Disability Report – Child), and any medical evidence submitted
by the applicant; and
Review the health IT documents: HIT MER located in the back yellow section of the
EF and other health IT documents, such as HIT Request, HIT Response, HIT Extract,
etc., located in the blue section of the EF.
The health IT documents appear on the DDS case processing worksheet the same as any
medical evidence received.
NOTE: Health IT actions are annotated as “HIT” in the EF instead of health IT.
If, after reviewing the file, the medical evidence is not sufficient for a fully favorable
Continue normal case development;
Send medical records requests to all appropriate sources reported by the applicant
and use health IT documents to target development, if appropriate.
If a HIT Response document is in the EF, determine if a traditional medical records
request to the health IT participating source(s) is appropriate.
If the HIT MER does not cover the relevant time period alleged by the claimant or
if it provides clues that additional medical records may be available (e.g., in paper
form or in another system), determine if a call to the health IT participating source(s)
or to the claimant is necessary to ensure that the alleged period of treatment is
addressed. Initiate a traditional medical records request to the health IT participating
source(s), as needed.
Follow current procedures to obtain a consultative exam (CE), as needed (see Consultative
Examinations (CE) – DI 81020.070). Attach HIT MER as background evidence, if appropriate.