IMPORTANT: You are not required to send an SSA-795 to the source for signature if the supplemental contact produced no new evidence, or simply confirmed evidence already received. However, you must still document the supplemental contact.
If you need to speak directly with a medical source in order to complete a medical assessment, telephone contact is appropriate. If the medical source provides new and material evidence:
Explain to the source that you will:
document the information provided on form SSA-795 (Statement of Claimant or Other Person) for his or her review; and
send it for his or her review, date, and signature.
Document the information the medical source provides on form SSA-795.
Request the medical source sign and return the completed form to document the file.
Determine whether the office can receive and send faxes.
If the office can receive and send faxes:
Fax the medical source the SSA-795, and an SSA-827, if he or she has not already received one.
Ask the medical source to fax the requested evidence back to the certified electronic folder (CEF), using the fax number for your region by placing the bar-coded cover sheet on top of the first page of the document to ensure accurate placement in the case file. For information on faxing documents into the CEF see DI 81010.090C. It is not necessary for the source to fax the SSA-827.
EXCEPTION: For Electronic Disability Collect System (EDCS) exclusions ask the source to fax you the evidence directly.
If the office cannot send and receive faxes, you may request and receive evidence by U.S. mail or other delivery services.
REMEMBER: Document all development actions using the electronic claims analysis tool (eCAT). For electronic processing exclusions, document development in the case summary.