The following entries for successful requests, if not retained in file, are required
on the Worksheet to document development. These instructions apply to both initial
and follow-up requests:
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Request method (i.e., phone, mail, or fax, ERE);
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Names of all sources contacted;
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Identification of Adjudicator (e.g., DE, DHO, etc.); and
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Scheduled consultative examinations or tests requested and subsequently not required.
NOTE: In these instances, promptly notify the CE source that the examination or test is
not required. In addition, promptly notify the claimant, and the claimant’s representative
if applicable, that the examination or test has been cancelled. Annotate the worksheet
accordingly, indicating the method of notification (e.g., phone, mail).