Musculoskeletal Disorders
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Full Impairment Discussion
The musculoskeletal system contains a large variety
of disease states that can adversely affect any joint or muscle
group within the human body. Severe musculoskeletal disorders
usually cause pain and decreased range of motion of the involved
joints.
When evaluating disorders of the
musculoskeletal system, you should focus on the symptom of pain
as a primary limiting factor in the claimant's ability to
perform work activity. As is true of all serious disorders, the
symptom of pain in a musculoskeletal disorder must have a loose
nexus. That is, the location and severity of the pain must be
reasonably associated with the primary diagnosis. To establish
a loose nexus, the pain must be associated with abnormal medical
findings that substantiate and support the existence and
severity of the pain.
General Evaluation of MS Disorder
When evaluating musculoskeletal
disorders, it's important that you note any degree of joint
swelling or deformity. Your evaluation should also include all
relevant signs, symptoms and laboratory finding associated with
the disorder. You should also make note of any decreased range
of motion in the involved joints and the condition of
surrounding muscle tissue.
In severe musculoskeletal disorders, you
may also find symptoms of sensory or reflex loss and even
circulatory deficits. Make sure that you request and review all
copies of the most current x-rays as well as x-ray findings at
the time of onset. If a worsening of the condition can be shown
to have occurred since the onset of the disorder, this evidence
can be used to argue that the condition is progressive. All of
the above types of medical findings should be available in the
claimant's record.
Progressive MS Disorders
A disease is considered progressive if it
can be shown to worsen over time. In musculoskeletal disorders,
progression of a disease is a powerful factor that can actually
make it easier for you to win the case. Although Social
Security would never admit it, progression of a disorder is
considered to be a powerful and limiting symptom. The weight
given to disease progression by Social Security depends upon the
speed of the progression. If, for example, a claimant's
disorder worsens over a one year period or less, this fact could
have a positive influence on the outcome of the application.
When progression of a disorder is emphasized in an argument, it
forces Social Security to consider the claimant's current and
near term residual functional capacity.
Example:
You have accepted a case on a 40 y/o
individual who has been diagnosed with moderate rheumatoid
arthritis. The disease is affecting the joints of both the
claimant's hands and wrists. She is showing signs of joint
pain, stiffness and swelling. She is on medication, but the
symptoms are not reduced. Her medical evidence supports the
existence of the disorder and the claimant feels that she can no
longer perform work. X-rays taken at the time of onset show
signs of joint deterioration. It is now six months later and
new x-rays show a slight worsening in one affected joint.
The above sample case history represents
a winnable situation if you properly argue the claimant's
specific physical limitations and the progressive nature of her
disorder. Your argument should contain an in-depth analysis of
the claimant's joint restrictions, including a discussion of the
location and quality of her joint pain.
Your argument should always incorporate
and discuss all limitations supported by the medical
evidence. This includes a discussion of the claimant's
description of limitation and all positive medical findings
supporting her allegation. This approach to musculoskeletal
disorders is usually very affective and can also be used with
most other types of impairments.
The following is a list of commonly seen
disorders that fall into the musculoskeletal category.
Following this list, I'll provide a brief discussion of each
disorder, pointing out any special disability criteria that
should be noted. For a more detailed discussion of
musculoskeletal disorders, see chapter 16 of the Social Security
Guide.
Rheumatoid
arthritis
Gout
Osteoarthritis and allied disorders
Curvature of spine
Ankylosing Spondylitis
Disorders of muscle, ligament and fascia
Osteomyelitis and other bone infections
Osteoporosis
Fractured vertebra with or without cord lesion
Fractures of upper limb
Fractures of lower limb
Fractures of all other bones
Dislocations
Sprains and strains
Soft tissue injuries
Amputations
Burns
Rheumatoid Arthritis (RA)
When evaluating this disorder, note the
persistence of joint pain, swelling and tenderness of the
involved joints. Your argument will be stronger if the symptoms
have been persistent for three months or longer. Point out any
positive lab test such as a rheumatoid factor, antinuclear
antibody test, elevated sedimentation rate or membrane biopsy
results. Any one of the above tests can support the diagnosis
of rheumatoid arthritis. Also note any gross deformities of any
of the involved joints both by x-ray and on physical
examination. Joint deformity can be severe in this disorder.
But even a slight joint deformity can cause a great amount of
pain and functional limitation.
Osteoarthritis (OS)
This disorder is similar in symptoms and
yet significantly different in origin from rheumatoid
arthritis. Osteoarthritis is usually considered to be less
serious, although it can cause physical limitations to a
sufferer. Osteoarthritis, like its cousin RA, can also cause
severe pain and joint deformity. Usually this disorder is easy
to prove by symptoms and x-ray findings. Review this disease as
you would any other disorder in this category. Pay special
attention to the x-ray findings and the claimant's physical
examination. Use any and all objective evidence supporting the
existence and severity of the impairment.
Back disorders
Spinal disorders are perhaps the most
common disability claimed in the United States. Up to forty
percent of your advocate caseload may contain claimants who have
a back disorder as a primary or secondary diagnosis. To evaluate
claimants with back disorder, use the symptom of pain, x-rays
and findings within the claimant's physical examination to
structure your case argument.
Surgeries such as spinal fusions, disc
removals, etc, are powerful sources of objective evidence and
proof of a serious back impairment. The more back surgeries a
claimant has, the more likely you are to win the case. It
usually does not take more than two back surgeries to prove your
case for a severe impairment. But being severe doesn't
necessarily mean that the claimant is totally disabled. You'll
still need plenty of objective evidence as ammunition in your
argument for a reduced residual functional capacity.
If pain is alleged, and it usually is,
use it as a limiting factor in sitting. If the claimant suffers
pain while sitting for less than thirty minutes, you may be able
to use this to limit him to less than sedentary work. Keep in
mind that most allowances for those suffering from back
disorders are based on medical vocational factors. This means
that you will need to use all available medical evidence to
support your argument for an allowance.
Occasionally, you'll get a case on a
claimant who alleges a back disorder without any objective
evidence. These claimants insist that they are totally
disabled, but lack objective evidence to prove it. Even these
cases can be won if you can show a precipitating event (back
injury) that can explain and establish a loose nexus for back
disorder. However, if there are no x-ray or laboratory tests
showing the existence of a disease state, the case will be
denied.
Ankylosing spondylitis
Ankylosing spondylitis is an inflammatory
disease of the spine and supporting ligaments. This condition
can cause severe pain and restrictive spinal movement. This
disorder is often seen in young men between the ages of 15 and
35 years of age. It is a chronic and progressive arthritic
disorder that can cause significant physical limitation. Again,
x-ray findings, pain and decreased range of motion on physical
examination will be the most important objective findings for
those with this disease.
Muscle, ligament and fascia disorders
These disorders usually involve injuries
to the muscle, ligaments or fascia layers of a joint. Seen most
often in automobile and sports injuries, these types of
impairments can be painful and extremely limiting. The problem
with most of these injuries from a disability standpoint is that
they do not usually last twelve months. If you get a case with
muscle, ligament or fascia disorders, think duration
requirement. If the case has not lasted or is not expected to
last twelve months, the case will not meet Social Security's
definition of disabled.
Osteomyelitis
This is a very serious infectious
disorder of bone that can be fatal. This disorder can cause an
extreme delay in the healing of fractures, joint infections and
necrosis (death) of bone tissue. This disease is a common cause
of a post fracture disorder known as a non-union. A non-union
is defined as non-healing or extremely slow healing of a
fracture site. A non-union condition can transform a fracture
case that would have been denied on duration into an allowance.
If a claimant has osteomyelitis or a non-union fracture of a
weight bearing joint, make this finding clear in your argument.
You'll need to make it clear that the claimant is not expected
to recover for twelve months due to the osteomyelitis or a
non-union fracture.
Mutiple Fractures
Fracture cases are most often lost
because they are not expected to last twelve continuous months.
However, this is slightly less true in the case of multiple
fractures. Suffering multiple fractures can put extreme stress
on the healing process, which may delay the overall recovery of
the claimant. To win these types of claims, you must seek out
any complications to healing such as osteomyelitis, stepped
surgeries or re-injury. Any factor that delays or complicates
healing of a fracture will work in favor of an allowance
determination. Lower extremity fractures (weight bearing limbs)
are considered to be more serious than upper extremity
fractures. Fractures that cause circulatory compromise or
neurological damage are also considered to be severely
restrictive. Not only can circulatory or neurological findings
cause serious complications for a fracture, it could also result
in the loss of a limb.
Lower limb fractures interfere more with
ambulating, involve larger bones and take longer to heal. This
makes lower extremity fractures more susceptible to medical
complication. Be alert to circulation problems or nerve damage
secondary to a fracture in both the upper and lower
extremities. A broken arm, for example, may have nerve damage
that could leave the claimant with only partial use of the
limb. X-ray findings and physical examinations showing
neurological deficits will provide the most relevant objective
findings. Pain, weakness and decreased range of motion will be
the most relevant subjective evidence.
Other fracture sites
Fractures involving other sites such as
the face, skull, spine and hands must be evaluated for any
secondary deformity and/or neurological damage to the involved
site. Serious facial fractures, for example, may take multiple
surgeries to repair. Reconstruction will delay recovery, making
the condition disabling for an extended period of time. Spinal
fractures may involve complete or partial spinal nerve damage,
leaving the claimant paralyzed or with significant neurological
deficits. A skull fracture may result in brain damage which
would have to be evaluated separately under mental criteria.
The brain damage may affect the claimant's cognitive skills or
cause significant memory loss.
Soft tissue injuries
Soft tissue injuries such as burns and
serious lacerations should be evaluated according to the extent
of damage to articulating (moving) joints and muscles. It is
not uncommon for a person to experience significant loss of
function in hands, elbows, knees and other major joints due to
traumatic injury or burns. You must be aware of any possible
neurological damage as a result of serious musculoskeletal
injuries as well. For example, neurological damage of a
fracture site could lead to reduced function of the involved
limb, resulting in a reduced residual functional capacity.
Objective evidence is usually the wound
itself, while subjective evidence may be pain, decreased range
of motion, loss of fine motor movement, weakness and especially
in the case of burns, gross disfigurement. Soft tissue injury
cases are easiest to win if staged surgical procedures are
required for restoration of functional use of the affected
area. Keep in mind that no matter what the cause, the
impairment must last or be expected to last for twelve months.
Amputation:
Loss of an arm or leg is not in and of
itself considered to be a total disability by Social
Security. If the amputation is caused by degenerative changes
associated with vascular or neurological deficits, chances are
the claimant will be allowed. Most of the cases of amputation
you'll see as a disability advocate will be old traumatic
amputations. These cases are best argued by concentrating on
some other additional impairment that may act to further reduce
the claimant's RFC. An example would be a claimant with a
corresponding low IQ or bad vision along with the amputated arm
or leg.
Do not be afraid to argue contra-lateral
impairments in musculoskeletal disorders. A contra-lateral
impairment on the same or opposite side of a claimant's body,
would be especially limiting to the claimant's ability to
function. If the claimant has any additional impairments that
can be shown to cause functional limitations to his ability to
work in addition to the amputation, you'll have a better chance
of winning the case.
If you address the issues as set forth in this report concerning
claimants with severe musculoskeletal disorders, you'll be able
to extract enough supportive evidence to produce at least a fair
argument for disability. There are several other important
considerations when evaluating musculoskeletal disorders that
are not discussed here. For additional information about
musculoskeletal disorders and how they are evaluated by Social
Security, see full discussion link.