Physical & Mental Combined Residual Functional Capacity Report

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PHYSICAL & MENTAL COMBINED RESIDUAL FUNCTIONAL CAPACITY REPORT

TO: Social Security Administration


RE:
_______________________

SS#: _______________________
Please answer the following questions concerning your patient=s impairments. Attach all relevant treatment notes, radiologist reports,
laboratory and test results that have not been provided previously to the Social Security Administration.

1. Frequency and length of contact: _________________________________________________


2. Diagnoses: ____________________________________________________________________
3. Prognosis: ____________________________________________________________________
4. List your patient’s symptoms, including pain, dizziness, fatigue, etc.: _______________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
5. Identify the clinical findings and objective signs: ________________________________________
______________________________________________________________________________
______________________________________________________________________________
6. If your patient has pain, characterize the nature, location, frequency, precipitating factors, and
severity, of your patient’s pain:_____________________________________________________
______________________________________________________________________________
7. Describe the treatment and response including any side effects of medication that may have
implications for working, e.g., drowsiness, dizziness, nausea, etc.: _________________________
______________________________________________________________________________
______________________________________________________________________________
8. Have your patient’s impairments lasted or can they be expected to last 12 months?  yes 
no
9. Is your patient a malingerer?  yes  no
10. Do emotional factors contribute to the severity of your patient=s symptoms and functional
limitations? 
yes  no
11. Identify any psychological conditions affecting your patient’s physical condition:
 Anxiety  Somatoform disorder

Personality Disorder

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 Depression
 Psychological factors affecting physical condition  Other:
12. Are your patient”s impairments (physical impairments plus any emotional impairments) reasonably
consistent with the symptoms and functional limitations described in the evaluation?  yes 
no
13. To what degree can your patient tolerate work stress (i.e., maintain persistence and pace required
within the confines of a competitive work environment) ?
 Incapable of even “low stress” jobs  Capable of low stress
jobs  Moderate
stress is
 Capable of high stress work

okay
14. As a result of your patient’s impairments, estimate your patient’s functional limitations if your
patient were placed in a hypothetical competitive work situation.
a. How many city blocks can your patient walk without rest or severe pain?
b. Please circle the hours and/or minutes that your patient can sit at one time, e.g., before
needing to get up, etc.:
Sit: 0 5 10 15 20 30 45 Minutes 1 2 More than 2 Hours
c. Please circle the hours and/or minutes that your patient can stand at one time, e.g.,
before needing to sit down, walk around, etc.
Stand: 0 5 10 15 20 30 45 Minutes 1 2 More than 2
Hours
d. Please indicate how long your patient can sit and stand/walk total in an 8-hour working
day (with normal breaks)
Sit Stand/walk
  less
than 2 hours
  about 2
hours
  about 4
hours
  at least
6 hours
e. Does Pt need to include periods of walking around during an 8hr working day?  Yes

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 No
1) If yes, approximately how often must your patient walk?
1 5 10 15 20 30 45 60 90 Minutes
2) How long must your patient walk each time?
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Minutes
f. Does your patient need a job that permits shifting positions at will from sitting, standing or
walking?  Yes  No
g. Will your patient sometimes need to take unscheduled breaks during an 8-hour working
day?  Yes  No
If yes, 1) how often do you think this will happen?
2) how long (on average) will your patient have to rest before returning
to
work? _____________________________________
h. With prolonged
sitting, should
your patient’s
leg(s) be
elevated?
 Yes
 No
If yes, 1) how high should the leg(s) be elevated? ___________________
2) if your patient had a sedentary job, what percentage of time during
an 8-hour working day should the leg(s) be elevated? __________
i. While engaging in occasional standing/walking, must your patient use a cane or other
assistive device?  Yes  No
Regarding the questions contained within this form “Rarely” means 1% to 5% of an 8-hour working day;
“occasionally” means 6% to 33% of an 8-hour working day; “frequently” means 34% to 66% of an 8-hour
working day.
15. a. How often during a typical workday is your patient=s experience of pain or other
symptoms severe enough to interfere with attention and concentration needed to perform
even simple tasks?
 Never  Rarely  Occasionally  Frequently  Constantly

b. How many pounds can your patient lift and carry in a competitive work situation?
Never Rarely Occasionally Frequently

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Less than 10 lbs.   

10 lbs.   

20 lbs.   

50 lbs.   

c. How often can your patient perform the following activities?
Never Rarely Occasionally
Frequently
Look down (sustained)    
Turn head right or left    
Look up   

Hold head in static position   

d. How often can your patient perform the following activities?


Never Rarely Occasionally Frequently
Twist   

Stoop (bend)   

Crouch/squat   

Climb ladders   

Climb stairs   

Kneel   

Crawl   

Balance   

e. Does the patient have significant limitations with reaching, handling or fingering ? Yes
No

f. How often can the individual perform the following Physical Functions ?
Never Rarely Occasionally Frequently

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Reaching   

Handling   

Feeling   

Pushing/Pulling   

Hearing   

Speaking   

g. Are your patient’s impairments likely to produce “good days” and “bad days”?  Yes  No
If yes, please estimate, on the average, how many days per month your patient is likely to be
absent from work as a result of the impairments or treatment.
 never  about three
days per month
 about one day per month  about four days per month
 about two days per month  more than four days per month

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h. Please place an appropriate number in boxes for any Environmental Restrictions caused by
the impairments or check the No box:
1 = Avoid ALL Exposure; 2 = Avoid CONCENTRATED Exposure; 3 = Avoid Even MODERATE Exposure

Restriction Yes No Restriction Yes No

Heights Chemicals

Moving Machinery Wetness

Vibrations Dryness

Noise Temperature
Extremes

Solvent/Cleaners High Humidity

Dust, fumes, odors Soldering


smoke Fluxes

Perfumes Cigarette
Smoke

Chemicals Other
(specify):

16. Please describe any other limitations (such as psychological limitations, limited vision, difficulty
hearing, need to avoid temperature extremes, wetness, humidity, noise, dust, fumes, gases or
hazards, etc.) that would affect your patient’s ability to work at a regular job on a sustained basis:

______________________________________________________________________________
___________________________________________________________________________
17. Based on the Claimant’s medical history and/or clinical presentation what is the earliest date that
the description of symptoms and limitations in this questionnaire applies?
_____________________

***************************************************************************************

MENTAL RESIDUAL FUNCTIONAL CAPACITY QUESTIONNAIRE AND LISTINGS

Please answer the following questions concerning your patient’s impairments. Attach all relevant treatment notes and test
results that have not been provided previously to the Social Security Administration.

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1. a. Assessment is from _______ to ____________________________
b. Specify the listing(s) (i.e., 12.02 through 12.10) under which the items below are being rated (check appropriate box to
reflect the category(ies) upon which the medical disposition is based: Indicate to what degree the following functional
limitations (which are found in paragraph B of listings 12.02-12.04, 12.06-12.08 and 12.10 and paragraph D of 12.05) exist as
a result of the individual’s mental disorder(s).
 1. 12.02 Organic Mental Disorders
 2. 12.03 Schizophrenic, Paranoid and Other Psychotic Disorders
 3. 12.04 Affective Disorders
 4. 12.05 Mental Retardation
 5. 12.06 Anxiety-Related Disorders
 6. 12.07 Somatoform Disorders
 7. 12.08 Personality Disorders
 8. 12.09 Substance Addiction Disorders
 9. 12.10 Autism and Other Pervasive Developmental Disorders
2. DSM-IV Multiaxial Evaluation: Axis I: ___________________________________________
Axis II: ___________________________________________
Axis III: ___________________________________________
Axis IV: ___________________________________________
Axis V: ___________________________________________
Current GAF: Highest GAF Past
Year _____________
3. Treatment and response:_________________________________________________________________________
4. a. List of prescribed medications: _________________________________________________________________
_________________________________________________________________________________________ b.
Describe any side effects of medications that may have implications for working. E.g., dizziness, drowsiness, fatigue,
lethargy, stomach upset, etc.:_______________________________________________________________________

5. Describe the clinical findings including results of mental status examination that demonstrate the severity of your patient’s
mental impairment and symptoms: __________________________________________________________________
______________________________________________________________________________________________

6. Prognosis: _________________________________________________________________________________

7. Identify your patient’s signs and symptoms by checking to the left of the appropriate description:

Anhedonia or pervasive loss of interest in almost all Intense and unstable interpersonal relationships and impulsive and
activities damaging behavior

Appetite disturbance with weight change Disorientation to time and place

Decreased energy Perceptual or thinking disturbances

Thoughts of suicide Hallucinations or delusions

Blunt, flat or inappropriate affect Hyperactivity

Feelings of guilt or worthlessness Motor tension

Impairment in impulse control Catatonic or other grossly disorganized behavior

Poverty of content of speech Emotional liability

Generalized persistent anxiety Flight of ideas

Somatization unexplained by organic disturbance Manic syndrome

Mood disturbance Deeply ingrained, maladaptive patterns of behavior

Difficulty thinking or concentrating Inflated self-esteem

Recurrent and intrusive recollections of a traumatic Unrealistic interpretation of physical signs or sensations associated with
experience, which are a source of marked distress the preoccupation or belief that one has a serious disease or injury

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Psychomotor agitation or retardation Loosening of associations

Pathological dependence, passivity or agressivity Illogical thinking

Persistent nonorganic disturbance of vision, speech, Pathologically inappropriate suspiciousness or hostility


hearing, use of a limb, movement and its control, or
sensation

Change in personality Pressures of speech

Apprehensive expectation Easy distractibility

Paranoid thinking or inappropriate suspiciousness Autonomic hyperactivity

Recurrent obsessions or compulsions which are a Memory impairment - short, intermediate or long term
source of marked distress

Seclusiveness or autistic thinking sleep disturbance

Substance dependence Oddities of thought, perception, speech or behavior

Incoherence Decreased need for sleep

Emotional withdrawal or isolation Loss of intellectual ability of 15 IQ points or more

Psychological or behavioral abnormalities associated Recurrent sever panic attacks manifested by a sudden unpredictable
with a dysfunction of the brain with a specific organic onset of intense apprehension, fear, terror and sense of impending
factor judged to be etiologically related to the abnormal doom occurring on the average of at least once a week
mental state and loss of previously acquired functional
abilities

Bipolar syndrome with a history of episodic periods A history of multiple physical symptoms (for which there are organic
manifested by the full symptomatic picture of both findings) of several years duration beginning before age 30, that have
manic and depressive syndromes (and currently caused the individual to take medicine frequently, see a physician often
characterized by either or both syndromes) and alter life patterns significantly

Persistent irrational fear of a specific object, activity, or Involvement in activities that have a high probability of painful
situation which results in a compelling desire to avoid consequences which are not recognized
the dreaded object, activity or situation

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8. To determine your patient’s ability to do work-related activities on a day-to-day basis in a regular work setting, please give
us your opinion based on your examination of how your patient’s mental/emotional capabilities are affected by the
impairment(s). Consider the medical history, the chronicity of findings (or lack thereof), and the expected duration of any work-
related limitations, but not your patient’s age, sex or work experience.
Seriously limited, but not precluded means ability to function in this area is seriously limited and less than satisfactory, but not
precluded.
Unable to meet competitive standards means your patient cannot satisfactorily perform this activity independently,
appropriately, effectively and on a sustained basis in a regular work setting.
No useful ability to function, an extreme limitation, means your patient cannot perform this activity in a regular work setting.

I. MENTAL ABILITIES AND APTITUDES Unlimited or Limited but Seriously Unable to No useful
NEEDED TO DO UNSKILLED WORK Very Good satisfactory limited, but meet ability to
not competitive function
precluded standards

Remember work-like procedures

Understand and remember very short and


simple instructions

Carry out very short and simple


instructions

Maintain attention for two hour segment

Maintain regular attendance and be


punctual within customary, usually strict
tolerances

Sustain an ordinary routine without special


supervision

Work in coordination with a proximity to


others without being unduly distracted

Make simple work-related decisions

Complete a normal workday and


workweek without interruptions from
psychologically based symptoms

Perform at a consistent pace without an


unreasonable number and length of rest
periods

Ask a simple questions or request


assistance

Accept instructions and respond


appropriately to criticism from supervisors

Get along with co-workers or peers without


unduly distracting them or exhibiting
behavioral extremes

Respond appropriately to changes in a


routine work setting

Deal with normal work stress

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Be aware of normal hazards and take
appropriate precautions

(Q) Explain limitations falling in the three most limited categories (identified by bold type) and include the medical/clinical
findings that support this assessment:

II. MENTAL ABILITIES AND APTITUDES Unlimited or Limited but Seriously Unable to No useful
NEEDED TO DO SEMI SKILLED AND Very Good satisfactory limited, but meet ability to
SKILLED WORK not precluded competitive function
standards

Understand and remember detailed


instructions

Carry out detailed instructions

Set realistic goals or make plans


independently of others

Deal with stress of semi skilled and


skilled work
(E) Explain limitations falling in the three most limited categories (identified by bold type) and include the medical/clinical
findings that support this assessment.

II. MENTAL ABILITIES AND APTITUDES Unlimited or Limited but Seriously Unable to No useful
NEEDED TO DO PARTICULAR TYPES Very Good satisfactory limited, but meet ability to
OF JOBS not precluded competitive function
standards

Interact appropriately with the general


public

Maintain socially appropriate behavior

Adhere to basic standards of neatness


and cleanliness

Use public transportation

Travel to unfamiliar place


(F) Explain limitations falling in the three most limited categories (identified by bold type) and include the medical/clinical
findings that support this assessment:

9. Does your patient have a low IQ or reduced intellectual functioning? Yes No


Please explain (with reference to specific test results): ____________________________________________________
_______________________________________________________________________________________________

10. Does the psychiatric condition exacerbate Pt’s experience of pain or any other physical symptom? Yes No
If yes, please explain: __________________________________________________________________________
___________________________________________________________________________________________
B. Criteria of the Listings
Indicate to what degree the following functional limitations (which are found in paragraph B of listings 12.02-12.04, 12.06-12.08 and
12.10 and paragraph D of 12.05) exist as a result of the individual’s mental disorder(s).

FUNCTIONAL
LIMITATION DEGREE OF LIMITATION
1. Restriction of Activities None Mild Moderate

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Marked* Extreme* Insufficient
of Daily Living

Evidence

2. Difficulties in Maintaining None Mild Moderate


Marked* Extreme* Insufficient
Social Functioning
Evidence
3. Difficulties in Maintaining None Mild Moderate
Marked* Extreme* Insufficient
Concentration,

Evidence

4. Repeated Episodes of None One or


Two Three or Four
More* Insufficient
Decompensation, each of

Evidence
Extended Duration

C. 1. On the average, how often do you anticipate that your patient’s impairments or treatment would cause your patient to be
absent from work: (check appropriate box)
 never  about 1 day per month about 2
days per month  about 3 days per month
 about 4 days per month  more than 4 days per month
2. Has your patient’s impairment lasted or can it be expected to last at least 12 months:  yes  no
If no, please explain:______________________________________________________________________________

3. Are your patent’s impairments reasonably consistent with the symptoms and functional limitations described in this
evaluation?  yes 
no
If no, please explain ______________________________________________________________________________
4. Please describe any additional reasons not covered above why your patient would have difficulty working at a regular
job on a sustained: ___________________________________________________________________________
5. Can your patient manage benefits in his or her own best interest?  yes  no
6. What is the earliest date that the description of symptoms and limitations in this form applies? ____________

_____________________________ _______________________
Physician’s Signature Date Form Completed

Printed/Typed Name: ___________________________________


__________________________________
__________________________________

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Please Return Form To:
Mike Murburg P.A
15501 N. Florida Ave
Tampa, FL 33613

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