Short-Term Disability Evaluation
Objective, detailed reports delivered within 5–7 business days, with clinical documentation to support paid leave.
Start with a free 15-minute call about your short-term disability claim.
Don't Have a Provider to Complete Your Disability Forms?
Many people seeking short-term disability for anxiety, depression, PTSD, or another mental health condition are not currently working with a psychiatrist, psychologist, or therapist. Others have a treating provider who is unable to complete disability insurance forms.
A short-term disability evaluation provides objective clinical documentation for a disability insurance claim. During the evaluation, we review your symptoms, treatment history, and how your condition affects your ability to perform your job duties. The process includes a clinical interview, relevant documentation review, and standardized psychological testing.
The evaluation results in an objective, detailed report addressing your symptoms, diagnosis, work-related functional limitations, and the clinical basis for your request for leave. This information can help an insurer evaluate your claim and may be used to support an Attending Physician Statement or disability insurance forms.
You do not need an established mental health provider, a prior diagnosis, or a referral to obtain an objective evaluation and detailed clinical documentation for your disability claim.
Why Documentation Matters
A diagnosis alone does not establish whether a mental health condition limits your ability to perform the essential duties of your job. Disability insurers commonly request clinical information about your symptoms, functional limitations, treatment history, and capacity to work.
For mental health claims, this may include how symptoms affect concentration, decision-making, pace, reliability, attendance, stress tolerance, and other work-related abilities relevant to your position.
Completing a disability form involves more than confirming a diagnosis. The clinician must have sufficient information to evaluate your current symptoms, functional limitations, and ability to perform the essential duties of your job. If an established treating provider is unavailable or unable to complete the forms, a short-term disability evaluation can provide the clinical basis for completing them.
This evaluation may be right for you if
You have stopped working, reduced your work, or are considering leave because of mental health symptoms.
Your employer, benefits administrator, or disability insurer has requested clinical documentation.
You have been given disability forms that your current provider is unable or unwilling to complete.
A previous submission did not fully describe how your symptoms affect your ability to perform your job.
You need a secure telehealth evaluation and are located in a PSYPACT-participating state.
What to Expect From Your Evaluation
Step 1:
Book a Consultation
Begin with a brief consultation to discuss your needs, determine whether this service is appropriate for your situation, and review next steps. If an evaluation is appropriate, you schedule your appointment.
Step 2:
Schedule your Appointment
After your consultation, choose a secure telehealth or in-person appointment. Intake forms will be sent after booking and must be completed before your appointment.
Step 3:
Clinical Interview
During your 90-minute evaluation, we discuss your current symptoms, treatment history, job duties, and how your condition affects your ability to perform your work.
Step 4:
Written Report & Forms
You will receive a written report and any applicable completed disability forms within 5–7 business days after your appointment, provided all requested records and forms have been received.
Frequently Asked Questions
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This evaluation is self-pay and is not covered by health insurance. All major credit cards, HSA cards, and FSA cards are accepted.
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In most cases, the completed evaluation and required carrier forms are submitted directly to the third-party disability insurance carrier. The carrier generally communicates only your approval status and approved leave dates to your employer.
If your company administers disability claims internally, it may require clinical documentation directly. Ask your benefits administrator how your claim is handled and who may have access to your health information.
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You will be asked to upload any available disability insurance forms, claim instructions, job description, leave paperwork, denial letters, and relevant treatment records. Reviewing these materials helps ensure that the evaluation and documentation address the requirements of your claim and the demands of your specific job.
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The evaluation assesses your current mental health symptoms, relevant treatment history, and how those symptoms affect your ability to perform your job. It may address areas such as concentration, memory, pace, stress tolerance, emotional regulation, and workplace interactions, as relevant to your role and the requirements of your claim.
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You do not need to be in ongoing therapy or under the care of a psychiatrist to schedule an evaluation. Depending on the requirements of your disability plan and the length of leave requested, ongoing treatment may be an important part of the documentation your disability insurer considers.
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What if I need to extend my leave?
Your treating provider is generally best positioned to document the need for leave beyond the initial period because they can describe your ongoing symptoms, treatment, and progress over time.
If your treating provider cannot provide the required documentation, a follow-up evaluation may be available. You will need to provide treatment records showing your care and progress since the initial evaluation.
Ready to Get Started?
Schedule a free 15-minute call to determine whether this psychological evaluation is right for your situation and to review next steps.