Can doctors directly file EDD SDI claims for patients? My employer says they can
So my employer just told me that doctors can actually file disability claims FOR their patients with EDD? I've been dealing with severe back issues (herniated disc) for the past month and my boss suggested I take medical leave, but said my doctor could handle the disability paperwork completely. Is this actually true? I thought I had to file the claim myself and the doctor just fills out their portion. I'm confused about who initiates what in this process. Has anyone had their doctor file an SDI claim for them directly? How does the process work if they do it vs. me doing it?
24 comments


Finnegan Gunn
Your employer is partially right but not totally. Your doctor doesn't "apply" for SDI for you completely. The process is split: YOU need to file the initial claim with EDD SDI, but your doctor must complete and submit the medical certification portion (online or by mail). If your doctor participates in SDI Online, they'll get notified when you file and can certify your condition electronically. But you still need to start the claim yourself - the doctor can't initiate it for you. The process is: 1. YOU file initial claim (DE 2501) through SDI Online or paper form 2. YOUR DOCTOR completes medical certification portion (which confirms your disability) 3. EDD processes both parts together I'd recommend filing through SDI Online ASAP and then telling your doctor you've filed so they can complete their part. This way you don't miss out on any benefit days.
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Alina Rosenthal
•Thanks for explaining! So I still have to start it myself. I think my boss meant that the doctor handles the medical proof part but wasn't clear about who actually initiates the claim. That makes a lot more sense.
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Miguel Harvey
ppl get this mixed up ALL THE TIME. ur employer is wrong!! doctor ONLY files the medical part. U HAVE TO apply for SDI yourself first before dr can do anything!!! i almost lost benefits cause i waited for my dr to "file for me" and he was just waiting for me to start the claim lol. dont make same mistake!!
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Alina Rosenthal
•Oh wow, thank you for the warning! I definitely don't want to delay this. I'll file my part right away then make sure my doctor knows.
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Ashley Simian
I think I can clear this up. In California's SDI system, there's a common misunderstanding about the doctor's role. Your employer probably meant well but gave you incomplete information. Here's the ACTUAL process: - You file the initial claim (either online through SDI Online or using the DE 2501 paper form) - Your doctor completes the medical certification (Part B if paper form) - Both parts must be received by EDD before your claim is processed Some medical facilities have staff who will help patients complete their portion of SDI paperwork, which might be what your employer was referring to. But legally and procedurally, you must be the one to initiate the claim - a doctor cannot start the process for you. I recommend filing online through SDI Online - it's much faster than paper forms. Then let your doctor know you've filed so they can complete their certification. The waiting period is 7 days, and benefits are calculated from when you file (not when your doctor certifies), so don't delay your part!
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Oliver Cheng
•my doctor's office has a disability coordinator who helps with all this stuff. they literally sat with me and helped fill out MY part then did the doctor part after. maybe that's what OPs boss meant? some medical offices do the whole thing with you??
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Taylor To
When I had knee surgery last year, my doctor's office had a disability coordinator who helped me complete my part of the application, but I still had to be the one to submit it and create my SDI Online account. Your doctor isn't allowed to file the initial claim with your personal information - that violates privacy laws and EDD requirements. The doctor only certifies your medical condition after you've started the claim process. If your employer has a disability insurance coordinator, they might be able to help you complete your portion, but again, you need to be the one submitting it.
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Alina Rosenthal
•I just called my doctor's office and they said exactly what you're describing - they'll help me fill out the forms but I need to start the process. Thanks for confirming this!
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Ella Cofer
Is your employer talking about State Disability Insurance (SDI) or a private disability plan? Some companies have private short-term disability that works differently from state disability. With private plans, sometimes the doctor and employer handle more of the paperwork. But for California SDI, YOU must file first, then your doctor submits their medical certification part.
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Alina Rosenthal
•That's a great question! I checked and we just have the standard State Disability, not a private plan. I think my boss just misunderstood how it works.
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Kevin Bell
If you're struggling to reach EDD to ask questions about this (which I did when I was confused about the filing process), I recommend using Claimyr. It got me through to an actual EDD agent in about 25 minutes when I'd been trying for days on my own. They have a video demo at https://youtu.be/1X-mEsLtbmQ?si=1hcSq3KFtCr4oAmd that shows how it works. The agent I spoke with walked me through exactly what I needed to do vs what my doctor needed to do. Saved me from making mistakes that would have delayed my benefits.
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Alina Rosenthal
•Thanks for the tip! If I run into problems I'll definitely check this out. I've heard EDD phone lines are impossible to get through.
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Savannah Glover
In my case my doctor REFUSED to fill out disability paperwork until i had already filed my claim with edd!!! said it was policy at their medical group. so even if you wanted the doctor to do it all (which they cant), most doctors wont even start their part until you do yours first.
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Alina Rosenthal
•That makes sense actually. I'm going to file my claim today and then let my doctor know it's ready for their part.
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Taylor To
One important thing to note is that when you file your SDI claim, EDD automatically notifies your doctor through SDI Online if they're registered in the system. The doctor then gets a prompt to complete the medical certification for your specific claim. This electronic system is why some people think the doctor can do everything - because once you've initiated the claim, the doctor can complete their portion without any paper forms changing hands. But to repeat what everyone has said - you must start the process.
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Finnegan Gunn
•That's a good point about the electronic notification. My doctor actually called me the day after I filed online to say they received the EDD notification and had already submitted their certification. The system works well when both sides use SDI Online.
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Alina Rosenthal
Update: I filed my claim online today and called my doctor's office to let them know. They said they already received the electronic notification from EDD and would complete their portion by tomorrow! Thanks everyone for clearing this up - my employer had me totally confused about who does what in this process.
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Luca Marino
•That's awesome that it went so smoothly! It's great when the electronic system works like it's supposed to. Hope your back heals up quickly and you get your benefits approved without any issues. Your experience will probably help other people who get the same confusing advice from their employers.
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AstroAdventurer
Glad to hear you got it sorted out! Your experience is actually really common - I think a lot of employers mean well but don't fully understand the SDI process. It's great that you caught this confusion early instead of waiting around for your doctor to file something they can't actually initiate. The electronic notification system between EDD and participating doctors really does make the process smoother once you get your part filed. Hope your back improves and you get approved quickly!
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Olivia Clark
•This whole thread has been so helpful! I'm dealing with a similar situation where my HR department told me my doctor could "handle everything" for my upcoming surgery. Now I know I need to file the initial claim myself first. It's really eye-opening how many employers don't understand the actual process. Thanks to everyone for breaking down the steps so clearly - I feel much more confident about navigating this now!
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Carmen Lopez
This is such a helpful thread! I'm new to this community and dealing with a similar situation. My manager told me the exact same thing - that my doctor could file my SDI claim for me. I was so confused because when I called my doctor's office, they said I needed to start the process first. Reading everyone's responses here confirms what my doctor's office told me. It's really concerning how many employers seem to misunderstand this process and potentially cause delays for employees who need these benefits. I'm going to file my claim online today and then notify my doctor. Thanks to everyone who shared their experiences - this cleared up so much confusion for me!
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Danielle Mays
•Welcome to the community @Carmen Lopez! Your situation sounds exactly like what the original poster went through. It's really unfortunate how widespread this misinformation seems to be among employers. I'm glad you found this thread before potentially waiting around for your doctor to do something they can't actually do. The good news is that once you file your initial claim online, the electronic system usually works pretty smoothly - your doctor should get notified right away and can complete their medical certification portion quickly. Best of luck with your claim process!
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Caleb Stone
This is exactly the kind of confusion that trips up so many people! I work in HR and see this misunderstanding constantly. What often happens is that employers see doctors completing the medical certification part of SDI claims and assume they can handle the whole process. But you're absolutely right to question this - the employee MUST initiate the claim first. One tip I always give people: when you file online through SDI Online, make sure to print or save your confirmation number. Then when you contact your doctor's office, give them that confirmation info along with your claim number. This helps them quickly locate your case in their SDI system and ensures there's no delay in completing their medical certification. Also, since you mentioned severe back issues with a herniated disc, make sure your doctor provides detailed information about your functional limitations and expected recovery timeline. The more specific they are about how your condition affects your ability to work, the smoother your approval process will be. Hope your back heals up and your claim gets processed quickly!
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Asher Levin
•This is such valuable advice, especially about printing the confirmation number! I had no idea that would help the doctor's office locate my case faster. And you're absolutely right about the detailed functional limitations - I'll make sure to discuss with my doctor how the herniated disc specifically impacts my ability to sit, lift, and perform my job duties. It's really helpful to hear from someone in HR who sees this process regularly. Thank you for the practical tips!
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