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Khalid Howes

What specific medical forms does my doctor need to fill out for EDD SDI claim approval?

I'm getting ready to file for disability through EDD but I'm super confused about what medical documentation I need from my doctor. Do they fill out a specific form or just write a letter? Does it need to be submitted before I apply or after? My HR person mentioned something about DE 2501 but wasn't sure. I have surgery scheduled in 3 weeks and want to make sure everything is ready to go beforehand since I know how slow paperwork can be. Can someone help me understand exactly what paperwork I need from my doctor and when?

Ben Cooper

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ur dr needs to fill out the medical certification part. they can do it online if they're registered with edd. if not they gotta do paper form. either way u file first, then dr fills out their part.

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Khalid Howes

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Thanks! Do you know the name of the form they need to fill out? And how long do they have to complete it after I submit my claim?

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Naila Gordon

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Your doctor needs to complete the Medical Certification portion of the DE 2501 Claim for Disability Insurance Benefits form. There are two ways this can happen: 1) You file your claim online through SDI Online, and your doctor completes their portion electronically (if they're registered with EDD) 2) You file online, print the receipt with your claim ID, and bring it to your doctor who then completes a paper form Your doctor has 30 days from when you file to submit their certification. Make sure your doctor includes detailed information about your condition, the start date of your disability, and estimated recovery time. If they're not specific enough, EDD may delay or deny your claim.

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Khalid Howes

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This is super helpful, thank you! My doctor has never mentioned being registered with EDD before, so I'll assume we need to do the paper form route. I'll make sure to talk to them at my pre-op appointment next week.

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Cynthia Love

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when i had my disability claim my doctor had NO IDEA what to do!!! i had to explain everything to them and they still got it wrong the first time. make sure u tell them EXACTLY what needs to be on there. the date is super important!!!!

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Darren Brooks

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Don't forget you also need to create your account on SDI Online BEFORE you have surgery! You need that to start your claim. DO NOT wait until after surgery when you're recovering to try and figure it out. Also remember there's a 7-day waiting period before benefits start, so plan your finances accordingly.

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Rosie Harper

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The waiting period thing tripped me up too! I thought I'd get paid right away but had to wait a whole week with no benefits. Really wish someone had told me that before.

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I help patients with this process regularly. Here's the exact process: 1. You file your claim first through SDI Online (https://edd.ca.gov/en/disability/) 2. Your doctor completes the Medical Certification (Form DE 2501) with your diagnosis, ICD code, start date of disability, and estimated return-to-work date 3. If your doctor isn't registered with EDD's system, print your claim confirmation and take it to them Important: Make sure your doctor knows the exact surgery date and includes post-operative recovery time in their estimate. Too short an estimate means you'll need to get extensions later. Also, start your claim within 49 days of becoming disabled or you may lose benefits.

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Khalid Howes

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Thank you! What happens if my recovery takes longer than what my doctor initially estimates? Do I have to get them to fill out another form?

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Yes, if your recovery takes longer, your doctor will need to complete a supplemental certification form. They'll need to explain why additional recovery time is medically necessary. This can be done online if they're registered, or they'll need to complete a paper form. Don't wait until the last minute - try to get this process started 5-7 days before your initially certified period ends.

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Demi Hall

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I remember going through this last year for my back surgery. My doctor had no clue and their office kept saying they submitted the paperwork but EDD kept telling me they didn't receive anything! I spent WEEKS trying to get someone on the phone. The whole system is designed to make you give up.

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Same thing happened to me! I got so frustrated trying to reach EDD to check on my claim status. I finally found a service called Claimyr (claimyr.com) that got me connected to an actual EDD representative in about 20 minutes instead of spending days calling. They have a video showing how it works: https://youtu.be/1X-mEsLtbmQ?si=1hcSq3KFtCr4oAmd. It was worth it to finally get my doctor's certification issue resolved and my claim processed.

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Rosie Harper

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Just want to say my doctor charged me $15 to fill out the disability paperwork so you might want to ask about that too. Some doctors offices have fees for filling out forms.

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One more thing I should mention - if your doctor doesn't provide sufficient medical information, EDD may send you a DE 2525XX form requesting more details. This can delay your claim by weeks. To avoid this, make sure your doctor includes: - Specific diagnosis with ICD-10 code - Detailed description of restrictions and limitations - Clear explanation of why you cannot perform your regular work - All relevant test results and treatment plans - Consistent dates (disability start date should match the surgery date or when symptoms became disabling) Being proactive about this can save you a lot of time and stress.

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Khalid Howes

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Thank you so much for all this information! I'll make a list of everything to discuss with my doctor at my pre-op appointment. This has been incredibly helpful!

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Amina Toure

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One thing I learned the hard way - make sure you keep copies of EVERYTHING! I kept a folder with copies of my claim confirmation, my doctor's completed form, and any correspondence with EDD. When there was confusion about whether my doctor had submitted the medical certification, having those copies saved me so much time. Also, if you can, try to be present when your doctor fills out the form or at least review it before they submit it. Some doctors rush through it and miss important details that can cause delays.

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Ruby Knight

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Another tip - if your doctor's office uses an electronic medical records system, ask them to print out a copy of the medical certification form after they complete it so you can review it before submission. I've seen cases where doctors accidentally put the wrong dates or didn't include enough detail about work restrictions. Also, some doctors' offices take forever to submit paperwork, so ask them when they plan to send it in. If they say "within a few days" try to get a more specific timeline. The 30-day deadline starts ticking from when you file your claim, not when your doctor gets around to filling out the form!

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Lucas Bey

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This is such good advice! I never thought about asking for a copy before they submit it. I'm definitely going to do that at my pre-op appointment next week. The timeline thing is really important too - I'll make sure to get a specific date from them about when they'll submit the paperwork. With my surgery in 3 weeks, I want to make sure everything is lined up properly. Thanks for sharing your experience!

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Just went through this process myself last month! One thing that really helped was calling my doctor's office ahead of time to ask if they had experience with EDD disability forms. Turns out they had a specific staff member who handles all disability paperwork, and she walked me through exactly what information they'd need from me to complete the form properly. She also mentioned that having my surgery scheduled and a pre-op appointment already set up would make the process much smoother since they'd have all the medical details fresh. Definitely worth asking if your doctor's office has someone who specializes in this - it can save you from the back-and-forth that some people experience when the office isn't familiar with the process.

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That's a really smart approach! I never thought to ask if they had someone who specializes in disability paperwork. I'm definitely going to call my doctor's office tomorrow to see if they have a specific person who handles these forms. It would be such a relief to work with someone who actually knows the EDD process inside and out rather than figuring it out as we go. Thanks for the tip about mentioning the pre-op appointment too - I'll make sure to bring that up when I call so they know I already have everything scheduled and we can coordinate the timing properly.

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AstroAce

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I just wanted to add something that helped me when I went through this process - ask your doctor's office about their turnaround time for completing disability forms BEFORE your surgery. Some offices are really quick (2-3 days) while others can take weeks, especially if they're busy. If your doctor's office is slow, you might want to consider filing your claim a few days after surgery instead of right before, so you don't run into the 30-day deadline issue. Also, if you're having surgery at a hospital, sometimes the surgeon's office and the hospital billing department both need to be involved in the paperwork, so make sure you clarify who's responsible for what. I learned this the hard way when my surgeon's office thought the hospital was handling it and vice versa!

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Nia Davis

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This is such valuable information! I hadn't even considered the coordination between the surgeon's office and hospital - that could definitely cause confusion. I'm going to call both places tomorrow to clarify exactly who handles what part of the disability paperwork. The timing advice is really helpful too. My surgery is in 3 weeks, so I'll ask about their turnaround times and maybe plan to file my claim a few days post-surgery if their office is on the slower side. Better to be safe than sorry with that 30-day deadline. Thanks for sharing your experience - it's exactly the kind of real-world insight I needed!

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Liam Mendez

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One more thing that saved me a lot of headache - if you're planning to file your claim online through SDI Online, create your account and familiarize yourself with the system NOW, before your surgery. Don't wait until you're recovering and potentially on pain medication to try to navigate a new website. I made the mistake of trying to set up my account while I was still groggy from anesthesia and it was a nightmare. Also, if you have any issues with your Social Security number or employment history not matching up in their system, it's much better to resolve those problems before you actually need to file the claim. The verification process can take a few days, and you don't want to be dealing with technical issues when you're trying to recover from surgery.

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Chloe Delgado

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This is exactly what I needed to hear! I was actually planning to wait until after surgery to set up my SDI Online account, but you're absolutely right - trying to navigate a new system while on pain meds sounds like a recipe for disaster. I'm going to create my account this weekend and make sure everything is working properly. The point about Social Security number and employment history verification is really important too - I hadn't thought about potential delays with that process. Better to discover any issues now when I have time to resolve them rather than when I'm stressed about needing benefits. Thanks for the heads up about doing this while clear-headed!

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Jake Sinclair

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Something else to consider - if you're having surgery at a teaching hospital or with a resident involved, make sure you clarify which doctor will be completing the disability paperwork. I had my surgery done by an attending physician but a resident handled my follow-up care, and there was confusion about who should fill out the EDD forms. The resident didn't feel comfortable completing disability paperwork for a surgery they didn't perform, but the attending was hard to reach post-surgery. We eventually sorted it out, but it added unnecessary stress during recovery. Also, if you're seeing any specialists (anesthesiologist, etc.) make sure they know they might need to provide additional documentation if EDD requests it. Having all your medical team on the same page from the start can prevent delays later.

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Melody Miles

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Wow, I hadn't even thought about the teaching hospital situation! That's a really good point about clarifying which doctor will handle the paperwork. My surgery is at a major medical center that definitely has residents, so I'll make sure to ask during my pre-op appointment who specifically will be responsible for completing the disability forms. The last thing I want is to be stuck in the middle of a communication issue between doctors while I'm trying to recover. I'll also ask them to make a note in my file about the EDD paperwork so everyone on the surgical team knows it's coming. Thanks for bringing up this potential complication - it's definitely something I need to address ahead of time!

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Here's something that really helped me when I went through this process - make sure to get a direct phone number or email for whoever at your doctor's office handles disability paperwork. When I had my knee surgery last year, I thought I could just call the main office number, but I kept getting transferred around to different people who didn't know anything about EDD forms. It turned out there was one specific medical assistant who handled all the disability and workers comp paperwork, and once I got her direct extension, everything went so much smoother. She was able to give me realistic timelines, let me know exactly what information she'd need from me, and even called me when she submitted the form to EDD. Having that direct contact eliminated so much of the runaround and anxiety. Also, don't be afraid to ask questions - these forms might be routine for them, but it's probably your first time dealing with disability benefits, so make sure you understand each step of the process.

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This is such practical advice! Getting a direct contact person sounds like it could save so much time and frustration. I'm definitely going to ask for the specific person who handles disability paperwork when I call my doctor's office tomorrow. It makes total sense that there would be one person who specializes in this rather than everyone at the front desk knowing the process. I love that your contact person actually called you when she submitted the form - that kind of communication would give me such peace of mind during an already stressful time. You're absolutely right about not being afraid to ask questions too. This is all new to me and I'd rather ask too many questions upfront than be confused later when I'm trying to recover from surgery.

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Chloe Wilson

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Just wanted to share my experience as someone who works in a medical office - we see a lot of patients struggle with this process, so here are a few insider tips that might help you! First, when you call to ask about their disability paperwork process, also ask if they have a preferred time of day or day of the week for handling these forms. Our office, for example, processes all disability paperwork on Wednesdays and Fridays, so if someone brings in forms on a Monday, they might sit until Wednesday. Also, bring a copy of your job description or a letter from your employer explaining your physical job duties - this helps us write more detailed restrictions that align with your actual work requirements. And here's something most people don't think about: if you have any previous medical records related to your condition (even from years ago), bring copies of those too. EDD sometimes requests historical information, and having it ready can prevent delays. Finally, consider scheduling a brief follow-up appointment about a week after surgery specifically to review the disability paperwork together - this way you can make sure everything looks accurate before it gets submitted.

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Jayden Reed

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This is incredibly helpful coming from someone who actually works in a medical office! I never would have thought about asking when they process disability forms - that scheduling tip could save me days of waiting. The job description idea is brilliant too - I'll definitely get something from HR that outlines my physical duties so the doctor can write specific restrictions. I'm also going to ask about scheduling that follow-up appointment you mentioned. Having a dedicated time to review the paperwork together before submission sounds like the perfect way to catch any issues early. Thanks for sharing these insider tips - it's exactly the kind of behind-the-scenes knowledge that can make this whole process so much smoother!

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As someone who just went through this process a few months ago, I want to emphasize something that really caught me off guard - make sure your doctor understands that the disability start date they put on the form is CRITICAL. My doctor initially put the surgery date as my disability start date, but I was actually unable to work for several days before surgery due to pre-op restrictions and pain. This created a gap in my benefits that took weeks to sort out. Also, if you're having outpatient surgery, don't assume your recovery will be quick just because you're not staying overnight. My "simple" arthroscopic procedure turned into 6 weeks of recovery, and I'm so glad my doctor was conservative with the initial estimate rather than optimistic. EDD is much more likely to approve extensions than to grant benefits for periods that weren't initially certified. One last thing - keep your own record of all your symptoms and limitations starting now, before surgery. If there are any questions later about your disability period, having your own documentation can be really helpful. I kept a simple daily log of pain levels and what activities I couldn't do, and it actually helped when my doctor was filling out a supplemental form later.

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This is such important advice about the disability start date! I hadn't considered that I might need time off before the actual surgery date. I'll definitely discuss with my doctor about including any pre-op restrictions or limitations in the disability period. The idea of keeping my own symptom log is really smart too - I'm going to start documenting everything now so I have a clear record of how this condition is affecting my ability to work. It sounds like being conservative with recovery estimates is the way to go rather than being overly optimistic. Thanks for sharing your experience with the outpatient surgery recovery time - that's a really good reality check that "simple" procedures can still require significant recovery time.

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Callum Savage

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One thing I learned from my own experience that might help - if your doctor's office uses a patient portal, check if they can upload the completed disability form there for you to review before they submit it to EDD. My orthopedist's office did this and it was a lifesaver because I caught an error where they had written the wrong return-to-work date. Also, don't forget that if you're taking prescription pain medication post-surgery, you'll need to factor that into your disability period too - many jobs don't allow you to work while on certain medications even if you're physically feeling better. I made the mistake of not mentioning this to my doctor initially and had to get a form amendment later. The medication restrictions can actually extend your disability period beyond just the physical recovery time, so make sure your doctor accounts for that in their initial certification.

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Layla Sanders

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That's such a great point about the patient portal - I'll definitely check if my doctor's office has that option so I can review the form before submission. The medication restriction aspect is something I hadn't even thought about but makes total sense. My job involves operating machinery, so I definitely won't be able to work while on post-op pain meds regardless of how I'm feeling physically. I'll make sure to discuss this with my doctor during my pre-op appointment so they can factor in both the physical recovery time AND the time I'll be on medications that prevent me from safely doing my job. Thanks for bringing up that potential oversight - it could have really caused problems if I hadn't planned for it!

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Luca Russo

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One more tip that saved me a lot of stress - if you're planning to have someone help you during recovery (family member, friend, etc.), make sure they understand the EDD process too. When I was recovering from my surgery, I was too out of it from pain meds to follow up on my claim status, but my sister was able to call and check on things for me. She knew my claim number and what to ask about. Also, consider setting up text or email alerts through your SDI Online account if that's an option - that way you'll get notifications about your claim status without having to actively check the website when you're not feeling well. Recovery is hard enough without having to stress about whether your paperwork is being processed correctly!

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