Val Bellman, M.D., M.P.H., Psy.D., QME

Preparing for Your QME Evaluation: Maximizing Your Assessment

Comprehensive preparation is the key to a successful QME evaluation. Since your medical-legal report is based entirely on the information presented during your appointment, being organized and ready ensures your psychiatric condition is accurately assessed.

Essential Documentation Checklist

Collect all relevant records and organize them chronologically to highlight key events:

  • Psychiatric treatment records

  • Employment documentation

  • Witness statements

  • Previous evaluations

Maintain detailed records of your symptoms to demonstrate frequency, severity, and impact:

  • Mood changes

  • Sleep patterns

  • Anxiety levels

  • Concentration difficulties

  • Functional impact on work and daily activities

Prepare specific examples of how your condition affects your ability to function, such as:

  • Concentration and memory

  • Stress tolerance and decision-making

  • Relationships at work and home

Be ready to discuss your treatment journey:

  • Medications, therapies, and hospitalizations

  • What worked, what didn’t, and any side effects experienced

Explain how your workplace contributed to your condition:

  • Specific incidents

  • Ongoing stressors

  • Environmental challenges

Maintain complete truthfulness about symptoms and limitations. Inconsistencies can undermine your credibility and negatively affect your evaluation.

Bring well-organized, clearly labeled documents to support your evaluation:

  • Core Medical Records: psychiatric records, medication histories, testing reports, hospitalization notes

  • Treatment Documentation: therapy notes, group therapy records, medication management visits

  • Symptom Documentation: symptom logs, work accommodation requests, records of missed work days

  • Workplace Records: incident reports, performance reviews, disciplinary actions, supervisor correspondence

  • Pre-existing History: relevant psychiatric history, family mental health history, medical conditions affecting symptoms

Organization matters. Presenting records in a clear timeline demonstrates case seriousness and helps your evaluator provide a thorough, accurate report.

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Defensible Evaluation?

Whether you’re navigating a QME panel, requesting an independent evaluation, or need a psychiatric report that stands up to legal review—I’m here to help.