Powerful Features for SSD Case Assessment

Everything you need to evaluate case viability, analyze medical records, and make data-driven decisions about which cases to accept.

Core Assessment Features

Available on all plans, including pay-per-use

AI-Powered Case Scoring

Our multi-model AI ensemble analyzes over 50 factors to deliver accurate case viability scores. Each assessment considers medical conditions, functional limitations, work history, age, education, and more.

  • Multi-model consensus (GPT-4, Claude, Gemini)
  • Confidence intervals for score reliability
  • Counterfactual analysis showing what changes the score
  • Factor weight breakdown visualization
Case AssessmentLive
78Viability
Recommended
Confidence Range: 74–82

Factor Breakdown

Medical Evidence85%
Functional Limitations78%
Work History72%
Age & Education90%

SSA Blue Book Integration

Automatic matching against the complete SSA Blue Book with citations. Know exactly which impairments meet listing-level severity and which need additional evidence.

  • Full Blue Book listing database
  • Automatic listing matching with citations
  • Severity level assessment
  • Evidence gap identification

Blue Book Matches

Listing 1.04 — Disorders of the Spine

Meets Listing

Nerve root compression with documented motor loss

Listing 12.04 — Depressive Disorders

Approaching Listing

Marked limitation in 1 of 4 areas; needs 1 more

Listing 1.02 — Major Joint Dysfunction

Below Listing

Insufficient imaging evidence for joint involvement

Evidence Gaps

  • Obtain updated MRI for lumbar spine
  • Request mental health treatment records

Document Analysis

Upload medical records, intake forms, and supporting documents. Our AI automatically extracts diagnoses, medications, treatment history, and functional limitations.

  • OCR for scanned documents
  • Medical condition extraction
  • Medication and treatment parsing
  • Functional limitation identification

Medical Record Analysis

Source: Dr. Martinez — Orthopedic Evaluation (3 pages)

Extracted Data

Conditions Identified

Lumbar Degenerative Disc DiseaseCervical RadiculopathyMajor Depressive Disorder

Medications

  • Gabapentin 300mg 3x daily
  • Meloxicam 15mg daily
  • Sertraline 100mg daily

Functional Limitations

  • Cannot lift over 10 lbs
  • Standing limited to 20 min
  • Difficulty concentrating

3 of 3 pages processed

Grid Rule Analysis

Automatic application of the Medical-Vocational Guidelines (Grid Rules) based on age, education, work experience, and RFC. Know whether your client qualifies under the grids.

  • Automatic grid rule matching
  • RFC-based analysis
  • Vocational factor assessment
  • Transferable skills evaluation

Grid Rule Analysis

Vocational Profile

Age
52

Closely Approaching Advanced Age

Education
High School

Limited Education

RFCSedentary
Previous Work
Medium, Semi-Skilled

SVP 4

Grid Rule 201.14

Directs a finding of “Disabled”

No transferable skills to sedentary work identified

Assessment Intelligence

Smart tools that speed up data entry and strengthen your case analysis

OCR-Powered PDF Form Filling

Upload scanned medical records, intake documents, or handwritten notes. Our OCR engine extracts text from any PDF and automatically populates the assessment form — no manual data entry required.

  • Scanned and digital PDF support
  • Automatic field extraction and mapping
  • Patient demographics, diagnoses, and physician info
  • 97%+ extraction confidence with manual override
OCR Form Auto-FillOCR Complete
PDF

medical_records_johnson.pdf

12 pages

100% scanned

Extracted Fields

Patient Name

Robert A. Johnson

Date of Birth

03/14/1971

Primary Diagnosis

Degenerative Disc Disease

Treating Physician

Dr. Elena Martinez, MD

4 of 4 fields auto-filled

Confidence: 97%

Intelligent Auto-Complete

As you type medical conditions, medications, or procedures, Halcyon suggests matches from its database of SSD-relevant diagnoses with ICD-10 codes, ensuring accurate and consistent data entry.

  • ICD-10 code matching from SSA Blue Book
  • Medication name and dosage suggestions
  • Condition-aware contextual completions
  • Reduces data entry errors by standardizing terminology
Intake FormAI Assist
Degener
Degenerative Disc DiseaseM51.36
Degenerative Joint DiseaseM19.90
Degenerative MyopiaH44.2
ICD-10 matched from SSA Blue Book
Gabap
Gabapentin 300mgNerve pain · 3x daily
Gabapentin 600mgNerve pain · 2x daily

AI-Suggested Functional Limitations

Based on the medical conditions you enter, Halcyon suggests relevant functional limitations commonly associated with those conditions in SSD cases — helping you build stronger RFC arguments faster.

  • Condition-driven limitation suggestions
  • Confidence scoring for each suggestion
  • One-click selection for RFC documentation
  • Covers lifting, standing, walking, postural, and manipulative limits

Functional Limitations

AI Suggested

Based on: Degenerative Disc Disease, Fibromyalgia

3 of 5 selected

Smart Medication Suggestions

Halcyon cross-references entered conditions against commonly prescribed medications and flags gaps in the medical record — helping you identify missing treatment documentation before it becomes an issue.

  • Condition-to-medication cross-referencing
  • Documentation status tracking (found vs. not found)
  • Gap analysis with actionable recommendations
  • Supports evidence completeness for hearings

Suggested Medications

AI Powered

For: Degenerative Disc Disease, Chronic Pain Syndrome

Gabapentin 300mg

Nerve pain management

Documented

Meloxicam 15mg

Anti-inflammatory

Documented

Cyclobenzaprine 10mg

Muscle relaxant

Not found in records

Tramadol 50mg

Pain management

Not found in records

2 medications not found in medical records — consider requesting updated records

HIPAA Compliant Security

Built from the ground up for healthcare data security. Your client data is protected with enterprise-grade encryption and compliance measures.

End-to-End Encryption

All data encrypted in transit and at rest using AES-256

PHI Sanitization

Automatic removal of identifying information before AI processing

Audit Logging

Complete audit trail for compliance and accountability

Ready to Try These Features?

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