Ask your doctor whether they are willing to review the relevant records and give their independent medical opinion. Do not ask them to sign a conclusion you wrote or promise that the opinion must be favorable.
A short, organized request is easier to evaluate than a pile of records and a vague request to “help with my VA claim.”
Start with one medical question
Write the question in neutral terms. Examples:
- “In your medical judgment, is my current knee condition linked to the documented injury in June 2011?”
- “Did my service-connected ankle condition cause or aggravate my current hip condition?”
- “Did my service-connected respiratory condition worsen my diagnosed sleep disorder?”
The question should name the current condition and the proposed connection. It should not dictate the answer.
A plain request script
You can say:
I am preparing a VA disability claim and need a medical opinion about whether my current condition is connected to the history in these records. Would you be willing to review a short, indexed packet and decide whether you can give an independent opinion? I understand that you may disagree with the proposed connection or need more information. If you can provide an opinion, VA needs the medical reasoning and the records you relied on, not just a conclusion.
That script does four useful things. It explains the purpose, keeps the clinician independent, limits the first review to relevant material, and makes clear that reasoning matters.
Bring a review packet, not your entire archive
Include:
- A one-page request letter with the medical question.
- A timeline of relevant service, symptom, diagnosis, and treatment dates.
- The specific service record, medical notes, test results, and prior opinions that bear on the question.
- Important contrary facts, such as a later injury, treatment gap, risk factor, or earlier negative opinion.
- Relevant medical research, if any, with a short note explaining why you think it applies.
- A blank page for the clinician's questions and missing-record requests.
Use page references. “March 2024 sleep clinic note, page 18” is more useful than “somewhere in my Blue Button file.”
VA's evidence guidance says medical records or medical opinions usually support the link in a direct-service-connection claim. It also recognizes lay evidence as a different kind of evidence. Read VA's evidence overview.
For help choosing the documents, read what medical records a clinician should review.
If your doctor says no
A refusal can mean several different things:
- The practice has a policy against preparing benefits opinions.
- The clinician does not have enough time for a record review.
- The medical question is outside their expertise.
- The records are incomplete.
- The clinician does not support the proposed connection.
Ask which reason applies. Do not pressure the clinician to change a medical conclusion. If the problem is missing information, ask what would be needed for a proper review. If the issue is office policy or scope of expertise, you can decide whether another qualified clinician is appropriate.
What the final opinion should make checkable
A reader should be able to identify the clinician, the question, the records reviewed, the relevant medical facts, the conclusion, and the reasoning. It should address facts that materially cut against the conclusion. It should be signed and dated.
The regulation defines competent medical evidence by the person's education, training, or experience and the medical conclusions they provide. See 38 C.F.R. § 3.159.
Prepare the packet without pretending to be the clinician
Raven Nexus can organize relevant records, research, an editable draft, a request letter, an evidence appendix, and a review checklist. A free account includes one starter assessment. Full drafts and continued work require Standard or Plus. The product does not include a clinician, appointment, independent medical judgment, or signature.
Before asking, review what a nexus letter does. To see the structure, use the fictional examples and template.
Sources and scope
Reviewed September 20, 2026: VA evidence requirements; 38 C.F.R. § 3.159; Raven Nexus product page. A clinician may have their own documentation, billing, and office-policy requirements.

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