Jennifer Daniel v. Commissioner of Social Security

District Court, M.D. Florida·Decided August 13, 2026·No. 8:25-cv-02452·Unknown

Opinion

UNITED STATES DISTRICT COURT MIDDLE DISTRICT OF FLORIDA TAMPA DIVISION

JENNIFER DANIEL,

Plaintiff,

v. Case No. 8:25-cv-02452-NHA

COMMISSIONER OF SOCIAL SECURITY,

Defendant. ________________________________/

ORDER

Plaintiff challenges the March 5, 2024 denial of her claim for Supplemental Security Income (SSI) and Disability Insurance Benefits (DIB). She argues that three errors warrant reversal. First, Plaintiff argues that the Administrative Law Judge (ALJ) erred in finding that she could perform light work, because the record demonstrates that her back problems preclude light work. Doc. 19 pp. 3–9. Second, Plaintiff argues that the ALJ failed to fully develop the record, because the consultative evaluation conducted by Dr. Milan Patel did not include a medical opinion as to Plaintiff’s residual functional capacity (RFC). Doc. 19 pp. 9–12. Third, Plaintiff argues that, in crafting Plaintiff’s RFC, the ALJ failed to account for the opinions of two state agency psychological consultants, who opined that Plaintiff had several “moderate” mental limitations. Doc. 19 pp. 12–15. After carefully reviewing the parties’ briefs and the administrative record, I reverse to allow the ALJ to clarify or amend his findings about the

persuasiveness of the prior administrative findings, which he relied on to support his conclusions as to Plaintiff’s RFC. I. Background Plaintiff is a 49-year-old woman with a tenth-grade education and work

experience as a cashier, construction worker, and amusement park performer. R. 316, 393. On December 15, 2022, she applied for DIB and SSI, claiming she was disabled due to depression, PTSD, anxiety, and back problems. R. 316, 326, 392. Plaintiff initially alleged that she became disabled on November 1,

2022, but acknowledged that she was still working as a cashier at that time. R. 316, 392–93. Plaintiff later amended her claimed disability-onset date to July 1, 2023. R. 39. a. Procedural History

The Social Security Administration first denied Plaintiff’s applications for SSI and DIB on March 5, 2024 (R. 139, 154) and denied them again after reconsideration on September 12, 2024 (R. 181, 189). Plaintiff then requested a hearing before an ALJ (R. 196), which occurred on March 13, 2025 (R. 37). At

the hearing, Plaintiff was represented by a non-attorney representative. R. 37, 292. Plaintiff and vocational expert William Harvey testified. R. 43, 54. In the post-hearing decision issued on April 25, 2025, the ALJ concluded that Plaintiff was not disabled, because she could perform jobs that existed in

significant numbers in the national economy. R. 17–28. Plaintiff requested a review of the ALJ’s decision from the Appeals Council, which it denied on July 10, 2025. R. 1. Plaintiff then timely appealed the decision to this Court. Doc. 1. Plaintiff

filed a brief opposing the Commissioner’s decision (Doc. 19), and the Commissioner responded (Doc. 24). Plaintiff did not file a reply. The case is now ripe for review. b. Facts Relevant to Plaintiff’s Claims

On appeal, Plaintiff raises three issues. Two of her objections relate to the ALJ’s treatment of her back and skeletal problems. She argues first that the medical opinions in evidence demonstrate that her mobility issues preclude light work, and second that the ALJ was required to further develop the record

by obtaining an opinion from Dr. Patel regarding her RFC. Doc. 19 pp. 3–12. The third argument concerns Plaintiff’s mental impairments. There, she contends the ALJ failed to properly consider the opinions of Drs. Mike Dow and Michelle Butler, two state agent psychological consultants, who found that

Plaintiff had moderate limitations in three areas of mental functioning. Doc. 19 pp. 12–15. Facts relevant to these claims follow. i. Evidence Regarding Plaintiff’s Back Health In November 2019—more than three years before she alleges her

disability period began—Plaintiff obtained an MRI of her lumbar spine. R. 510–11, 876–77. The MRI showed disc herniation and “moderate to severe canal stenosis”1 at L5-S1; an “annular tear2 with disc herniation” and disc bulge at L4-5; disc herniation at L2-3; and chronic but slight disc bulge at L3-

4. Id. The MRI of her thoracic spine, taken on the same day, showed scoliotic curvature and disc desiccation at T8-9. R. 878. In 2020 and 2021, two to three years prior to the disability onset date, Plaintiff made several visits to physicians at Family Medical Center of Port

Richey for back pain. R. 883–910. Dr. Adam Greenfield, DO, recorded in November 2020 that Plaintiff had “chronic neck and lower back pain,” noting the results of the 2019 MRI. R. 907. Dr. Greenfield observed “spasms or tenderness” in Plaintiff’s back upon examination, and prescribed Plaintiff

Ultram (tramadol) for pain management. R. 907–10. The next month, Plaintiff returned to Dr. Greenfield, and he recorded her report that she experienced

1 Canal stenosis, or spinal stenosis, occurs when the canal within the backbone narrows, putting pressure on the spinal cord and nerves within it. See Spinal stenosis, MAYOCLINIC.ORG, https://www.mayoclinic.org/diseases- conditions/spinal-stenosis/symptoms-causes/syc-20352961. 2 An annular tear is a tear is in a spinal disc’s thick outer wall. See SCIENCEINSIGHTS.ORG, https://scienceinsights.org/what-is-an-annular-tear- causes-types-treatment/. “4–5/10” level pain from her “severe disc herniations,” which caused “problems going up and down stairs.” R. 903. In January 2021, Dr. Greenfield noted

“decreased spasms or tenderness” in Plaintiff’s back. R. 901. In March 2021, Plaintiff saw a different physician at the clinic, whom Plaintiff told, “Ultram doesn’t help her at all,” while expressing frustration that the doctors hadn’t fixed her back issues. R. 891. In August 2021, Dr.

Greenfield noted that Plaintiff had fallen a month prior and was having “problems walking,” and prescribed Plaintiff codeine for her pain. R. 887, 890. Later that month, Dr. Greenfield wrote that opioid medications had led to a 30% decrease in Plaintiff’s back pain. R. 883. Also in August 2021, Plaintiff

received an x-ray of her lumbar spine, which showed “mild degenerative disease.” R. 505. In May 2023, Plaintiff got in a car accident, and was admitted to the emergency room with pain in her head, chest, neck, and back. R. 630. She

received CT scans of her head, chest, and back with no notable results, and was discharged from the hospital the same day. R. 633–35. Plaintiff alleges she became disabled soon after this car accident, on July 1, 2023. R. 39. In July 2023, Plaintiff visited a chiropractor’s office, reporting neck and

back pain that had worsened since her May 2023 car accident. R. 656. The chiropractor performed a range of motion test indicating that Plaintiff had a “significant decrease of normal range of motion” in multiple areas in her back, and noted that several back movements caused Plaintiff pain. R. 658. Over the second half of 2023, Plaintiff regularly received chiropractic treatment but

continued to report severe back pain. R. 661–738. In August 2023, Plaintiff received another MRI of her back, this time only of the lumbar region. R. 873. The 2023 MRI showed the same results as the 2019 MRI, except that the disc herniation in one part of Plaintiff’s spine,

at L5-S1, was now extended “more so to the left of the midline . . . since the prior study.” R. 874. In February 2024, during the SSA’s initial consideration of Plaintiff’s disability applications, she was sent to Dr. Milan Patel, MD, for a consultative

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