“Even if supported by substantial evidence, . . . a decision of the Commissioner will not be upheld where the SSA fails to follow its own regulations and where that error prejudices a claimant on the merits or deprives the claimant of a substantial right.”
How later courts described this case
- “Even if supported by substantial evidence, . . . a decision of the Commissioner will not be upheld where the SSA fails to follow its own regulations and where that error prejudices a claimant on the merits or deprives the claimant of a substantial right.”
Written by the judges who cited it.
The opinion
IN THE UNITED STATES DISTRICT COURT
NORTHERN DISTRICT OF OHIO
EASTERN DIVISION
IVICA LOZANCIC, ) CASE NO. 1:25-CV-1191
)
Plaintiff, ) MAGISTRATE JUDGE
) JENNIFER DOWDELL ARMSTRONG
v. )
)
COMMISSIONER OF SOCIAL ) MEMORANDUM OPINION AND
SECURITY, ) ORDER
)
Defendant. )
I. INTRODUCTION
The Commissioner of Social Security denied Plaintiff Ivica Lozancic’s application for
Disability Insurance Benefits (DIB). Mr. Lozancic seeks judicial review of that decision pursuant
to 42 U.S.C. § 405(g). (Compl., ECF No. 1.) The parties have consented to a magistrate judge
exercising jurisdiction over the case pursuant to 28 U.S.C. § 636(c), Rule 73 of the Federal Rules
of Civil Procedure, and Local Rule 73.1. (Consent and Order, ECF No. 6.)
For the reasons set forth below, the Court AFFIRMS the Commissioner’s decision denying
Mr. Lozancic’s application for benefits.
II. PROCEDURAL HISTORY
In September 2022, Mr. Lozancic applied to the Social Security Administration (SSA)
seeking DIB.1 (Tr. 352.) He claimed that he became disabled on February 13, 2021. (Id.) He
identified eight2 allegedly disabling conditions: (1) post-traumatic stress disorder; (2) nightmares
1 The administrative transcript appears at ECF No. 7. The Court will refer to pages within that transcript by
identifying the Bates number printed on the bottom right-hand corner of the page (e.g., “Tr. 213”). It will
refer to other documents in the record by their CM/ECF document numbers (e.g., “ECF No. 9”) and page-
identification numbers (e.g., “PageID# 1090”).
2 He identified cervical neuropathy twice. (Tr. 379.)
and inability to concentrate; (3) hand numbness; (4) cervical neuropathy; (5) disc herniations in
the lumbar area; (6) depression; (7) anxiety; and (8) memory problems. (Tr. 379, 450.)
The SSA denied Mr. Lozancic’s application initially and upon reconsideration. (Tr. 264,
270, 278, 280.) Mr. Lozancic requested a hearing before an administrative law judge (“ALJ”).
(Tr. 296.) The ALJ held a hearing on March 27, 2024, at which Mr. Lozancic was represented by
counsel. (Tr. 218–39.) Mr. Lozancic testified through a Croatian interpreter. (Id.) An independent
vocational expert also testified at the hearing. (Id.)
On May 20, 2024, the ALJ issued a written decision finding that Mr. Lozancic is not
disabled. (Tr. 192–213.)
Mr. Lozancic requested review of the ALJ’s decision. (Tr. 349–51.) His counsel submitted
a letter-brief explaining the alleged errors in the ALJ’s decision. (Tr. 456–57.) Counsel argued,
among other things, that the ALJ erred in the consideration of the medical source statement from
treating professional Marie Thompson. (Tr. 456.) Counsel contended that Ms. Thompson’s opinion
“is supported by objective evidence and is consistent with the other evidence in the record.” (Id.)
On April 9, 2025, the Appeals Council denied review, rendering the ALJ’s decision final.
(Tr. 1.)
On June 6, 2025, Mr. Lozancic filed his Complaint, challenging the Commissioner’s final
decision that he is not disabled. (ECF No. 1.) Mr. Lozancic asserts the following assignment of
error for review:
The ALJ’s RFC finding is not supported by substantial evidence because
her evaluation of psychiatric nurse practitioner Marie Thompson, PMHNP-
BC, FNP-BC’s Off-Task/Absenteeism Questionnaire did not comply with
the revised regulations for evaluating opinion evidence.
(Pl.’s Merit Br. at 12, ECF No. 9, PageID# 1090.)
III. BACKGROUND
A. Previous Application for Social Security Benefits
Mr. Lozancic previously applied for DIB and Supplemental Security Income (SSI) benefits
on June 11, 2019, alleging disability beginning in January 2018. (Tr. 243.) An ALJ issued a written
decision denying the application on February 12, 2021. (Tr. 240.) In that decision, the ALJ found
that Mr. Lozancic had severe impairments of: (1) osteoarthritis of the left knee and lumbar spine;
and (2) PTSD. (Tr. 246.)
Nevertheless, the ALJ concluded that Mr. Lozancic had the residual functional capacity to
perform light work with certain exertional and non-exertional limitations. (Tr. 248.) Specifically,
with respect to non-exertional limitations, Mr. Lozancic could understand, remember, and carry
out simple instructions in a routine work setting with few changes. (Id.) He could respond
appropriately to supervisors, coworkers, and “work situations” if the work required no more than
superficial interaction. (Id.) The ALJ explained that, by “superficial,” the ALJ meant that Mr.
Lozancic cannot perform work that requires negotiating with, instructing, persuading, or directing
the work of others. (Id.)
Based on those and other findings, the ALJ determined that Mr. Lozancic was not disabled.
(Tr. 257.)
B. Personal, Educational, and Vocational Experience
Mr. Lozancic was born in January 1968 in what is now Croatia or Bosnia and Herzegovina.
(Tr. 359–60.) He completed high school in the country of his birth. (Tr. 362, 380.) He served in the
military from 1992 to 1998, fighting in “the Croatian war.”3 (Tr. 385.) He became a prisoner of
3 The Court understands this to refer to the Croatian War of Independence. (See Tr. 403.)
war during the conflict. (Id.) Mr. Lozancic came to the United States with his family in 2001.
(Tr. 404.)
He was 54 years old on the date of his current application. (E.g., Tr. 352.) He is married
and has children. (Tr. 360, 362.) He speaks very little English. (Tr. 362.) He has not worked since
2016. (Tr. 361.) Prior to stopping work, Mr. Lozancic worked as an operator of computer numerical
control machines and then in “tractor parts assembly.” (Tr. 380–81, 386, 449.)
C. Function Reports
Mr. Lozancic’s counsel informed the agency that Mr. Lozancic’s back pain leaves him
unable to sit, stand, or walk for any length of time. (Tr. 385.) He has developed numbness in his
hands, causing him to drop things and to be unable to clench things. (Id.) He is “limited in his
ability to perform activities of daily living.” (Id.) His lack of sleep, depression, anxiety, and PTSD
have diminished his concentration and memory. (Id.) He sleeps only four hours per night, has
nightmares, and no longer socializes with friends. (Id.)
The record contains a function report, which Mr. Lozancic says his daughter completed for
him; it is dated December 14, 2022. (Tr. 395–402; see also ECF No. 9, PageID# 1083.) He stated
that he had nightmares and “a lot of times” does not get enough sleep. (Tr. 395.) His “memories
haunt [him]”; he has flashbacks of torture and other bad memories from his time as a prisoner of
war. (Id.) When these happen, his “whole day changes” and he becomes so angry that he does not
want to see or talk to others. (Id.) He loses his appetite. (Id.) If people try to talk to him, he either
ignores them or “flip[s] out and start[s] a fight.” (Id.)
On an average day, Mr. Lozancic will wake up and drink coffee or tea. (Tr. 396.) He then
spends most of his day lying down. (Id.) He tries to use a transcutaneous electrical nerve
stimulation (TENS) unit at least three times a day to help with his physical pain. (Id.) Some days
he is able to use an exercise bicycle. (Id.) He takes multiple naps throughout the day and watches
television at times. (Id.) He spends most of the time alone in his room. (Id.) His wife prepares
meals for him throughout the day. (Id.)
Mr. Lozancic goes long periods of time without shaving and needs reminders to shower
and brush his hair. (Tr. 396–97.) He often has a poor appetite. (Id.) Sometimes he needs a reminder
to take his medication. (Tr. 397.) He said that his “depression overpowers [his] emotions
throughout the day,” such that he “can’t get [himself] to want to take care of [himself.]” (Id.)
Mr. Lozancic does not do indoor chores. (Id.) He will mow the grass around once per
month; it takes him around 45 minutes total, but he takes breaks. (Id.) It takes encouragement for
him to do this chore, as usually he is too sad to build the motivation to do it. (Id.)
Mr. Lozancic is able to drive, and he can go out alone for “simple tasks” like getting gas.
(Tr. 398.) For more involved tasks, like doctors’ appointments, he prefers to have someone go with
him because he gets “very irritable.” (Id.) He does not do much shopping, and what little he does
he does online to avoid having to interact with others. (Id.) He finds himself being “scared to be
alone in unfamiliar situations.” (Tr. 399.)
Mr. Lozancic spends many hours a day watching television. (Id.) Most of his time is spent
lying in bed. (Id.) He will sometimes watch television with his wife, or talk to his children, but not
often. (Id.) He finds himself in frequent conflict with his family. (Id.) He used to be able to have
conversations with others, but now he fights with people. (Tr. 400.) He gets irritated and does not
want to talk to anyone. (Id.) It is hard for him to focus, concentrate, or “know what’s going on.”
(Id.) He has a hard time following instructions; he only wants to do things “[his] way” and then
only “when [he feels] okay.” (Id.) He can pay attention for only 30 minutes. (Id.) He sometimes
gets along with authority figures “okay,” but other times “not well.” (Id.) He gets frustrated very
easily. (Id.)
Mr. Lozancic does not handle stress well; he “shut[s] down” and does not talk to anyone.
(Tr. 401.) Changes to his routine upset him. (Id.) He finds himself having fears that he will be
harmed. (Id.)
Mr. Lozancic’s daughter wrote a letter to the agency about her father. (Tr. 403–04.) The
letter is not dated. His daughter described in detail the mistreatment, torture, and other
circumstances of his time as a prisoner of war. (Tr. 403.) She wrote that he is “affected on a daily
basis by these events.” (Id.) She described that he has trouble sleeping, experiences night terrors,
and sweats and screams in his sleep. (Id.) She said that Mr. Lozancic “struggles to have good
relationships with everyone in his life.” (Id.) She said that he has “shut down,” isolating himself
from even his family. (Id.) She stated that his condition is getting worse over time. (Id.)
Mr. Lozancic’s daughter wrote that Mr. Lozancic has difficulty in public; he has a hard
time making eye contact and has had panic attacks in large crowds. (Tr. 403–04.) He can be
triggered by loud or surprising noises. (Tr. 403.)
Mr. Lozancic’s daughter described that Mr. Lozancic has struggled with PTSD for her
entire life. (Tr. 404.) She and her sibling were not allowed to wear green growing up (the color of
the uniforms of his captors), and they would hear Mr. Lozancic express suicidal ideation. (Id.) Mr.
Lozancic’s daughter confirmed that Mr. Lozancic spends most of his time in his bedroom, with the
door closed. (Id.) He struggles “to even put his words together.” (Id.)
In appealing the agency’s internal disability findings, Mr. Lozancic’s counsel reported that
his mental condition seemed to change daily; he is “declining,” losing hope, struggling with night
terrors, and “avoiding sleeping so he does not go in[to] his night terrors.” (Tr. 406; see also Tr.
408, 418, 421 (again describing deterioration).)
D. Relevant Hearing Testimony
1. Mr. Lozancic’s Testimony
Mr. Lozancic testified that he has been suffering from back pain for ten years “and every
year it gets worse.” (Tr. 230.) He said that he has suffered from PTSD since 1997. (Id.) He has
been treating with doctors for eight years. (Id.) Sometimes his symptoms are “better” and
sometimes they are “not good at all.” (Id.) He cannot sleep at night; when he does sleep, his family
reports that he “talk[s] all the time.” (Tr. 233.) He has “flashbacks” every morning, especially when
he washes his face. (Id.)
Mr. Lozancic does not socialize with anyone and spends most of his time in his room. (Id.)
He had trouble getting along with coworkers when he used to work. (Id.) Crowds bother him, and
he has difficulty with anger and irritability. (Id.) His focus and concentration are “not good.” (Id.)
2. Vocational Expert’s Testimony
Laura Pizzurro testified as a vocational expert (“VE”) at the hearing. (Tr. 234.) The ALJ
asked the VE to assume that a hypothetical individual is capable of light work with certain
additional exertional and non-exertional limitations. (Tr. 234–35.) Specifically, the individual can
lift and carry up to 10 pounds frequently and up to 20 pounds occasionally. (Tr. 234.) They can
frequently climb ramps and stairs but could never climb ladders, ropes, or scaffolds. (Id.) They can
frequently balance, stoop, kneel, crouch, and crawl. (Id.) They should avoid work at unprotected
heights, and they cannot operate power saws or jackhammers. (Id.)
With respect to non-exertional limitations, the hypothetical person can understand,
remember, and apply information to complete “simple and detailed instructions.” (Id.) They can
maintain concentration, persistence, and pace for two hour blocks of time, with normal breaks.
(Id.) They can adapt to “routine type changes” in work tasks. (Id.) They can interact with the
general public, coworkers, and supervisors for work that does not require negotiating with,
instructing, persuading, or directing the work of others. (Id.)
The VE testified that such a person could perform work that exists in the national economy,
such as the work of a cleaner (DOT 323.687-014), marker (DOT 209.587-034), or inspector and
hand packager (DOT 559.687-074). (Tr. 235.)
The ALJ asked the VE if her opinion would change if the person was limited to only
“incidental” contact with the general public. (Id.) The ALJ explained that, by “incidental,” she
meant things like polite greetings. (Id.) The VE testified that a person with that additional limitation
the individual would still be able to perform the jobs identified. (Tr. 236.)
Mr. Lozancic’s counsel then asked the VE to imagine that the hypothetical person was
further limited to no interaction with the public or coworkers, and to only occasional interaction
with supervisors. (Id.) The VE said that such a combination of limitations would be work-
preclusive. (Id.)
Counsel asked the VE to take the individual from the ALJ’s first hypothetical and to further
limit them to sedentary work. (Tr. 237.) The VE confirmed that a person so limited could not
perform Mr. Lozancic’s past relevant work as an operator of CNC machines. (Id.) The VE opined
that there are no transferable skills from the CNC operator position to sedentary work, nor to light
work with the additional limitations in the first hypothetical. (Id.)
The VE testified that there would be no competitive employment available to someone who
would be off task for 20 percent of the workday; employers will tolerate up to 10 percent. (Id.)
Employers will tolerate no more than one absence per month. (Tr. 238.)
E. State Agency Consultants
A disability examiner (Ronni Pruitt), a physician (Mehr Siddiqui, M.D.) and a psychologist
(Martin Koretzky, Ph.D.) reviewed Mr. Lozancic’s claim at the initial review level. (Tr. 264–71.)
Dr. Siddiqui concluded that there was insufficient evidence in the record (as of February
2023) to evaluate the alleged cervical neuropathy, lumbar disc herniations, and hand numbness
during the relevant period. (Tr. 268.)
Dr. Koretzky similarly opined that the records documented diagnoses of PTSD and major
depressive disorder but were insufficient to determine the severity of those impairments. (Id.) Dr.
Koretzky wrote that information about Mr. Lozancic’s activities of daily living prior to his date
last insured would be needed, in addition to a more detailed mental status examination from before
the date last insured. (Id.)
Based on these conclusions, the agency consultants found that Mr. Lozancic was not
disabled. (Tr. 270.)
In a letter explaining this decision to Mr. Lozancic, the SSA wrote that “[t]he evidence . . .
is not sufficient to fully evaluate your claim and the evidence needed cannot be obtained.”
(Tr. 290.)
A disability examiner (Julie Greenwood), a physician (John Bradley, M.D.), and a
psychologist (Deryck Richardson, Ph.D.) reviewed Mr. Lozancic’s claim at the reconsideration
level. (Tr. 274–80.)
Dr. Bradley found the initial medical findings to be unsupported by the medical evidence.
(Tr. 277.) He opined on a number of exertional limitations, noting that multilevel degenerative disc
disease of the lumbar spine, osteoarthritis of the left knee, and obesity precluded greater exertion.
(Tr. 276–77.)
But Dr. Richardson found that the initial determination of insufficient evidence regarding
Mr. Lozancic’s mental functioning was consistent with, and supported by, the initial level
documentation. (Tr. 274.) He signed his opinion in September 2023. (Tr. 276.)
Based on these opinions, the consultants affirmed that Mr. Lozancic was not disabled.
(Tr. 278.)
In a letter explaining this decision to Mr. Lozancic, the agency again wrote that there was
“insufficient evidence to evaluate the severity of your mental health conditions.” (Tr. 295.)
F. Relevant Medical Evidence4
Mr. Lozancic consulted with Nicole Berry, a psychiatric nurse practitioner, on March 9,
2020. (Tr. 791.) Mr. Lozancic’s wife was present for the appointment and helped facilitate
communication. (See id.) Through his wife, Mr. Lozancic reported continued anxiety, nightmares,
depression, and mood swings but said that his symptoms had improved (Id.). He described having
waking flashbacks from his time in war. (Id.) On examination, he was well groomed and displayed
average eye contact, a cooperative demeanor, clear speech, a euthymic mood with full affect, and
a logical thought process. (Tr. 791–92.) His memory, attention, and concentration were all normal.
(Tr. 792.) Ms. Berry rated Mr. Lozancic’s global improvement as “very much improved,” and she
continued him on his current medication. (Tr. 795.)
Mr. Lozancic consulted with Marie Thompson, another psychiatric nurse practitioner, in a
telehealth appointment on April 6, 2020. (Tr. 786.) His wife continued translating at this and at
4 During the administrative proceedings, Mr. Lozancic alleged that he was disabled as a result of both
physical and mental conditions. In this proceeding, he challenges the ALJ’s analysis only with respect to
his mental conditions. The Court therefore focuses its summary on the evidence relevant to his mental
conditions and limitations. There are a number of medical records in the transcript from doctors’ visits
focused on Mr. Lozancic’s physical conditions. The Court has reviewed them, but they are not summarized
in detail here both because the visits focused on Mr. Lozancic’s physical conditions and because neither
party relies on them in this proceeding. (Tr. 30, 84, 134, 150, 171, 188, 465, 470, 475, 480, 485, 489–91,
493, 797, 802 (“no suicidal ideation”), 808 (mood and behavior normal), 813 (“no suicidal ideation”), 819
(“no suicidal ideation”), 824, 844, 847 (“no confusion, no memory lapses or loss, no depression and no
sleep disturbances”), 850 (mood and affect normal), 852, 855, 879, 883, 887 (primary care doctor agrees
with PTSD diagnosis), 891, 897 (normal mood and affect), 912–27, 950, 959, 969 (noting anxiety and stress
at primary care appointment), 982, 991 (normal mood and affect), 1007, 1027 (he is “depressed” and
“stressed out” but “not suicidal”), 1050.)
future appointments. Mr. Lozancic said he was “doing better,” although he continued to have
nightmares a “couple times a week” and “some anxiety at times due to flashbacks” from war. (Id.)
He was sleeping five to six hours per night, and he denied suicidal or homicidal ideation. (Id.) He
said he was satisfied with his medication regimen and denied any adverse side effects from his
medications. (Id.) He denied depression, mood swings, and irritability. (Id.) He endorsed episodic
memory loss. (Tr. 787.)
On examination, Mr. Lozancic’s mood was euthymic. (Tr. 788.) His attention,
concentration, reasoning, and thought processes were normal. (Id.) His memory was “impaired.”
(Id.)
Mr. Lozancic continued seeing Ms. Thompson around once a month through December
2020, with minor changes in symptomology and mental status examination findings noted.
(Tr. 780–81 (“nightmares have improved,” but complaint of depression and irritability “at times”
and panic attacks), 774–75 (moderate depressive feelings but no irritability), 768–69 (isolating at
times, with mood swings and sadness, but having decreased nightmares; euthymic mood on
examination), 759, 764, 753–54 (“some days are not too bad,” but having “ups and downs at
times,” with irritability “due to pain”), 747, 615 (“decreased nightmares overall” but ongoing
depression unchanged from previous appointment), 609–10 (anxiety at times, but no panic
attacks), 602–03 (not sleeping well due to nightmares three nights a week; depressive symptoms
“up and down,” tied to his ongoing disability application), 596 (making medication changes due
to depression and increased nightmares).
On January 12, 2021, Mr. Lozancic again consulted with Ms. Thompson. (Tr. 589.) He
reported that he had been taking his medication as prescribed, resulting in decreased depression
(Id.) He said he was “doing a little better” and denied any side effects. (Id.) He denied mood swings
and irritability. (Tr. 590.) His sleep was mildly improved. (Id.) On examination, he presented with
a depressed mood and impaired memory, but he exhibited logical thought processes and normal
attention, concentration, reasoning ability, judgment, and impulse control. (Tr. 591.)
At his follow-up appointment on February 9, 2021, Mr. Lozancic again reported that he
was “doing better,” with decreased depression and nightmares since the previous appointment.
(Tr. 582.) On examination, he again had impaired memory but was cooperative with a euthymic
mood and normal attention, concentration, thought processes, and reasoning. (Tr. 584.)
For purposes of the application at bar, Mr. Lozancic claimed to become disabled on
February 13, 2021. (Tr. 352.)
On March 9, 2021, at the appointment immediately following the denial of his previous
disability application, Mr. Lozancic reported increased stress as a result of the denial. (Tr. 575.) At
the time of this appointment, Mr. Lozancic was taking prazosin, sertraline, mirtazapine, and
brexpiprazole. (Tr. 578.) Mr. Lozancic declined to increase the dosage of brexpiprazole, which had
been discussed due to the continued depression symptoms. (Tr. 575.)
Mr. Lozancic’s depression was “up and down” (though mildly improved), with continued
insomnia, as reported as his next appointment on April 6, 2021. (Tr. 568–69.) He was having
nightmares twice a week. (Tr. 569.) On examination, Mr. Lozancic presented with a depressed
mood, circumstantial thought process, and impaired memory. (Tr. 570.) His attention and
concentration were normal, and his intelligence and reasoning were average and intact. (Id.) Ms.
Thompson stated Mr. Lozancic took melatonin and noted that he declined to increase his
brexpiprazole dosage. (Tr. 568.)
By May 4, 2021, Mr. Lozancic was sleeping a little better with the melatonin. (Tr. 561.)
His depressive symptoms were again mildly improved. (Tr. 562.) On examination, Mr. Lozancic
presented with depressed mood and impaired memory, but he was cooperative and displayed
normal attention, concentration, and thought processes. (Tr. 563.) Ms. Thompson increased the
dosage of the melatonin. (Tr. 561.)
At his appointment on June 3, 2021, Mr. Lozancic again reported mild improvement in his
depression and better sleep. (Tr. 555.) His anxiety in social situations was reported as mild,
“moderate at times.” (Tr. 556.) The mental examination was largely unchanged from previous
appointments. (Tr. 557.)
On June 14, 2021, Ms. Thompson completed an “Off-Task/Absenteeism Questionnaire.”
(Tr. 976.) The form asked whether she believed that Mr. Lozancic would be off task for at least 20
percent of the workday; Ms. Thompson checked “Yes.” (Id.) When asked to identify the underlying
mental impairments that had been established by objective and clinical findings, Ms. Thompson
wrote, “Anxiety, Depression, Psychosocial impairments, Flashbacks, crying spells,
hypervigilance.” (Id.) She wrote that Mr. Lozancic had insomnia and an impaired memory
“secondary to diagnosed psychiatric disorders” and indicated that he had an inability to
concentrate, pay attention, and focus. (Id.) She identified the side effects of his medication as
drowsiness and fatigue. (Id.) She wrote that he has “8/10” pain in his back, leg, and knee. (Id.)
When asked to opine on how frequently Mr. Lozancic would be absent from work, Ms. Thompson
checked the box stating that he would be absent around four times per month. (Id.) Ms. Thompson
checked “Yes” when asked whether the severity of Mr. Lozancic’s symptoms had existed since
March 19, 2016. (Id.)
In a medical source statement completed the same day, Ms. Thompson wrote that she began
treating Mr. Lozancic on July 26, 2018. (Tr. 977.) She identified Mr. Lozancic’s diagnoses as PTSD
and major depressive disorder. (Id.) She checked boxes opining on a moderate limitation (defined
as a “fair limitation”) in Mr. Lozancic’s ability to understand, remember, or apply information and
to adapt or manage himself. (Id.) She indicated a marked limitation (“seriously limited”) in his
ability to interact with others and to concentrate, persist, or maintain pace. (Id.) She again wrote
that these limitations had existed since March 19, 2016. (Id.)
Mr. Lozancic met with Ms. Thompson in a telephone appointment on July 1, 2021.
(Tr. 548.) His depression was reported to be mildly worse in the past month, with stressors
including his physical pain and financial stress. (Id.) He complained of continued episodes of
excessive crying “at times.” (Tr. 549–50.) His mental status examination findings were largely
unchanged. (Tr. 550.) Ms. Thompson increased the dosage of melatonin and brexpiprazole.
(Tr. 548.)
When Mr. Lozancic had his next telephone appointment on July 29, 2021, he had decreased
depression, improved mood, and better sleep. (Tr. 541.) His anxiety in social situations was
decreased. (Tr. 542.) His mental status examination was largely unchanged. (Tr. 543.) Ms.
Thompson continued him on the medication regimen. (Tr. 541.)
Mr. Lozancic had a follow up telehealth appointment on September 27, 2021. (Tr. 535.)
His depression was decreased further; he was “sleeping better,” and his mood had been stable. (Id.)
His flashbacks were “improving” as well. (Tr. 536.) Ms. Thompson rated his global improvement
as “much improved.” (Tr. 539.) No medication changes were made. (Tr. 535.)
Mr. Lozancic reported continued improvement in his depression on November 22, 2021.
(Tr. 529.) His mood remained stable. (Id.) He was continued on the same medication regimen. (Id.)
Mr. Lozancic’s date last insured was December 31, 2021. (Tr. 199.)
Mr. Lozancic’s condition was “stable” on his medication, as reported at a telehealth
appointment on January 17, 2022. (Tr. 523.) He had decreased nightmares since his last visit;
indeed, he had “very few.” (Tr. 523–24.) Ms. Thompson again rated his improvement as “much
improved.” (Tr. 527.)
At his appointment on March 31, 2022, Mr. Lozancic said he was “doing ‘okay’” on his
current medications. (Tr. 518.)
At an appointment on June 2, 2022, Mr. Lozancic reported doing “so-so” but did not report
a change in symptoms since his last appointment. (Tr. 508.) He said he had moderate depressive
symptoms “sometimes,” mood swings and irritability “[due to] pain,” insomnia and nightmares
“some nights,” flashbacks “sometimes,” excessive crying “sometimes,” and episodic memory loss.
(Tr. 508–10.) He complained of anxiety but denied panic attacks. (Tr. 509.) On examination, Mr.
Lozancic presented with depressed mood, a circumstantial thought process, and impaired memory.
(Tr. 514) He had full affect and displayed normal eye contact, a cooperative demeanor, and normal
attention and concentration. (Id.)
On August 25, 2022, Mr. Lozancic said his mood was sometimes “up and down” but
reported no new symptom changes. (Tr. 502.) His depressive symptoms were generally improved,
though. (Id.) He was sleeping five to seven hours per night. (Tr. 503.)
On October 24, 2022, Mr. Lozancic said he was “doing ‘okay’” and reported no significant
changes in symptoms. (Tr. 496–97.)
On November 2, 2023, he noted that “some days are better than others” when it comes to
his mood. (Tr. 928.) His mental status examination remained largely unchanged; he had impaired
memory but a cooperative demeanor and normal attention, concentration, and thought processes.
(Tr. 929.)
On December 7, 2023, Mr. Lozancic said he was sleeping “fair,” considering his physical
pain. (Tr. 934.) His symptoms were largely the same as in past appointments. (Tr. 934–35.) His
nightmares were decreased. (Tr. 935.)
His nightmares continued decreasing between that appointment and his next on January 4,
2024. (Tr. 940.) Ms. Thompson decreased the dosage of Mr. Lozancic’s mirtazapine. (Id.)
He continued to report improved sleep (five to six hours a night with decreased nightmares)
on February 29, 2024. (Tr. 1033.) He was having occasional flashbacks. (Id.) On examination, his
mood was euthymic. (Tr. 1035.)
The record contains a letter from Ms. Thompson, dated March 21, 2024, in which she states
that she reviewed her June 2021 medical source statements and “reaffirm[s] that all [her] responses
. . . still hold true and that no significant improvement has occurred” in Mr. Lozancic’s condition.
(Tr. 1023.)
The record also contains a letter from Ms. Thompson, dated July 25, 2024, in which she
confirms that Mr. Lozancic has been diagnosed with PTSD and moderate recurrent major
depressive disorder. (Tr. 17.)
IV. THE ALJ’S DECISION
The ALJ found that Mr. Lozancic last met the insured status requirements of the Social
Security Act on December 31, 2021. (Tr. 199.) The ALJ further found that Mr. Lozancic had not
engaged in substantial gainful activity between the alleged onset date and the last-insured date.
(Id.)
The ALJ next determined that Mr. Lozancic had the following severe impairments:
(1) osteoarthritis of the left knee; (2) degenerative disc disease of the lumbar spine; (3) obesity;
(4) post-traumatic stress disorder; and (5) major depressive disorder. (Id.)
The ALJ found that Mr. Lozancic had non-severe impairments of: (1) gastroesophageal
reflux disease; (2) hypertension; (3) hypothyroidism; and (4) vitamin B deficiency. (Id.)
The ALJ then concluded that none of Mr. Lozancic’s impairments, whether considered
singly or in combination, met or medically equaled the severity of one of the listed impairments in
20 C.F.R. Part 404, Subpart P, Appendix 1. (Tr. 200.)
The ALJ determined that Mr. Lozancic had the residual functional capacity (“RFC”) to
perform a full range of work at the light exertional level with a number of additional limitations.
(Tr. 203–04.)
With respect to exertional and environmental limitations, Mr. Lozancic can frequently
climb ramps and stairs but can never climb ladders, ropes, or scaffolds. (Tr. 203.) He can frequently
balance, stoop, kneel, crouch, and crawl. (Id.) He must avoid unprotected heights and cannot
operate power saws or jackhammers. (Id.)
With respect to non-exertional limitations, Mr. Lozancic can understand, remember, and
apply information to complete “simple and detailed” instructions. (Id.) He can maintain
concentration, persistence, and pace for two hour blocks of time with normal breaks. (Id.) He can
adapt to “routine type changes” in work tasks. (Id.) He can interact with the general public, co-
workers, and supervisors for work that does not require negotiating with, instructing, persuading,
or directing the work of others. (Tr. 203–04.)
The ALJ concluded that Mr. Lozancic was unable to perform his past relevant work as a
CNC machine operator. (Tr. 211.) The ALJ found that Mr. Lozancic was 53 years old on the date
last insured and had a high school education. (Id.)
The ALJ then determined that—considering Mr. Lozancic’s age, education, work
experience, and RFC—there were jobs that existed in significant numbers in the national economy
that he could perform, including work as a “cleaner” (DOT 323.687-014), “marker” (the ALJ
identified “DOT 209.587-0134”)5, or “inspector – hand packer” (DOT 559.687-074).6 (Tr. 212.)
Accordingly, the ALJ concluded that Mr. Lozancic was not disabled. (Tr. 213.)
V. LAW & ANALYSIS
A. Standard of Review
The Court’s review “is limited to determining whether the Commissioner’s decision is
supported by substantial evidence and was made pursuant to proper legal standards.” Winn v.
Comm’r of Soc. Sec., 615 F. App’x 315, 320 (6th Cir. 2015) (quoting Cole v. Astrue, 661 F.3d 931,
937 (6th Cir. 2011)); see also 42 U.S.C. § 405(g).
“Under the substantial evidence standard, a court looks to an existing administrative record
and asks whether it contains ‘sufficient evidence’ to support the agency’s factual determinations.”
Biestek v. Berryhill, 587 U.S. 97, 102 (2019) (cleaned up) (quoting Consolidated Edison Co. v.
NLRB, 305 U.S. 197, 229 (1938)). The standard for “substantial evidence” is “not high.” Id. While
it requires “more than a mere scintilla,” “[i]t means—and means only—‘such relevant evidence as
a reasonable mind might accept as adequate to support a conclusion.’” Id. (quoting Consolidated
Edison, 305 U.S. at 229).
In addition to considering whether substantial evidence supports the Commissioner’s
decision, the Court must determine whether the Commissioner applied proper legal standards.
Failure of the Commissioner to apply the correct legal standards as promulgated by the regulations
is grounds for reversal. See, e.g., White v. Comm’r of Soc. Sec., 572 F.3d 272, 281 (6th Cir.
5 There is no entry associated with “DOT 209.587-0134.” It seems that the ALJ made a typographical error
in attempting to refer to “marker (retail trade; wholesale tr.)” (DOT 209.587-034).
6 These jobs refer to entries in the U.S. Department of Labor’s Dictionary of Occupational Titles. The DOL
no longer publishes the tool—see Browning v. Colvin, 766 F.3d 702, 709 (7th Cir. 2014)—but the most
recent version, from 1991, is available online through the DOL’s Office of Administrative Law Judges Law
Library. Dictionary of Occupational Titles—Fourth Edition, Revised 1991, U.S. DEPT. OF LABOR OFF.
OF ADMIN. L. JUDGES, https://www.dol.gov/agencies/oalj/topics/libraries/LIBDOT.
2009); Bowen v. Comm’r of Soc. Sec., 478 F.3d 742, 746 (6th Cir. 2006) (“Even if supported by
substantial evidence, . . . a decision of the Commissioner will not be upheld where the SSA fails
to follow its own regulations and where that error prejudices a claimant on the merits or deprives
the claimant of a substantial right.”).
Finally, a district court cannot uphold an ALJ’s decision, even if there “is enough evidence
in the record to support the decision, [where] the reasons given by the trier of fact do not build an
accurate and logical bridge between the evidence and the result.” Fleischer v. Astrue, 774 F. Supp.
2d 875, 877 (N.D. Ohio 2011) (quoting Sarchet v. Chater, 78 F.3d 305, 307 (7th Cir. 1996))
(alteration in original).
B. Standard for Disability
To establish entitlement to DIB, a claimant must be insured at the time of disability and
must prove an inability to engage “in substantial gainful activity by reason of any medically
determinable physical or mental impairment,” or combination of impairments, that can be expected
to “result in death or which has lasted or can be expected to last for a continuous period of not less
than 12 months.” 20 C.F.R. §§ 404.130, 404.315, 404.1505(a).
Consideration of disability claims follows a five-step review process. 20 C.F.R. § 404.1520.
First, the claimant must demonstrate that he is not currently engaged in “substantial gainful
activity” at the time of the disability application. 20 C.F.R. § 404.1520(b). Second, the claimant
must show that he suffers from a “severe impairment” in order to warrant a finding of disability.
20 C.F.R. § 404.1520(c). A “severe impairment” is one that “significantly limits . . . physical or
mental ability to do basic work activities.” Abbott v. Sullivan, 905 F.2d 918, 923 (6th Cir. 1990)
(quoting 20 C.F.R. §§ 404.1520(c) and 416.920(c)).
Third, if the claimant is not performing substantial gainful activity, has a severe impairment
that is expected to last for at least twelve months, and the impairment, or combination of
impairments, meets or medically equals a required listing under 20 CFR Part 404, Subpart P,
Appendix 1, the claimant is presumed to be disabled regardless of age, education, or work
experience. See 20 C.F.R. § 404.1520(d).
Before considering Step Four, the ALJ must determine the claimant’s residual functional
capacity, i.e., the claimant’s ability to do physical and mental work activities on a sustained basis
despite limitations from his impairments. 20 C.F.R. § 404.1520(e). An RFC “is the most [a
claimant] can still do despite [the claimant’s] limitations.” 20 C.F.R. § 416.945(a)(1). Agency
regulations direct the ALJ to consider the functional limitations and restrictions resulting from a
claimant’s medically determinable impairment or combination of impairments, including the
impact of any related symptoms on the claimant’s ability to do sustained work-related activities.
See Social Security Ruling (“SSR”) 96-8p, 1996 WL 374184 at *5 (July 2, 1996).
“A claimant’s RFC is not a medical opinion, but an administrative determination reserved
to the Commissioner.” Golden v. Berryhill, No. 1:18CV00636, 2018 WL 7079506, at *17 (N.D.
Ohio Dec. 12, 2018), report and recommendation adopted sub nom, 2019 WL 415250 (N.D. Ohio
Feb. 1, 2019). The ALJ is “charged with the responsibility of determining the RFC based on [the
ALJ’s] evaluation of the medical and non-medical evidence.” Rudd v. Comm’r of Soc. Sec., 531 F.
App’x 719, 728 (6th Cir. 2013). “[T]he ALJ must give some indication of the evidence upon which
he is relying, and he may not ignore evidence that does not support [the ALJ’s] decision, especially
when that evidence, if accepted, would change [the ALJ’s] analysis.” Golden, 2018 WL 7079506
at *17.
At the fourth step, if the claimant’s impairment or combination of impairments does not
prevent him from doing his past relevant work, the claimant is not disabled. 20 C.F.R. §§
404.1520(e)–(f). For the fifth and final step, even if the claimant’s impairment does prevent him
from doing his past relevant work, the claimant is not disabled if other work exists in the national
economy that the claimant can perform. 20 C.F.R. § 404.1520(g). See Abbott, 905 F.2d at 923.
C. Analysis
Mr. Lozancic argues that the ALJ’s analysis with respect to Ms. Thompson’s June 2021
medical source statements did not comply with 20 C.F.R. § 404.1520c, in that the ALJ “did not
accurately characterize the basis for Ms. Thompson’s opinion as to off-task behavior and
absenteeism.” He says that the ALJ improperly suggested that the regulations required a treating
source to directly cite their own treatment records to be deemed persuasive. He further contends
that the ALJ erred in finding Ms. Thompson’s opinions to be “conclusionary.” He insists that Ms.
Thompson’s bases for her opinions find support in the record, including in medical records
reflecting depressed mood, circumstantial thought processes, impaired memory, and ongoing
impaired sleep issues stemming from his recurrent nightmares.
Social Security Ruling (“SSR”) 98-6p provides that “[i]f the RFC assessment conflicts with
an opinion from a medical source, the [ALJ] must explain why the opinion was not adopted.” 1996
WL 374184, at *7 (July 2, 1996).
Agency regulations state that the Social Security Administration “will not defer or give any
specific evidentiary weight, including controlling weight, to any medical opinion(s) or prior
administrative medical finding(s), including those from [the claimant’s] medical sources.” 20
C.F.R. § 404.1520c(a).
Instead, the SSA considers opinions from medical sources under five factors:
(1) supportability; (2) consistency; (3) relationship with the claimant; (4) specialization; and
(5) other factors, such as familiarity with other evidence in the claim or with the disability
program’s policies and evidentiary requirements. 20 C.F.R. § 404.1520c(c). Section
404.1520c(b)(1) specifically provides that “it is not administratively feasible for [the ALJ] to
articulate in each determination or decision how [the ALJ] considered all of the factors for all of
the medical opinions and prior administrative medical findings in your case record.” 20 C.F.R. §
404.1520c(b)(1). Of the five factors, supportability and consistency are the most important, and an
ALJ must explain how the ALJ considered them. 20 C.F.R. § 404.1520c(b)(2). The ALJ “may” but
“is not required to” explain how the ALJ considered the remaining factors. Id.
The “supportability” factor looks to how well the medical source supports the opinion with
objective medical evidence from the record. See 20 C.F.R. § 404.1520c(c)(1). “In other words, the
supportability analysis focuses on the physicians’ explanations of the opinions.” Lavenia v.
Comm’r of Soc. Sec., No. 3:21cv674, 2022 WL 2114661, at *2 (N.D. Ohio June 13, 2022) (quoting
Coston v. Comm’r of Soc. Sec., No. 20-12060, 2022 WL 989471, at *3 (E.D. Mich. Mar. 31, 2022)).
The “consistency” factor looks to how consistent the medical opinion is with evidence from other
medical and nonmedical sources. See 20 C.F.R. § 404.1520c(c)(2).
“As long as the ALJ discussed the supportability and consistency of the opinion and
supported [the ALJ’s] conclusions with substantial evidence within his decision, the Court will not
disturb [the ALJ’s] decision.” Njegovan v. Comm’r of Soc. Sec., No. 5:21-CV-00002-CEH, 2022
WL 1521910, at *4 (N.D. Ohio May 13, 2022).
Here, the ALJ found Ms. Thompson’s June 2021 medical source statements to be “partially
persuasive.” (Tr. 210.) The ALJ identified multiple bases for that conclusion.
First, the ALJ acknowledged that Ms. Thompson personally examined Mr. Lozancic before
Ms. Thompson concluded that he was moderately limited in his ability to understand, remember,
or apply information, and to adapt or manage himself, and markedly limited in his ability to interact
with others and to concentrate, persist, or maintain pace. (Id.)
The ALJ then found that the opined moderate limitations were persuasive. (Id.) The ALJ
noted that these conclusions were “supported by and consistent with the more complete medical
record.” (Id.)
The ALJ then found that the opined marked limitations—as well as the opinion that Mr.
Lozancic would be off task for at least twenty percent of the workday and absent four times per
month—were not persuasive. (Id.) The ALJ wrote that these conclusions were “not supported by,
or consistent with, the more complete medical record.” (Id.)
In explaining this finding, she first noted that Ms. Thompson’s medical opinion was in the
form of a checklist “with specific embedded options for time off task.” (Id.) She acknowledged
that Ms. Thompson listed five bases for her opinions. (Id.)
The ALJ noted that the first basis was a list of “conclusionary” reasons “such as anxiety,
depression and psychosocial impairments.” (Id.) The ALJ wrote, however, that Ms. Thompson
“did not provide any specific details or examples from treatment notes to help quantify or further
support her opinion.” (Id.) The ALJ noted that Ms. Thompson also did not provide narrative
explanation or support for her opinion on likely absenteeism. (Id.)
The ALJ next discussed that Ms. Thompson had opined that Mr. Lozancic’s psychiatric
disorders were “serious and persistent” in the form of a checkmark, without further explanation.
(Tr. 210, citing Tr. 977.) The ALJ also noted that Ms. Thompson checked a box confirming that
Mr. Lozancic’s serious limitations had existed since March 2016, despite the fact that she did not
begin treating him until 2018, and there was no record that she had reviewed any treatment records
pre-dating their treatment relationship. (Tr. 210; see also Tr. 977 (identifying that Ms. Thompson
began treating Mr. Lozancic in July 2018).)
The ALJ then discussed her review of Ms. Thompson’s treatment notes, identifying—with
citations to those records—how Ms. Thompson’s examination findings “are not consistent with
finding that the claimant has any marked limitations in any area of mental functioning, nor that the
claimant would be off-task or absent from work.” (Tr. 210.)
Specifically, the ALJ acknowledged that Ms. Thompson’s treatment records reflected that
Mr. Lozancic at times presented to appointments with a depressed mood and impaired memory.
(Tr. 210, citing, e.g., Tr. 640, 676.) But the ALJ found that Ms. Thompson’s record as a whole
“contains generally unremarkable mental status examination findings.” (Tr. 210.) The ALJ cited
mental status examinations in which Ms. Thompson found Mr. Lozancic to be oriented, to have a
euthymic mood and full affect, to have an intact ability to abstract, and to have normal memory.
(Id., citing, e.g., Tr. 749, 1035.) The ALJ noted that Mr. Lozancic was cooperative throughout Ms.
Thompson’s treating notes. (Id., citing, e.g., 640, 676, 717.)
The Commissioner defends the ALJ’s conclusions and reasoning, pointing out that the ALJ
cited Ms. Thompson’s own treating notes in finding that her opinion was not fully persuasive. The
Commissioner argues that this adequately addresses supportability. The Commissioner contends
that the ALJ’s conclusions were supported by substantial evidence.
After careful consideration, the Court agrees with the Commissioner.
First, the ALJ’s decision to afford Ms. Thompson’s opinion less than full weight because
of its cursory, checkbox format was reasonable. See Burr v. Bisignano, No. 1:25-cv-01072-RJS,
2026 WL 32081, at *8 (N.D. Ohio Jan. 6, 2026) (ALJ did not err is diminishing persuasiveness of
“checkbox format” medical opinion, where the doctor merely noted a diagnosis and stated that he
had a “limited ability to leave the house” without further explanation) (citing Hernandez v. Comm’r
of Soc. Sec., 644 F. App’x 468, 475 (6th Cir. 2016)). The forms that Ms. Thompson filled out
provided a brief amount of space, which only allowed her to list Mr. Lozancic’s diagnoses and
primary symptoms, including that his “memory [was] impaired” and that he had insomnia, both
“secondary to” his diagnoses. (See Tr. 976.) She checked boxes indicating her opinion of moderate
and marked limitations in various functional areas with no narrative explanation at all. (See Tr.
977.) Because of the lack of a detailed explanation, Ms. Thompson’s opinions were largely “vague
and unhelpful.” See Dollinger v. Comm’r of Soc. Sec., 2023 WL 1777386, at *4 (6th Cir. Feb. 6,
2023) (checkbox form with an additional statement that the claimant had undergone surgery and
suffered an infection was “patently deficient”).
Second, it was reasonable for the ALJ to note that Ms. Thompson’s opinion was less
persuasive because it was internally inconsistent; she identified that she began treating him in 2018
but opined that the limitations she found had remained consistent going back to 2016. See Brown
v. Comm’r of Soc. Sec., No. 1:23-CV1096, 2024 WL 1531453, at *17–18 (N.D. Ohio Mar. 1, 2024)
(discussing a medical source opinion’s internal inconsistency in affirming an ALJ’s supportability
reasoning), report and recommendation adopted, 2024 WL 1555772 (N.D. Ohio Apr. 10, 2024).
Third, and most importantly, the ALJ thoroughly discussed Ms. Thompson’s own treatment
notes and explained—with citations to those notes—that the notes are inconsistent with Ms.
Thompson’s medical opinions as stated in the June 2021 source statements. An ALJ properly
addresses supportability by noting that a physician’s opinion is inconsistent with the physician’s
own treatment records. See Rattliff v. Comm’r of Soc. Sec., No. 1:20-cv-01732, 2021 WL 7251036,
at *9 (N.D. Ohio Oct. 29, 2021) (holding that ALJ addressed supportability factor by noting that
physician’s opinion was inconsistent with physician’s treating notes), report and recommendation
adopted, 2022 WL 627055 (N.D. Ohio Mar. 3, 2022); Neff v. Comm’r of Soc. Sec., No. 5:18 CV
2492, 2020 WL 999781, at *11 (N.D. Ohio Mar. 2, 2020); see also Hopkins v. Comm’r of Soc.
Sec., No. 23-5696, 2024 WL 3688302, at *3 (6th Cir. Apr. 9, 2024) (approving an ALJ’s
supportability explanation where, among other things, the ALJ found the opinion unsupported by
the objective findings in her medical report).
In his reply brief, Mr. Lozancic argues that the ALJ failed to acknowledge his
“hypervigilance and insomnia secondary to his PTSD.” He says that a failure to consider these
specific bases for Ms. Thompson’s opinion is grounds for reversal.
But the ALJ’s decision must be read as a whole and with common sense. Taylor v. Kijakazi,
No. 1:20-cv-01121, 2021 WL 4477865, *8 (N.D. Ohio Sept. 30, 2021). Moreover, “[a]n ALJ need
not discuss every piece of evidence in the record for [the ALJ’s] decision to stand.” Thacker v.
Comm’r of Soc. Sec., 99 F. App'x 661, 665 (6th Cir. 2004).
Here, reading the decision as a whole, it is clear that the ALJ carefully reviewed the record,
including the notes wherein Ms. Thompson noted anxiety in social situations and insomnia
secondary to Mr. Lozancic’s PTSD. The ALJ also noted those places in the record where Mr.
Lozancic had unremarkable examination findings inconsistent with disabling limitations from his
PTSD. Specifically, the ALJ noted the following at various points in the decision:
The claimant reported that he has difficulty getting along with others . . . .
The claimant also testified that he isolates himself and his PTSD is
worsening . . . . However, throughout the record, the claimant was routinely
cooperative and made average eye contact . . . . He did not exhibit any
delusions, obsessions, or compulsions . . . . Despite the relatively stressful
nature of the hearing, the claimant did not appear to have significant
difficulty interacting with counsel or the undersigned (Hearing
Observation). While these examinations, subjective reports, and hearing
observations show some degree of impairment, they do not show a marked,
serious, or worse degree in this area of mental functioning as a result.
Accordingly, the undersigned finds that the claimant has a moderate
limitation in this area of functioning. . . .
The claimant reported difficulty completing tasks and concentrating . . . .
He also reported that he experiences day terrors and nightmares . . . . On
one occasion, the claimant’s attention and concentration and ability to
abstract were somewhat impaired . . . . However, he otherwise demonstrated
an intact ability to abstract . . . . The claimant’s attention and concentration
were normal . . . .
. . .
The claimant reported that he gets triggered and becomes angry at times
. . . . The claimant further reported that he does not handle stress or changes
in routine well . . . .
. . .
He reported flashbacks and nightmares . . . . He reported that he has
difficulty getting along with others . . . .
. . .
The record supports the claimant received specialized treatment, including
psychiatric medication management and therapy related to posttraumatic
stress disorder (“PTSD”) and major depressive disorder. The claimant
reported depression . . . . He further reported anxiety, nightmares, and mood
swings . . . . Additionally, the claimant experienced day terrors [and]
flashbacks . . . . He indicated that his mood varied . . . . At times, he reported
that his symptoms had improved . . . or that his depression had decreased .
. . . He also reported decreased nightmares . . . .
. . .
Aside from these findings, the claimant had generally unremarkable mental
status examinations . . . . The claimant’s mood was euthymic or content, and
his affect was full . . . . He had no delusions, obsessions, or compulsions
. . . . His thought processes were logical . . . . The claimant’s insight and
judgment were regularly fair . . . to good . . . . The claimant was well-
groomed[,] . . . made average eye contact and was cooperative throughout
the record . . . .
. . .
The record reflects routine treatment for the claimant’s mental impairments
and a history of posttraumatic stress disorder and depression . . . . The
claimant’s mental status examinations and varied reports throughout the
record are not consistent with a degree of disabling mental functional
limitation beyond the above residual functional capacity. Aside from some
findings as to the claimant’s depressed mood . . ., the more complete record
contains generally unremarkable mental status examinations . . . .
(Tr. 201–03, 206–08) (internal citations to the record omitted).
The Court finds that the ALJ’s discussion of supportability was adequate. Mr. Lozancic
points to various parts of the record that he says support Ms. Thompson’s opined limitations—e.g.,
Tr. 496–97, 502–03, 509–10, 514, 543, 549–50, 557, 563, 570, 929, 935, 940–41, 1042—but this
is merely a request to reweigh the evidence.
The ALJ’s conclusion with respect to the supportability of Ms. Thompson’s opinions was
supported by substantial evidence, that is “‘such relevant evidence as a reasonable mind might
accept as adequate to support’” the ALJ’s conclusions. Biestek v. Berryhill, 587 U.S. 97, 102 (2019)
(quoting Consolidated Edison Co. v. NLRB, 305 U.S. 197, 229 (1938)).
“The substantial-evidence standard . . . presupposes that there is a zone of choice within
which the decisionmakers can go either way, without interference by the courts.” Blakely v.
Comm'r of Soc. Sec., 581 F.3d 399, 406 (6th Cir. 2009) (quoting Mullen v. Bowen, 800 F.2d 535,
545 (6th Cir. 1986)). “[T]he Commissioner’s decision cannot be overturned if substantial evidence,
or even a preponderance of the evidence, supports the claimant'’ position, so long as substantial
evidence also supports the conclusion reached by the ALJ.” Jones v. Comm’r of Soc. Sec., 336 F.3d
469, 477 (6th Cir. 2003). A reviewing court may not “try the case de novo, nor resolve conflicts in
evidence, nor decide questions of credibility.” O’Brien v. Comm’r of Soc. Sec., 819 F. App’x 409,
416 (6th Cir. 2020) (quoting Garner v. Heckler, 745 F.2d 383, 387 (6th Cir. 1984)).
The Court has thoroughly reviewed Ms. Thompson’s checkbox medical source statements
and finds that the ALJ did not commit reversible error in finding that opinion not fully persuasive
where the opinion lacked a significant explanation, was partially internally inconsistent, and in the
face of Ms. Thompson’s own mental examination findings and treatment notes throughout the
course of treatment revealing overall mild to moderate symptoms that (while ebbing and flowing
with life stressors) improved and stabilized over time and with medication.
Accordingly, Mr. Lozancic’s assignment of error is overruled.
VI. CONCLUSION
Having overruled Mr. Lozancic’s assignments of error for the reasons set forth above, the
Court AFFIRMS the Commissioner’s final decision.
Dated: March 10, 2026 /s Jennifer Dowdell Armstrong
Jennifer Dowdell Armstrong
U.S. Magistrate Judge