Revised June 3, 2026
IV.ii.1.B.1.aTypes of Future Examination Controls
Future examination control may be established through
- completion of a rating decision
- establishment of a future, diary end product (EP) 310, or
- use of the DIARY function in the Veterans Benefits Management System (VBMS).
IV.ii.1.B.1.bEstablishing Future Examination Control in a Rating Decision
Use the table below for information on establishing future examination control in a rating decision completed using VBMS - Rating (VBMS-R).
| If a future examination … | Then, in the EXAMINATION INFORMATION section of the ISSUE MANAGEMENT tab and SPECIAL ISSUE & EXAMINATION INFORMATION chevron, … |
|---|---|
should be scheduled immediately, or during the current month | select AT ONCE. |
should be scheduled at a later date |
Note: The earliest date allowed is the first day of the following month. If an earlier examination is required, select AT ONCE. |
is not warranted | select STATIC DISABILITY (NO EXAM). |
References: For more information on
- decisional entry in VBMS-R, see the VBMS Rating User Guide
- examination requests, see M21-1, Part IV, Subpart i, 2.A, and
- determining the need for review examinations, see M21-1, Part IV, Subpart ii, 1.A.
IV.ii.1.B.1.cEstablishing Future Examination Control Without a Rating Decision
Use the table below to determine how to establish future examination control when the rating activity determines that a review examination is necessary, but control is not established by a rating decision.
| If ... | Then establish control by using... |
|---|---|
| the ADD NEW DIARY button in VBMS with a diary reason Future Physical Examination.Note: A future examination diary cannot be added for a date greater than five years in the future. |
| a future pending issue under EP 310, established in VBMS. |
the future examination cannot be controlled by either method described above | a local diary.Note: Individual regional offices may exercise discretion in the manner in which they control these cases. |
Reference: For more information on establishing future examination control in VBMS, see the VBMS Core User Guide.
IV.ii.1.B.1.dRequirement for Review Examination Control When Benefits Are Not Paid
It is necessary to control and conduct future review examinations, when deemed appropriate, in cases where no monetary benefits for compensable disability ratings are paid (for example, when a Veteran elects military retired pay (MRP) in lieu of disability compensation) because the protective provisions of 38 U.S.C. 110 and 38 CFR 3.951 do not require a concurrent award of monetary benefits. References: For more information on
- determining the need for review examinations, see M21-1, Part IV, Subpart ii, 1.A, and
- elections or waivers of MRP, see M21-1, Part VI, Subpart ii, 4.A.3.
IV.ii.1.B.1.eAction When the Control Period for the Future Examination Matures
Upon maturation of any future review examination control, refer the claims folder for review by
- the rating activity, or
- a locally designated claims processor with expertise in review examination ordering.
Note: The future review examination control described above may include any of the following:
- an 810 series work item
- a locally established diary, or
- an automatically established EP 310, Routine Future Exam.
Follow the steps in the table below upon review of matured review examination controls.
| Step | Action |
|---|---|
1 | Is it necessary to advance the date of the examination(s) in question?
|
2 | Use the table below to determine the appropriate action. If the pending reexamination control is an ... Then ... |
EP 310 |
|
810 series work item |
|
3 | Use the table below to determine the appropriate action. If the pending reexamination control is an ... Then ... |
EP 310 | go to the next step. |
810 series work item |
Notes:
|
4 | Is it necessary to proceed with the examination(s) in question?
|
References: For more information on
-
disposition of an 800 series work item after review, see M21-4, Appendix B, 4.c, and
-
determining the need for review examination, see
IV.ii.1.B.1.fReviewing EPs 310 for Permanency
An EP 310, Permanent and Total Determination , will generate on a recurring basis when the corporate record of a Veteran who has a combined 100-percent service-connected (SC) evaluation does not reflect either
- eligibility to Chapter 35 benefits, or
- a future review examination diary/control.
If an EP 310 is pending for this situation, the claims folder must be reviewed to determine if
- a review examination is needed, or
- the specific disability can be identified as permanent and total , and Chapter 35 eligibility addressed in a rating decision.
Use the table below to determine what actions to take in response to EPs 310 generated in these circumstances.
| If the absence of Chapter 35 eligibility and/or routine future examination ... | Then ... |
|---|---|
has been resolved by rating action since the time of the EP 310’s generation |
|
exists because the 100-percent disability in question has been granted under the provisions of 38 U.S.C. 1151 |
Reference: For more information on accessing corporate flashes, see the VBMS Core User Guide. |
leads to the conclusion, upon review, that additional future examination(s) of one or more SC disabilities is/are required before the case may be rated as to permanency |
|
involves none of the variables outlined in rows above |
|
Notes:
-
EPs 310 will continue to be generated for cases that have no existing controls in place and will appear on monthly reports.
-
Prepare a rating decision whenever permanency is established, whether based on new evidence and/or cancellation of a future examination.
-
Notify the Veteran whenever Chapter 35 is granted for the first time.
References: For more information on
-
rating considerations under Chapter 35, see M21-1, Part XIII, Subpart i, 1.A, and
-
former use of EP 684 in connection with permanency reviews, see the attachment, Historical_M21-1III_iv_3_SecC_2-20-19.docx.
End of Part IV, Subpart ii, Chapter 1, Section B