Library & Tools

Completing the SSA-827 allows SOAR case managers to obtain the applicant’s medical records, in order to verify that they meet the medical eligibility criteria for SSI/SSDI.

Here are some frequently asked questions regarding HIPAA concerns when collecting and releasing medical records.

The National Organization of Social Security Claims Representatives (NOSSCR) has compiled a list of the state statutes and regulations regarding the collection of fees for medical records.

In the process of collecting medical evidence, the DDS examiner may decide that there is insufficient information to make a determination about disability. In this case, the DDS examiner can request an evaluation from an outside source called a Consultative Exam (CE).

Here are some tips you should consider as you look towards supplementing your SOAR funding with crowd funding. 

Here is some guidance from the SAMHSA SOAR TA Center and the Social Security Administration for gathering information about and documenting Long COVID for SSI/SSDI applications.

The CE report should show not only the individual’s symptoms, laboratory findings (psychological test results), and diagnosis but also the effect of the mental disorder on the individual’s ability to function in personal, social, and occupational situations.

Here are some tools that can assist your efforts to obtain funding for your SOAR program. Sample SOAR proposals and budgets, infographics, and the SOAR Cost Savings/Benefit Calculation Guide are provided, as well as links to external resources and trainings.

This infographic provides a simple flowchart for how to best contact your local SSA office.

Both SSA disability programs have health insurance programs associated with them. For SSI it is Medicaid; for SSDI it is Medicare which begins two years after the date of eligibility. Establishing eligibility for SSI or SSDI can be key to connecting with Medicaid or Medicare health insurance.