Library & Tools

This guidance document is a supplement to the Medical Summary Report Interview Guide and Template. It provides important considerations when working with individuals who are Deaf and hard of hearing. It includes helpful information about hearing loss, Deaf culture, and important accommodations. Finally, it includes sample questions that may be helpful in your interview.

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. 

State-specific Medicaid waivers can help expand access to services for children with disabilities.

Recipients of SSDI are eligible for Medicare two years after their SSDI eligibility began. This article provides an overview of programs that can assist individuals with the expenses associated with Medicare, such as premiums, deductibles, and co-pays.

The Social Security Administration (SSA) keeps all new disability files in electronic format. Applicants and authorized representatives have the right to obtain relevant application information on a CD-ROM. When you are preparing to appeal a denial of disability benefits, you should request the case file so that you can review key components of the file and decision.

It is important to find out whether someone has a pending initial claim or is waiting for a reconsideration or an appeals hearing before starting a new application.

When you are preparing to appeal a denial of disability benefits, the first thing you should do is request the case file so that you can review key components of the file and decision!

We’ve gathered examples of well-written, successful Medical Summary Reports (MSRs) from SOAR providers across the country for the SOAR community to use as extra guidance.

Here are examples of completed SSA and SOAR Forms using information from a fictitious SSI/SSDI applicant.

Here are examples of completed SSA and SOAR Forms using information from a fictitious SSI child applicant.