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  • Prior or Pending Applications

    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.

    Type:
    Article
    Date:
    Sep, 2013
  • About Appeals

    While we do our best to help eligible individuals get approved on the initial application, sometimes the application is denied and we need to help someone through the appeals process. This article provides an overview of the several levels of appeals and the steps to take to file an appeal.

    Type:
    Article
    Date:
    Jan, 2016
  • Reviewing Denial Notices and the Electronic Folder

    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! 

    Type:
    Article
    Date:
    May, 2016
  • Opening an Encrypted SSA CD-ROM

    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.

    Type:
    Article
    Date:
    May, 2016
  • Appointed Representative Services (ARS)

    Appointed Representatives assisting with ALJ hearings and Appeals Council level cases can obtain online access to applicants’ electronic folders by enrolling in Appointed Representative Services (ARS). There are also benefits to enrolling in ARS, even if you only assist with initial claims.

    Type:
    Article
    Date:
    Sep, 2016
  • ALJ Hearings: Prehearing and On the Record (OTR) Reviews

    Under certain circumstances, the SOAR representative can request that a case be referred back to DDS for a Prehearing Review or that the Office of Hearing Operations (OHO) make an On-the Record (OTR) decision prior to an ALJ Hearing. As well, when OHO feels they can make a fully favorable decision without holding a hearing, they can independently refer a case back to DDS and/or make an (OTR) decision.

    Type:
    Article
    Date:
    Dec, 2016
  • Sample Medical Summary Reports

    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.

    Type:
    Article
    Date:
    Jan, 2017
  • Standard SOAR Process for Completing SSI/SSDI Applications

    After completing the SOAR Online Course, case workers implementing the SOAR model with SSI/SSDI applications should complete the following steps as part of a standard SOAR workflow. This process is a collaborative effort between the SOAR provider, the Social Security Administration (SSA), and Disability Determination Services (DDS) that enables SOAR case workers to complete the SSI/SSDI application process efficiently and effectively.

    Type:
    Guides
    Date:
    Jul, 2017
  • Identifying SOAR Applicants

    Here is some guidance to help case workers identify adults who are experiencing or at risk of homelessness who may be eligible for Social Security Administration (SSA) disability benefits. While we do not want to discourage anyone from applying for SSA benefits, this guidance can help you identify individuals that most need your assistance with their SSI/SSDI application.

    Type:
    Guides
    Date:
    Dec, 2017
  • Definitions of Homelessness

    The SAMHSA SOAR initiative is intended for individuals experiencing or at risk of homelessness. These terms are defined differently by SOAR and the Social Security Administration (SSA). It is important for SOAR providers to understand these differences when determining who meets the housing criteria to be a SOAR applicant and which cases can be expedited at SSA through the use of the “homeless flag.”

    Type:
    Guides
    Date:
    Jan, 2018