Skip to main content

Icon library tools 0 Library & Tools

  • SOAR Critical Component: The Medical Summary Report

    The Medical Summary Report (MSR) is SOAR’s signature tool and key to a successful application. It provides a succinct, comprehensive summary of the applicant’s personal and treatment history and its impact on his or her life. It also clearly describes the factors affecting functioning and ability to work.

    Type:
    Article
    Date:
    Jan, 2019
  • 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
  • The Listings and Mental Illness

    The Listings are SSA’s categorized lists of illnesses and conditions and the specific severity criteria – symptoms, duration, and impairments – of each illness/condition that must be met for a person to be considered disabled by the illness/condition. It is helpful for case managers to become familiar with these requirements.

    Type:
    Article
    Date:
    Jan, 2017
  • Tracking SOAR Outcomes

    Tracking SOAR outcomes is a critical way to document successes and to target technical assistance needs. Using the SOAR Online Application Tracking (OAT) program, case workers can easily enter application outcome data and generate reports to use for local sustainability efforts.

    Type:
    Article
    Date:
    Apr, 2017
  • 2023 National SOAR Outcomes

    The SOAR TA Center has released the outcomes of SSI/SSDI applications submitted using the SOAR process from 2006 through June 30, 2023.

    Type:
    Article
    Date:
    Nov, 2023
  • SOAR Succession Planning

    Staff turnover while there are pending disability applications can confuse and concern the applicant, the Social Security Administration (SSA), and Disability Determination Services (DDS). This checklist helps agencies effectively transfer applications to a new SOAR case worker, resulting in a frustration-free experience for all.

    Type:
    Article
    Date:
    Mar, 2024
  • Medicare Savings Programs

    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.

    Type:
    Article
    Date:
    Oct, 2015
  • Brain Injury Awareness and Education Resources

    Here are a number of resources for professionals as well as for individuals with brain injuries and their families. This information was compiled by Anastasia Edmonston MS CRC., TBI and Person Centered Planning Trainer, Maryland Behavioral Health Administration 2015*, and additional resources have been added as they have become available.

    Type:
    Article
    Date:
    Apr, 2018
  • Medicaid and Medicare: An Overview

    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. 

    Type:
    Article
    Date:
    Oct, 2015