Skip to main content

Icon library tools 0 Library & Tools

  • 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
  • Linking Functional Information to Diagnosis and Impairment

    For applicants with mental disorders, DDS examiners look at a person’s ability to function in four primary areas. Your responsibility is to describe the functioning of the individual in as much detail as possible and to document how the person’s illness impairs his or her ability to function and maintain employment at a substantial gainful level.

    Type:
    Article
    Date:
    Jan, 2017
  • Interviewing for the MSR

    One of the most important tasks for you to accomplish is to make the link between diagnosis and functional impairment so that DDS can fully understand the applicant’s disability. This article discusses how to ask questions that elicit the information you will use to write your Medical Summary Report (MSR).

    Type:
    Article
    Date:
    Jan, 2017
  • Sample Functional Descriptions

    This article provides example descriptions for the areas of mental functioning. The “effective” functional descriptions clearly link the symptoms of the applicant’s illness with their limitations.

    Type:
    Article
    Date:
    Jan, 2017
  • 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
  • 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
  • SSI/SSDI and Employment: A Brief Overview of SSA Work Incentives

    Case managers are encouraged to support individuals to pursue their vocational goals, both before and after applying for SSI/SSDI. This overview will briefly discuss how the Social Security Administration (SSA) views the work activity of an SSI/SSDI applicant, and the many work incentives available to beneficiaries.

    Type:
    Article
    Date:
    Dec, 2017
  • Finding Employment Services for People Experiencing Homelessness

    Many employment services are federal programs that are available in most cities and some rural areas. Other services are only available locally. The following is a general set of guidelines to learn about available employment services in your area. Employment services are often designated for specific eligibility groups. Follow up with local contacts to confirm what services they provide and who is eligible.

    Type:
    Article
    Date:
    Feb, 2016