Library & Tools

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.

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.

What do medical providers need to know about SOAR and the Medical Summary Report?

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.

SOAR seeks to increase access to Social Security Administration (SSA) disability benefits for people who are experiencing or at risk of homelessness. To achieve this goal, collaborations with SSA and the Disability Determination Services (DDS) are absolutely essential. SOAR can provide invaluable assistance to both SSA and DDS and, similarly, SSA and DDS can help to streamline the process for SOAR providers and for the applicants they both serve.