Library & Tools

This issue brief, developed by the SAMHSA SOAR TA Center, explores how SOAR collaborates with SSA and DDS, what roles each plays in a successful partnership, and the benefits to SSA and DDS of collaborating with state and local SOAR programs.

Completing the SSA-827 allows SOAR case managers to obtain the applicant’s medical records, in order to verify that they meet the medical eligibility criteria for SSI/SSDI.

Here are some frequently asked questions regarding HIPAA concerns when collecting and releasing medical records.

The National Organization of Social Security Claims Representatives (NOSSCR) has compiled a list of the state statutes and regulations regarding the collection of fees for medical records.

In the process of collecting medical evidence, the DDS examiner may decide that there is insufficient information to make a determination about disability. In this case, the DDS examiner can request an evaluation from an outside source called a Consultative Exam (CE).

When assisting an individual with completing and electronically signing an Online Disability Benefit Application the applicant will need to create a my Social Security account. The SAMHSA SOAR TA Center has developed guidance for SOAR providers.

Here is some guidance from the SAMHSA SOAR TA Center and the Social Security Administration for gathering information about and documenting Long COVID for SSI/SSDI applications.

Here are five practical tips that may help SOAR providers establish stronger and more successful working relationships with their state DDS.

The CE report should show not only the individual’s symptoms, laboratory findings (psychological test results), and diagnosis but also the effect of the mental disorder on the individual’s ability to function in personal, social, and occupational situations.

Individuals who receive disability benefits through the Social Security Administration’s (SSA) Supplemental Security Income (SSI) and Social Security Disability Insurance (SSDI) programs may combine their benefits with employment income. Self-employment or “gig work” may be an opportunity to maximize income for individuals who prefer a less formal, more flexible, and individualized employment option.