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  • Interviewing Deaf and Hard of Hearing Individuals for the MSR

    This guidance document is a supplement to the Medical Summary Report Interview Guide and Template. It provides important considerations when working with individuals who are Deaf and hard of hearing. It includes helpful information about hearing loss, Deaf culture, and important accommodations. Finally, it includes sample questions that may be helpful in your interview.

    Type:
    Guides
    Date:
    Jul, 2022
  • 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
  • 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
  • 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
  • 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
  • SOAR Collaboration with SSA’s Office of Hearings Operations (OHO)

    This article explains how you can promote SOAR with your Social Security Administration (SSA) Office of Hearings Operations (OHO) office to help ease their backlog and workload issues, while at the same time, improving access to expedited decisions for SOAR applicants.

    Type:
    Article
    Date:
    Sep, 2019
  • SOAR Eligibility Decision Tree

    This decision tree will help caseworkers determine whether they should complete a SOAR-assisted SSI/SSDI application for an individual with whom they are working.

    Type:
    Infographic
    Date:
    Jun, 2022
  • SOAR Tools and Worksheets

    These are the tools and worksheets created by the SOAR TA Center that can help you in the SSI/SSDI Application process.

    Type:
    Guides
    Date:
    Mar, 2024