Library & Tools

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

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.

Once the Request for Hearing has been processed at OHO, both the representative and applicant will receive a notice indicating the case has been successfully transferred to the court’s Master Docket, where cases are screened. At this stage, representatives can request a Prehearing Case Review or an On-the-Record (OTR) review to avoid the need for a hearing. If the OHO office is not able to grant these requests, the applicant retains the right to a hearing. A request for an expedited hearing due to dire need can also be submitted.

The Social Security Administration now offers a video option for Administrative Law Judge appeal hearings.

Read our Q&A with a SOAR case worker from New York who has an appeals success story!

Appointed Representatives assisting with ALJ hearings and Appeals Council level cases can obtain online access to applicants’ electronic folders by enrolling in Appointed Representative Services (ARS). There are also benefits to enrolling in ARS, even if you only assist with initial claims.

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).

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.

National Recovery Month is observed every September to educate the public about mental health and substance use disorders and to celebrate the gains accomplished by individuals in recovery. In celebration, the SAMHSA SOAR TA Center extends thanks and appreciation to the 250+ SOAR-trained case workers who identify as “peers.”

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.