Library & Tools

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

If Social Security denied your application for disability benefits, you may request an appeal. Social Security has four appeal levels. This article discusses the Reconsideration and Hearing by Administrative Law Judge levels.

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.

This toolkit combines articles from the SOARWorks website as well as other materials into one comprehensive resource about the Social Security Administration (SSA) appeals process.

This guide presents common post-entitlement events that occur for Supplemental Security Income (SSI) and Social Security Disability Insurance (SSDI) beneficiaries and provides guidance for SOAR-trained case workers to assist SSI/SSDI beneficiaries with navigating these events to maintain eligibility. However, it is not exhaustive. SSI and SSDI post-entitlement events and rules are numerous, oftentimes complex in nature, and specific to a person’s circumstances.

A key component of the SOAR model is developing strong collaborations with the Social Security Administration (SSA) and Disability Determination Services (DDS). The SOAR TA Center has created a guide to help!

On this webinar, held on June 18, 2020, we introduced our updated SOAR Appeals Toolkit and guest speakers offered practice tips on effectively representing SOAR applicants with appeals.

On this webinar, held on Tuesday, August 3, 2021, we took a deep dive into writing effective and culturally aware Medical Summary Reports (MSRs).

On this webinar, held on July 20, 2017, the SOAR TA Center walked through two fantastic tools, loaded with strategies that can be easily replicated for collaborating with SSA and DDS.

On this webinar, held on August 28, 2019, participants learned tips and tools on how to write quality Medical Summary Reports (MSR).