Library & Tools

Tracking SOAR outcomes is a critical way to document successes and to target technical assistance needs. Using the SOAR Online Application Tracking (OAT) program, case workers can easily enter application outcome data and generate reports to use for local sustainability efforts.

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

Staff turnover while there are pending disability applications can confuse and concern the applicant, the Social Security Administration (SSA), and Disability Determination Services (DDS). This checklist helps agencies effectively transfer applications to a new SOAR case worker, resulting in a frustration-free experience for all.

Here are some FAQs about Continuing Disability Reviews (CDR).

SSI/SSDI overpayments may cause undue hardship for beneficiaries who are experiencing or at-risk for homelessness. This article provides tips for avoiding overpayments and steps to follow in the overpayment appeal/waiver process.

Learn more about the impact of Unemployment Insurance and Economic Impact (Stimulus) Payments on SSI/SSDI benefits.

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.

After completing the SOAR Online Course, case workers implementing the SOAR model with SSI/SSDI applications should complete the following steps as part of a standard SOAR workflow. This process is a collaborative effort between the SOAR provider, the Social Security Administration (SSA), and Disability Determination Services (DDS) that enables SOAR case workers to complete the SSI/SSDI application process efficiently and effectively.

Because SOAR is built on collaborations as well as training, the first step in starting a SOAR program is to bring key community partners together to agree upon and establish a SOAR Process and create a SOAR action plan. The SAMHSA SOAR TA Center can assist you every step of the way.

State and Local Leads spearhead and coordinate the implementation of SOAR initiatives. These leaders identify and engage stakeholders to participate in steering committees whose goal is to create and implement a SOAR action plan and process for adult SSI/SSDI and/or child SSI application submission. These committees meet regularly to collaborate, report on progress, and troubleshoot challenges.