Library & Tools

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.

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 examples of completed SSA and SOAR Forms using information from a fictitious SSI/SSDI applicant.

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.

Increasing income through employment and Social Security disability benefits is critical for maintaining housing stability. However, for individuals utilizing housing vouchers, fear of losing their vouchers often prevents them from exploring employment. To encourage work, the U.S. Department of Housing and Urban Development (HUD) has numerous incentives to protect those returning to work from immediate rent increases and voucher loss.

This webinar, held on April 17, 2024, explored the intersection of SOAR and Permanent Supportive Housing (PSH) programs.

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

Here is guidance on assisting beneficiaries with completing the SSA-455: Disability Update Report.

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.