Library & Tools

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

The first area of mental functioning – Understand, Remember, or Apply Information – focuses on the abilities to learn, recall, and use information to perform work activities. This article contains key criteria that DDS will assess, tips on gathering information, and examples of functional descriptions.

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.

How does the SOAR application process differ from the conventional application process? Let's see how implementing SOAR critical components helps the disability determination process move more smoothly and quickly.

The SOAR model for completing SSI/SSDI applications utilizes five critical components that significantly increase the likelihood of an approval for those who are eligible.

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.

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.

After completing the SOAR Online Course: Child Curriculum, case workers assisting child SSI applicants 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 application process efficiently and effectively.

This toolkit, updated and re-released in August 2019, contains extensive resources on how to integrate the SOAR model into community planning efforts, for serving both Veterans and non-Veterans.

The Social Security Administration's (SSA) Online Services can be used by representatives (such as SOAR providers) to efficiently communicate with, acquire information from, and send information to SSA. This guide describes who is eligible, how to obtain access, and the key uses for each online service. If you have questions, please contact your SOAR TA Center Liaison.