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.

Understanding SSA's disability criteria helps the SOAR case manager assess the documentation necessary to support the claim of disability.

The SOAR TA Center encourages the use of a great service offered by the Social Security Administration, my Social Security

The Social Security Administration (SSA) sends out automatic letters to applicants during the SSI/SSDI application process. To prevent unnecessary distress for applicants, we recommend letting applicants know that they may receive these notices shortly after applying.

There are two SSA disability programs: Supplemental Security Income (SSI) and Social Security Disability Insurance (SSDI). People often confuse them. Both programs are federally funded and administered by the Social Security Administration.

Projects for Assistance in Transition from Homelessness (PATH) and SOAR are two key programs administered by the Substance Abuse and Mental Health Services Administration (SAMHSA) that work together to end homelessness. Both programs serve adults who have serious mental illnesses and/or co-occurring substance use disorders who are experiencing or at risk for homelessness and assist them in gaining income and housing stability.

April is National Social Security Month! In 2021, we honored Mike Nolan, one of the SOAR initiative’s longest-standing supporters at the Social Security Administration (SSA).

We’ve gathered examples of well-written, successful Medical Summary Reports (MSRs) from SOAR providers across the country for the SOAR community to use as extra guidance.

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

Here are examples of completed SSA and SOAR Forms using information from a fictitious SSI child applicant.