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  • SOAR Tools and Worksheets

    These are the tools and worksheets created by the SOAR TA Center that can help you in the SSI/SSDI Application process.

    Type:
    Guides
    Date:
    Mar, 2024
  • SOAR Supervision Checklist

    SOAR (SSI/SSDI Outreach, Access, and Recovery) case workers assist eligible individuals who are experiencing or at risk of homelessness and have a serious mental illness, medical impairment, and/or a co-occurring substance use disorder to apply for Social Security Disability benefits. Due to the unique nature of the position, the following are helpful suggestions and reminders when supervising SOAR case workers.

    Type:
    Article
    Date:
    Mar, 2024
  • SOAR Succession Planning

    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.

    Type:
    Article
    Date:
    Mar, 2024
  • Interviewing Deaf and Hard of Hearing Individuals for the MSR

    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.

    Type:
    Guides
    Date:
    Jul, 2022
  • SOAR Eligibility Decision Tree

    This decision tree will help caseworkers determine whether they should complete a SOAR-assisted SSI/SSDI application for an individual with whom they are working.

    Type:
    Infographic
    Date:
    Jun, 2022
  • Creating a my Social Security Account for Applicants

    When assisting an individual with completing and electronically signing an Online Disability Benefit Application the applicant will need to create a my Social Security account. The SAMHSA SOAR TA Center has developed guidance for SOAR providers.

    Type:
    Guides
    Date:
    Mar, 2022
  • SSA Annual Updates

    Find up-to-date information on the rates that SSA sets annually.

    Type:
    Article
    Date:
    Mar, 2022