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  • Standard SOAR Process for Completing SSI/SSDI Applications

    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.

    Type:
    Guides
    Date:
    Jul, 2017
  • SSI/SSDI Post-Entitlement Events Guide

    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.

    Type:
    Guides
    Date:
    Jun, 2021
  • SOAR Strategic Planning

    Because SOAR is built on collaborations as well as training, the first step in starting a SOAR program is to bring key stakeholders 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.

    Type:
    Article
    Date:
    May, 2016
  • SOAR Referral Process Workflow Toolkit

    This toolkit will help you to develop a SOAR referral process for your community or agency that helps ensure that potentially eligible individuals are connected with SOAR-trained providers who are available to assist.

    Type:
    Toolkit
    Date:
    May, 2022
  • Implementing State and Local SOAR Initiatives

    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.

    Type:
    Article
    Date:
    Mar, 2022
  • Avoiding and Managing SSI/SSDI Overpayments

    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.

    Type:
    Article
    Date:
    Dec, 2017