Library & Tools

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

The Medical Summary Report (MSR) is SOAR’s signature tool and key to a successful application. It provides a succinct, comprehensive summary of the applicant’s personal and treatment history and its impact on his or her life. It also clearly describes the factors affecting functioning and ability to work.

The Social Security Administration (SSA) may ask the applicant to complete an SSA-821 Work Activity Report if he/she continued to work after the alleged date of onset. This article provides additional information and tips for assisting applicants with this form. 

SOAR extends beyond accessing SSI/SSDI and also encourages employment as a means to increase individual income and further promote recovery. This issue brief explores Individual Placement and Support (IPS), a model of supported employment that has been developed over the past 25 years specifically for people who have behavioral health needs.

On this webinar, held on August 28, 2019, participants learned tips and tools on how to write quality Medical Summary Reports (MSR).

On this webinar, held on October 29, 2020, we discussed SSA Work Incentives and other employment resources, busted some myths surrounding working while applying for and receiving benefits, and presented an updated issue brief from the SAMHSA SOAR TA Center.

On this webinar, held on Tuesday, August 3, 2021, we took a deep dive into writing effective and culturally aware Medical Summary Reports (MSRs).

On this webinar, held on Tuesday, October 26, 2021, experts in Individualized Placement and Support (IPS) and benefits planning shared how SOAR providers can help SSI/SSDI beneficiaries to access these services.

This infographic illustrates the importance of work as a step in the recovery process and how SOAR can help.

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.