Library & Tools

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.

SOAR programs must consider how implicit biases may contribute to disparities in how SOAR services are accessed by and delivered to diverse groups. From hiring and supporting staff to identifying eligible SOAR applicants to writing a Medical Summary Report (MSR), there are many ways to encourage diversity, equity, and inclusion in SSI/SSDI application assistance while creating work environments where SOAR providers can thrive.

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.

The SOAR Employment Conversation Guide is an excellent tool that can help caseworkers begin those tough, but important conversations about work.

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

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

Here are some tools created by the SOAR TA Center that are specific to the child SSI application process.

This webinar, held on March 8, 2023, spotlighted successful collaborations between SOAR practitioners and medical providers.

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.

On this webinar, held on May 24, 2022, we discussed implementing a referral process to ensure equitable access to SOAR services.