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  • The Listings and Mental Illness

    The Listings are SSA’s categorized lists of illnesses and conditions and the specific severity criteria – symptoms, duration, and impairments – of each illness/condition that must be met for a person to be considered disabled by the illness/condition. It is helpful for case managers to become familiar with these requirements.

    Type:
    Article
    Date:
    Jan, 2017
  • SSI/SSDI and Employment: A Brief Overview of SSA Work Incentives

    Case managers are encouraged to support individuals to pursue their vocational goals, both before and after applying for SSI/SSDI. This overview will briefly discuss how the Social Security Administration (SSA) views the work activity of an SSI/SSDI applicant, and the many work incentives available to beneficiaries.

    Type:
    Article
    Date:
    Dec, 2017
  • SOAR Critical Component: The Medical Summary Report

    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.

    Type:
    Article
    Date:
    Jan, 2019
  • SOAR and Homeless Veterans’ Reintegration Program (HVRP)

    Connecting Veterans with Social Security Administration (SSA) disability benefits is a critical step to increasing income stability for Veterans and their families, particularly for those Veterans whose work activity is limited by disabling conditions. The SOAR model helps individuals obtain SSA disability benefits while they are pursuing their vocational goals through the HVRP Program.

    Type:
    Article
    Date:
    Dec, 2017
  • SOAR and Employment for SSI/SSDI Beneficiaries

    This issue brief, developed by the SAMHSA SOAR TA Center, describes: the misconceptions about employment and loss of disability benefits; how earned income from employment affects SSI/SSDI benefits and Medicare/Medicaid coverage; the employment resources and work incentives offered by SSA to current SSI/SSDI beneficiaries; and the role SOAR programs can play in connecting individuals to employment resources.

    Type:
    Issue Brief
    Date:
    Jul, 2013
  • Sample Medical Summary Reports

    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.

    Type:
    Article
    Date:
    Jan, 2017
  • Sample Functional Descriptions

    This article provides example descriptions for the areas of mental functioning. The “effective” functional descriptions clearly link the symptoms of the applicant’s illness with their limitations.

    Type:
    Article
    Date:
    Jan, 2017
  • New VA Tool Helps Maximize Income

    Released by U.S. Department of Veterans Affairs (VA) in July 2018, and updated in 2023, this tool helps demonstrate how income from employment and/or VA disability benefits will affect Supplemental Security Income (SSI) or Social Security Disability Insurance (SSDI).

    Type:
    Article
    Date:
    Jul, 2018
  • Linking Functional Information to Diagnosis and Impairment

    For applicants with mental disorders, DDS examiners look at a person’s ability to function in four primary areas. Your responsibility is to describe the functioning of the individual in as much detail as possible and to document how the person’s illness impairs his or her ability to function and maintain employment at a substantial gainful level.

    Type:
    Article
    Date:
    Jan, 2017