Library & Tools

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.

This page contains documents and information related to the CABHI: SOAR and IPS Learning Community and Pilot, which was held from 2016-2017.

This issue brief, developed by the SAMHSA SOAR TA Center, provides strategies for forming partnerships, examples, and a sample agreement to help hospitals and community programs create collaborations that are mutually beneficial.

Completing the SSA-827 allows SOAR case managers to obtain the applicant’s medical records, in order to verify that they meet the medical eligibility criteria for SSI/SSDI.

Here are some frequently asked questions regarding HIPAA concerns when collecting and releasing medical records.

The National Organization of Social Security Claims Representatives (NOSSCR) has compiled a list of the state statutes and regulations regarding the collection of fees for medical records.

In the process of collecting medical evidence, the DDS examiner may decide that there is insufficient information to make a determination about disability. In this case, the DDS examiner can request an evaluation from an outside source called a Consultative Exam (CE).

The CE report should show not only the individual’s symptoms, laboratory findings (psychological test results), and diagnosis but also the effect of the mental disorder on the individual’s ability to function in personal, social, and occupational situations.

Many employment services are federal programs that are available in most cities and some rural areas. Other services are only available locally. The following is a general set of guidelines to learn about available employment services in your area. Employment services are often designated for specific eligibility groups. Follow up with local contacts to confirm what services they provide and who is eligible.

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.