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  • 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
  • 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
  • SSA and DDS Collaboration Tools

    A key component of the SOAR model is developing strong collaborations with the Social Security Administration (SSA) and Disability Determination Services (DDS). The SOAR TA Center has created a guide to help!

    Type:
    Guides
    Date:
    Mar, 2018
  • 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 Collaboration with SSA’s Office of Hearings Operations (OHO)

    This article explains how you can promote SOAR with your Social Security Administration (SSA) Office of Hearings Operations (OHO) office to help ease their backlog and workload issues, while at the same time, improving access to expedited decisions for SOAR applicants.

    Type:
    Article
    Date:
    Sep, 2019