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After completing the SOAR Online Course: Adult Curriculum, case workers assisting adult SSI/SSDI applicants should complete the following steps as part of a standard SOAR workflow. In many states and communities, there is an established SOAR Process for the submission and processing of SOAR-assisted SSI/SSDI applications. In other areas, the Social Security Administration (SSA) and Disability Determination Services (DDS) may not yet know about the SOAR initiative. Either way, case workers can use the SOAR model to submit quality and complete SSI/SSDI applications efficiently and effectively.
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.
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.
This webinar, held on August 23, 2023, addressed the concept of “materiality” and how to demonstrate to DDS that past or ongoing substance use is not material to a finding of disability
Words are powerful, and the words we choose impact understanding, interpretation, and ultimately, the outcomes of disability applications. By carefully choosing our words, we convey respect for the applicant’s experience and their intrinsic value as people first.
Here is some guidance from the SAMHSA SOAR TA Center and the Social Security Administration for gathering information about and documenting Long COVID for SSI/SSDI applications.
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.
Understanding the Social Security Administration’s evaluation criteria for SSI/SSDI applications involving co-occurring disorders is critical to providing effective representation.