Library & Tools

SSA is now evaluating the long-term effects of COVID-19 when determining disability. On April 16, 2021, SSA issued an Emergency Message (EM) with guidance to its employees for evaluating adult disability cases that include an allegation or diagnosis of COVID-19. Here are the key points of the EM as well as tips for SOAR practitioners to effectively represent SSI/SSDI applicants whose functioning is impacted by COVID-19.

Peers have a unique ability to engage with individuals and help people share information about how their conditions affect their ability to function, treatment sources, and collateral sources of evidence. This issue brief developed by the SAMHSA SOAR TA Center explores how peers are a natural fit to help people with the SSI/SSDI application process using SOAR.

This webinar, held on January 22, 2020, explored Step 3 and Step 5 of SSA's Sequential Evaluation process -- the only two steps at which an applicant can be found disabled.

On this webinar, held on August 28, 2019, participants learned tips and tools on how to write quality Medical Summary Reports (MSR).

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.

Here are examples of completed SSA and SOAR Forms using information from a fictitious SSI child applicant.

This graphic provides an overview of how SSA and DDS process disability applications.

Understanding SSA's disability criteria helps the SOAR case manager assess the documentation necessary to support the claim of disability.

After completing the SOAR Online Course, case workers implementing the SOAR model with SSI/SSDI applications should complete the following steps as part of a standard SOAR workflow. This process is a collaborative effort between the SOAR provider, the Social Security Administration (SSA), and Disability Determination Services (DDS) that enables SOAR case workers to complete the SSI/SSDI application process efficiently and effectively.

Learn more about our upcoming SOAR Leadership Academies!