Library & Tools

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

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

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.

SOAR programs must consider how implicit biases may contribute to disparities in how SOAR services are accessed by and delivered to diverse groups. From hiring and supporting staff to identifying eligible SOAR applicants to writing a Medical Summary Report (MSR), there are many ways to encourage diversity, equity, and inclusion in SSI/SSDI application assistance while creating work environments where SOAR providers can thrive.

This webinar, held on March 8, 2023, spotlighted successful collaborations between SOAR practitioners and medical providers.

On this webinar, held on May 24, 2022, we discussed implementing a referral process to ensure equitable access to SOAR services.

On this webinar, held on May 25, 2021, the SAMHSA SOAR TA Center addressed barriers to equity in SOAR implementation and presented strategies to overcome them.

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

On this webinar, held on Tuesday, August 3, 2021, we took a deep dive into writing effective and culturally aware Medical Summary Reports (MSRs).

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.