Library & Tools

Here is some helpful information if you are having trouble filling out and saving the SSA forms for the SOAR Online Course.

What do medical providers need to know about SOAR and the Medical Summary Report?

Throughout the SOAR Online Course there are several videos for you to view. Here are a few options for viewing these videos, as well as some troubleshooting tips.

Tracking SOAR outcomes is a critical way to document successes and to target technical assistance needs. Using the SOAR Online Application Tracking (OAT) program, case workers can easily enter application outcome data and generate reports to use for local sustainability efforts.

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.

This guide presents common post-entitlement events that occur for Supplemental Security Income (SSI) and Social Security Disability Insurance (SSDI) beneficiaries and provides guidance for SOAR-trained case workers to assist SSI/SSDI beneficiaries with navigating these events to maintain eligibility. However, it is not exhaustive. SSI and SSDI post-entitlement events and rules are numerous, oftentimes complex in nature, and specific to a person’s circumstances.

Highlighted below are some of the ways peers from around the country have incorporated their lived expertise into their SOAR work.

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

On this webinar, held on January 25, 2022, panelists shared best practice examples on how they have incorporated their lived expertise into their SOAR work.

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