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  • Tracking SOAR Outcomes

    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.

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    Article
    Key Resource
    Yes
  • 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.

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    Article
    Key Resource
    Yes
  • Linking Functional Information to Diagnosis and Impairment

    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.

    Type
    Article
    Key Resource
    Yes
  • SOAR Succession Planning

    Staff turnover while there are pending disability applications can confuse and concern the applicant, the Social Security Administration (SSA), and Disability Determination Services (DDS). This checklist helps agencies effectively transfer applications to a new SOAR case worker, resulting in a frustration-free experience for all.

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    Article
  • 2023 National SOAR Outcomes

    The SOAR TA Center has released the outcomes of SSI/SSDI applications submitted using the SOAR process from 2006 through June 30, 2023.

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    Article
  • National Recovery Month

    National Recovery Month is observed every September to educate the public about mental health and substance use disorders and to celebrate the gains accomplished by individuals in recovery. In celebration, the SAMHSA SOAR TA Center extends thanks and appreciation to the 250+ SOAR-trained case workers who identify as “peers.”

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    Article
  • Spotlight on Peer Support Workers

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

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    Article
  • 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.

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    Article
  • Adapt or Manage Oneself

    Adapting and managing oneself refers to the abilities to regulate emotions, control behavior, and maintain well-being in a work setting. This article contains key criteria that DDS will assess, tips on gathering information, and examples of functional descriptions.

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    Article
  • Concentrate, Persist, or Maintain Pace

    This area of mental functioning refers to the abilities to focus attention on work activities and stay on task at a sustained rate. This article contains key criteria that DDS will assess, tips on gathering information, and examples of functional descriptions.

    Type
    Article