Library & Tools

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

The following stories were submitted with permission to the SOAR Technical Assistance Center in response to a call for examples of how Social Security disability benefits have changed the lives of people who were experiencing or at risk for homelessness.

SOAR TA Center Director, Kristin Lupfer, was featured on this webinar presented by HUD's Office of Special Needs Assistance (SNAPs) and Office of HIV/AIDS Housing (OHH).

Both SSA disability programs have health insurance programs associated with them. For SSI it is Medicaid; for SSDI it is Medicare which begins two years after the date of eligibility. Establishing eligibility for SSI or SSDI can be key to connecting with Medicaid or Medicare health insurance. 

Recipients of SSDI are eligible for Medicare two years after their SSDI eligibility began. This article provides an overview of programs that can assist individuals with the expenses associated with Medicare, such as premiums, deductibles, and co-pays.

An evaluation of the SOAR model concluded that better outcomes were achieved when providers used the SOAR model to complete SSI/SSDI applications.

One of the most important tasks for you to accomplish is to make the link between diagnosis and functional impairment so that DDS can fully understand the applicant’s disability. This article discusses how to ask questions that elicit the information you will use to write your Medical Summary Report (MSR).

We’ve gathered examples of well-written, successful Medical Summary Reports (MSRs) from SOAR providers across the country for the SOAR community to use as extra guidance.

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

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.