Library & Tools

The SOAR Recertification Process aims to ensure that case workers who passed the SOAR Online Course more than one year ago but have not yet utilized the SOAR model to assist with SSI/SSDI applications are refreshed on the process. It also offers an opportunity for SOAR practitioners to verify their involvement with and knowledge of SOAR without having to complete the SOAR Online Course multiple times or on a yearly basis.

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

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

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

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.

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.

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.

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