Library & Tools

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.

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

A key component of the SOAR model is developing strong collaborations with the Social Security Administration (SSA) and Disability Determination Services (DDS). The SOAR TA Center has created a guide to help!

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.

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