Library & Tools

The SAMHSA SOAR TA Center is proud to debut a new resource guide on practical ways that SOAR can be integrated into the peer-certification process. 

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

Peers have a unique ability to engage with individuals and help people share information about how their conditions affect their ability to function, treatment sources, and collateral sources of evidence. This issue brief developed by the SAMHSA SOAR TA Center explores how peers are a natural fit to help people with the SSI/SSDI application process using SOAR.

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

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.

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

After completing the SOAR Online Course, case workers implementing the SOAR model with SSI/SSDI applications should complete the following steps as part of a standard SOAR workflow. This process is a collaborative effort between the SOAR provider, the Social Security Administration (SSA), and Disability Determination Services (DDS) that enables SOAR case workers to complete the SSI/SSDI application process efficiently and effectively.

Learn more about our upcoming SOAR Leadership Academies!

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.

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.