Library & Tools

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

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.

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.

Find up-to-date information on the rates that SSA sets annually.

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

Here are some tools created by the SOAR TA Center that are specific to the child SSI application process.

These are the tools and worksheets created by the SOAR TA Center that can help you in the SSI/SSDI Application process.

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.

This guide provides suggestions for navigating conversations about integrating peer support into SOAR programs.

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.