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  • The Listings and Mental Illness

    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.

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    Article
  • SSI/SSDI Post-Entitlement Events Guide

    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. 

    Type:
    Guides
  • SOAR Critical Component: The Medical Summary Report

    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.

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    Article
  • Sample Medical Summary Reports

    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.

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    Article
  • Sample Functional Descriptions

    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.

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    Article