Library & Tools

The Social Security Administration (SSA) sends out automatic letters to applicants during the SSI/SSDI application process. To prevent unnecessary distress for applicants, we recommend letting applicants know that they may receive these notices shortly after applying.

There are two SSA disability programs: Supplemental Security Income (SSI) and Social Security Disability Insurance (SSDI). People often confuse them. Both programs are federally funded and administered by the Social Security Administration.

April is National Social Security Month! In 2021, we honored Mike Nolan, one of the SOAR initiative’s longest-standing supporters at the Social Security Administration (SSA).

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.

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.

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

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

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.

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.