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  • SOAR Strategic Planning

    Because SOAR is built on collaborations as well as training, the first step in starting a SOAR program is to bring key stakeholders together to agree upon and establish a SOAR Process and create a SOAR action plan. The SAMHSA SOAR TA Center can assist you every step of the way.

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  • Interviewing for the MSR

    One of the most important tasks for you to accomplish is to make the link between diagnosis and functional impairment so that DDS can fully understand the applicant’s disability. This article discusses how to ask questions that elicit the information you will use to write your Medical Summary Report (MSR).

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  • 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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  • 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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  • Linking Functional Information to Diagnosis and Impairment

    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.

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  • 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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  • 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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  • DEI Resources Overview

    The following resources have been created and/or revised to provide guidance and action steps that SOAR providers can implement in SOAR service delivery as well as resources that supervisors are encouraged to use to support them.

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  • Implementing State and Local SOAR Initiatives

    State and Local Leads spearhead and coordinate the implementation of SOAR initiatives. These leaders identify and engage stakeholders to participate in steering committees whose goal is to create and implement a SOAR action plan and process for adult SSI/SSDI and/or child SSI application submission. These committees meet regularly to collaborate, report on progress, and troubleshoot challenges.

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