Library & Tools

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.

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.

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

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

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

This decision tree will help caseworkers determine whether they should complete a SOAR-assisted SSI/SSDI application for an individual with whom they are working.

This guidance document is a supplement to the Medical Summary Report Interview Guide and Template. It provides important considerations when working with individuals who are Deaf and hard of hearing. It includes helpful information about hearing loss, Deaf culture, and important accommodations. Finally, it includes sample questions that may be helpful in your interview.

This webinar, held on March 8, 2023, spotlighted successful collaborations between SOAR practitioners and medical providers.

Here is some guidance from the SAMHSA SOAR TA Center and the Social Security Administration for gathering information about and documenting Long COVID for SSI/SSDI applications.