Library & Tools

This issue brief, developed by the SAMHSA SOAR TA Center, provides strategies for forming partnerships, examples, and a sample agreement to help hospitals and community programs create collaborations that are mutually beneficial.

Completing the SSA-827 allows SOAR case managers to obtain the applicant’s medical records, in order to verify that they meet the medical eligibility criteria for SSI/SSDI.

Here are some frequently asked questions regarding HIPAA concerns when collecting and releasing medical records.

The National Organization of Social Security Claims Representatives (NOSSCR) has compiled a list of the state statutes and regulations regarding the collection of fees for medical records.

In the process of collecting medical evidence, the DDS examiner may decide that there is insufficient information to make a determination about disability. In this case, the DDS examiner can request an evaluation from an outside source called a Consultative Exam (CE).

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.

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.

The CE report should show not only the individual’s symptoms, laboratory findings (psychological test results), and diagnosis but also the effect of the mental disorder on the individual’s ability to function in personal, social, and occupational situations.

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.

This webinar, held on May 13, 2015, provided the background, tips and tools necessary to implement consumer/peer initiatives within SOAR programs to increase service capacity.