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SOAR seeks to increase access to Social Security Administration (SSA) disability benefits for people who are experiencing or at risk of homelessness. To achieve this goal, collaborations with SSA and the Disability Determination Services (DDS) are absolutely essential. SOAR can provide invaluable assistance to both SSA and DDS and, similarly, SSA and DDS can help to streamline the process for SOAR providers and for the applicants they both serve.

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 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.

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).

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.

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.

This article explains how you can promote SOAR with your Social Security Administration (SSA) Office of Hearings Operations (OHO) office to help ease their backlog and workload issues, while at the same time, improving access to expedited decisions for SOAR applicants.