Library & Tools

The SOAR TA Center has released the outcomes of SSI/SSDI applications submitted using the SOAR process from 2006 through June 30, 2023.

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 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.

The SAMHSA SOAR TA Center has created a toolkit to provide helpful suggestions and key considerations when hiring and supervising SOAR case workers.

When employers recognize the value of SOAR case workers and coordinators by offering them equitable salaries, the benefits go beyond the individual case worker.

Is your agency looking to hire a SOAR Benefits Specialist?  Take a look at this Sample Job Description!

SOAR programs must consider how implicit biases may contribute to disparities in how SOAR services are accessed by and delivered to diverse groups. From hiring and supporting staff to identifying eligible SOAR applicants to writing a Medical Summary Report (MSR), there are many ways to encourage diversity, equity, and inclusion in SSI/SSDI application assistance while creating work environments where SOAR providers can thrive.