References & Resources

A curated library of guides, tools, and templates practitioners can use to navigate disability benefits, health coverage, and income supports.

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  • Article What Medical Providers Need to Know About SSI/SSDI Outreach, Access, and Recovery (SOAR)

    A quick primer for medical providers on how SOAR works, what a Medical Summary Report is, and the role acceptable medical sources play in supporting SSI/SSDI applications.

    Focus
    People with Disabilities; Provider / Workforce Audience: Clinicians
    Topic
    Benefits Access & Coordination: SSI/SSDI Applications and Appeals, SSI/SSDI Outreach, Access, and Recovery (SOAR)
    Language
    English
  • Article SSI/SSDI Post-Entitlement Events Guide

    This guide presents common post-entitlement events that occur for Supplemental Security Income (SSI) and Social Security Disability Insurance (SSDI) beneficiaries and provides guidance for SOAR-trained case workers to assist SSI/SSDI beneficiaries with navigating these events to maintain eligibility. However, it is not exhaustive. SSI and SSDI post-entitlement events and rules are numerous...

    Topic
    Benefits Access & Coordination: SSI/SSDI Applications and Appeals, SSI/SSDI Outreach, Access, and Recovery (SOAR), Benefits Optimization / Coordination
    Language
    English