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
  • Article Best Practices for Collaborating with SSA and DDS

    SOAR seeks to increase access to Social Security Administration (SSA) disability benefits for people who are homeless 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...

    Topic
    Benefits Access & Coordination: SSI/SSDI Applications and Appeals
    Language
    English
  • Article About the Model: SOAR

    SSI/SSDI Outreach, Access, and Recovery (SOAR) is a model designed to increase access to disability income benefits for individuals who are homeless or at risk of homelessness.

    Focus
    People with Disabilities: Physical Disabilities, Intellectual and Developmental Disabilities, Brain Injuries
    Topic
    Benefits Access & Coordination: SSI/SSDI Applications and Appeals
    Language
    English
  • Article Medical Information and SSA Disability Criteria

    Understanding SSA's disability criteria helps the SOAR case manager assess the documentation necessary to support the claim of disability.

    Topic
    Benefits Access & Coordination: SSI/SSDI Applications and Appeals
    Language
    English