This shared Drive is for NC SOAR-trained providers to locate the appropriate contact information for SSA and DDS, as well as other sensitive information. 

NC SOAR Caseworker Shared Drive

SOAR Application Process Flowchart

SOAR Case Processing Flowchart

SOAR Reconsideration Process Flowchart

2019 NC SOAR Packet

Interview Guide and Template

Application Tracking Worksheet

Medical Records Request Tracking Worksheet

Medical Information for SSI/SSDI

SSI Benefits and Work Worksheet

SSI & SSDI Non-Medical Documentation Checklist

Medical Summary Report Scorecard: The Medical Summary Report (MSR) is at the heart of the SOAR model. NCCEH created the Medical Summary Report Scorecard so that SOAR caseworkers can review their own work to see if they are writing Medical Summary Reports as trained. The MSR Scorecard is also used to review MSRs for the SOAR Caseworker Certification process.

SOAR Application Quality Review Checklist

The Social Security Blue Book, or Disability Evaluation Under Social Security, provides physicians and other professionals with an overview of the disability programs administered by the Social Security Administration. Listings in the Blue Book outline medical and mental health conditions and criteria that Disability Determination Services uses to evaluate if applicants are disabled.

To find the Adult listings, you can follow this link to the Social Security website. To see a more detailed description of mental health listings, check out this slide presentation with details about the mental health listings.

With limited time and resources, it is important that SOAR caseworkers focus their efforts on helping those who are most clearly and obviously disabled. These “who to help” decisions can often be difficult. Use these referral and screening tools to assess client disability and the likelihood of benefits acquisition:

• SOAR Referral Tool for Identifying Potential Applicants
• SOAR Screening Tool for Individuals with Co-Occurring Disorders
• Scoring for SOAR Screening Tool for Individuals with Co-Occurring Disorders

SOAR caseworkers can be effective advocates for individuals who have already submitted an application for SSI/SSDI benefits or have recently had an application for benefits denied. To find out more about how a SOAR caseworker can assist applicants with pending cases or appeals, check out these resources:

• Tips for Pending Cases and Appeals: This document explains how SOAR caseworkers can advocate at any level of the application process.
• SOAR Representation for Appeals: This issue brief from the national SOAR program takes an in-depth look at the appeals process and how SOAR caseworkers can advocate at each level.

• SSA-1696 (Appointment of a Representative)
• 2024 SSA Benefit Amounts
• SSA-8000
• Blue Book (Listing of Disabilities)

In order to help NC SOAR caseworkers find medical records for their applicants, we have created a Medical Records Database of current contact information for medical records departments of clinics and hospitals in NC and other states.

The Medical Records Database also includes contact information for NC LME/MCOs that manage mental health, substance abuse, and developmental disorder services for their designated counties. If you have information that you would like to be added to the list, please contact us.

A SOAR caseworker also shared her own listing of how to obtain medical records from dozens of offices in Central NC. You can find that information here.

NC SOAR caseworkers wear many hats in the community! One very important role is to educate medical and mental health providers about the SSI/SSDI process and work with them to complete SOAR Medical Summary Reports. However, many myths about SSI/SSDI still exist in the community and the medical field.

In January 2017, SSA published its final rule on changes to how medical evidence will be evaluated. The final rule expands the list of acceptable medical sources to include nurse practitioners, physician assistants, and audiologists for cases filed after March 27, 2017. For SOAR caseworkers, this means that a treating doctor, nurse practitioner, or physician assistant can co-sign a Medical Summary Report to have it counted as a medical opinion.

NC SOAR now has a document to help outreach to medical practitioners in the community! Please use this document to explain the SSI/SSDI process, the physician’s role in the process, and how SOAR applications are different than business as usual.

SOAR caseworkers often need information and records from prison systems to complete applications. Knowledge about previous incarcerations, infractions for behavior in prison, and treatment for medical and mental health issues is useful for SOAR caseworkers as they develop an application. Documentation from prisons can be used to highlight functioning difficulties, the duration of medical and mental health conditions, and the applicant’s functioning and symptoms while sober.

If you only need verification of time in NC State custody and release (usually for reinstatement of benefits after incarceration), please see instructions and contact here.

If you need to request records from the North Carolina or Federal prison systems, go here. If you have questions, please contact us.

Thank you to everyone who could join us for the 12th Annual SOAR Caseworker Meeting, held on October 4, 2024! Visit the SOAR Shared Drive to view the meeting materials.

To view materials from previous annual meetings, please email soar@ncceh.org. 

Just like the SSI/SSDI process, many myths surround HIPAA regulations. SOAR caseworkers often encounter these myths while gathering medical records from previous treatment providers to strengthen SSI/SSDI applications.

If you submit both your agency’s Release of Information and the SSA-827 release to a medical records department, you are able to receive records and pass them on to SSA and DDS. This is called a “Compound Authorization” under HIPAA regulations and can be found in Title 45 Part 164 Section 164.508.

For more answers to frequently asked questions about HIPAA and gathering medical evidence, check out these resources from the national SOAR program.

Once someone is approved for benefits and begins the road to recovery, going back to work can play a key role. However, many myths and questions keep beneficiaries from looking for employment. The VA created a Benefits Calculator to assist veterans and other beneficiaries in understanding estimating how beneficiaries can combine disability benefits, other benefit programs, and employment. Caseworkers can use this Excel tool to show beneficiaries how employment and benefits are possible and how their benefits would be impacted by earned income.