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Medical Summary Report
New SOAR TA Center Tools
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The Medical Summary Report (MSR) is a SOAR signature tool and key to a successful application. It provides a succinct, comprehensive summary of the applicant's personal and treatment history and its impact on his or her life. It also clearly describes the factors affecting functioning and ability to work. While it is a critical component of a SOAR SSI/SSDI application packet, it can also be the most challenging.
Support is available from the TA Center to both prepare SOAR providers for writing MSRs and to review them prior to submission to SSA. We also have some new tools and resources available on our website to help you write a comprehensive MSR:
SOAR Online Course
Articles in Class 5 of the SOAR Online Course, "The Link to Functioning" have been revised and updated. Take a minute to refresh yourself!
MSR Interview Guide and Template
Formerly known as the MSR Worksheet, this is a two-in-one document. The Interview Guide provides extensive guidance on recommended questions to ask and how to ask them in order to gather the information needed for a comprehensive MSR. The Template provides a starting point and structure for you to begin writing your MSR. Click here to access this useful tool! Remember that you will be submitting the MSR letter to SSA and not the Interview Guide or your worksheet notes.
MSR Samples
MSRs from applications that have been approved have been collected from SOAR providers (identifying information has been changed) so you can read examples of MSRs representing applicants with varying illnesses and conditions.
As always, don't hesitate to reach out to the SOAR TA Center with any questions!
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