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SOAR Intake (first 30 days)

  1. Within first 14 days of receipt of case, reach out to client (or case mgr if they have one) to schedule intake interview.
    1. Intake should take 30-60 min, either via zoom or in person
  2. See HAP’s SOAR Intake Interview Guide for a sense of what to cover
  3. Prior to/during/immediately following intake, have the client sign (NOT DATE) the following:
    1. HAP Representation Agreement
    2. SSA-1696
    3. SOAR Consent
    4. SSA-827
    5. SSA-8000 signature page
    6. SSA-16 signature page
    7. All pertinent medical treatment releases
  4. Send signed copy of HAP Rep Agreement and Intake Form (top half, no signature needed) to HAP supervisor so we can open the case in our system

Requesting Treatment Records (ASAP after intake)

  1. Providers have 30 days to release records from the time request is received.
  2. Many have their own release and process for requesting records. Contact them directly and/or refer to HAP’s Medical Provider Spreadsheet.
  3. And log in to see our directory of medical releases (email Patrick McNeil for login info: [email protected]). We probably have the one(s) you need!
  4. It’s good practice to follow up with a phone call a week or two after you send the request to confirm it’s received and being processed.

File SOAR Consent and 1696 (end of month of intake)

  1. Email signed SOAR Consent and SSA-1696 to our contact at the local SSA field office, Ms. Yeung: [email protected].
  2. We do this to preserve benefits for client as early as possible. Once date is preserved, the clock is ticking: you have 60 days to file the claim.

Build the Case (30-60(ish) days from intake)

  1. Review incoming treatment records with an eye toward functional limitations.
  2. Function letter: should be sourced in interactions AND evidence found in treatment records. Make sure to review our Function Letter Guidelines and Sample Function Letter.
    1. If a case manager is involved, they may be able/willing to write a letter as well.
  3. Complete Adult Function Report (SSA-3373). This should be completed with the client, often over the phone. Answers should be in their words in quotation marks, but do provide context either in parentheses or in the comments.

File the Claim (within 60 days of emailing Ms. Yeung)

  1. Complete ISBA and Internet Disability Report (use 19102 as client’s zip code! and save a copy of the receipt at the end!)
  2. Complete SSA-8000 (PDF/fillable form)
  3. Email SOAR Packet to Ms. Yeung (“Please see attached materials in support of SOAR claim for John Doe”):
    1. SSA-1696
    2. Receipt of Internet Disability Report
    3. SSA-16 signature page (dated same day as receipt)
    4. Completed SSA-8000 with signed signature page (dated same day)
    5. SSA-827 (dated same day and co-signed by advocate)

Submit Medical Evidence (weeks following filing)

  1. One of two adjudicators from the Bureau of Disability Determination (Ann or Suzanne) will send a fax cover sheet requesting medical evidence.
  2. Using the cover sheet, submit ALL collected treatment records, function letter(s), Adult Function Report (SSA-3373) and any other supporting documentation.
  3. If Ann or Suzanne need additional materials, they will be in contact.
    1. Feel free to reach out to HAP at this point for the finer points of how to proceed with the best chance of success.
  4. Sometimes this is a fairly quick and easy process, and sometimes it gets complicated. If this is the case, don’t panic–we are here for you!

Decision (weeks following submission of records (3-6 months after initial contact))

  1. The BDD will review and decide the claim and pass that decision back to the local field office. Ms. Yeung will then be in touch with the client or, if she can’t reach them, you.
  2. If the decision unfavorable, reach out to HAP for possible next steps. We may very well have options. However…
  3. It’s very often favorable! At this point the client will need to speak with Ms. Yeung or another rep in the downtown field office to complete their PERC appointment. If they can’t make phone contact, they will be in touch with you to try and make the connection. The PERC is a straightforward conversation to confirm some details and get the client into pay.
    1. There’s a chance SSA will require the client have a payee, someone to manage their finances. That person might be a trusted family member, but if no such support is available, there are agencies available to help fill this need. Ask HAP.
  4. And don’t forget to send us a copy of the Award Letter once you get it! SSI or SSDI benefits can make a huge difference for our clients, very often opening doors to housing options. At this point their lives are significantly changed for the better, and we at HAP are grateful for your (considerable!) efforts.