SOAR Case Management and Application Instructions
This file provides detailed instructions on applying for Social Security disability benefits using the SOAR case management model. It covers steps to request medical records, complete assessments, and required paperwork. Also included is guidance on how to seek support if needed.
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How do I fill this out?
To fill out this form, you will need to gather important information about your medical history and current condition. Ensure you have all the necessary documentation and details at hand. Follow the outlined steps carefully to complete the form accurately.
How to fill out the SOAR Case Management and Application Instructions?
1
Gather all necessary medical records and documentation.
2
Complete the Medical Evaluation Report with your doctor/psychiatrist.
3
Fill out all required fields in the form.
4
Submit the completed Medical Evaluation Report.
5
Contact Ashley Moore to discuss the next steps.
Who needs the SOAR Case Management and Application Instructions?
1
Individuals applying for Social Security disability benefits who need assistance.
2
People experiencing homelessness who require help with the application process.
3
Those with undiagnosed mental health or addiction issues needing support to apply.
4
Persons with difficulties reading or writing who need additional assistance.
5
Individuals already in case management with another agency needing extra support.
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What are the instructions for submitting this form?
Submit the completed Medical Evaluation Report to Ashley Moore via email at amoore@breadforthecity.org or contact 202-386-7605. Ensure all documents and required fields are accurately filled out to avoid processing delays. For additional support, the SOAR team can provide guidance during submission.
What are the important dates for this form in 2024 and 2025?
Important dates for this form in 2024 and 2025 include submission deadlines aligned with Social Security's requirements. Ensure all documents are completed and submitted by these deadlines to avoid delays in processing.
What is the purpose of this form?
The purpose of this form is to assist individuals applying for Social Security disability benefits using the SOAR case management model. It provides steps to gather medical records, complete assessments, and fill out required paperwork. The form also serves as a guide for seeking additional support during the application process if needed.
Tell me about this form and its components and fields line-by-line.
- 1. Customer/Patient Name: The full legal name of the customer or patient applying for benefits.
- 2. Date of Birth: The birth date of the customer or patient.
- 3. Address: The current residential address of the customer or patient.
- 4. Phone: Contact phone number of the customer or patient.
- 5. Alternative Contact (Optional): Secondary contact information, if available.
- 6. SSN: Social Security Number of the customer or patient.
- 7. Signed: Signature of the customer or patient to authorize information sharing.
- 8. Physician's Name: The name of the medical professional completing the form.
- 9. Address: The office address of the medical professional.
- 10. Agency: The agency with which the medical professional is associated.
- 11. Phone: Contact phone number of the medical professional.
- 12. Physical Examination Report: Details regarding the physical examination conducted by the medical professional.
- 13. Medical Conditions, Clinical Manifestations, and Diagnosis: Specific medical conditions and clinical findings provided by the medical professional.
- 14. Describe Objective Findings, Clinical Findings and your treatment recommendations: Medical professional's observations and treatment recommendations based on the examination.
What happens if I fail to submit this form?
If you fail to submit this form, you may experience delays or denial in receiving Social Security disability benefits.
- Delays in Benefits Processing: Failure to submit can result in missing the application deadlines, causing delays in processing.
- Denial of Benefits: Without the required documentation, your application may be denied by Social Security.
How do I know when to use this form?
- 1. Initial Application: When first applying for Social Security disability benefits.
- 2. Re-Evaluation: If instructed by Social Security to submit additional documentation for re-evaluation.
- 3. Seeking Support: If needing help or case management support during the application process.
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