1. NAMI Maryland 2013 Annual Statewide Conference Expediting Access to SSI/SSDI Disability Benefits: The Maryland SOAR Program October 18 and October 19, 2013

2. Excerpted from…. Perret, Y & Dennis, D. STEPPING STONES TO RECOVERY: A STEPPING STONES TO RECOVERY: A TRAINING CURRICULUM FOR CASE MANAGER ASSISTING ADULTS WHO ARE HOMELESS WITH SOCIAL SECURITY DISABILITY AND SUPLEMENTAL SECURITY INCOME APPLICATIONS. DHHS Pub. No. SMA 06-Rockville, MD: CMHS, SAMHSA, 2006

3. The Federal Disability Programs SSI and SSDI

4. SSI and SSDI: The basics SSI: Supplemental Security Income (Title 16) SSI: Supplemental Security Income (Title 16) Federal benefit that provides income ($710 per month in 2013) to individuals that are low-income and disabled, blind, or aged Federal benefit that provides income ($710 per month in 2013) to individuals that are low-income and disabled, blind, or aged Medicaid in Maryland Medicaid in Maryland SSDI: Social Security Disability Insurance (Title 2) SSDI: Social Security Disability Insurance (Title 2) Federal benefit that provides income (dependent on earnings put into SSA system) to individuals with qualifying earnings history and that are disabled Federal benefit that provides income (dependent on earnings put into SSA system) to individuals with qualifying earnings history and that are disabled Medicare provided after two years of eligibility in most instances Medicare provided after two years of eligibility in most instances SSA SSA Both programs are administered by the Social Security Administration (SSA) with disability evaluated by state contracted agency – Disability Determination Services (DDS) Both programs are administered by the Social Security Administration (SSA) with disability evaluated by state contracted agency – Disability Determination Services (DDS)

5. The Problem Only 29 percent of all applicants are typically approved on application Only 29 percent of all applicants are typically approved on application Only about 10-15 percent of homeless adults who apply are typically approved on initial application Only about 10-15 percent of homeless adults who apply are typically approved on initial application Appeals take years and many potentially eligible people give up and do not appeal Appeals take years and many potentially eligible people give up and do not appeal

6. Barriers to Accessing SSI/SSDI Complexity of process Medical records do not address functional impairments and inability to work Knowledge of the disability determination process and disability programs Communication at all levels of the process (community providers, SSA, DDS) Possible inconsistent treatment history

7. Why is access to SSI/SSDI so important for individuals? SSI/SSDI can provide access to: SSI/SSDI can provide access to: Housing Housing Income Income Health insurance Health insurance Preventing or ending homelessness Preventing or ending homelessness And promoting recovery for people with disabilities And promoting recovery for people with disabilities

8. Determining Disability

9. SSA Definition of Disability “The inability to engage in any substantial gainful activity by reason of any medically determinable physical or mental impairment that can be expected to result in death or that has lasted or can be expected to last for a continuous period of not less than 12 months.”

10. Sequential Evaluation Process Is the claimant engaging in SGA? Is the claimant engaging in SGA? Is the impairment(s) severe? Is the impairment(s) severe? Does the impairment(s) meet/equal listings? Does the impairment(s) meet/equal listings? Does the impairment(s) preclude the ability to perform past relevant work? Does the impairment(s) preclude the ability to perform past relevant work? Does the impairment(s) preclude the ability to perform other work? Does the impairment(s) preclude the ability to perform other work?

11. Listings for Mental Impairments Organic Mental Disorders Organic Mental Disorders Schizophrenia, Paranoia, and other Psychotic Disorders Schizophrenia, Paranoia, and other Psychotic Disorders Affective Disorders Affective Disorders Mental Retardation Mental Retardation Anxiety-Related Disorders Anxiety-Related Disorders Somatoform Disorders Somatoform Disorders Personality Disorders Personality Disorders Substance Addiction Disorders Substance Addiction Disorders Autistic Disorder and Other Pervasive Developmental Disorders Autistic Disorder and Other Pervasive Developmental Disorders

12. Areas of Functional Information I II III IV Marked restrictions of activities of daily living Marked difficulties in maintaining social functioning Marked difficulties in maintaining concentration, persistence, and pace (as they relate to the ability to complete tasks) Repeated episodes of decompensation (each of extended duration)

13. SSI/SSDI Outreach, Access, and Recovery SOAR – A Tool in Access and Recovery

14. SOAR Works! Nationally SOAR has achieved an average approval rate of 66% on initial application in an average of 98 days As of 2012, there have been over initial SOAR applications submitted across the country As of 2012, there have been over 22,600 initial SOAR applications submitted across the country In 2012 alone, SSI/SSDI brought approximately $142 million into SOAR communities

15. Maryland SOAR Outcomes Maryland SOAR Outcomes Over 570 applications submitted through SOAR and the overall approval rate for state is 81% Number of counties and Baltimore City have approval rates 90% or more Average processing time for initial claims: 71 days Many applicants have previously had claims denied prior to using the SOAR process Over $3 million federal dollars are estimated to have been brought into the state through the SOAR program

16. SOAR Sites Within Maryland 2009: Baltimore City and Prince George’s County 2010: Anne Arundel, Montgomery, Wicomico Somerset, Worcester, Carroll Counties, Prison Social Workers 2011: St Mary’s County, State Hospital Social Workers 2012: Baltimore, Frederick, Harford and Washington Counties 2013: Allegany, Cecil and Garrett Counties X X X X X X X XX X X X X X X X X

17. So What is SOAR? Designed to serve adults who are homeless/risk of homelessness and have a mental illness and/or co-occurring disorders who meet adult criteria under SSA Designed to serve adults who are homeless/risk of homelessness and have a mental illness and/or co-occurring disorders who meet adult criteria under SSA Strategy to help States and communities increase access to mainstream benefits, especially for people who are homeless, through: training, technical assistance and strategic planning Strategy to help States and communities increase access to mainstream benefits, especially for people who are homeless, through: training, technical assistance and strategic planning

18. How Is This Model Different? Case managers actively assist applicants and collate evidence, including obtaining medical records and producing a medical summary report Case managers actively assist applicants and collate evidence, including obtaining medical records and producing a medical summary report Focuses on the initial application – “Get it right the first time!” and avoids appeals whenever possible Focuses on the initial application – “Get it right the first time!” and avoids appeals whenever possible Only those who have been SOAR trained can submit applications under SOAR, thus ensuring high quality applications Only those who have been SOAR trained can submit applications under SOAR, thus ensuring high quality applications Processes are in place to expedite SOAR cases at DDS Processes are in place to expedite SOAR cases at DDS Robust data is collected and approval rates/processing times are closely monitored Robust data is collected and approval rates/processing times are closely monitored Brings together SOAR partners, including community providers, DDS, SSA, MHA, DPSCS Brings together SOAR partners, including community providers, DDS, SSA, MHA, DPSCS

19. Medical Summary Report

20. Things to remember… Medical evidence is the heart of disability determination Medical evidence is the heart of disability determination Only physicians and psychologists can make diagnosis Only physicians and psychologists can make diagnosis Often medical records do not sufficiently document functioning Often medical records do not sufficiently document functioning Family/other health care professionals can provide valuable information on functional impairment Family/other health care professionals can provide valuable information on functional impairment Writing a medical summary report which provides a comprehensive picture of the applicant can be very effective Writing a medical summary report which provides a comprehensive picture of the applicant can be very effective

21. Importance of Functional Descriptions Impact of person’s impairment(s) Impact of person’s impairment(s) Based on collection of personal, medical, and collateral information Based on collection of personal, medical, and collateral information Clearly explains: Clearly explains: Nature of impairment Nature of impairment How/if linked to illness How/if linked to illness Impact on functioning and life, especially regarding ability to work Impact on functioning and life, especially regarding ability to work

22. Bringing it all together: Medical Summary Report Reference Section Introduction Personal History Diagnostic and Treatment Information Functional Descriptions Summary Contact Information

23. Benefits of Investing the Time The overall process of applying for benefits is time-consuming. The overall process of applying for benefits is time-consuming. Putting forth the initial effort for an earlier, more successful outcome may seem difficult, but it is worth the effort for the person and for the case manager. Putting forth the initial effort for an earlier, more successful outcome may seem difficult, but it is worth the effort for the person and for the case manager.

24. Resources For more information visit: For more information visit: SSA Web site www.ssa.gov SSA Web site www.ssa.govwww.ssa.gov Blue Book Listings: Blue Book Listings: www.ssa.gov/disability/professionals/ bluebook/ SOAR Web site www.prainc.com/soar SOAR Web site www.prainc.com/soar www.prainc.com/soar C - 4

25. Closing Summary This approach works! SSI and SSDI is an essential Stepping Stone to Recovery

26. Presenters’ Contact Information Marian Bland, LCSW-C Director of Office of Special Needs Populations – MHA SOAR State Lead 410-402-8402 Marian.bland@maryland.gobland@maryland.g Caroline Bolas, MSW, MS Director: SOAR Initiative Office of Special Needs Populations – MHA 410-402-8344 caroline.bolas@maryland.govbolas@ Margaret Flanagan, LGSW SOAR Coordinator – Baltimore City HCH 443-703-1347 mflanagan@hchmd.org