Transcript Slide 1

Effectively Representing
SOAR Applicants
with DA&A Problems
After SSR 13-2p
Pam Heine
SAMHSA SOAR Technical Assistance Center
Policy Research Associates, Inc.
Important Things to
Know and Understand
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Read SSR 13-2-p
Definition of Alcoholism, Substance
Dependence, and Substance Abuse- DSM-IV
Co-occurring Mental Illness and Substance
Abuse
Understanding the Evidence- learn the
details!
Stepping Stones to Recovery Training- good
time to dust off that binder!
Revisit this very informative Webinar!
Three Strategies After SSR 13-2p
1)
2)
MATERIALITY:
Need to have medical provider say DA&A is not material
rather than cannot tell. (Can we get that?)
SOBRIETY:
Take advantage of periods when the applicant has not been
using drugs or alcohol. (Make a timeline)
- Careful review of record for doctor’s findings regarding
the applicant’s limitations.
- If possible, persuade applicant to go into a drug or
rehabilitation program. After clean for one month, obtain
statement from doctor regarding ability to work base on
remaining health problems.
Three Strategies After SSR 13-2p
3)
Medical Documentation and Other Evidence
Obtain opinion evidence from acceptable medical
sources, and from sources who are not
considered “acceptable medical sources”.
(see SSR 06-03p)
Educate treating sources about SSA’s DA&A
policy.
Emphasize the physical and other mental health
impairments (SSR
Always submit the SOAR Medical Summary
Report (MSR) where there is evidence of DA&A!