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Current course:  SSI/SSDI Outreach, Access, and Recovery (SOAR) Online Course: Adult Curriculum

Navigating the Online Adult Disability Report

This article takes you step-by-step through the Online Adult Disability Report, the online version of SSA-3368.

The online version of the SSA-3368 is referred to as the Online Adult Disability Report. As SSA and DDS are moving to a completely electronic process, it would be helpful for you to gather the information and then complete this online report. If you cannot complete this form online, contact your local SSA office for assistance.  This article walks you through how to complete this form online including screen shots of important sections of the form. Key information about the Adult Disability Report can be found here.
 

Completing the Online Adult Disabilty Report

The Online Adult Disability Report follows the completion of the Online Disability Benefit Application. Reminder: If you exited the online application using “Save and Exit,” you can re-enter the application using the applicant’s Social Security number and re-entry number.
 

Navigation

Navigation through the Online Adult Disability report follows the same pattern as the Online Disability Benefit Application. For more information, see here.
 

Disability Section of the SSA Website

Social Security's "Disability Section" page

Tab 1: Identification

The opening screen of the Online Adult Disability Report asks the applicant to confirm their identity. The options are:
  1. I am (applicant name)
  2. I am someone else, helping to apply for benefits

Personal Information

This section requests information about gender and contact information.
  • An address must be indicated.
  • This address can be the SOAR provider’s address.
  • It can also be a mailbox, shelter, mail service, family member, or other service provider.
  • Add under “Remarks” clarification that this is a mailing address and not where the person stays.
  • Indicate where the person stays (e.g. Sally stays in Morningside Park).
Social Security's "Apply for Benefits" contact information page
 

Re-entry number 

The re-entry number will be displayed again after the applicant completes their contact information. It is important to save this number to re-enter the application before submission, or to check the status of a complete application.
 
 

Tab 2: Medical 

This section requests information about conditions, medications, treatment, and tests.
 

Medical Navigation

  • To begin, select the Add button on the appropriate page.
  • When finished, select the Done button on the page.
  • To change something already entered, select the Edit button.
  • To delete an entry, select the Remove button.
  • Each subsection under the Medical tab appears on tabs across the top of the screen.
  • When the section or subsection complete, a green checkmark appears next to its name on the tab.
 
Social Security's "Apply for Benefits" conditions page
 

Conditions

This Medical subsection requests a list of all physical or mental conditions, including emotional or learning problems, that limit the person’s ability to work.
  • There is room for several conditions.
  • It is not necessary to use technical terms.
  • All conditions are considered even if the person is not receiving treatment.

Other Contact

This section requests contact information for someone other than medical providers who can help with the claim and whom DDS can contact.
  • If possible, indicate a family member or other collateral source.
  • The case manager will be contacted as the representative if the SSA-1696 has been completed.

Doctors  

This subsection requests the names of doctors and healthcare providers, as well as their location and contact information. While DDS may make some effort to locate the physician, it is best for the case manager to do the necessary research to find an exact address.
 

Treatment Dates

The next screen requests additional information. 
  • First visit
  • Last visit
  • Tests ordered
  • Medicines recommended or prescribed
  • Medical conditions treated by this doctor/healthcare provider

Treatment from this Doctor/Healthcare Provider

This screen requests additional information.
  • Do not repeat information previously listed, such as medications or tests.
  • Examples: examinations checkups, chemotherapy, counseling, etc.

Additional Medical Subsections

Complete each subsection and then move forward.
  • Hospitals/clinics 
  • Tests
  • Medicines

Other Records

This final subsection under the Medical tab requests medical records from other sources and provides a list of such sources, including:
  • Jails/prisons
  • Vocational rehabilitation services
  • Workers’ compensation 

Summary of Medical Sources

Once all the medical sources are collected, a summary is presented.
  • Make any corrections or additions as necessary.
  • Use this list in tracking down medical records.
 

Tab 3: Work/Education

Information Requested

This tab includes questions about the following:
  • When conditions began to affect person’s ability to work
  • Information about the person’s last five jobs
  • Information about education and training
Social Security's "Apply for Benefits" work status page
 

Work Status

  • Is the person working?
    • No, she has never worked
    • No, she has stopped working
    • Yes, she is currently working

Work Activity

These questions are designed to obtain an accurate alleged onset date.
Social Security's "Apply for Benefits" work activity page
 
 

Job History

For “Most Recent Job,” if the applicant has multiple jobs, Online Adult Disability Report only collects basic work information.
  • Information required:
    • Be prepared to enter the names and locations of jobs, as well as
      • Skills involved (sitting, standing, remembering)
      • Days or hours per week employed
  • Only applicants who have one job in the 15 years prior to disability onset need to complete a detailed job history
  • Only collects information for up to five jobs

Education and Training

Select the last grade completed; not the grade when the applicant left school. This section also inquires about “special education” classes during time in school; this refers to services for learning disabilities.
 

Tab 4: Remarks

This section provides an opportunity for you to add information that was not included previously.
  • Provide information that did not exactly fit with the online format.
  • Elaborate on or clarify details.
  • This is the place to indicate that this is a SOAR application!

Tab 5: Review

Review

This section summarizes the information and provides an opportunity to make edits.
Be sure to double-check all addresses and contact information.
 

Accept and Continue to Step 3

When you are ready to submit this information, proceed to the “Accept and Continue to Step 3” box at the bottom of the review page. Once you click this button, you will not be able to go back and make any changes. Do not submit until you are ready to turn in the complete application packet to SSA. 
  • There is an opportunity to sign off and return later; however, we encourage you to use the paper SSA-3368 as a worksheet to gather information, so the online application can be completed all at once.
  • If the report is submitted, another screen provides a receipt.
  • You will be given an opportunity to review all the information and print a copy of the report.
 

Next Steps

This final section (Step 3) prompts the applicant to sign an electronic version of the SSA-827 and provides instructions on next steps for the application.
 

Online SSA-827: Authorization to Disclose Information to the Social Security Administration

Step 3 in the online SSI/SSDI process is the electronic version of the SSA-827. In the SOAR process, applicants will have already signed a paper version of the SSA-827 so that SOAR representatives can collect medical records. (For more information on this, see this article) However, SSA also requests that applicants also submit the SSA-827 online, if possible.