Sample Medical Summary Reports

By SAMHSA SOAR TA Center

We’ve gathered examples of well-written, successful Medical Summary Reports (MSRs) from SOAR providers across the country for the SOAR community to use as extra guidance.

The SOAR TA Center would like to thank the following SOAR providers for their generosity and time in providing these sample MSRs for the SOAR community: Ashley Blum, Emily Carmody, Kascadare Causeya, Margaret Flanagan, Nick Lemmon, and Michelle Levy.

THESE SAMPLES ARE PROVIDED FOR INFORMATIONAL USE ONLY AND NOT TO BE USED FOR THE SOAR ONLINE COURSE PRACTICE CASE.

Sample MSRs (updated 01/17/2017):

The following MSRs are grouped to highlight specific conditions or circumstances. For all samples, the applicant, case worker, and physician’s identifying information, as well as locations have been changed.

*On January 17, 2017, the titles of the following Listings were updated in response to SSA's revised criteria for mental disorder Listings.

All sample MSRs have been updated to reflect the changes

Sample Medical Summary Reports

Sample MSRs (updated 01/17/2017):

Anxiety and obsessive-compulsive disorders

Depressive, bipolar, and related disorders

Schizophrenia spectrum and other psychotic disorders

Personality and impulse-control disorders

Neurodevelopmental disorders

Trauma- and stressor-related disorders

Reapplication for benefits after incarceration