The Social Security Administration (SSA) initiated the Mental Health Treatment Study (MHTS) to investigate the types of initiatives that would assist Disability Insurance (DI) beneficiaries in returning to work. This report summarizes the first stage of the MHTS development, which includes an expert review by a Technical Advisory Panel (TAP) charged with making initial recommendations on the general parameters of the MHTS. The summary includes a discussion of several options for identifying a target population, developing intervention approaches, the mode of service delivery and overall design recommendations (e.g., random assignment). The TAP recommended that the intervention deliver an integrated set of medical and employment supports that can be implemented with enough fidelity for a rigorous evaluation.