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SOAR Online Course Walkthrough PRESENTED BY: SAMHSA SOAR TECHNICAL ASSISTANCE CENTER POLICY RESEARCH ASSOCIATES, INC. UNDER CONTRACT TO: SUBSTANCE ABUSE AND MENTAL HEALTH SERVICES ADMINISTRATION U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES

Webinar Instructions  Muting  Recording availability  Downloading documents  Evaluation  webinar-olc-walkthrough webinar-olc-walkthrough

Learning Objectives  Understand the rationale behind and goals of the SOAR Online Course  Understand how to enroll in and navigate through the SOAR Online Course  Learn about course tools and materials available to complete the practicum portion of the course efficiently and effectively

Agenda Welcome and SOAR Online Course Facts and Stats!  Kristin Lupfer, LMSW, Director, SAMHSA SOAR TA Center, Delmar, NY SOAR Online Course Walkthrough with Tips for Success!  Suzy Sodergren, MSW, Online Course Coordinator, SAMHSA SOAR TA Center, Delmar, NY  Jen Elder, MS, National Policy andPartnerships Coordinator, SAMHSA SOAR TA Center, Delmar, NY Questions & Answers

Poll Question #1 How familiar are you with the SOAR Online Course? a.Heard about it, but never looked at the course. b.Enrolled but haven’t begun the Practice Case. c.Began Practice Case (watched video, uploaded documents…) d.Submitted a packet to TA Center e.Passed the course!

Welcome! KRISTIN LUPFER, PROJECT DIRECTOR SOAR TECHNICAL ASSISTANCE CENTER POLICY RESEARCH ASSOCIATES, INC. DELMAR, NEW YORK

Why the Online Course?  Offers standardized training at no cost to users  Expands SOAR to new geographic areas and audiences  Practice application packet requirement limits involvement to those most likely to complete applications  Allows state and local SOAR leads and trainers to:  Coordinate follow-up training on state-specific processes  Provide support to persons assisting with applications  Ensure high quality and complete applications  Track and monitor outcomes

How are we doing?  Since November 2014  Enrolled: Nearly 9000  Passed: 1612  Reviews completed: 2431  7 classes, 14 videos, 74 articles  50 states, over 500 organizations

Online Course Reach

Poll Question #2 True or False? This course teaches you about the SOAR model and Social Security basics to help you complete SOAR applications. It takes less than three hours, is in two parts, and only includes PowerPoint slides. a. True b. False

Online Course Basics Suzy Sodergren, MSW SOAR Online Course Coordinator SAMHSA SOAR TA Center Delmar, NY

Enrolling in the Online Course

Enrollment Agreement The techniques taught in this online curriculum can improve the quality and completeness of any application for SSI/SSDI. Individuals who complete the course are encouraged to use what they learn to improve SSI/SSDI applications for themselves or others. However, those who enroll in this course agree that the label “SOAR” will only be used on SSI/SSDI applications for persons who are homeless or at risk for homelessness. In completing the online curriculum practice case, case managers are required to do their work independently and not copy others or submit "joint" work. This is a requirement to receive a SOAR certificate of completion and 16 CEUs from the NASW. I understand and agree to abide by these conditions.

About the Course: Layout

About the Course Articles (“Real World”) vs. Practice Case Pages vs.

Practice Case Page Elements

Working with Forms How do I download files to my computer? (Class 1 Practice Case Page: Meet Your Client)

Working with Forms How do I download files to my computer (cont’d)?

Working with Forms How do I complete forms?

Working with Forms How do I upload forms and make changes?

Working with Forms Where are the forms that I uploaded?

Working with Forms: I completed my packet, didn’t I?

Common FAQs 1. I forgot my password / I’m locked out! ◦“Request New Password” – check Junk Mail ◦ 2. I can NOT fill-out/save/upload my forms ◦ ◦Alternative submission options: /Fax 3. I submitted a packet but haven’t heard from the TA Center ◦Final step – Class 7 ◦10 business days

Experiencing Technical Difficulties? Contact the SOAR TA Center for troubleshooting, anytime! or

Contact Information Suzy Sodergren, MSW, SOAR Online Course Coordinator, SAMHSA SOAR TA Center SAMHSA SOAR TA Center 345 Delaware Avenue Delmar, New York (518) 439 – 7415 ext or

Poll Question #3 Which of the following is true of the online course? a. Successful completion comes with 16 CEUs through NASW b. Designed to provide standardized training across the country c. Opportunity to complete mock SOAR application d. All of the above

Online Course Tips for Success Jen Elder, MSc National Policy and Partnerships Coordinator SAMHSA SOAR TA Center Delmar, NY

Tips for Success  Include information from the videos, progress notes, and 4 treatment providers  Don’t get too caught up in exact dates or whether or not you are playing yourself or the fictitious case manager; the important part is that the main pieces of information get to the right places on the SSA forms/MSR  Sometimes you won’t have all the details about the applicant’s history (e.g. dates/hours of work and rate of pay) and that’s okay; you have the Remarks Section!!

Tips for Success  Use the MSR template to help organize your information. Each section should be addressed.  For the psychiatric history section, be sure to address all treatment providers that aren’t covered in other sections of the MSR  Write at least one long paragraph for each section of functioning  Review the sample MSRs and sample completed SSA Forms! mple-medical-summary-reports

When you are stuck, reach out to the SOAR TA Center. No questions are too small We like to help you get unstuck! or Tips for Success

Keys for Organizing Information  Remember that information is spread out throughout the course, simulating how you will receive information in real cases (bit-by-bit)  Use the SSA Forms Guide in Class 1 to review what information each SSA form is asking for

Keys for Organizing Information  As you gather information from the progress notes, videos, or treatment records, add it into the appropriate form or space in the MSR  This will help prevent you from having to go back and gather the information a second time  The SSA forms 16 and 8000 are uploaded in Class 4 – be sure to use information from all the classes (including Class 4) when completing these  If you complete these early, you may miss information.

Top Mistakes  Not including all treatment providers on the SSA-3368  Remember that jail and substance use records can contain critical information.  In the MSR, missing a connection between the applicant’s symptoms and functional impairments  Use quotes and multiple examples to show marked impairments  Review the class articles that explain what each question on the SSA forms are asking – some questions are tricky and can be easily missed if misunderstood

Contact Information Jen Elder, MSc National Policy and Partnerships Coordinator SAMHSA SOAR TA Center SAMHSA SOAR TA Center 345 Delaware Avenue Delmar, New York (518) 439 – 7415 ext

Questions and Answers Facilitated By: SAMHSA SOAR Technical Assistance Center Policy Research Associates, Inc.  Please type your question into the Q&A panel located underneath the participant tab, or  To ask a question by phone, please raise your hand by clicking the hand icon in the participant pod. We will unmute you so you can ask your question.

Contact Us SAMHSA SOAR TA Center 345 Delaware Avenue Delmar, New York (518) 439 – 7415