Transcript Slide 1

You’ve Trained Them,
Now What?
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You’ve Trained Them,
Now What?
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
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Question instructions
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Muting
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Recording availability
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Downloading documents
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Evaluation
Agenda
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Training Follow-Up: Ideas Across the States
– Kristin Lupfer, SAMHSA SOAR Technical Assistance Center
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Follow-Up Support for SOAR Reps
– Lisa Huval, New Mexico Coalition to End Homelessness, Albuquerque, NM
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After Training: MSR Workshops and Technical Assistance
– Emily Palmer, Outreach Community Health Centers, Milwaukee, WI
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Practical Lessons Learned
– John Loring, Washtenaw County CSTS, Washtenaw, MI
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Questions and Answers
Training Follow-up:
Ideas Across the States
Kristin Lupfer
SAMHSA SOAR Technical Assistance Center
Policy Research Associates, Inc.
Thank You For Training!
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The hard work isn’t over
What’s next?
– Send registration lists to Lisa Guerin
[email protected]
– Keeping in touch
– Supporting new trainees
– Tracking outcomes
Creative Ideas- Keeping In Touch
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List-serv messages
Newsletters
Monthly calls
In-person meetings
Local planning groups
Sharing successes
Addressing barriers
Creative Ideas- Supporting Trainees
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Refresher trainings
Targeted workshops
Mentors
Reviewing 1st applications
Reviewing Medical Summary Reports
Include SSA and DDS
Creative Ideas: Tracking Outcomes
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Remind participants
– Friendly emails/calls
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Review periodically
– Monthly/quarterly meetings
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Celebrate and honor successes
– Recognition
– Awards
Follow-Up Support for
SOAR Reps
Lisa Huval
Policy and Advocacy Director
New Mexico Coalition to End Homelessness
Albuquerque, NM
Goals of Follow-up Support
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Helps reinforce use of all components of the
model
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Give SOAR reps confidence to undertake
their first SOAR application
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Help SOAR reps feel they are part of a
statewide/national initiative and that their
work helps build the success of that initiative
Goals of Follow-Up Support
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Recognize and understand the challenges
to doing SOAR applications and involve
SOAR reps in developing solutions to those
challenges
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Communicate decisions/clarifications that
happen in SOAR Steering Committee to all
SOAR reps
Strategies from New Mexico
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Follow-up email in the week after training with
key components, electronic copies of key
documents and links (e.g. SOAR website)
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Short 1-2 page newsletter
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Linking new SOAR reps to a “mentor”
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Calls to check in with new SOAR reps
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Refresher trainings
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Monthly peer support meetings
After Training: MSR Workshops
and Technical Assistance
Emily Palmer
Benefits Coordinator, SOAR Trainer
Outreach Community Health Centers
Milwaukee, WI
The Challenge
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We found that we trained lots of
people
We advocated for SOAR and
spoke about it in every forum we
could
Still, we were the only agency
actually doing SOAR
What Did We Do?
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As an agency
– Designed and hosted MSR Workshops
– Expanded our SOAR Community
Collaborative
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As a State
– Pulled together agency heads from the
five agencies receiving funding
– Designated a State TA person
– Began to implement SOAR Certification
MSR Workshops- The Idea
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To give practical guidance and
information about writing an MSR
To give participants time to
practice writing
To allow participants to complete
a full MSR by the end of the
workshop
Workshop Structure
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Limited trainings to 8 people
Trainers had regular contact with
participants about 2 months in advance
– Reviewed how to set a Protective Filing Date
– Reviewed tips for the application
– Reviewed the collection of information
through records collection and interviews
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Spread actual workshop over 2 weeks
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Met for 3 hours each week
The Setup: Workshop Structure
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Reviewed key sections of the report:
– Introduction
– Personal history
– Psychiatric history
– Functional information: ADLs, social function, and
concentration, persistence and pace
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Each section was set up and introduced similarly:
– We watched the video with Andrea for that section
– We read the sample medical summary report section
– The trainers gave tips and advice on writing the section
– We gave time for participants to write the section
– We discussed the writing in peer pairs and as a group
Expanding the CollaborativeThe Idea
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We thought perhaps people are intimidated by
the word “SOAR” in the title
Purposefully invited agencies that don’t do just
SOAR and repurposed to a collaborative for
those who work with SSI/SSDI
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Shelters & the CoC
FQHCs
State/County workers
Veteran’s advocates
– Healthcare partnerships
– SSA/DDS
On the Agenda
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Reports from agencies on what they do
-- especially updates on SOAR
Reports from SSA and DDS
Case staffings with suggestions that are
SOAR-focused
Open discussion about collaboration and
fund development
Announcements, including upcoming
Stepping Stones trainings
State TA Person- The Idea
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Many people would leave SOAR trainings energized, but
overwhelmed about how to implement a program
We thought that if they knew they had easy access to one
person to guide them, it would help
The TA Person:
– Works for anyone within the state of Wisconsin
– Is easily accessible for questions about SSA apps in general
– Develops relationships with past trainees
– Helps with individual questions
– Reviews MSRs
– Can do follow-up with an agency setting up their SOAR
program
SOAR Certification- The Idea
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We got feedback that some people were
taking the SOAR training, using only parts
of it, and saying they were doing SOAR
We wanted to give incentive to learn and
really use the SOAR process
Borrowed North Carolina’s Certification
process
SOAR Certification Structure
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Started a pilot study in Dane County
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Funding from United Way of Dane County
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Trained 30 people
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Invited them to a meeting on 04/30/12
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Will combine TA to complete the first
MSRs with a process to turn in a total of
five MSRs for review to be certified
What Worked Well?
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The easiest to implement has been having
a TA Person
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Expanding our Community Collaborative
has increased our exposure and enhanced
our SOAR discussions
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There has been great interest in the MSR
workshop
What Is Still A Challenge?
 Having a TA Person still requires that trainees
contact her. Perhaps at some point, the TA Person
can have more funding to be able to reach out to
trainees.
 MSR Workshops are very helpful, but logistically
tricky. They are time-intensive. We are
considering doing one per year and offering it to
those trained the previous year.
 SOAR Certification is still in its baby stages, but
we are gathering more momentum.
Take-Aways
 All of our steps have one thing in common:
continuing the discussion after the training.
 SOAR inspires people, but it is also
intimidating. Creating a forum for
continuing the discussion and getting
assistance with implementation is key.
 With these few steps, we’ve noticed
agencies are more engaged and more
critical components of SOAR have been
discussed and used.
Practical Lessons Learned
John Loring
Program Administrator- Adult MI Services
Washtenaw County CSTS
Washtenaw County, MI
Practical Lessons Learned
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Round pegs don’t fit into square holes
The system of care can change
– Leadership vision
– Community “buy in
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When in doubt, do what works
– Flexible model of service delivery critical
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Teamwork breeds success
– Synergy, flexibility, adaptability
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Cannot succeed without community partners
– Leverage system of care
Expectations of SOAR
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Be real
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Be flexible
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Start where the client is
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Be patient
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Embed diagnostic and functional
assessment
SOAR Staff Roles
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Opportunity to design the team from
the ground up
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Specialist vs generalist roles
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Cross-training
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Team case management
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All staff responsible for all consumers
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Quarterback of care
Questions and Answers
Facilitators:
SAMHSA SOAR Technical Assistance Center
Policy Research Associates, Inc.
For More Information on SOAR
Visit the SOAR website at www.prainc.com/soar
Or contact:
SAMHSA SOAR TA Center
Policy Research Associates, Inc.
Delmar, NY
518-439-7415
[email protected]