SOAR Training SOAR
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SOAR Training
SSI/SSDI Outreach, Access, and Recovery
Save the Date! October 11 - 12, 2010
9am - 5pm
Assisting People Applying for SSI/SSDI
Disability Benefits
Workshop Highlights
An in-depth, step-by-step explanation of the SSI/SSDI application and disability determination
process
Strategies for working with homeless persons with serious mental illness and co-occurring
disorders – only a fraction of this population receives the benefits to which they are entitled
Exercises and worksheets provide practical application tools
Release-of-information samples, sample reports, letters, assessment forms, SSA forms with
explanations
Featured Trainers
Raven Bias How is this model different?
SOAR Trainer
Case managers actively assist
Coalition on Homelessness and Housing in Ohio
applicants
175 S Third Street Suite 250
Columbus, Ohio 43215
Focuses on the initial application –
614-280-1984 “Get it right the first time!”
614-463-1060fax Avoids appeals whenever possible
ravenbias@cohhio.org Focuses on documenting the disability
to reduce the need for consultative
Douglas Argue, MSW, LISW exams
SOAR Trainer Leads to savings – the San Francisco
Coalition on Homelessness and Housing in Ohio Department of Public Health estimates
175 S Third Street Suite 250 that their SSI outreach project saves
Columbus, Ohio 43215 the city $27 million annually in
614-280-1984 recouped Medicaid and state-funded
614-463-1060fax General Assistance alone
douglasargue@cohhio.org
Workshop Location
Broad Street United Methodist Church
501 E Broad Street
Columbus, Ohio 43215
Registration
Please complete attached registration form. Training is FREE and open to Franklin, Madison,
Pickaway, Fairfield, Licking, Delaware, and Union County residents. CEUs available.
SOAR Training
SSI/SSDI Outreach, Access, and Recovery
Assisting People Applying for SSI/SSDI Disability Benefits
Octo ber 11-12, 2010 9 :00 am-5 : 00 pm
Broad Street United Methodist Church
501 E Broad Street
C olumbus, Ohio 43215
R E G I S T R AT I O N F O R M
First Name: _______________________ Last Name: ____________________________________
Title: ___________________________________________________________________________
Organization Name: _______________________________________________________________
Street Address: _________________________________________________________________
City: ________________________________________________State:_______Zip:____________
Phone: (____)___________________________ Fax: (____)_____________________________
E-mail: ________________________________________________________________________
Please indicate if you need special accommodations (ADA)________________________________
________________________________________________________________________________
Lunch: I’ll bring my own lunch on both days
I’d like to order a catered lunch on both days ($15)
I’d like to order a catered lunch on Monday only ($7.50)
I’d like to order a catered lunch on Tuesday only ($7.50)
Please indicate if you need special meal accommodations:_______________________________
______________________________________________________________________________
Please bring cash or checks made payable to COHHIO on the day of the training. Receipts will be
available upon request. Catered lunches include a sand wich, chips, dessert pastry, and a beverage.
Return this registration and completed MOU by Friday, October 1, 2010
via fax (614) 463-1060 Attention: Emily Van Buren
For all questions please email Raven Bias at ravenbias@cohhio.org
SSI/SSDI Outreach, Access and Recovery (SOAR) Initiative
OHIO MEMORANDUM OF UNDERSTANDING
Between
SOAR Training Agency (COHHIO) and SOAR Participating Service Provider(s) (SP)
Each SOAR Training Agency will provide training to one or more community “SOAR Service Providers.”
Each SOAR Service Provider will:
(1) Send staff to the SOAR Stepping Stones to Recovery trainings sponsored by the Regional SOAR trainers.
(2) Provide or arrange for physicians and/or clinical psychologists (on an outreach basis, if needed) to
conduct needed evaluations.
(3) Complete the SSA-1696 Appointment of Representative form for staff to serve as the representative for
homeless adults for the purpose of applying for SSI/SSDI.
(4) Actively support staff who are assisting individuals with SSI/SSDI applications to take the time necessary
to develop fully the documentation necessary to ensure successful SSI/SSDI applications.
(5) SSI/SSDI applicants will not be charged a fee nor will payment be expected from retroactive benefits for
services with filing SSI/SSDI applications under SOAR. This does not preclude charging Medicaid or
another third party should this be possible.
(6) Establish relationships with local medical provider medical records departments and with other local
health providers to obtain needed documentation to support SSI/SSDI claims.
(7) Maintain communication with all service providers working with an individual in order to obtain any
additional documentation and to develop any missing information.
(8) Track outcomes of applications (# of applications submitted, decisions, time periods, etc.) for all adults
served under this initiative.
(9) Each SP will designate a liaison who will be responsible for overseeing the SOAR initiative in his/her
agency. The liaison is the one who will coordinate the SOAR initiative in this process. The agency will
send the signed MOU to the SSA and DDS contact.
__________________________________ ___________________
Executive Director, Community Provider Date
__________________________________ ____________________
SOAR Training Agency Representative Date
Community Provider Agency Name:__________________________________________________________
__________________________________ ___________________ ______________________
Agency Liaison’s Name (please print) Phone E-mail Address
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