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SOAr Online Application Tracking Program

SOAr Online Application Tracking Program. Audio Portion please call: 888-469-3145 Passcode : 2122. SOAr Online Application Tracking Program. Margaret Lassiter SAMHSA SOAR Technical Assistance Center February 16, 2012. SOAR Is Sponsored By….

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SOAr Online Application Tracking Program

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  1. SOArOnline Application Tracking Program Audio Portion please call: 888-469-3145 Passcode: 2122

  2. SOArOnline Application Tracking Program Margaret Lassiter SAMHSA SOAR Technical Assistance Center February 16, 2012

  3. SOAR Is Sponsored By… Substance Abuse and Mental Health Services Administration (SAMHSA) U.S. Department of Health and Human Services In collaboration with… Social Security Administration

  4. Getting Started There is a two-step process to access the Online Application Tracking (OAT) Program • State Team Lead submits a list of all agencies that wish to use the system • Including agency name, city, and county • And a local lead if any • Agency lead registers; PRA accepts registration – if on State Team Lead list

  5. OAT Home PagePage

  6. Registration Page

  7. Username(s) • Is your email address • No restrictions on passwords

  8. Multiple Usernames • Cases where individual has multiple roles in OAT (e.g., Agency lead who is also a case manager entering data) • One username (email) must be functioning • Can modify the username (email) • Can use the same password

  9. Agency Leads • Enter case managers from their agency • Can reassign cases if case manager leaves • Can monitor case manager’s cases for quality review purposes

  10. Agency Lead Page

  11. Adding Case Managers

  12. Agency Lead Reports • Can sort report data by: • All cases for all agency case managers • All cases by individual case manager • Each report by date parameters • Summary reports by application type • With date parameters

  13. Agency Lead Report Page

  14. All Cases Report

  15. Summary Report

  16. Case Manager Home Page • Only place where data can be entered • Create ID for each case: Need to store identifying information in another file • Can view a summary of their cases

  17. Case Manager Home Page

  18. Demographics

  19. Type of Application

  20. Initial Application

  21. Initial Core Components

  22. Initial Decision Page

  23. Initial Outcome Page

  24. Final Initial Page

  25. Reconsideration Initial Page

  26. Reconsideration Core Components

  27. Reconsideration Final Page

  28. Non-SOAR applications

  29. Converting Data Tracking Program Files • The TA Center will work with each state and provider individually • Prior to conversion: • Must receive list of agencies to be entered into system • Agency leads must enter case managers into the system and send the list (with their ID numbers) to PRA

  30. Questions? You can contact me: Margaret Lassiter SAMHSA SOAR TA Center 518-439-7415 ext. 5230 mlassiter@prainc.com

  31. State Team Lead Page

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