You ’ ve Trained Them, Now What?

1. You’ve Trained Them, Now What? Please stay on the line.Audio: 1-888-456-0284 Passcode: 5465275 PIN: In your confirmation email(contact ssodergren@prainc.com if you can’t find your PIN) The webinar will begin shortly.

2. 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

3. Webinar Instructions • Question instructions • Muting • Recording availability • Downloading documents • Evaluation

4. Agenda • Training Follow-Up: Ideas Across the States • Kristin Lupfer, SAMHSA SOAR Technical Assistance Center • Follow-Up Support for SOAR Reps • Lisa Huval, New Mexico Coalition to End Homelessness, Albuquerque, NM • After Training: MSR Workshops and Technical Assistance • Emily Palmer, Outreach Community Health Centers, Milwaukee, WI • Practical Lessons Learned • John Loring, Washtenaw County CSTS, Washtenaw, MI • Questions and Answers

5. Training Follow-up: Ideas Across the States Kristin Lupfer SAMHSA SOAR Technical Assistance Center Policy Research Associates, Inc.

6. Thank You For Training! • The hard work isn’t over • What’s next? • Send registration lists to Lisa Guerin lguerin@prainc.com • Keeping in touch • Supporting new trainees • Tracking outcomes

7. Creative Ideas- Keeping In Touch • List-serv messages • Newsletters • Monthly calls • In-person meetings • Local planning groups • Sharing successes • Addressing barriers

8. Creative Ideas- Supporting Trainees • Refresher trainings • Targeted workshops • Mentors • Reviewing 1st applications • Reviewing Medical Summary Reports • Include SSA and DDS

9. Creative Ideas: Tracking Outcomes • Remind participants • Friendly emails/calls • Review periodically • Monthly/quarterly meetings • Celebrate and honor successes • Recognition • Awards

10. Follow-Up Support for SOAR Reps Lisa Huval Policy and Advocacy Director New Mexico Coalition to End Homelessness Albuquerque, NM

11. Goals of Follow-up Support • Helps reinforce use of all components of the model • Give SOAR reps confidence to undertake their first SOAR application • Help SOAR reps feel they are part of a statewide/national initiative and that their work helps build the success of that initiative

12. Goals of Follow-Up Support • Recognize and understand the challenges to doing SOAR applications and involve SOAR reps in developing solutions to those challenges • Communicate decisions/clarifications that happen in SOAR Steering Committee to all SOAR reps

13. Strategies from New Mexico • Follow-up email in the week after training with key components, electronic copies of key documents and links (e.g. SOAR website) • Short 1-2 page newsletter • Linking new SOAR reps to a “mentor” • Calls to check in with new SOAR reps • Refresher trainings • Monthly peer support meetings

14. After Training: MSR Workshops and Technical Assistance Emily Palmer Benefits Coordinator, SOAR Trainer Outreach Community Health Centers Milwaukee, WI

15. The Challenge • 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

16. What Did We Do? • As an agency • Designed and hosted MSR Workshops • Expanded our SOAR Community Collaborative • As a State • Pulled together agency heads from the five agencies receiving funding • Designated a State TA person • Began to implement SOAR Certification

17. MSR Workshops- The Idea • 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

18. Workshop Structure • 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 • Spread actual workshop over 2 weeks • Met for 3 hours each week

19. The Setup: Workshop Structure • Reviewed key sections of the report: • Introduction • Personal history • Psychiatric history • Functional information: ADLs, social function, and concentration, persistence and pace • 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

20. Expanding the Collaborative- The Idea • 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 • Shelters & the CoC • FQHCs • State/County workers • Veteran’s advocates • Healthcare partnerships • SSA/DDS

21. On the Agenda • 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

22. State TA Person- The Idea • 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

23. SOAR Certification- The Idea • 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

24. SOAR Certification Structure • Started a pilot study in Dane County • Funding from United Way of Dane County • Trained 30 people • Invited them to a meeting on 04/30/12 • Will combine TA to complete the first MSRs with a process to turn in a total of five MSRs for review to be certified

25. What Worked Well? • The easiest to implement has been having a TA Person • Expanding our Community Collaborative has increased our exposure and enhanced our SOAR discussions • There has been great interest in the MSR workshop

26. 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.

27. 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.

28. Practical Lessons Learned John Loring Program Administrator- Adult MI Services Washtenaw County CSTS Washtenaw County, MI

29. Practical Lessons Learned • Round pegs don’t fit into square holes • The system of care can change • Leadership vision • Community “buy in • When in doubt, do what works • Flexible model of service delivery critical • Teamwork breeds success • Synergy, flexibility, adaptability • Cannot succeed without community partners • Leverage system of care

30. Expectations of SOAR • Be real • Be flexible • Start where the client is • Be patient • Embed diagnostic and functional assessment

32. SOAR Staff Roles • Opportunity to design the team from the ground up • Specialist vs generalist roles • Cross-training • Team case management • All staff responsible for all consumers • Quarterback of care

33. Questions and Answers Facilitators:SAMHSA SOAR Technical Assistance Center Policy Research Associates, Inc.

34. 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, NY518-439-7415soar@prainc.com