5/12/2016 Learn Learning Communi mmunity Call Call #2: #2: IPS Individual Placement and Support 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 Welcome! Kristin Lupfer, Project Director SAMHSA SOAR TA Center SAMHSA SOAR TA Center 1
5/12/2016 Agenda We Welcome Home Homework: rk: St State re report outs outs LC LC To Topic: Individual ndividual Place Placement and and Supp Support ort (IP (IPS) Open Open Q & A Home Homework rk Assig Assignment Wr Wrap ‐ Up Up and and Adjo Adjourn (A (Arizona) LDR LDRC SO SOAR AR Clie Client Iden Identific tificatio tion Pr Process • Pre ‐ screen assessment created by Maricopa County local SOAR leads • Pre ‐ screen is “mini MSR” capturing functional, medical, legal, background info, etc. • Walk ‐ in hours twice per month for campus clients with/without appointment to meet with SOAR Specialist for a pre ‐ screen assessment • Coincides with SSA closing early on Wednesdays • SSA ‐ SOAR Phone Call/In ‐ Person meeting to staff SOAR clients same day • Zero barriers for clients not connected to care/case management but in need of SOAR support • Case manager referral guide created to improve quality of referrals • Addresses technical or criteria ‐ related reasons SOAR is unable to assist clients • Decreases time spent pre ‐ screening clients that do not meet targeted population • Appointments available for outside agencies to refer clients for pre ‐ screen assessments SAMHSA SOAR TA Center 2
5/12/2016 (A (Arizona) LDR LDRC Quali Quality Re Review of of SO SOAR AR Applic Application ions • MSR Review • SOAR Team proof ‐ reads MSRs prior to claim submission • MSR Review Sheet created to ensure adequate sectional content • SOAR Checklist serves as coversheet for submitted claims • Disability Determination Explanations (DDEs) obtained for all claims • Improves quality of future applications and future client identification • Allows SOAR staff to see what information DDS looks for in the evidence • Ensures collected evidence made it from the SSA to DDS • Affirms the value of the MSR or RFC report submitted by the SOAR case manager Color Colorado ado: Id Identify tifyin ing SO SOAR AR Applic Applican ants ts • Partnership with a housing first organizations in Denver and Grand Junction • Outreach to organizations that provide assistance to the homeless • Training caseworkers at organizations that assist the homeless DBS Colorado Disability Benefits Support Program (DBS) SAMHSA SOAR TA Center 3
5/12/2016 Color Colorado ado: Quali Quality Re Review Pr Process • Provide ongoing training to advocates working with SOAR applicants • Monthly CABHI team conference calls • Monthly check ‐ in calls with individual sites • Trainer availability for questions as needed • Review the workflow with all new advocates for as long as needed • Review advocates screening of clients to ensure understanding of the disability process • Conduct weekly meetings where advocates can discuss case issues amongst the entire team • Review function reports of advocates prior to submission to DDS DBS Colorado Disability Benefits Support Program (DBS) CONNECTICUT SOAR/CABHI S O A R A N D I P S Q U A L I T Y A S S U R A N C E : M A N Y O F O U R P R O V I D E R S H A V E A H I S T O R Y O F • P R O V I D I N G S O A R A N D I P S S E R V I C E S . M A N Y A G E N C I E S H A V E I M P L E M E N T E D Q A P R A C T I C E S • W I T H S O A R A P P L I C AT I O N S . N E E D T O D O A N A S S E S S M E N T O F C U R R E N T P R A C T I C E S • R E L AT E D T O S O A R Q A A M O N G T H E C A B H I A G E N C I E S . SAMHSA SOAR TA Center 4
5/12/2016 CONNECTICUT SOAR/CABHI I P S Q U A L I T Y A S S U R A N C E : C O N N E C T I C U T H A S A N A C T I V E F I D E L I T Y R E V I E W • P R O C E S S F O R I P S F U N D E D A G E N C I E S . N E E D T O S E E H O W I P S F I D E L I T Y C A N B E • A S S U R E D A M O N G C A B H I A G E N C I E S . C T I F I D E L I T Y L E A D E R S H I P G R O U P E X P L O R I N G H O W T O • E N S U R E F I D E L I T Y T O T H E C T I M O D E L ILLINOIS CABHI-STATES-ENHANCEMENT I de ntific a tio n - Co nsume rs me e t pro je c t e lig ibility re q uire me nts • Chro nic Ho me le ssne ss inc luding “At-risk fo r ho me le ssne ss” pe r RF A • SUD, MHD o r Co -o c c urring • OMT -Co nsume rs ha ve ma instre a m b e ne fits a sse sse d • Spe c ia lists fo llo w the SOAR mo de l a s tra ine d (3 Spe c ia lists c o mple te d the o n-line tra ining a nd ha d a o ne -da y fo llo w up F unda me nta ls T ra ining with o ur SOAR Sta te L e a d). • E a c h site ha s a slig htly diffe re nt pro c e ss • I de ntifying SOAR Applic a nts F o rm SAMHSA SOAR TA Center 5
5/12/2016 ILLINOIS CABHI-STATES-ENHANCEMENT Qua lity Re vie w E a c h site ha s a slig htly diffe re nt pro c e ss • Mo nthly & whe n ne e de d c a lls with Sta te SOAR Co o rdina to r • OAT S • I nte rna l tra c king me c ha nisms i.e . spre a dshe e ts & c lie nt file s • SOAR Spe c ia lists a nd E mplo yme nt Spe c ialists wo rking to g e the r • Outc o me s (no t a ll info rma tio n ha s b e e n e nte re d o n OAT S) 25 a pplic a tio ns o n OAT s (27 a pplic a tio ns) • 5 a pplic a tio ns ha ve pro te c tive filing da te s • 1 a pplic a tio n is a t initia l pe nding • 2 a pplic a tio ns a re a t initial no t sub mitte d • 1 a pplic a tio n de nie d • 1 a pplic a tio n a ppro ve d • Ba rrie rs So me c o mmunic a tio n issue s with the SSA o ffic e / c o nta c ts • Curre nt Spe c ialists a re sta tio ne d a t a g e nc ie s – no t mo b ile • Site s utilizing slig htly diffe re nt pro c e sse s • Ne wly tra ine d le a rning pro c e ss (le ss tha n 1 ye a r) • Sta ffing a nd funding with the Sta te SOAR L e a d • Questions to Identify SOAR Applicants • Income/source of income • If working, does work meet SGA? • Previous or pending SSA claim • Assess for: – Previous work history – Disability – Functioning – Homelessness • Assign person responsible to follow ‐ up on claim Massachusetts CABHI ‐ IPS SAMHSA SOAR TA Center 6
5/12/2016 Quality Review Process • Utilize SOAR Quality & Review Checklist • Create timeline for each individual claim • Gather all necessary forms and compile individual file • Note on checklist when forms are filed and when records are requested/received • Implement peer review of files Massachusetts CABHI ‐ IPS CABHI SOAR / IPS - Mic higan SAMHSA SOAR TA Center 7
5/12/2016 Curre nt ide ntific a tio n pro c e ss fo r SOAR a pplic a nts Na vig a to rs a nd Ca se Ma na g e me nt sta ff re fe r individua ls to the SOAR Spe c ia lists • SOAR Spe c ia list a c c o mpa nie s Na vig a to r o r Ca se Ma na g e r to inte rvie w individua l • SOAR Spe c ia list utilize s the “I de ntifying SOAR Applic a nts” a nd the “Prio ritizing • SOAR Applic a nts” c he c klists to de te rmine ho w like ly the individua l is to q ua lify fo r SSI / SSDI Mississippi SAMHSA SOAR TA Center 8
5/12/2016 Nevada SOAR Program Ambrosia Crump NV SOAR Coordinator Mike McMahon CABHI Grant Administrator First Steps Southern NV SOAR Exploration and Southern NV SOAR Referral Community Collaboration with SOAR and Screening Tool Referral providers Program: Coming Soon! SAMHSA SOAR TA Center 9
5/12/2016 Identifying SOAR Program Candidates Southern Nevada Coordinated Referral and Co ‐ Entry: VI ‐ SPDAT Occurring Screening Tool SOAR TA Toolbox Resource: SSA Blue Book Criteria: Listing “Identifying of Impairments SOAR Applicants” Quality Review TA/Consultation provided by coordinator Review Redacted DDS involvement Letters of and participation Support/MSRs Refresher Enforcing use of Trainings Critical (Southern NV) Components SAMHSA SOAR TA Center 10
5/12/2016 Ohio: Identifying SOAR applicants The SSI Ohio Project Specialists (SOAR in Ohio) are trained to understand the following which allows for better identification of SOAR applicants: • Target population • SSA non ‐ medical eligibility criteria • SSA medical criteria via the SSA Adult Listings • The four areas of functioning • SOAR ‐ Identifying SOAR Applicants tool (1/21/15) Ohio: Quality Review • Initial training and ongoing monthly trainings • Review of first three MSRs after initial training • Program Quality Review Checklist • Cooperative SSA and DDS staff that provide feedback on the quality of cases • Readily available TA provided SAMHSA SOAR TA Center 11
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