Implementing SOAR Initiatives

Introduce SOAR to your community

  • Identify and engage agencies and community partners to participate in your SOAR initiative. Educate and inform them about the purpose and benefits of SOAR for individuals with disabilities. 
  • Offer SOAR Orientation presentations for agency leadership and direct service providers. 
  • Attend existing community meetings and share information about the importance of SOAR.

Train and support staff that assist adult SSI/SSDI and/or child SSI applicants

  • Identify programs that are currently assisting adults, children, and families experiencing or at-risk of homelessness with Social Security disability applications. Explore reallocation of existing resources to incorporate fully or partially dedicated SOAR benefits specialists.
  • Identify staff to complete the SOAR Online Course: Adult and/or Child Curriculum. Provide guidance throughout and following the training. Inform trainees of any state/local-specific processes.
  • Establish quality review procedures to assess fidelity to the SOAR model and ensure that applications are complete and high quality. Get feedback from SSA/DDS on SOAR-assisted applications they are receiving.

Collaborate, Collaborate, Collaborate

  • Social Security Administration (SSA) and Disability Determination Services (DDS): Negotiate a SOAR Process for adult SSI/SSDI and child SSI application submission. Identify SSA/DDS SOAR liaisons in local offices.
  • Medical Providers: Identify medical providers who can provide physical/psychiatric evaluations and co-sign Medical Summary Reports. Explore using retroactive Medicaid to reimburse for medical evaluations. Set up a process to obtain medical records, free of charge if possible. 
  • Other Collaborations: Think broadly! Include school administrators, vocational service providers, housing agencies, jails/prisons, Veteran services, and representative payee services.

Track and report outcomes 

  • Establish procedures for the reporting of outcomes by communities and SOAR-trained staff.
  • Report outcomes to the SAMHSA SOAR TA Center as requested.

Fund and sustain

  • Use your outcomes to expand or sustain your SOAR initiative.
  • Educate community partners, influential leaders, and potential funders about the impact SOAR has in your state. Share success stories; report on cost savings (reimbursement/recoupment totals).
  • Explore various funding sources. Consider use of federal funds (e.g. PATH, CABHI, Systems of Care); pool and/or realign existing resources; explore local foundations, United Way, corporations, and hospital collaborations; and investigate criminal or juvenile justice funding to implement SOAR in jails, prisons, or detention facilities.

Implementing State and Local SOAR Initiatives