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You’ve Trained Them, Now What?
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The webinar will begin shortly.
You’ve Trained Them, Now What?
Presented by:
SAMHSA SOAR Technical Assistance CenterPolicy Research Associates, Inc.
Under contract to:
Substance Abuse and Mental Health Services AdministrationU.S. Department of Health and Human Services
Webinar Instructions Question instructions Muting Recording availability Downloading documents Evaluation
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
Training Follow-up: Ideas Across the States
Kristin Lupfer
SAMHSA SOAR Technical Assistance Center
Policy Research Associates, Inc.
Thank You For Training!
The hard work isn’t over What’s next?
– Send registration lists to Lisa Guerin [email protected]
– Keeping in touch– Supporting new trainees– Tracking outcomes
Creative Ideas- Keeping In Touch
List-serv messages Newsletters Monthly calls In-person meetings Local planning groups Sharing successes Addressing barriers
Creative Ideas- Supporting Trainees
Refresher trainings Targeted workshops Mentors Reviewing 1st applications Reviewing Medical Summary Reports Include SSA and DDS
Creative Ideas: Tracking Outcomes
Remind participants– Friendly emails/calls
Review periodically– Monthly/quarterly meetings
Celebrate and honor successes– Recognition– Awards
Follow-Up Support for SOAR Reps
Lisa Huval
Policy and Advocacy Director
New Mexico Coalition to End Homelessness
Albuquerque, NM
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
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
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
After Training: MSR Workshops and Technical Assistance
Emily Palmer
Benefits Coordinator, SOAR Trainer
Outreach Community Health Centers
Milwaukee, WI
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
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
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
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
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
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
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
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
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
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
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
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.
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.
Practical Lessons Learned
John Loring
Program Administrator- Adult MI Services
Washtenaw County CSTS
Washtenaw County, MI
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
Expectations of SOAR
Be real Be flexible Start where the client is Be patient Embed diagnostic and functional
assessment
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
Questions and Answers
Facilitators:SAMHSA SOAR Technical Assistance Center
Policy Research Associates, Inc.
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, NY