The SOAR Dialogue Group is a monthly call for SOAR-trained providers and any other interested parties across the state. Each month, NCCEH moderates calls with SOAR providers to discuss a topic that helps to improve applications and continue to build a strong SOAR community.  

Date Topic Document

01.16.24

SSA Updates and Q&A

Dialouge Call Slides

Meeting Notes

02.20.24

Medicaid Expansion

Dialogue Call Slides

03.19.24

Employment & Other Income Boosters

Dialogue Call Slides

04.16.24

SNAP/Food Stamps Training

Dialogue Call Slides

Recording

05.21.24

Appeals

Dialogue Call Slides

06.18.24

Providing LGBTQ+ Competent Services

Dialogue Call Slides

07.16.24

OAT Data & Trends

Dialogue Call Slides

08.20.24

Funding & Sustainability

Dialogue Call Slides

10.15.24

SSA Updates

Dialogue Call Slides

11.19.24

NC SOAR Onboarding Guide Review

Dialogue Call Slides

Date

Topic

Document

December 2023 meeting cancelled

11.21.23

Strengthening Medical Evidence

Dialogue Call Slides

10.17.23

SOAR Annual Meeting Planning

Dialogue Call Notes

9.19.23

Best Practices for Pre-Screening Potential SOAR Clients

Dialogue Call Slides

8.15.23

Diversity, Equity, Inclusion Action Plan Review

Dialogue Call Slides

July 2023 meeting cancelled

6.20.23

Clients with Psychotic Disorders

Dialogue Call Slides

5.9.23

MSR Deep Dive Part 3

Dialogue Call Slides

4.18.23

MSR Deep Dive Part 2

Dialogue Call Slides

3.21.23

MSR Deep Dive

Dialogue Call Slides

2.21.23

DEI with SOAR National

 

1.24.23

Strategic Planning for 2023

Dialogue Call Slides

10.18.22

DDS Reminders and End of Year Meeting

Dialogue Call Slides

9.20.22

Reviewing Disability File

Dialogue Call Slides

DDE Example

7.19.22

Challenges Collecting Medical Records

Dialogue Call Slides

6.21.22

Eligibility Considerations

Dialogue Call Slides

4.19.22

Vocational Rehabilitation

Dialogue Call Notes

3.15.22

Work History

Dialogue Call Slides

2.15.22

SSA Blue Book Listings

Recording

Dialogue Call Slides

Call Notes

1.18.22

Funding SOAR Positions

Dialogue Call Slides

12.13.21

2021 SOAR Annual Meeting

Recording

10.19.21

Appeals

Dialogue Call Slides

9.21.21

Post Entitlement Events

Dialogue Call Slides

8.17.21

Strengthening MSRs

Dialogue Call Slides

Glossary of Medical Terms

5.24.21 and 6.15.21

Transition to OAT

Dialogue Call Recording

SOAR OAT Reports Guide

SOAR OAT User Guide

4.20.21

Supporting Clients to Apply for Medicaid

Dialogue Call Recording

Dialogue Call Slides

3.16.21

DDS on Improving SOAR Applications

Dialogue Call Highlights

DDS "Wish List"

2.16.21

Transitioning to OAT

Dialoguee Call Slides

1.19.21

SOAR Year In Review

Dialogue Call Slides

Date Topic Document

11.17.20

SSA "Grids" with Disability Attorney Guest Speaker

Dialogue Call Highlights

10.20.20

Planning Annual SOAR Meeting

Dialogue Call Highlights

9.15.20

Vocational Rehab with VR Counselor Guest Speaker

Dialogue Call Highlights

8.18.20

SSA Disability Law with Legal Aid Guest Speaker

Dialogue Call Highlights

Materials on SSA's Policies 

7.21.20

Considerations After Application is Approved

Dialogue Call Highlights

6.16.20

Substance Use

Dialogue Call Highlights

5.19.20

New DDS Process

Dialogue Call Highlights

4.21.20

Coronavirus

Dialogue Call Highlights

3.17.20

TERI, Compassionate Allowances, and Presumptive Disability

Dialogue Call Highlights

2.18.20

MSRs: Tips and Tricks

Dialogue Call Highlights

1.28.20

Setting SOAR Goals for 2020

Dialogue Call Highlights

10.15.19

Planning Annual SOAR Meeting 

Dialogue Call Highlights

9.17.19

SOAR and SSA Field Offices, Requesting Electronic Claim Files from SSA

Dialogue Call Highlights

Requesting Electronic Claim File

8.20.19

SOAR and NC DDS

Dialogue Call Highlights

SOAR Claims at DDS

6.19.19

Secondary Trauma and Burnout

Dialogue Call Highlights

5.28.19

SOAR Applications and Substance Use

Dialogue Call Highlights

4.17.19

Partnering with SSA and DDS

Dialogue Call Highlights

2.19.19

Completing the SSA-3369 and Interviewing for Work History

Dialogue Call Highlights

DDS Talking Points

SSA-3369

1.22.19

Setting Goals for SOAR in 2019

Dialogue Call Highlights

8.21.18

Ask a Medical Provider with guest Julia Gamble, NP

Dialogue Call Highlights

6.19.18

Engaging Community Partners

Dialogue Call Highlights

5.15.18

Engaging SSA Local Field Offices

Dialogue Call Highlights

4.14.18

Engaging SOAR Applicants

Dialogue Call Highlights

3.15.18

Medical Summary Reports

Dialogue Call Highlights

2.15.18

Work History and SOAR Applications

Dialogue Call Highlights

1.17.18

SOAR and Survivors Benefits

Slides from the Call

8.21.17

Substance Use and SOAR Applicants

Dialogue Call Highlights

7.27.17

Checking in on the New Mental Health Listings

Dialogue Call Highlights

6.22.17

Impact of Jail and Hospital Stays on SOAR applications

Dialogue Call Highlights

3.14.17

Changes to Acceptable Medical Sources & Outreach to Medical Professionals

Dialogue Call Highlights

2.16.17

Changes to Functioning Categories

Dialogue Call Highlights

Slides

1.19.17

Updated Mental Disorder Listings

Dialogue Call Highlights

Slides

10.27.16

Updates from SSA and Planning SOAR Caseworker Meeting

Dialogue Call Highlights

9.15.16

Functioning Information in Medical Summary Reports

Dialogue Call Highlights

8.18.19

Referrals for SOAR Cases

Dialogue Call Highlights

6.16.16

Next Steps Once an Applicant is Approved

Dialogue Call Highlights

5.19.16

Substance Use and SOAR Cases

Dialogue Call Highlights

4.21.16

Community Work Groups

Dialogue Call Highlights

3.17.16

Work History

Dialogue Call Highlights

2.25.16

SSA Field Office Outreach and Engagement 

Dialogue Call Highlights

1.21.16

Burnout and Self-care

Dialogue Call Highlights

10.15.15

SOAR Caseworker Meeting

Dialogue Call Highlights

9.17.15

Consultative Exams

Dialogue Call Highlights

8.20.15

Addressing Listing Criteria and Substance Use

Dialogue Call Highlights

6.18.15

DDS Challenges

Dialogue Call Highlights

5.22.15

Obtaining Medical Records

Dialogue Call Highlights

4.15.15

SOAR and Coordinated Assessment

Dialogue Call Highlights

3.19.15

Common Challenges with SOAR cases

Dialogue Call Highlights

2.19.15

Decreasing Decision Days at DDS

Dialogue Call Highlights

1.16.15

Engaging the Local SSA Field Office

Dialogue Call Highlights

Slides for SSA Presentation

11.19.14

Discerning whether to move forward with a SOAR case

Dialogue Call Hightlights

10.16.14

SOAR Referrals

Dialogue Call Highlights

9.25.14

SOAR Caseworker Meeting

Dialogue Call Highlights

8.20.14

Medical Summary Reports

Dialogue Call Highlights

7.17.14

Community Partnerships

Dialogue Call Highlights

6.19.14

Strengthening SOAR Cases with Medical Evidence

Dialogue Call Highlights

5.29.14

Substance Use and SOAR Cases

Dialogue Call Highlights

4.17.14

Reconsiderations and Appeals

Dialogue Call Highlights & Critical Request Evaluation Sheet

3.20.14 Documenting Work History Dialogue Call Highlights
2.20.14 Burnout and Self-care Dialogue Call Highlights
1.16.14 Engagement with Applicants Dialogue Call Highlights
10.17.13 Developing Relationships with Local Jails Dialogue Call Highlights
9.19.13 SOAR Caseworker Meeting Dialogue Call Highlights
8.15.13 NAEH Conference and Healthcare Reform Updates Dialogue Call Highlights
7.18.13 Medical Summary Reports and Medical Records Dialogue Call Highlights
6.20.13 Evaluating SOAR Referrals Dialogue Call Highlights
5.15.13 SOAR Community Work Groups Dialogue Call Highlights
4.18.13 Federal and State Updates Dialogue Call Highlights
3.21.13 Substance Use and SOAR Cases SSA Drug Addiction and Alcoholism (DAA) Policy
Dialogue Call Highlights
2.21.13 Engaging Local SSA Field Offices Dialogue Call Highlights
1.17.13 VA and SOAR Partnerships Presentation: VA and SOAR Partnerships
Dialogue Call Highlights
10.18.12 Medical Summary Reports Dialogue Call Highlights
9.20.12 SOAR Caseworker Meeting Dialogue Call Highlights
8.16.12 Engaging Applicants Dialogue Call Highlights
7.19.12 NC SOAR Annual Outcomes FY 2011-2012 SOAR Outcomes
Dialogue Call Highlights
6.21.12

SOAR Community Work Groups

SOAR Community Certification Guidelines
Dialogue Call Highlights

3.15.12 SOAR and Housing Dialogue Call Highlights
2.16.12 Updates from Meeting with SSA and DDS re: SOAR Process Presentation from Call
Dialogue Call Highlights
1.19.12 Setting Goals for 2012 Dialogue Call Highlights
12.15.11 Preparing Applicants for SSI/SSDI Income Dialogue Call Highlights
11.17.11 SOAR and the Appeals Process Presentation: Appeals Webinar
Dialogue Call Highlights
10.20.11 SOAR and the Appeals Process PRA Presentation: Appeals Cases
Dialogue Call Highlights
9.15.11 NC SOAR Process NC SOAR Process
Dialogue Call Highlights
8.18.11 Outreaching to Physicians Dialogue Call Highlights
7.21.11 Updates from the National SOAR Conference Dialogue Call Highlights
6.16.11 Ethical Questions Encountered in SOAR Cases Dialogue Call Highlights
5.20.11 Collaborations with Attorneys Dialogue Call Highlights
4.22.11 Collaborations with Hospitals PRA Hospital Primer
Dialogue Call Highlights
3.17.11 Presumptive Disabilty Benefits Presumptive Disability Outline
Dialogue Call Highlights
2.17.11 Organic Mental Disorder and Mental Retardation Listings Dialogue Call Highlights
1.20.11 Comparing National and NC SOAR Outcomes Dialogue Call Highlights
12.16.10 Work Incentives Dialogue Call Highlights
11.18.10 Community Partnerships Dialogue Call Highlights
10.20.10 Proposed Changes to SSA Mental Health Listings Dialogue Call Highlights
9.16.10 What makes it a SOAR case? Dialogue Call Highlights
8.19.10 National Perspective on SOAR Dialogue Call Highlights
7.15.10 Relationships with the Medical Community Dialogue Call Highlights
6.17.10 SOAR and DDS Dialogue Call Highlights