SOAR Supervision Checklist

• Use the Onboarding Guide for training and orientation to the role.
• Connect the SOAR case worker to key contacts for communication and support:
  • Social Security Administration (SSA)
  • Disability Determination Services (DDS)
  • SAMHSA SOAR TA Center Liaison
  • SOAR State Team Lead and Local Leads (as applicable)

• Arrange for private office space.
• Provide a laptop computer and access to a fax machine or scanner.
• Provide a locking filing cabinet.
  • Offer guidance on records retention policies
• Offer access to transportation.
• Establish procedures for medical records requests and invoices:
  • Include a Medical Records Request Letter with state laws cited.
  • Provide clear guidance on agency policies related to medical records invoices.

• Allow time for training and supplemental learning.
• Reserve time for outreach and collaboration building with community partners and SSA/DDS.
• Set reasonable application expectations:
  • 25/year for new full-time dedicated SOAR case workers
  • 35/year for experienced full-time dedicated SOAR case workers
  • 1 per month for part-time SOAR case workers

• Hold weekly or bi-weekly case consultations and supervision.
• Become familiar with the SOAR model.
• Provide regular contact with other case workers doing similar work.
• Establish relationships with partner agencies:
  • Mental health providers for assessments and MSR co-signatures
  • Birth certificate and Identification procurement
  • Representative payee providers
  • Legal aid organizations for appeals (as applicable)

• Review data entered into the SOAR Online Application Tracking (OAT) system.
• Provide feedback on Medical Summary Reports (MSRs).
• Examine participant files to ensure fidelity to the model and accuracy in reporting.

• Use the Succession Planning Checklist as a guide.
• Know where to find case files and the status of active and pending cases.
• Have copies of key SSA, DDS, and medical provider contacts that the case worker communicates with.

Download SOAR Supervision Checklist