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SAMHSA SOAR

SOAR Webinar: Strategies for Medical Records Collection and Documentation

This webinar, to be held on June 26, 2025, is designed to enhance your skills in collecting and submitting medical evidence for quality SOAR-assisted applications.

Date and Time:

- - EDT

Register for the Webinar

Description:

Join us for an informative and practical webinar designed to enhance your skills in collecting and submitting medical evidence for quality SOAR-assisted applications. Whether you’re new to SOAR or a seasoned practitioner, this webinar will provide valuable insights and tools to support your work. 

You’ll hear from seasoned SOAR Providers who will share their strategies for gathering and submitting medical documentation. They will share how developing relationships with clinicians assists them with documenting disability resulting in stronger applications. You will learn how to enroll in SSA’s Electronic Records Express (ERE) and other ways to use technology to streamline medical records collection and submission to SSA and DDS. 

The SOAR TA Center will share tools and resources for obtaining supportive medical documentation from their local medical community. We’ll also be joined by a SOAR-assisted SSI/SSDI Beneficiary who will share their experience with the SOAR Process.  

Presentation Slides

What you will learn:

  • Best practices for gathering and submitting high-quality medical documentation.
  • Technology tips for streamlining medical records collection and submission using SSA’s Electronic Records Express (ERE) and other tools.
  • Relationship-building strategies with clinicians to strengthen disability documentation.

Presenters:

  • Shaun Kostiuk, MBA, Client Financial Services Manager and SOAR Local Lead, Pittsburgh Mercy, Pittsburgh, Pennsylvania
  • Brandy Lewis, MS, Benefits Program Manager and SOAR Local Lead, Outreach Community Health Centers, Milwaukee, Wisconsin
  • Jim Bare, BA, Case Manager and SOAR Local Lead, Hope Haven Ministries, Kingsport, Tennessee
  • SOAR-assisted SSI/SSDI Beneficiary, Outreach Community Health Centers, Milwaukee, Wisconsin

Details

Type
Webinars

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