Foundational Trainings

These trainings provide a foundational understanding of SOAR, SSI/SSDI, and SSA’s disability determination process. Introduce SOAR to your agency, prepare community partners to support providers, or expand your SOAR initiative into additional systems of care.

  • This half-day training equips agencies and community partners with a solid working knowledge of SSA’s disability determination process, the SOAR model, and how to effectively refer individuals to SOAR-trained providers. It is not designed for those who will be completing applications, but rather for those who want enough insight to be strategic, informed, and confidently supportive!

  • This 1-hour orientation to SSA’s disability income benefit programs and the SOAR model of application assistance is designed to gain buy-in for the SOAR initiative and is a great first step in SOAR implementation!

  • This 2-hour training is designed for established SOAR initiatives ready to broaden their impact. Whether your program is expanding into legal settings, VA and veteran services, hospitals, or other systems of care, we’ll work with you to design a training experience that equips your team with the tools, strategies, and next steps to gain buy-in for expanding SOAR.

Supplemental Trainings

These one- to two-hour sessions are designed for providers seeking to deepen their understanding of key topics related to completing SSI/SSDI applications.

  • An overview of SSA’s work incentive programs and dispelling myths about employment for SSI/SSDI applicants and beneficiaries.

  • The basics of submitting a reconsideration or ALJ appeal using the SOAR model.

  • Gain a deeper understanding of the Social Security Administration’s Listings of Impairments. Learn how to effectively navigate the listings and apply them to strengthen disability benefit applications.

  • Best practices for engaging specific populations and information about how SSA’s rules and regulations may affect SOAR-assisted claims.

Our Services

SOAR Training
Virtual Learning
Strategic Planning
Liaison Services