Resources for SOAR Caseworkers

 
 
NEW!  NC SOAR Caseworker Dialogue Group
Are you a trained SOAR caseworker?  If so, join the NC SOAR Dialogue Group!  You'll get new information on the SOAR process and SSA, and will be eligible to attend monthly conference calls with other SOAR trained caseworkers in North Carolina.  For instructions on how to join, please visit our Dialogue Groups webpage.
 
NEW!  NC SOAR Caseworker Password-Protected Webpages
We have created webpages with information that is only available to SOAR caseworkers who have attended a two-day training.  If you are a trained SOAR caseworker and would like to access these pages, please send an email to soar@ncceh.org with the subject line "Access SOAR Webpages."  (Once you have received your password, you can view the pages after logging in to the site.)
 
 
NEW!  NC SOAR Caseworker Certification
NCCEH is interested in working with SOAR caseworkers to develop their skills and provide them with the recognition they deserve for their dedication to SOAR methods and for helping their clients access benefits.  Individuals who complete the NC SOAR Caseworker Certification process will receive documentation that they are SOAR certified and will be added to the state list of SOAR caseworkers.

NEW!  SOAR Screening Tools
With limited time and resources, it is important that SOAR caseworkers focus their efforts on helping those who are most clearly and obviously disabled.  These 'who to help' decisions can often be difficult--here are some screening tools that can help.  Use these to assess client disability and the likelihood of benefits acquisition.

NCCEH Forms

Have you completed a disability application or are you in the process? Let us know!
Everything you'll need to complete one application with a client, all in one place:

SSA & DDS Forms, Applications and Important Information

 

 Worksheets from the Training Manual

 Form
view
 Applicant Tracking Worksheet word doc
 Applicant Assessment Worksheet word doc
 Functional Information Worksheet word doc
 Medical Evidence Worksheet word doc
 Medical Information for SSI/SSDI word doc
 Medical Summary Report Worksheet word doc
 SSI Benefits and Work Worksheet word doc
 SSI & SSDI Non-Medical Documentation Checklist word doc
 Substance Use Worksheet word doc