Case managers, employment specialists, and other service providers do not need to be full-time benefits counselors or experts in benefits planning to help people make informed decisions about their financial futures and to prevent crises. Benefits planning begins with knowing some basic information about benefits programs (e.g., eligibility requirements, income limits, work incentives) and developing trusting relationships (therapeutic alliances) with the people you serve. Here are two messages to help get you started. They include practical insights from the experiences of the following:
Steve Shober, BS, LSW, consultant and trainer at the Ohio Supported Employment CCOE, and former vocational rehabilitation specialist, job coach, and team leader who learned basic and advanced benefits-planning skills to help the people he served navigate state and federal benefits programs.
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Nicole Clevenger, BFA, consultant and trainer at the Ohio Supported Employment CCOE, and mother of two children who relied upon benefits programs for a few years.
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1.) Keeping Your World Glued Together, Part 1 (3m, 16s)
Consumer’s perspective: Benefits planning is about keeping your world glued together. If a service provider is comfortable talking about benefits, it helps dissipate some of the anxiety around the issues. . . . Provider’s perspective: Benefits planning is not just a numbers job; it’s a relationship job. People must be able to understand you, believe you, and trust you for benefits planning to be effective.
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2.) Keeping Your World Glued Together, Part 2 (3m, 16s)
Consumer’s perspective: Each benefits program has different rules, which can be confusing and overwhelming. If a service provider winces or recoils when someone mentions Social Security or Medicaid, they send a message of discouragement, and possibly defeat. . . . Provider’s perspective: When people trust you, they are more likely to give you their whole story. When you get accurate information, then the numbers you give them are meaningful.
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