SOR-III Quarterly Treatment and Recovery Reporting Surveys

This page provides information related to the quarterly treatment and recovery reporting surveys.

Each quarter, agency contacts that completed the prior quarter’s survey are contacted for the next quarterly survey (or contacts indicated for next-quarter outreach within the prior quarter’s survey). Contacts should receive an email according to the following schedule with specific instructions for survey completion:


Instruction guide:

Please click here to view the quarterly survey instruction guide. This guide provides an overview of survey basics and specific survey question guidance:

  • Survey basics: What are these surveys? Why do we complete them? Who should complete them? When do we complete them? How do we complete them?

  • Specific survey question guidance: Includes specific survey questions that will be asked at every quarter, in order to allow your CSB to prepare for the reporting of specific datapoints, as well as accompanying instructions and guidance on what each survey question is asking.


Success Story guide:

Unsure of what to report each quarter for your agency’s success story? Please click here to view the success story guide, which includes tips and examples to assist in your agency’s reporting.


Quarterly Survey PDF Files:

Each quarter’s survey PDF files will be posted here when they become available. Please check back at the end of each quarter for the survey PDF file. As a reference, the quarterly survey dates are listed below.


Quarterly Reporting Tracking Sheets:

OMNI has developed Quarterly Reporting Tracking Sheets to support the data collection needed to complete the Quarterly Reporting Surveys. Some useful information regarding these tracking sheets:

  • Using this tracking sheet is NOT required, and it does not need to be submitted to OMNI at any point. If you choose to use this tracking sheet, you must also complete the online survey. This tracking sheet is not a substitution for any components of the survey.

  • There is a Recovery Tracking Sheet, focused on the questions in the Recovery Reporting Surveys. This tracking sheet includes columns for different peers to conveniently track each peer's work with clients.

  • There is a Treatment Tracking Sheet, focused on the questions in the Treatment Reporting Surveys.

  • Both tracking sheets have four tabs for the four quarters. The tabs include questions specific to each quarter (e.g., the quarter 4 tab includes questions asking for totals across the past year).

  • This tracking sheet is completely optional to use and can be altered to align with the specific needs of your agency's tracking procedures. Please reach out to SORSupport@omni.org if you need any assistance in altering this tracking sheet to your needs.

Click below to download the tracking sheets!