Consumer Directed Agent CD-PASS Service Option Training

9 am – 4:30 pm
Registration begins at 8:30 am
Lunch on your own (No food or drinks are allowed in the classroom)

What is it about?

This one-day training provides information about the steps and processes for smoothly transitioning and maintaining an ADvantage Member on the CD-PASS service option. Training topics include:

  • Introduction and Eligibility
  • CD-PASS System Roles
  • Member/Employer Responsibilities
  • CDA/CM Core Responsibilities
  • Introduction into the Employer and Employee packets
  • The enrollment process for the CD-PASS service option
  • Budgeting Process (IBA Worksheet)
  • Member Optional Expense Accounts
  • Monitoring CD-PASS services

Who should attend?

Registration for this training is open to all Case Managers and Supervisors from Case Management Agencies in any CD-PASS eligible county, including all expansion counties effective on November 1, 2014: Atoka, Bryan, Choctaw, Coal, Latimer, Leflore, McCurtain, Pontotoc, and Pushmataha Counties.

Why should I attend?

CD-PASS is already, or will be available, to your Members. ADvantage certified Case Managers are required to become certified in the CD-PASS service option by successfully completing Consumer Directed Agent training prior to providing Case Management services to CD-PASS Members. Each agency must also have at least one Case Manager Supervisor that has completed CDA training, in order to serve any CD-PASS Members.


October 15 – Tulsa
Oklahoma State University – Tulsa Campus
North Hall – Room 243
700 N. Greenwood Ave.
Tulsa, OK 74106

October 16 – Tulsa
Oklahoma State University – Tulsa Campus
Main Hall – Room 2323
700 N. Greenwood Ave.
Tulsa, OK 74106