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 CM agencies in any CD-PASS eligible county.

Why should I attend?

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 CM Supervisor that has completed this training, in order to serve any CD-PASS Members.


There are currently no upcoming sessions of this training event.