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Steps to Certification

There are two levels for Behavioral Health Case Management Certification in Oklahoma as detailed below and in the Chapter 50 Standards and Criteria Administrative Rules:

Certified Behavioral Health Case Manager I Criteria:

  1. High school diploma or equivilent and
  2. A total of 36 months of direct, documented experience working with persons who live with mental illness and/or substance abuse issues.

 

Certified Behavioral Health Case Manager II Criteria:

  1. High school diploma or equivilent and a total of 36 months of direct, documented experience working with persons who live with mental illness and/or substance abuse issues; or
  2. 60 college credit hours in any field and 12 months of behavioral health experience; or
  3. Bachelor's or Master's degree in any field with 6 months of Behavioral Health experience; or
  4. Bachelor's or MAster's Degree in a Behavioral Health field; or
  5. RN with Behavioral Health Experience

To complete the Behavioral Health Case Management Certification you MUST be employed by an agency that is certified by the Oklahoma Health Care Authority or ODMHSAS to provide Case Management Services. These requirements are also outlined in the Chapter 50 Standards and Criteria Administrative Rules.

Application Process

The Chapter 50 Standards and Criteria document gives further detail into all stages of Behavioral Health Case Management (criteria, prerequisites, timelines, etc.) and must be reviewed before applying for certification.

Note: it is highly recommended you complete this application on a computer. You will be required to print/sign multiple documents and access multiple sites throughout and it is not optimized for a mobile experience.

The steps to certification are broken down as follows:

The application process splits into four distinct categories after the Online Application depending on what you are applying for. These four categories are:

  • Becoming a Case Manager I.
  • Upgrading from Case Manager I to Case Manager II.
  • Becoming a Case Manager II with no prior BHCM Certification:
    • If you have a Bachelors or Masters in Behavioral Health, RN License, or proof you are presently working on a Masters for licensute.
    • If you have a non-Behavioral Bachelors degree with CPRP or CFRP.

These four applications follow the same online application process, but differ in what to expect after your online application is submitted, including required documentation and required steps. They are detailed in the "Finishing Your Application" section.

You need a National Provider Identification (NPI) Number before you begin the online application process. If you are currently a CM I applying to become a CM II, you will use your original NPI number obtained through your first application.

You will need to refer to the following during your NPI application process:

  • Add taxonomy Code, click next.
  • Select from the dropdown menu "171M00000X- Case Management/Care Coordinator" and click Save.
  • Check the dot left of Case Management/Care Coordinator, then click next and complete the rest of your application.

Your will need your NPI number for the BHCM application, so be sure to keep that information readily available during the rest of the application process.

Access Control Account

The online application uses the ODMHSAS Access Control system. Creating an account is free, and you will use one account for all ODMHSAS applications. If you already have an Access Control account, do not create a new one. This will significantly delay the process. If you have issues accessing your account, you can call the ODMHSAS Help Desk and press option 0. You will use your Access Control account throughout this process and each year to complete your certification renewal, so keep your login information accessible. 

BHCM Online Application & Paying Fees Online

Once you are logged into Access Control, click the "Registration" icon to be taken to the certification menu. Select "Behavioral Health Case Management" from the list of applications. This will start your BHCM application prompting you to fill in your information and progress through the application. After submission, the "Application Inventory Page" button will appear. You will need to print and sign this page (or e-Sign) to be sent with your other documents.

An initial application fee of $25.00 USD is required and must be paid online. If you are renewing your BHCM license, a fee of $15.00 USD is required instead of the $25.00 application fee. If you are a CM I who is qualified for CM II and are upgrading your license, you will pay the reapplication/recertification fee instead of the initial application fee. ODMHSAS employees are exempt from the initial application fee and renewal fee. In the top right corner of the BHCM application is a "Pay Bills" button that will allow you to pay this fee. All fees must be paid online and will not be accepted via mail or in-person. Once paid, print your receipt to verify payment when you submit your other documents.

Once you hit the submit button, you only have six (6) months of your initial application date to complete the certification process. If you do not complete the certification process within six (6) months, of your initial application date, your application will expire and you will be required to start the entire application process all over from the beginning and no refunds or credits will be given for any fees.

You should now have your NPI number, completed your online application, signed your Application Inventory Page, paid your application fee(s) and printed your payment receipt. Once those steps have been completed, you can move onto the next steps relevent to your specific application.

Finishing your Application

After completing the online application, your steps will vary based on what you are applying for. These steps are detailed below.

Emailing your Application

You will need to email the following documents to the Ramona Gregory at Ramona.Gregory@odmhsas.org:

  • Application Inventory Form with Signature.
  • Current Oklahoma State Bureau of Investigation criminal history report.
  • Printed receipt showing your online payment of the Initial Application Fee (Reminder: These MUST be paid online via Access Control)
  • Official College or University Transcript showing the degree and the conferred (graduation) date
    • If you have less than 60 college credit hours, you are required to include your official transcript and a letter from employer/agency, on company letterhead, documenting at least 36 months of verifiable experience working directly with Mental Health or Substance Abuse consumers. It should include dates of employment and description of duties during applicable dates.
  • Official High School Transcript or GED (if no college or university transcript)
    • Verification of Experience (if applicable) - If you have a high school diploma or GED, you are required to include your official transcript or GED and a letter from employer/agency, on company letterhead, documenting at least 36 months of verifiable experience working directly with Mental Health or Substance Abuse consumers. It should include dates of employment and description of duties during applicable dates.

Application Approval Process

Applications will be reviewed in detail on a first-come, first-serve basis. Applicants who send in incomplete applications or applications needing corrections will be notified by e-mail of the needed corrections.

Emailing your Application

You will need to email the following documents to the Ramona Gregory at Ramona.Gregory@odmhsas.org:

  • Application Inventory Form with Signature.
  • Current Oklahoma State Bureau of Investigation criminal history report.
  • Printed receipt showing your online payment of the Renewal/Recertification fee. (Reminder: These MUST be paid online via Access Control)
  • Official College or University Transcript showing the degree and the conferred (graduation) date
    • Since your degree information is different and needs to be updated, we will need a new official transcript showing your new degree information
  • Copy of RN (Registered Nurse) Licensure Card (if applicable)
  • CPRP Certification Card (if applicable)

Application Approval Process

Applications will be reviewed in detail on a first-come, first-serve basis. Applicants who send in incomplete applications or applications needing corrections will be notified by e-mail of the needed corrections. Once we approve your application, you will receive an e-mail. Since you are applying to be a CM II, your e-mail will tell you to log back into your account and access your online training.

Emailing your Application

There are two different requirements for emailing documents based on your application prerequisites. Both are detailed below.

If you have:

  • A Bachelor's or Master's degree in Education or a behavioral health related field earned from a regionally accredited college or university recognized by the United States Department of Education (USDE) OR
  • A current license as a registered nurse in the State of Oklahoma with experience in behavioral health care OR a Bachelor's or
  • Master's degree in any field that shows proof of active progression toward obtaining a clinical licensure at the master's or doctoral degree level. The degree must be granted from a regionally accredited college or university recognized by the USDE

You will need to email the following documents to the Ramona Gregory at Ramona.Gregory@odmhsas.org:

  • Application Inventory Form with Signature
  • Current Oklahoma State Bureau of Investigation criminal history report
  • Printed Receipt showing online payment of Application Fee $25 (if applicable)
  • Official College or University Transcript showing the degree and the conferred (graduation) date
  • Copy of RN (Registered Nurse) Licensure Card (if applicable)

If you have

  • Bachelor's or Master's degree in any field earned from a regionally accredited college or university recognized by the USDE accompanied by a current certification for Certified Psychiatric Rehabilitation Practitioner or Certified Child and Family Resiliency Practitioner from the United States Psychiatric Rehabilitation Association (USPRA)

You will need to email the following documents to the Ramona Gregory at Ramona.Gregory@odmhsas.org:

  • Application Inventory Form with Signature
  • Current Oklahoma State Bureau of Investigation criminal history report
  • Printed receipt showing online payment of Application Fee $25 or Recertification Fee $15 (if applicable
  • Official College or University Transcript showing the degree and the conferred (graduation) date
  • Copy of RN (Registered Nurse) Licensure Card (if applicable)
  • CPRP Certification Card/Children’s Certificate (if applicable)

 

Application Approval Process

Applications will be reviewed in detail on a first-come, first-serve basis. Applicants who send in incomplete applications or applications needing corrections will be notified by e-mail of the needed corrections. Once we approve your application, you will receive an e-mail.

Case Management Modules

Once you have completed the full approval process, you will receive an email confirming your approval and you can begin the training process. Registering for Case Management Modules has a registration fee depending on your training level (ODMHSAS employees are exempt from this fee) that can be paid via Access Control the same way you paid your application/renewal fee. If you do not complete the BHCM certification process within six (6) months of your initial application date, your application will expire and you will need to reapply, losing any purchase receipts. This includes the Case Management Modules registration fee. 

Once paid, you can consult the Case Management training information and schedule to select a primary and secondary choice of dates for your preferred training. More info about BHCM training is found in the section below.

Training Information

Fundamentals of Case Management Training Material(s)

Other Guest Presentation Training Material(s)

Training Schedule

Please note that enrollment is limited, so your preferred training slots may be full and you may have to register for the next available class. Your training fee MUST be paid online via Access Control. A confirmation email will be sent once you have been enrolled in the training class. At the end of your training you will be given your Official Exam Approval Document.
 
Once you have paid your training registration fee and picked your primary and secondary preferred training dates, please email your selections to Ramona.Gregory@odmhsas.org.
 
Below are the training requirements based on your application level:
 
  • Case Manager I 
Required to attend 2 days of Case management online training Day #1 & Day #2      
  • Case Manager I Upgrade 
Required to attend 2 days of Rehabilitation online training Day #2 & Day #3
  • Case Manager II New Applicant  
Required to attend 1 day of Case Management & 1 day of Rehabilitation online training Day #2 & Day#3
  • Case Manager II CPRP/CPRC New Applicant   
Required to attend 1 day of Case Management & 1 day of  Rehabilitation online training Day #2 & Day #3

Visit the Oklahoma CareerTech website to find and schedule your Behavioral Case Management Examination. Follow the directions on the OK CareerTech BHCM page for information on test sites, exam registrations and associated fees. The testing protocol requires:

  • Original approval email from ODMHSAS
  • Valid, current photo identification issued by government entity within the U.S. (i.e. passport, driver's license, school-issued ID)

Be sure to take your exam as soon as possible to not lapse the six (6) month window since your initial application submission.

Exam Resources

The Case Management Modules will prepare you for the exam, but if you feel you need additional information, we recommend reading the following material:

Upon successful exam completion, you need to email two documents to Ramona.Gregory@odmhsas.org:

  • Coaching Report (exam results)
  • Verification of Employment Form (Your employer must be a contracted agency with OHCA/ODMHSAS to provide Case Management Services. The top part of the form is filled by the employee, the bottom by the employer.)

 

After these documents are sent and verified, you can print your certificate.

To print your certificate, you will need to log into your Access Control account and navigate back to the Registration section. Select Behavioral Health Case Management and a "Print Certificate" button will appear next to "Advance to Registration". Make sure your pop-up blocker is turned off and you will be able to print your BHCM Certification. You cannot bill for Case Management Services until you print off your certificate.

Please make a note of your Certification Expiration Date on your certificate and make sure to familiarize yourself with the Recertification Process as outline in the Chapter 50 Standards and Criteria Administrative Rules. The Certification Renewal section details the steps to recertification, but in the meantime, congratulations on becoming a Certified Behavioral Health Case Manager!

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