Provider update: December 7, 2020

To: All ADvantage Case Management Providers

Subject: 2021 ADvantage Case Management Orientation Training Webinar Schedule

Please find below the 2021 ADvantage Case Management Orientation Training (CMOT) Webinar Schedule, corresponding closing date(s) for enrollment, and New Case Manager Record of Orientation with Checklist due date(s).

NOTE: the New Case Manager Record of Orientation with Checklist is the form documenting a new Case Manager’s required orientation with the case management agency. The orientation period must occur prior to Case Management Orientation Training, must be a minimum of five (5) days in length, and must include shadowing an experienced ADvantage certified Case Manager in the field.

Harmony Submission for ADvantage Case Management Orientation Training Request

To submit request registration for ADvantage Case Management Orientation Training:

• Go into the PQ Chapter and from File click on Add PQ.
• Fill in the required blanks:
  • For Inquiry Category choose Provider Question
  • For Inquiry Type select Training
  • Be sure to specify in the Detailed Information box who the Case Manager trainee candidate is, what agency (and as appropriate which branch) they will be assigned to, and the dates of the training class for which you wish for them to be registered.
  • For the Status choose Pending
• Hover over File and click Save PQ
• When Save is Successful you will now see sub-tabs at the left side top of page
• Click on the Notes sub-tab and on this page hover over File and select Add Note
• Fill in the required fields on the Notes Detail:
  • For Note Type select CM Candidate Training Request
  • For Status select Pending
• Add Attachment = attach the candidates resume and any other supporting documentation needed such as licensure verification, diploma, etc.
• Save and Close Note

To submit request to consider for ADvantage Case Manager Supervisor or Backup Supervisor:

• Go into the PQ Chapter hover over File and click on Add PQ
• Fill in the required blanks:
  • For Inquiry Category choose Provider Question
  • For Inquiry Type select Training
• Be sure to specify in the Detailed Information box if request is for Case Manager Supervisor or Case Manager Backup Supervisor, what agency (and when appropriate to which branch) they will be assigned to supervise.
• For the Status choose Pending
• Go to File and click Save PQ
• When Save is Successful you will click OK and then you will get sub-tabs in the left column
• Click on the Notes sub-tab and on this page hover over File and select Add Note
• Fill in the required fields on the Notes Detail:
  • For Note Type select Note
  • For PQ Note Type select CM Supervisor Request or BCM Supervisor Request
  • For Status select Pending
• Add Attachment = attach the candidates resume and any other supporting documentation needed such as licensure verification, diploma, etc.
• Save and Close Note.

Submit any questions regarding the information provided via Harmony PQ, Type set to Training.

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