Register Candidate(s) for Case Management Orientation Training

Updated on: 09/24/2026

Provider Type(s) for Which These Instructions ApplyProgram(s) for Which These Instructions Apply
Case ManagementADvantage

This process will be used as a guide to register candidate(s) for Case Management Orientation Training (CMOT). 

*Only the Providers Case Management Supervisor (CMS), Back Up Case Management Supervisor (BSMS), Continuous Quality Improvement (CQI), or Authorized Signature Person may submit a request for Case Management Orientation Training. 

** To find the dates for the next upcoming Case Manager Orientation Training (CMOT), please refer to the ‘Virtual and Webinar Training’ section of the ADvantage Administration webpage using the following link: ADvantage Administration (oklahoma.gov)

Ensure the following documents are saved to your local machine, as they will be required when submitting a note with your training request.

  • Current Resume 

and 

  • Proof of Bachelor’s Degree (Diploma or Conferred Transcript) 

or 

  • RN/LPN License (OBN or NURSYS) 

and

  • Photo Identification

Note: documents must be saved with the following format: “First Name Last Name Document Type” Example: John Doe Resume

  1. Navigate to the PQ Chapter
    Harmony navigation showing PQ Chapter tab highlighted
  2. Hover over “File”
    Select “Add PQ”
    File menu expanded showing Add PQ option highlighted
  3. Complete the blank field(s) of the record
    Select Program of “ADvantage”
    Click the box with the three dots ( … ) next to “Select User’s Provider Record”
    PQ form showing Program dropdown set to ADvantage and Select User's Provider Record field with three-dot button
    Type in a minimum of the first 3 letters of the Provider you are associated with
    Click on “Search”
    Provider search dialog with search text field and Search button
    Select the appropriate record from the list.
    Provider search results showing provider records to select from
    Select the Inquiry Type of “Training”
    Inquiry Type field showing Training option selected
    In the Detailed Information field, Type the case manager candidates name and the dates you would like them to attend training

    *If a month is not specified, candidate will be assessed for earliest date without a closed registration. Registration closes two Thursdays prior to the first date of CMOT.
    Detailed Information field for entering candidate name and preferred training dates
  4. Hover over “File”
    Select “Save PQ”
    File menu expanded showing Save PQ option highlighted
  5. Select “Notes” Sub-Tab
    PQ sub-tabs showing Notes sub-tab highlighted
    Hover over “File” from the menu bar
    Select “Add Note”
    File menu expanded showing Add Note option highlighted
    Select the I&I Note Type of “CM Candidate Training Request”
    Update the Status to “Communication”
    Notes Details with I&I Note Type and Status fields highlighted
    Select “Add Attachment”
    Add Attachment button for attaching documents to the note
    Select “Choose File”
    Attachment dialog showing Choose File button to select document from local computer
    Select document to be attached from your local computer

    Reminder, the following documentation is required:
    – Current Resume 
    and
    – Proof of Bachelor’s Degree (Diploma or Conferred Transcript)
    or
    – RN/LPN License (OBN or NURSYS)
    and
    – Photo Identification

    Type in appropriate “Description”
    Select appropriate “Category”
    Attachment dialog showing Description field and Category dropdown for file metadata
    Select “Upload” 
    Upload button to complete the file attachment process
    Return to “Choose File” to add all required documents. 
  6. Hover over “File” from the menu bar
    Select “Save and Close Note”
    File menu expanded showing Save and Close Note option highlighted
    Hover over “File” from the menu bar
    Select “Close Notes” to exit the PQ Ticket
    File menu expanded showing Close Notes option to exit the PQ Ticket
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