To check eligibility, submit billing, and transmit CDCs/PAs to ODMHSAS and OKHCA we need limited access to your accounts. You should hear back about these things within 1 business day. If you do not hear back by the second business day, it doesn't hurt to send them an additional email asking where the login information is.

We need to be able to upload billing and other files to the OKHCA for you, and this is also very helpful for troubleshooting issues. This step is safe to take at any point in the process. Log into the OKHCA website. Go to Manage Accounts -> Add Registered Clerk: Last name is “Solutions” -> Code of “30939” -> Save -> Confirm. We need permission for file management, claim inquiry, and eligibility verification. If you need assistance with this section, please contact OKHCA.

We need to be able to submit CDC and authorization to the ODMHSAS for you, and this also allows us to query some information directly from PICIS. Please note that if you currently use a different vendor then you should not complete this step until you are ready to start using ChartCaddy to submit service plans to ODMHSAS. In PICIS go to Reports -> Other -> Access to PICIS and click the "Generate Report" button. This will result in some information being displayed, at the bottom of which is a URL and a password. Click on that link, enter the password, and you should be able to update the vendor information at the bottom of the page. Then an email needs to be sent to gethelp@odmhsas.org.  There is a page attached giving you the information the email requires, titled Vendor Enrollment. It is important to use "Nontrivial Solutions" and not "ChartCaddy" as the vendor.