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PECOS 101 MARCH 2019 Sandhya Mathur, CMS Business Systems Lead, Division of Enrollment Systems Anthony Peterson, Noridian Supervisor Operations, Part B Provider Enrollment

PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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Page 1: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

PECOS 101MARCH 2019

Sandhya Mathur, CMSBusiness Systems Lead, Division of Enrollment Systems

Anthony Peterson, Noridian

Supervisor Operations, Part B Provider Enrollment

Page 2: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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Session Overview

Introduction to PECOS

Overview of the PECOS Home Page

Medicare Look up Tool

Revalidation Notification Center

Submitting Revalidation Application

Submitting Initial Application

Submitting Change of Information

Submitting Signatures at a Later Time

Page 3: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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Introduction to PECOS:

Page 4: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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What is PECOS?

4CMS | National Provider Enrollment Conference | March 2019

The Provider Enrollment, Chain and Ownership System (PECOS) is the system that houses all provider’s enrollment and billing information.

PECOS can be used in lieu of the paper CMS-855 enrollment application to:

Submit an initial Medicare enrollment application

Submit changes to existing Medicare enrollment information

Revalidate your enrollment information

Track the status of an enrollment application

Reactivate an existing enrollment record

Withdraw from the Medicare Program

Page 5: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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Log in Screen

5CMS | National Provider Enrollment Conference | March 2019

Page 6: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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Home Page

6CMS | National Provider Enrollment Conference | March 2019

Page 7: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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Home Page

7CMS | National Provider Enrollment Conference | March 2019

Page 8: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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Home Page - Medicare ID Look up Tool

8CMS | National Provider Enrollment Conference | March 2019

Page 9: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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Medicare ID Look up Tool

9CMS | National Provider Enrollment Conference | March 2019

Page 10: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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Questions

Page 11: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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Revalidation Notification Center

11CMS | National Provider Enrollment Conference | March 2019

Page 12: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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Revalidation Notification Center

Page 13: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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Revalidation Notification Center

Page 14: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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Revalidation Notification Center

14CMS | National Provider Enrollment Conference | March 2019

If you are not the surrogate for the provider a ‘#’ will be displayed. GO TO I&A to establish surrogacy

Page 15: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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Submitting Revalidation Application

Page 16: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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Revalidation Application

16CMS | National Provider Enrollment Conference | March 2019

Page 17: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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Revalidation Application – Enrollment Information

17CMS | National Provider Enrollment Conference | March 2019

Page 18: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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Revalidation Application - Reassignments

18CMS | National Provider Enrollment Conference | March 2019

Page 19: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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Revalidation Application – Update Reassignments

19CMS | National Provider Enrollment Conference | March 2019

Page 20: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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Revalidation Application - Control

20CMS | National Provider Enrollment Conference | March 2019

Page 21: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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Revalidation Application – Update Control

21CMS | National Provider Enrollment Conference | March 2019

See all ALAs submitted and Add new

Page 22: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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Supporting Documents

22CMS | National Provider Enrollment Conference | March 2019

• Expedite Application Processing• Submit PDF and TIFF formats• Copy of CMS-855 Form not

needed• Copy of Certification Statement

should not be uploaded here

Page 23: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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Supporting Documents

23CMS | National Provider Enrollment Conference | March 2019

Page 24: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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Begin Submission

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Page 25: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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Submit Signatures

25CMS | National Provider Enrollment Conference | March 2019

Page 26: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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Submit Signatures

26CMS | National Provider Enrollment Conference | March 2019

• Sending mailed certification statements will delay application.

• Electronic signatures will help in getting your application processed quickly.

• MLN Mattershttps://www.cms.gov/Outreach-and-Education/Medicare-Learning-Network-MLN/MLNMattersArticles/downloads/MM10845.pdf

FACTS• The Authorized Official (AO) for the

organization or Practitioner must sign all initial application

• A Designated Official for an organization can sign a Change Of Information application, so long as the AO is not updated

• When establishing a new contact person for EFT a signature is required

• When establishing adding an IDTF supervising physician a signature is required

• When establishing reassignments for the first time, both the group and the member must sign

• If deleting or modifying an existing reassignment only the initiating party need to sign

Page 27: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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Submit Signatures - Electronic

27CMS | National Provider Enrollment Conference | March 2019

Page 28: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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Sample Email

28CMS | National Provider Enrollment Conference | March 2019

Page 29: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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Signatures with Pin

29CMS | National Provider Enrollment Conference | March 2019

The E-signature page will ask for your information and the PIN from the email

Relocate to the bottom of the screen for a new PIN

Page 30: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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Submit Signatures - Upload

30CMS | National Provider Enrollment Conference | March 2019

Page 31: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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Complete Submission

31CMS | National Provider Enrollment Conference | March 2019

Page 32: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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Submission Confirmation

32CMS | National Provider Enrollment Conference | March 2019

Page 33: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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Questions

Page 34: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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Submitting Initial Application

Page 35: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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My Associates Button

35CMS | National Provider Enrollment Conference | March 2019

Page 36: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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My Associates – Filter

36CMS | National Provider Enrollment Conference | March 2019

Page 37: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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My Associates Page - Application Warnings

37CMS | National Provider Enrollment Conference | March 2019

Opened for Correction You can see applications that have been retracted after being submitted. You can retract submitted applications so long as all signatures are not submitted with the application. The retracted application will reject 20 days from the first submission if not submitted.

Return for Corrections This section contains electronic applications that were returned for corrections by the MAC due to missing information. An email is also sent to the contact person containing more details on the missing information. You can re-open your application, make the necessary updates and resubmit. If not submitted within 30 days they will be rejected by MACs.

Rejected applications These are applications that are rejected by the MAC. If these applications aren’t re-opened they are removed/deleted after 60 days from PECOS.

Page 38: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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My Associates Page – Create Initial Application

38CMS | National Provider Enrollment Conference | March 2019

Page 39: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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Application Questionnaire – Select Provider

39CMS | National Provider Enrollment Conference | March 2019

Page 40: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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Application Questionnaire

40CMS | National Provider Enrollment Conference | March 2019

• PECOS will navigate you through a series of questions designed to determine the correct application

• Very Important! If answered incorrectly, the wrong application will populate

• You can click back to the previous question, or Cancel during questionnaire at any time

Page 41: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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Start Initial Application

41CMS | National Provider Enrollment Conference | March 2019

Page 42: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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In the Application

42CMS | National Provider Enrollment Conference | March 2019

Page 43: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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In the Application – Topic View

43CMS | National Provider Enrollment Conference | March 2019

• The Topics View displays the topics that need to be completed for your application

• It is designed to align with information needed for the 855 form

• You can navigate to each section by clicking the topic

As you complete a topic, PECOS will apply a check

Page 44: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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In the Application – Fast Track View

44CMS | National Provider Enrollment Conference | March 2019

• Fast Track View displays information that has been entered on the electronic application

• Go to Topic to update or review

Page 45: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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In the Application – Error/Warning Check

45CMS | National Provider Enrollment Conference | March 2019

Page 46: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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Submitting Change of Information

Page 47: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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My Associates Page – Existing Enrollments

47CMS | National Provider Enrollment Conference | March 2019

Page 48: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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View Approved Enrollment Record

48CMS | National Provider Enrollment Conference | March 2019

Page 49: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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More Options

49CMS | National Provider Enrollment Conference | March 2019

Page 50: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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Start Change of Information

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Page 51: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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View Manage Reassignments

51CMS | National Provider Enrollment Conference | March 2019

Page 52: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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View Manage Reassignments

52CMS | National Provider Enrollment Conference | March 2019

Page 53: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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View Approved Enrollment Record

53CMS | National Provider Enrollment Conference | March 2019

Page 54: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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View Approved Enrollment Record

54CMS | National Provider Enrollment Conference | March 2019

Page 55: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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Submitting or Updating Signatures

Page 56: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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View Existing Enrollments – Pending E-Signatures

56CMS | National Provider Enrollment Conference | March 2019

Page 57: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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Submitting Signatures at a Later time

57CMS | National Provider Enrollment Conference | March 2019

Page 58: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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Submitting Signatures at a Later time

58CMS | National Provider Enrollment Conference | March 2019

Page 59: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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PECOS is Easy

59CMS | National Provider Enrollment Conference | March 2019

We encourage you to use PECOS instead of the paper Medicare enrollment application. Advantages of using PECOS include:

Completely paperless process, including electronic signature and digital document feature

Faster than paper-based enrollment

Tailored application process means you supply only information relevant to your application and specialty

More control over your enrollment information, including reassignments

Easy to check and update your information for accuracy

Less staff time and administrative costs to complete and submit enrollment to Medicare

Page 60: PECOS 101 - CMS...CMS | National Provider Enrollment Conference | March 2019 43 • The Topics View displays the topics that need to be completed for your application • It is designed

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Questions