Medicaid Electronic Health Record - CMS

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REGISTRATIONUSER GUIDEFor Eligible ProfessionalsMedicaid Electronic Health Record(EHR) Incentive ProgramDecember 2014(12.17.12 ver7)

REGISTRATION USER GUIDEFOR MEDICAID ELIGIBLE Step 1 . Getting started 3Step 2 . Login instruction 5Step 3 . Welcome6Step 4 .Registration instructions 7Step 5 .Reason for this registration 8Step 6 .Incentive program questionnaire9Step 7 . Personal information 10Step 8 . Business address and phone 13Step 9 . Registration progress 14Step 10 .Verify registration 15Step 11 . Registration disclaimer 16Step 12 . Submission receipt 17Step 13 . Status summary/Information 18Questions/Help . 20Acronym translation . 21DisclaimerThe Centers for Medicare & Medicaid Services (CMS) is providing this material as aninformational reference for physicians and non-physician practitioners-providers.Although every reasonable effort has been made to assure the accuracy of the informationwithin these pages at the time of posting, the Medicare and Medicaid program is constantlychanging, and it is the responsibility of each physician, non-physician practitioner, supplier orprovider to remain abreast of the Medicare and Medicaid program requirements.Medicare and Medicaid regulations can be found on the CMS Web site at http://www.cms.govMedicaid EHR Incentive Program User Guide – Page 2

REGISTRATION USER GUIDEFOR MEDICAID ELIGIBLE PROFESSIONALShttps://ehrincentives.cms.govStep 1 – Getting StartedThis is a step-by-step guide for the Medicaid Eligible Professionals (EPs) ElectronicHealth Record (EHR) Incentive Program.The page layout consists of theregistration screen with written instructions to the right, as well as helpful tips.To get started, click on the link at the top of the page or type the website into yourcomputer’s browser.STEPSEnter the EHRIncentive ProgramURL (located at thetop of the page) intoyour web browserClick Continueto start theregistration processTIPTo determine your eligibility,click on the CMS websiteMedicaid EHR Incentive Program User Guide – Page 3

REGISTRATION USER GUIDEFOR MEDICAID ELIGIBLE PROFESSIONALShttps://ehrincentives.cms.govStep 1 - ContinuedCarefully review the screen for important information.STEPSPlease read the statementson the page and check thebox to indicate that youacknowledge that you areaware of the statementsClick ContinueTIPEligible Professionals (EPs) may not be hospital based. This is defined as EPs seeing90% or more of their Medicare covered services in:– Hospital Inpatient setting (Place of service 21)– Emergency Department setting (Place of service 23)Medicaid EHR Incentive Program User Guide – Page 4

REGISTRATION USER GUIDEhttps://ehrincentives.cms.govFOR MEDICAID ELIGIBLE PROFESSIONALSStep 2 – LoginReview the Login Instructions for Eligible Professionals.STEPSEnter your NationalPlan and ProviderEnumeration System(NPPES) web useraccount, user ID andpassword to log into theregistration systemClick Log InEligible Professionals(EPs) may authorizesurrogate users to workon behalf of the EPin the EHR IncentiveProgram Registration &Attestation systemClick on the “Create aLogin link” in the bodyof the screenFor information about the CMS Identity and Access (I&A) System, refer to theI&A Quick Reference Guide.The guide includes information on how to: Create an account Retrieve and reset usernames and passwords Register to access CMS systems on behalf of an organization Add and manage staff within an organization Work in CMS systems on behalf of an individual or organizationTIPSContact the PECOS Help Deskif you cannot remember yourpassword - (866) 484-8049/TTY (866)523-4759,https://pecos.cms.hhs.govMedicaid EHR Incentive Program User Guide – Page 5Click the link to viewour “checklist ofrequired” materials toregister for the EHRIncentive ProgramsTo locate your NPI number, ome.doUser name and password arecase sensitive

REGISTRATION USER GUIDEhttps://ehrincentives.cms.govFOR MEDICAID ELIGIBLE PROFESSIONALSStep 3 – WelcomeIf your login was successful you will receive the “Welcome Screen”.STEPSClick on theRegistration tab tocontinue registeringfor the EHR IncentiveProgramAfter you login, thesystem will alert youof your next step inthe registration andattestation process,such as your registrationneeds to be completed,or that it is time to beginattestation.TIPSThe Welcome screen consistsof four tabs to navigatethrough the registration andattestation process.1. Home2. Registration3. Attestation4. StatusMedicaid EHR Incentive Program User Guide – Page 6Meaningful Use ms/30 Meaningful Use.asp

REGISTRATION USER GUIDEFOR MEDICAID ELIGIBLE PROFESSIONALShttps://ehrincentives.cms.govStep 4 – RegistrationSTEPSClick on Register inthe Action columnto continue theregistration processTIPS“Resubmit”, “Modify”,“Cancel” and “Reactivate”are the available Action weblinks for returning usersOnly oneaction can beperformed at atime on this pageMedicaid EHR Incentive Program User Guide – Page 7If the user selects the Actionweb link of “Register” or“Resubmit” they will bedirected to the Topics forRegistration screen

REGISTRATION USER GUIDEFOR MEDICAID ELIGIBLE PROFESSIONALShttps://ehrincentives.cms.govStep 5 – Reason for this RegistrationReview and follow the registration instructions below.STEPSClick on Topic 1 “EHR IncentiveProgram” to startTIPSData required for thisregistration is groupedinto three topics. All threemust be completedMedicaid EHR Incentive Program User Guide – Page 8Progress bars willindicate the progressfor each topicWhen all topics arecompleted user can selectProceed with Submission

REGISTRATION USER GUIDEhttps://ehrincentives.cms.govFOR MEDICAID ELIGIBLE PROFESSIONALSStep 6 – Incentive Program QuestionnaireReview and follow the Incentive Program Questionnaire instructions below.STEPSSelect MedicaidSelect your MedicaidState/TerritorySelect your EligibleProfessional Type.Click Yes or No at“Do you have acertified EHR?” Ifyes, enter the EHRCertification NumberClick Save & ContinueTIPSStates are launching theirprograms at different times,so your state may not yetbe available. Click on theCMS website link for ograms/Medicaid EHR Incentive Program User Guide – Page 9Click on the CMSEHR CertificationNumber websiteto obtain yourcertified EHRnumber.http://healthit.hhs.gov/CHPLFollow theinstructions onthe website tolocate your CMSEHR CertificationNumberYou must enter yourcertification number whenAttesting for the EHRIncentive Program. Thenumber is not required forregistration

REGISTRATION USER GUIDEhttps://ehrincentives.cms.govFOR MEDICAID ELIGIBLE PROFESSIONALSStep 7 – Personal InformationFollow the instructions below regarding your personal information.STEPSSelect where yourpayment will go in thePayee TIN TypeClick APPLYSSN Payee TIN Typeindicates that theprovider receives thepaymentEnter the Group Nameand Group Payee TINand NPI NumberClick Save & ContinueTIPSMedicaid EPs can elect to havetheir payment go to anotherqualified entity by selectingPayee TIN Type of EIN. and thisinformation will be sent to the StateMedicaid EHR Incentive Program User Guide – Page 10There are rules around reassignments governing this program,please see the CMS website for more s/

REGISTRATION USER GUIDEFOR MEDICAID ELIGIBLE PROFESSIONALShttps://ehrincentives.cms.govStep 7 – Personal Information for GroupsIf a group will be receiving payments, follow the instructions below regarding yourgroup information.STEPSIf you are assigningpayments to a practiceor group, you willneed to enter thegroup’s 10-digit NPIthat will be receivingthe payments.Click FilterMedicaid EHR Incentive Program User Guide – Page 11

REGISTRATION USER GUIDEFOR MEDICAID ELIGIBLE PROFESSIONALShttps://ehrincentives.cms.govStep 7 – Resolve Personal Information ErrorsResolve any errors with your personal information.STEPSIf there are any errorswith your personalinformation, thesystem will alert youand allow you to makerevisions. Resolve anyissues and continue.Medicaid EHR Incentive Program User Guide – Page 12

REGISTRATION USER GUIDEFOR MEDICAID ELIGIBLE PROFESSIONALShttps://ehrincentives.cms.govStep 8 – Business Address and PhoneBe sure to complete all requested information.STEPSReview the BusinessAddress & Phoneinformation and reviseif applicable.Enter your e-mailaddress and confirm thee-mail address.Click Save & ContinueYou will receive ane-mail confirmationonce you havesuccessfully completedyour registrationTIPSData on this pageis pulled from theprovider’s practicelocation storedin NPPESAddress and Phone numbercan be changed for purposesof this program, howeverit will not update your NPIrecord in NPPESMedicaid EHR Incentive Program User Guide – Page 13If this information isincorrect, please updateyour NPPES account as well

REGISTRATION USER GUIDEFOR MEDICAID ELIGIBLE PROFESSIONALShttps://ehrincentives.cms.govStep 9 – Registration ProgressBe sure to complete all the topics below.STEPSClick on Proceedwith Submissionto continue theregistration processTIPProgress bars indicate that thetopics are completedMedicaid EHR Incentive Program User Guide – Page 14

REGISTRATION USER GUIDEFOR MEDICAID ELIGIBLE PROFESSIONALShttps://ehrincentives.cms.govStep 10 – Verify RegistrationBe sure to verify all your personal information.STEPSReview yourregistrationinformation foraccuracy and clickSubmit Registrationto continue.TIPSClick on Exit to go to thehome pageMedicaid EHR Incentive Program User Guide – Page 15Click on Help link for additionalguidance for the registration andattestation process

REGISTRATION USER GUIDEFOR MEDICAID ELIGIBLE PROFESSIONALShttps://ehrincentives.cms.govStep 11 – Registration DisclaimerBe sure to read the entire disclaimer.STEPSRead the disclaimerand click on Agree orDisagree at the bottomof the page.TIPIf DIsagree is chosen, the user is directed to the RegistrationInstructions Page. To restart the process, click MODIFY in theAction column of the Registration Instructions PageMedicaid EHR Incentive Program User Guide – Page 16

REGISTRATION USER GUIDEhttps://ehrincentives.cms.govFOR MEDICAID ELIGIBLE PROFESSIONALSStep 12 – Submission Receipt (Successful Submission)Confirm that your registration was completed successfully.STEPSYou must contactyour State tocomplete yourregistrationContinue yourregistration usingthe State’s MedicaidEHR registration toolClick on You can“find your Statehere” to completethe MedicaidregistrationTIPSWait 24 hours to contact yourState to finish the registration, toallow for processingMedicaid EHR Incentive Program User Guide – Page 17Print a copy of the receiptfor your records.

REGISTRATION USER GUIDEFOR MEDICAID ELIGIBLE PROFESSIONALShttps://ehrincentives.cms.govStep 13 – Status SummaryReview all current and previous information related to your account.STEPSClick the Status tabto view registrationinformationTIPClick Select in the ActionColumn to view detail.Medicaid EHR Incentive Program User Guide – Page 18

REGISTRATION USER GUIDEFOR MEDICAID ELIGIBLE PROFESSIONALShttps://ehrincentives.cms.govStep 13 – Status InformationReview the details of your registration process.STEPSRegistration detailsappear in the body ofthe screenInformation displayedincludes: The registrationstatus reason Fiscal tractor (MAC) Validationperformed onregistrationTIPSRegistration status willread “Medicaid: PendingState Validation” untilthe registration process iscompleted by the StateOther registration statusesare Cancelled, Issue Pending,In Progress, Rejected, andlocked for paymentMedicaid EHR Incentive Program User Guide – Page 19The status reason is listed underthe blue header in the centerof the screen

REGISTRATION USER GUIDEFOR MEDICAID ELIGIBLE PROFESSIONALShttps://ehrincentives.cms.govHave Questions?There are many resources available to you.STEPSClick on theHelp Linkwhich islocated onevery screenResourcesContact the EHR Information Center Help Desk for Questions concerningregistration, (888) 734-6433 / TTY: (888) 734-6563Hours of operation: Monday-Friday 8:30 a.m. – 4:30 p.m. in all time zones(except on Federal holidays)NPPES Help Desk for assistance. 800) 465-3203 / TTY (800) 692-2326TIPEHR Incentive Program; caid EHR Incentive Program User Guide – Page 20

REGISTRATION USER GUIDEFOR MEDICAID ELIGIBLE PROFESSIONALShttps://ehrincentives.cms.govAcronym NPINPPESNLROIGRHCSSNTINCenters for Medicaid & Medicaid ServicesSocial Security Death Master FileEligible HospitalElectronic Health RecordEmployer's Identification NumberEHR Incentive Program Information CenterEligible ProfessionalFiscal IntermediaryFederally Qualified Health CenterIdentification & Authentication SystemIntegrated Data RepositoryLegal Business NameMedicaid Admin istrative ContractorMedicaid Advantage O rgan izationNational Provider IdentifierNational Plan and Provider Enumeration SystemNational Level RepositoryOffice of the Inspector GeneralRural Health CenterSocial Security NumberTax Identification NumberRegister for CMSElectronic Health Record IncentivesClickHereMedicaid EHR Incentive Program User Guide – Page 21ACRONYMSCMS

REGISTRATION USER GUIDE . FOR MEDICAID ELIGIBLE PROFESSIONALS. Medicaid EHR Incentive Program User Guide – Page 3 . https://ehrincentives.cms.gov . Step 1 – Getting Started . This is a step-by-step guide for the Medicaid Eligible Professionals (EPs) Electronic Health Record (EHR) Incentive Program.The page layout consists of the

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