Registration User Guide For Eligible Professionals

JULY2013(07.09.13 ver9)

REGISTRATION USER GUIDEFOR MEDICARE ELIGIBLE Step 1 . Getting started 3Step 2 . Login5Step 3 .Welcome 12Step 4 . Registration instructions 13Step 5 . Reason for this registration 14Step 6 . Incentive program questionnaire 15Step 7 . Personal information 16Step 8 . Business address & telephone number 19Step 9 . Registration process 20Step 10 . Verify registration 21Step 11 . Registration disclaimer 22Step 12 . Submission receipt 23Step 13 . Status information 25Questions/Help . 27Acronym translation . 28DisclaimerThe 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 program is constantly changing, andit is the responsibility of each physician, non-physician practitioner, supplier or provider toremain abreast of the Medicare program requirements.Medicare regulations can be found on the CMS Web site at http://www.cms.govMedicare EHR Incentive Program User Guide – Page 2

REGISTRATION USER GUIDEhttps://ehrincentives.cms.govFOR MEDICARE ELIGIBLE PROFESSIONALSStep 1 – Getting StartedThis is a step-by-step guide for the Medicare 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. Toget 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 browserReview the list ofEligible Professionals(EPs) presented onthis screenClick Continueto start theregistration processTIPTo determine your eligibility, clickon the CMS websiteMedicare EHR Incentive Program User Guide – Page 3Providers must register and attest byFebruary 28th or 29th for leap years

REGISTRATION USER GUIDEFOR MEDICARE ELIGIBLE PROFESSIONALShttps://ehrincentives.cms.govStep 1 - (Continue)Carefully read 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)Medicare EHR Incentive Program User Guide – Page 4

REGISTRATION USER GUIDEhttps://ehrincentives.cms.govFOR MEDICARE 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 system.Click 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 screenClick YES to access theI&A systemClick the link to viewour “checklist ofrequired materials” toregister for the EHRIncentive ProgramsTIPSContact the PECOS Help Deskif you cannot remember yourpassword - (866) 484-8049/TTY (866)523-4759,https://pecos.cms.hhs.govMedicare EHR Incentive Program User Guide – Page 5To locate your NPI number, ome.doUser name and password arecase sensitive

REGISTRATION USER GUIDEFOR MEDICARE ELIGIBLE PROFESSIONALShttps://ehrincentives.cms.govStep 2 – Login (Continued)Working on Behalf of an Eligible ProfessionalSTEPSApplication andSecurity Check Pageprompts the user toanswer 2 securityquestionsTIPClick on the HELP tabat the top of the screenfor help creating yourI&A user name andpasswordUser IDs cannot be changed. Once you havesuccessfully created a User ID and SecretQuestion/Answer combinations and submittedthe record, the User ID and Secret Question/Answer combinations will remain tied to yourrecord and will not be changedMedicare EHR Incentive Program User Guide – Page 6User name andpasswordare case sensitive

REGISTRATION USER GUIDEhttps://ehrincentives.cms.govFOR MEDICARE ELIGIBLE PROFESSIONALSStep 2 – Login (Continued)Working on Behalf of an Eligible ProfessionalSTEPSClick on AccessRequestsClick Add AccessRequestClick SubmitTIPAt least oneNPI is requiredto assign accessUse the Previous button tonavigate between pages inthe systemMedicare EHR Incentive Program User Guide – Page 7In order for a provider to create anonline account, the NPI record must bein the status of Active orPending Change Request

REGISTRATION USER GUIDEhttps://ehrincentives.cms.govFOR MEDICARE ELIGIBLE PROFESSIONALSStep 2 – Login (Continued)Working on Behalf of an Eligible ProfessionalSTEPSClick on “You arerequesting to act onbehalf of an individualprovider”Click NextSelect Application Type“EHR IncentiveProgram”Click NextTIPSThere can be only oneAuthorized Official perorganization at anygiven timeMedicare EHR Incentive Program User Guide – Page 8Click on HELP foradditional guidance tonavigate the systemThe Help link ison every page

REGISTRATION USER GUIDEhttps://ehrincentives.cms.govFOR MEDICARE ELIGIBLE PROFESSIONALSStep 2 – Login (Continued)Working on Behalf of an Eligible ProfessionalSTEPSEnter the NPI of theindividual providerClick Search to display thedetails of the individualproviderClick Save to navigateto the “My AccessRequests Page”’OrClick Save & Add Anotherto add multiple providersTIPClicking Previous will takeyou back to the ‘SelectApplication Type’ pageMedicare EHR Incentive Program User Guide – Page 9Click on HELP foradditional guidance tonavigate the systemThe Help link ison every page

REGISTRATION USER GUIDEhttps://ehrincentives.cms.govFOR MEDICARE ELIGIBLE PROFESSIONALSStep 2 – Login (Continued)Working on Behalf of an Eligible ProfessionalSTEPSChoose the IndividualProvider(s) to add the NPIsyou wish to accessYou may choose one at atime or click Select AllUse the Add Access Buttonbutton to add the NPIsyou wish to accessClick SubmitTIPClicking Previous will takeyou back to the ‘SelectApplication Type’ pageMedicare EHR Incentive Program User Guide – Page 10Click on HELP foradditional guidance tonavigate the systemThe Help link ison every page

REGISTRATION USER GUIDEhttps://ehrincentives.cms.govFOR MEDICARE ELIGIBLE PROFESSIONALSStep 2 – Login (Continued)Working on Behalf of an Eligible ProfessionalSTEPSAccess request receiptYou will receive an emailnotification that theExternal User Services(EUS) Help Desk hasapproved your requestRecord your trackingnumber for use on anycorrespondenceThe EP must log into theI&A system and approveyour requestNotify the EP that you haverequested accessAt this time there is notan automated emailnotification of the I&AsystemTIPThe EP’s user ID andpassword are the samefor the NPPES systemMedicare EHR Incentive Program User Guide – Page 11A proxy usermay onlyregister andattest for1,000 eligibleprofessionalsFor questions regarding theEHR Incentive Program –EHR Information Center1-888-734-6433TTY/1/888-734-6563

REGISTRATION USER GUIDEhttps://ehrincentives.cms.govFOR MEDICARE ELIGIBLE PROFESSIONALSStep 3 – WelcomeIf your login was successful you will receive the “Welcome Screen”.STEPSClick on theRegistration tab tocontinue registeringfor the EHR IncentiveProgram.After 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 process1. Home2. Registration3. Attestation4. StatusMedicare EHR Incentive Program User Guide – Page 12Meaningful Use ms/30 Meaningful Use.asp

REGISTRATION USER GUIDEFOR MEDICARE ELIGIBLE PROFESSIONALShttps://ehrincentives.cms.govStep 4 – RegistrationFollow the registration instructions below.STEPSClick on Register inthe Action columnto continue theregistration process.TIPS“Resubmit”, “Modify”,“Cancel” and “Reactivate”are the available Action weblinks for returning usersOnly oneaction can beperformed at atime on this pageMedicare EHR Incentive Program User Guide – Page 13If the user selects the Actionweb link of “Register” or“Resubmit” they will bedirected to the Topics forRegistration screen

REGISTRATION USER GUIDEFOR MEDICARE 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 completedProgress bars willindicate the progressfor each topicMedicare EHR Incentive Program User Guide – Page 14When all topics arecompleted user can selectProceed with Submission

REGISTRATION USER GUIDEhttps://ehrincentives.cms.govFOR MEDICARE ELIGIBLE PROFESSIONALSStep 6 – Incentive Program QuestionnaireReview and follow the Incentive Program Questionnaire instructions below.STEPSSelect MedicareSelect your EligibleProfessional TypeClick Yes or No at “Doyou have a certifiedEHR?” If yes, enterthe EHR CertificationNumber if you haveit. The number will berequired at Attestation,but is not required atRegistration.Click Save & ContinueNOTE: If you are aMedicare AdvantageEligible Professional youmay see this message:For the certified health IT product list visit;http://healthit.hhs.gov/CHPLTIPSUse the instructions on the following pages tolocate your CMS EHR Certification NumberMedicare EHR Incentive Program User Guide – Page 15Certification numbersare assigned by theOffice of the NationalCoordinator“Warning: You have beenidentified as a MedicareAdvantage EligibleProfessional. This meansyou are being claimed bya Medicare AdvantageOrganization. You maycontinue to register as aMedicare Fee-for-ServiceEligible Professional. Pleasecontact the InformationCenter if you havequestions about beingclaimed by a MedicareAdvantage Organization.”EHR Information Center:888-734-6433

REGISTRATION USER GUIDEhttps://ehrincentives.cms.govFOR MEDICARE ELIGIBLE PROFESSIONALSStep 7 – Personal InformationFollow the instructions below regarding your personal information.STEPSSelect where yourpayment will go in thePayee TIN TypeSSN Payee TIN Typeindicates that theprovider receives thepayment. Select SSNPayee Type only if theEP receives Medicarepayments to their SSNEIN Payee TINType indicates thegroup receives thepayment.(ChooseGroup Name ifselecting EIN)Click APPLYEnter GroupPayee NPIClick Save &ContinueTIPSThe EP can only receive thepayment themselves if theyhave not reassigned all of theirMedicare benefits to anotherentity in PECOS.Medicare EHR Incentive Program User Guide – Page 16Medicare EPs can elect to have their paymentgo to another entity by selecting Payee TIN Typeof EIN. (Choosing this option will activate a listof entities list that the EP reassigned Medicarebenefits to in PECOS).

REGISTRATION USER GUIDEFOR MEDICARE 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 FilterMedicare EHR Incentive Program User Guide – Page 17

REGISTRATION USER GUIDEFOR MEDICARE 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.Medicare EHR Incentive Program User Guide – Page 18