Medicare Electronic Health Record (EHR) Incentive Program

REGISTRATIONUSER GUIDEFor Eligible ProfessionalsMedicare Electronic Health Record(EHR) Incentive ProgramJULY 2011(07.27.11 ver6)

REGISTRATION USER GUIDEFOR MEDICARE ELIGIBLE Step 1 . Getting started 3Step 2 . Login instruction 5Step 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 and phone 17Step 9 . Topics for this registration 18Step 10 .Verify registration 19Step 11 . Registration Disclaimer 20Step 12 . Submission receipt 21Step 13 . Status Summary/Detail 23Questions/Help . 25Acronym translation. 26DisclaimerThe 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, and itis the responsibility of each physician, non-physician practitioner, supplier or provider to remainabreast 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 tipsat the bottom. To get started, click on the link at the top of the page or type thewebsite into your computer’s browser.STEPSEnter the EHRIncentive ProgramURL (located at thetop of the page) intoyour web browserClick CONTINUEto start theregistration processTIPSTo determine your eligibility,click on the CMS websiteMedicare EHR Incentive Program User Guide – Page 3For a list of Eligible Professionals(EPs), click on thenext toEligible Professionals

REGISTRATION USER GUIDEFOR MEDICARE ELIGIBLE PROFESSIONALShttps://ehrincentives.cms.govStep 1 - (Cont.)Once you have clicked on the you will be presented with a list of professionalswho are eligible to participate in the program.STEPSReview the list of EligibleProfessionals (EPs)Click CONTINUEto start theregistration processTIPEligible 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 systemTIPSContact 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 Instructions for UsersWorking on Behalf of an Eligible Professional (cont.)STEPSApplication 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 Instructions for UsersWorking on Behalf of an Eligible Professional (cont.)STEPSClick 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 Instructions for UsersWorking on Behalf of an Eligible Professional (cont.)STEPSClick 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 Instructions for UsersWorking on Behalf of an Eligible Professional (cont.)STEPSEnter the NPI of theindividual providerClick SEARCH to displaythe details of the individualproviderClick SAVE to navigate tothe ‘My Access RequestsPage’OrClick SAVE & ADDANOTHER to addmultiple 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 Instructions for UsersWorking on Behalf of an Eligible Professional (cont.)STEPSChoose the IndividualProvider(s) to add the NPIsyou wish to accessYou may choose one at atime or click Select AllUse the ADD ACCESSREQUEST button to addthe NPIs you wish toaccessClick 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 Instructions for UsersWorking on Behalf of an Eligible Professional (cont.)STEPSAccess 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 for300 eligibleprofessionalsFor questions regarding theEHR Incentive Program –EHR Information Center1-888-734-6433TTY/1/888-734-6563

REGISTRATION USER GUIDEFOR MEDICARE ELIGIBLE PROFESSIONALShttps://ehrincentives.cms.govStep 3 – WelcomeIf your login was successful you will receive the “Welcome Screen”.STEPSClick on theREGISTRATION TAB tocontinue registering for theEHR Incentive Program.TIPSThe Welcome screen consistsof five tabs to navigatethrough the registration andattestation process. Home Registration Attestation Status Account ManagementMeaningful Use ms/30 Meaningful Use.aspMedicare EHR Incentive Program User Guide – Page 12

REGISTRATION USER GUIDEFOR MEDICARE ELIGIBLE PROFESSIONALShttps://ehrincentives.cms.govStep 4 – RegistrationFollow the registration instructions below.STEPSClick on REGISTERin the 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 STARTREGISTRATIONto continue withthe Topics for thisRegistration.TIPSData required for thisregistration is groupedinto three topics. All threemust be completedCheck marks willappear in thecompleted columnto indicate that thetopics are completeMedicare EHR Incentive Program User Guide – Page 14When all topics are checkedcompleted user can selectBEGIN SUBMISSION

REGISTRATION USER GUIDEhttps://ehrincentives.cms.govFOR MEDICARE ELIGIBLE PROFESSIONALSStep 6 – Incentive Program QuestionnaireReview and follow the Incentive Program Questionnaire instructions below.STEPSSelect Medicare andclick on APPLYSelect your EligibleProfessional Type.Click Yes or No at ‘doyou have a certifiedEHR?’ If yes, enterthe EHR CertificationNumber if youhave it. The numberwill be requiredat Attestation, butis not required atRegistration.Click SAVE ANDCONTINUENOTE: If you are a MedicareAdvantage Eligible 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 15Certificationnumbers areassigned bythe Office ofthe NationalCoordinator“Warning: You have been identifiedas a Medicare Advantage EligibleProfessional. This means you are beingclaimed by a Medicare AdvantageOrganization. You may continue toregister as a Medicare Fee-for-ServiceEligible Professional. Please contactthe Information Center if you havequestions about being claimed by aMedicare Advantage 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 Type.Click APPLYSSN 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 ANDCONTINUETIPSThe 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 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 ANDCONTINUETIPSData on this pageis pulled from theprovider’s practicelocation storedin NPPESAddress and Phonenumber can bechanged. However,the data is not sentback to NPPESMedicare EHR Incentive Program User Guide – Page 17This is the information thatwill be posted on the EHRIncentive Program websiteonce you receive paymentThe business addresscannot be a P.O. Boxaddress.