>> Male Speaker: Welcome to the Health Plan
Management System, also known as HPMS.
HPMS is a secure, internet accessible information
system maintained by the Centers for
Medicare and Medicaid Services.
Over 60 HPMS software modules support the
business operations of the Medicare Advantage, MA,
and Prescription Drug Part D programs.
Through these automated solutions, CMS strives to
streamline business transactions for our
private partners as we work together to provide
Medicare beneficiaries with a diverse set of
high-quality healthcare options.
Welcome to the EUA Front End Interface, EFI,
instructional video for new users of the Health
Plan Management System, or HPMS.
This video's designed for individuals that do not
work directly for a plan organization that is
contracted with or pursuing a contract with Medicare.
That is individuals that serve as a consultant on
behalf of one or more plan organizations.
Individuals who work directly for plan must
refer to the video designed for plan employees.
We will demonstrate how to submit a request for a new
CMS user ID and how to gain access to HPMS when
you do not already have a four-character CMS user ID.
The EFI system replaces the need to send in a
paper form to gain access to HPMS by allowing users
to submit their own requests online.
The EFI generally cuts the turnaround timeframe from
two to three weeks down to roughly two to four days.
Please note that if you have an existing CMS user
ID with a previous employer, you must delete
that ID before you can submit a request for a
new CMS user ID.
You can submit a request to delete an existing ID
to the HPMS user access mailbox at
HPMS_access@cms.hhs.gov.
This request must include your name, the existing
user ID, and indicate clearly that you left the
organization and need your old ID to be deleted.
When using the EFI system for the first time, you
are required to create an EFI account.
To begin, open your web browser and enter the EFI URL.
Click on the "Register" button.
Enter the required information in the
respective boxes and create your own EFI
username and password.
Please note that both the EFI username and the
password are case-sensitive.
The password must be eight to 24 characters and
include one uppercase letter, at least one
special character, and at least one number.
Click on the "Sign Up" tab and then log out.
You will receive an activation email in
response to the EFI account request you just entered.
Once you've received the activation email from EFI,
click on the "Activate EFI Account" link within the email.
Please check your email junk folder if you do not receive
the EFI account activation email within 20 minutes.
Once you have activated your account, login to EFI
using the EFI username and password you've just created.
From the main screen of the EFI, click on "Access"
and then select "New User Request," which will take
you to the entry screen where you will enter your information.
Select "Business Partner" from the category field.
Select "HPMS" from the type field.
Note: failure to select "HPMS" will result in your
request being routed through the wrong
workflow, which will delay the creation of your CMS user ID.
In the request justification field,
indicate why you need access to HPMS.
You must provide enough detail so that we can
clearly understand the activities you are
requesting to perform in HPMS.
Under the "Personal Details" link, enter the
required information which is marked with asterisks.
Note: when entering your social security number,
you must include the dashes.
Select "Contact Details" and enter the required
information which is marked with asterisks.
Select the "Additional Details" and enter the
required information.
The CMS region facility should already be
filled in for you.
As an individual that does not work directly for a
plan organization that is contracted with or
pursuing a contract with Medicare, select the type
of consultant you are for the "I am a..." question.
If you are acting as multiple consultant types,
please select one from the dropdown that represents
the majority of your activities.
PBMs are most often considered a general
consultant with the organizations that
they are working with.
Note that the company name and plan number field will
be filled out automatically for you
depending on which consultant type you selected.
Select "Submit Request."
Once you submit your EFI request, you will begin to
receive a series of emails, both from the ESS
or EUA mailbox and HPMS.
The first email will explain that your request
has been sent to your CMS point of contact,
or POC, to verify.
The POC will either approve the request to
move on to the first approver or return the
request for modification if the submission did not
follow the above instructions.
EFI will generate an email informing you of the progress.
Once the POC completes the approval,
your request will go to your federal approver.
Following the federal approval, you will then
receive an email providing your new CMS user ID.
At this time, a CMS access administrator, or CAA,
must activate your user ID prior to use.
CMS performs activations at least twice each day.
There is no need to contact the HPMS help desk
or HPMS team member for assistance.
Following the activation of your user ID, you are
required to complete your computer-based training,
CBT, within five days.
Failure to complete the CBT will result in your
user ID being revoked.
At activation, you will also be connected
to the HPMS job code.
Please note that your HPMS access will not be
available for use until you receive the setup
email from HPMS with attached login instructions.
Please contact the HPMS access mailbox if you have
not received the HPMS setup email for more than
four days following issuance of your user ID.
The most common issues experienced by users in EFI are:
One: the social security number already exists.
This issue means that A you have already submitted
a request, or B you have an existing CMS user ID.
You can submit a request to delete an existing user
ID to the HPMS user access mailbox at
HPMS_access@cms.hhs.gov.
This request must include your name, the existing
user ID, and indicate clearly that you left the
organization and need your old ID to be deleted.
You will then need to save the data you have entered
into EFI so that you can continue the submission of
your EFI request following the deletion of your old ID.
Two: you have trouble logging in, or you forgot
the EFI username or password.
To retrieve your EFI username or password, go
to the main EFI page and use the "Forgot Username"
or "Forgot Password" instructions.
We sincerely hope that you enjoy your experience
interacting with HPMS and find it to be a
user-friendly and valuable resource.
For more information on HPMS and detailed
instructions for EFI, please visit our public
website page at the following URL.
You can also contact the HPMS help desk at either
HPMS@cms.hhs.gov or 1-800-220-2028.
Thank you for taking the time to learn about the
Health Plan Management System.
Please check back here for additional videos
on HPMS functionality.
Brought to you by the CMS Center for Medicare,
Medicare Drug Benefit, and C&D Data Group,
Division of Plan Data.