Music
Hello and welcome to PECOS. In this demonstration we're going to show
you how to log in to PECOS and make an update to an enrollment that you've
already submitted. To start, we're going to have to log in. So go ahead and pull
up and use your credentials that you already received when you first submitted
the application. If you have any questions about your login credentials or need
further support, go ahead and click on the Forgot Password button below, or the
manage slash update user profile link shown here. After logging in you'll go
ahead and select the My Enrollments button here to move forward.
On this page you'll see the View Enrollments button and the New Application
button. Inorder to make a change to an existing enrollment you'll need to select the View
Enrollments button here. On this page you'll be able to scroll down to the
bottom of the screen and see any existing enrollments you already have submitted
to Medicare and any new ones you are aiming to submit soon. We're going to
select this existing enrollment shown here and select the More Options button.
You'll then be brought to a screen that asks you to indicate what the applicant
is trying to perform. So in this case because you're trying to make an update to
a current enrollment, what you'll do is select the Perform a Change of
Information to Current Enrollment Information option. You'll then select the
Next Page button. For the purpose of this demonstration I'm not going to
actually make any updates to the physical location, I'm going to make updates to
owner information so I'm going to select No and move forward.
On this screen you'll have the opportunity to confirm that the reason here
shown above for what you are doing to this enrollment application is accurate.
As you can see it says here that the practitioner, Jenny Lewis, is adding,
deleting or changing Medicare enrollment information. And since that is
accurate, I'm going to scroll down to the bottom of the page and select the
Start Application button here. After starting the Start Application button
you'll be navigated to the inside of your enrollment application where you can
actually perform these updates.
So what you can do is navigate to the topic view page here and you'll see in
scrolling down that all of these sections noted, already have completed
checkmarks next to them. And the reason is that this information is already
complete within your enrollment. On this page you can select whichever section
you need to make your updates and you can also navigate to the error slash
warning check tab to see what else needs to be completed before you can submit.
Because I'm going to be updating ownership information I'm going to go ahead
and select the individual control section. So here we're navigated to the
individual control section and you can select Yes that there is an individual
control to report on this application. So now I'll select the Add Information
button to begin adding this information into the enrollment. And I'm going to
say that Danielle Smith is the individual control needing to be added here. So I
add all of her identifying information before hitting the Next Page button at
the bottom of the screen.
And on this page you'll need to indicate the country of birth and
state or province of birth of this individual, but you can note that this
information actually is optional so if you don't have this information or don't
want to enter it, you can go ahead and select the Next Page button to move on.
And on this page you'll need to indicate if there are any final adverse actions
associated with the individual that you're adding. For the purpose of this
demonstration, I'm going to select No that Danielle Smith does not have any
final adverse actions.
So now I'm going to scroll down to the bottom and select the Save button. Then
you're navigated to the summary screen which shows you the information entered
for that individual that you've reported and if you need to make any updates to
this information you can use the Edit and Delete button shown on the screen
here. And if you do indeed ultimately need to add a final adverse action for
this individual, you can do that by selecting the Add button shown here. I'm
going to move forward by going to the error check tab to see what else is
remaining in my enrollment before I can move forward and submit this application
to Medicare.
So, as you can see there is only one error left that needs to be
addressed before submitting this application to Medicare. Before I do that
though I'm going to navigate back to the topic view page and show you something.
So as you can see here all of our sections have checkmarks next to
them. The contact person information still needs to be reviewed as we saw in the
error check tab.
So as you can see that after reviewing and updating any necessary
contact person information you'll be navigated to the contact person information
summary page where you can view this information. Once you're done, you can
select the Review Complete button. You can also select to go back to the error
check tab or select this change of information hyperlink at the top of the
screen to be navigated back to the topic view to see all of your information
with checkmarks associated to that. At this point in time, after making several
updates to the enrollment application, I'm ready to submit that application to
Medicare. You can then select the Begin Submission button to initiate this.
On this page you'll be prompted whether or not you want to electronically sign
your documents. All documents that you electronically sign will therefore not
need to be printed and mailed to your Medicare administrative contractor. For
the purpose of this demonstration I'm going to select Yes that I would like to
electronically sign the certification statement for this submission and select
the Next Page button at the bottom of the screen. On this page you will be
prompted to review all documentation before you electronically sign and to
accept the terms and conditions. You'll need to read the information shown here
on this screen before you select Yes, I agree to the certification statement
terms and conditions. Note that if you were submitting a different type of
application any associated documents that you will be e-signing for will also
appear on this same screen and you can select Yes that you agree to the terms
and conditions for all of those documents applicable.
When you scroll down on the page, you'll see a sub-section called Complete Your
E-Signature. Here you can put your identifying information in, in order to
perform that you are actually going to e-sign your application before moving
forward. As Jenny Lewis the practitioner, I'm going to put in my information
now. After making sure that I've entered accurate information I'm going to
select the Next Page button to move forward with my e-signature of the
certification statement. Here you'll be navigated to the submission page where
you'll see your Medicare contractor at the top of the screen shown as a label.
You'll be able to read all important, pertinent information regarding required
and supporting documents for your submission along with the reason for your
submission.
As you can see you can scroll down to the bottom of the page and you'll see the
documents that you've previously uploaded for your application that's on file.
As you can see when you scroll down to the bottom of the page you'll see any
existing documents that are associated with your Medicare enrollment
application. This driver's license shown here was uploaded when I first
submitted the enrollment application and is still here to be viewed. When you
are ready to move forward and complete the submission process, hit the Complete
Submission button below. A pop-up will then appear here on your screen
to warn you that any uploaded documentation has been
submitted but any other required or supporting documentation will need to be mailed
to your Medicare administrative contractor because otherwise your application
will be delayed in processing. Once you've acknowledged this fact select
OK to move forward. You'll then be navigated to the submission confirmation page
where you can print your receipt for your personal records. Congratulations.
You've performed a change of information to your enrollment application
in PECOS.