Welcome to the CAC Roster module.
In this module, we will discuss the process for uploading and maintaining your Certified
Application Counselor (CAC) Roster.
As part of this learning series, there are additional modules that highlight the following
CDO Program topics: CDO Renewal: learn more about the process
for renewing your CDO certification with CMS.
CDO Application: learn more about the CDO Application process.
CDO Data Management: learn more about how to maintain your information with CMS during
your two-year certification period.
As a CDO with the Centers for Medicare and Medicaid Services (CMS), your organization
is responsible for managing your staff of CACs throughout your two-year certification
period.
This includes assigning CAC IDs, ensuring your CACs complete training on an annual basis,
and maintaining your list of CACs.
To help with this, CMS developed functionality within the CDO Organizational Maintenance
web form for CDOs to use to populate their roster of CACs, track their training completion
dates, and keep their roster up-to-date.
Beginning in plan year 2021 and beyond, your organization can use the CDO Organizational
Maintenance web form to add and maintain your roster of CACs.
Moving forward, maintaining your CAC IDs using the web form is critical for your CACs to
access training.
CDO Organizational Maintenance web form homepage and link: https://mats.secure.force.com/CDOMaintenance/
Any of your organization's three unique contacts can access the web form to add and maintain
your CAC roster.
The web form provides your organization's contacts with two ways to add and maintain
your CAC roster, manually or using a .csv file.
After you add your roster of CACs, the Marketplace Learning Management System (MLMS) will update
your roster at the end of every day with the current status of your CAC's training completion
dates.
This allows your organization's contacts the ability to monitor CAC training completion
and ensure all CACs meet the annual certification training requirement.
To prepare to upload your roster of CACs, your organization should make sure your contacts
can access the web form, collect your list of CACs, and ensure every CAC has a unique
ID number.
For help assigning
CAC IDs, visit https://marketplace.cms.gov/technical-assistance-resources/cac-assign-cac-id.pdf.
If your CAC roster changes, your organization's contacts must access the web form and decertify
CACs who leave your organization and add any new CACs who join your team.
To clarify, the first time you upload your roster of CACs, you should document your existing
CAC IDs and make sure the root ID of these CAC IDs uses your newest CDO ID issued to
you by CMS.
You will have the option to copy and paste your existing list into a template or add
your CACs one at a time.
Start using this functionality today and make sure to add your roster of CACs before training
goes live each year and maintain your list regularly to ensure accuracy.
If you have any questions about this process, please email the CAC Program Office
cacquestions@cms.hhs.gov.