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Hello and welcome to PECOS. In this demonstration we will be showing
you how to perform a change of information to the information in your Medicare
Enrollment Application using PECOS. We will be showing you today how to do with
this with an organization application but the steps for doing this, if you are
an individual practitioner is very much the same and is also shown in our other
demonstrations shown online. To do this you will have to log into PECOS using
the same credentials that you used to submit your application the first time. If
you have any questions on your logging credentials, you can use the Forgot
Password or the Manage / Update User Profile hyperlink shown on the screen
here. So now I will login and show you how to do this for an organization
enrollment in PECOS.
You are then going to need to select the My Enrollments button on
the left-hand side of the screen and from here you'll see all the existing
associates that you have the ability to submit applications on behalf of.
Because I'm going to be showing you how to perform a change of information for
our example as primary health clinic, I will select the View Enrollments
button for this associate now. You are then navigated to this screen which will
show you all of the enrollments that are existing for that organization. And, as
you can see, I have one that is listed as approved here and then I have a new
one which I began but have not yet completed or submitted to Medicare. So
because I'm going to be performing a change to the existing application shown
here that's approved, I'm going to need to select the More Options button here
in order to do that.
After selecting the More Options button, you'll be taken to a page
where you will need to select what type of action you are trying to take on the
Medicare Enrollment Application and because you need to make a change to your
information, you'll select the Perform A Change of Information to Current
Enrollment Information option.
Please note that if there are any other activities that you need to perform
over your Medicare application, like performing reassignment activities or
updating EFT information, electronic funds transfer information, you can select
those options here as well. We're going to click on the Next Page button to
move forward.
On this page you're being asked to indicate whether or not you are making
updates to physical location information. For this change of information, I'm
going to select No because the information I'm going to be updating is contact
information and ownership information. But you can select Yes if this pertains
to your specific enrollment scenario.
On this screen you can indicate whether or not reassignment information is
being updated and because I am not changing reassignment information, I'm going
to select that other information is changing.
On this screen you'll see a summary of what is being performed on your
application in this scenario. You'll see here that it shows that the supplier is
adding, deleting, or changing Medicare enrollment information. Since this is
correct I'll scroll down to the bottom of the page here and click on the Start
Application Button.
Now we're navigated to the Fast Track View where you can see all the
information you entered when you first submitted your application. If you'd like
to view your information by the Topic View page, you can select the Topic
View button at the top of the screen; the tab shown here and you'll be able to
see all of your information that's completed with associated checkmarks next to
them.
Because I'm going to be updating ownership information, I'm going to select
that topic and make my updates as necessary. So what I'm going to do is add
another individual with ownership and primary health clinic so to do that I'll
select the Add Information button. Note that if you actually just need to
update information for previously entered individuals, you can do that as well.
If you just go ahead and click the Edit button here or the Delete or Add
buttons as well, if you have specific information to add.
Now I need to enter all the information for the new individual I'm adding to
this enrollment application. So the new individual with ownership interest in
primary health clinic is a man by the name of Mark James.
After entering all of Mark James information, I'll select the Next Page
button at the bottom of the screen. Here you can indicate the country or
state of birth if you have that information and if not you can select Next Page
to move forward without doing so. And on this screen you'll need to
indicate the type of relationship that this individual has to the organization
on file.
So because this new individual is another managing employee, I'll select
Managing Employee and add the effective date of this also. And I'll scroll
down to the bottom of the page and select the Next Page button to continue.
Now I need to indicate whether this person that I'm adding is an authorized or
delegated official or neither and because Mark James is neither authorized nor
delegated official, I'll select this option and move forward. I'll now need to
indicate whether or not Mark James has any final adverse actions associated with
him.
I'm going to select no for the purposes of this example but since I don't have
any vital adverse actions to report for Mark James, I'm going to select the
Save button at the bottom of the screen. And now as you'll see, I'm navigated
to the topic summary page that shows Mark James added to our enrollment
application, along with Jim Madison. Because I have no additional changes to
make, I can move forward but if I made a mistake or need to update the
information shown, I can do so with the buttons shown here.
I'm going to now navigate back to the Error Check tab to make sure that I'm
addressing every error still outstanding in the enrollment application before I
attempt to submit. As you can see on the Error/Warning Check tab, there are no
outstanding errors or warnings for this enrollment application. After resolving
all errors and warnings for this enrollment application, you can navigate back
to the Topic View screen and note it that any additional information that
you'd like to update can be done now.
Please note that multiple updates can be performed within the same change of
information request. So again, in this example, because I've updated the
individual control information, this conveniently enables me to combine all of
my updates into one easy electronic submission using PECOS. When I'm ready to
submit my application, and all of my changes have been made, you can scroll down
to the bottom of the page here and you'll see the Begin Submission button
which I'll select now because I'm ready to initiate the submission to my
Medicare Administrative Contractor.
Next you'll be prompted and shown the electronic signature page. This page will
be displayed to give you the option to electronically sign all applicable
documents for your submission. In this case, it's a certification statement. So
please note that any documentation that you electronically sign will not need to
be printed and manually mailed to your Medicare Administrative Contractor.
So, for the purpose of this demonstration, because this is so convenient I'm
going to select that yes, I do want to electronically sign my certification
statement so I don't have to mail this in to my contractor for processing. I'll
select the Next Page button to move forward. On this page you'll need to
indicate who the authorized signer is for this update and I'm going to select
Jim Madison from the dropdown as he is the authorized official. I'll select
Apply and then I'll need to enter Jim Madison's email address.
Jim Madison will be sent an email and contacted in order to electronically sign
the changes that have been made in this enrollment application. After I'm done
entering Jim Madison's contact information, his email address, I can select the
Next Page button. I'm now navigated to the submission page which shows me my
Medicare Administrative Contractor listed as a label and supporting
documentation information shown in the center of the page here.
Please read all of this information along with a reason for your submission to
make sure that it is all accurate, before scrolling down to the bottom of the
page and completing your submission. Upon scrolling down to the bottom of the
page, you'll also see this current uploaded document section which shows all of
the documentation that's been uploaded and associated to your Medicare
enrollment. Because the CMS-460 Form is what was uploaded when I first submitted
my Medicare enrollment, it will still show-up here as a note. You can view this
document using the View button here and then you can complete the submission
by selecting this option shown at the bottom of the screen.
If in reviewing all of this information, you need to make any updates, you can
still do so now by selecting the Previous Page button here. I'm ready to
complete my submission so I'm going to move forward by selecting that button
shown on the bottom of the screen. A pop-up will then appear on your screen,
prompting you that any uploaded documentation that you included in your
electronic enrollment has been submitted to your Medicare Administrative
Contractor and any other required information will need to be mailed into your
contractor and if you do not do so, you will risk your enrollment being delayed
for processing.
After acknowledging this fact, you can select Ok to move forward. You're then
navigated to the Submission Confirmation page where you can print your receipt
that you've submitted your change of information request. Congratulations,
you've completed your change of information to your Medicare Enrollment
Application.