CMS Web Interface Planning your work.
Viewing your beneficiary sample.
When your sample is ready, you can view it in two ways:
- Within the CMS Web Interface: Click on “Report Data” to view your beneficiary sample list within the CMS Web Interface. Here, you can review, sort, and filter the list.
- Download in Excel template: Alternatively, you can download your beneficiary sample in the provided Excel template by clicking the Download button at the top of the Report Data page.
Beneficiary Details
Each row under the sample list represents a beneficiary. The default view of your beneficiary sample list is filtered on “All Measures” to show
every beneficiary in your sample, and how many measures in which each is ranked.
For each beneficiary, you can see:
• Beneficiary completion status - Each beneficiary will have one of the following three statuses:
- Incomplete - If you have not entered appropriate data for all measures in which the beneficiary is ranked (both for those which the beneficiary is
ranked in the minimum and those that they are ranked in the oversample), the beneficiary will show as incomplete.
- Complete - Beneficiaries for whom all ranked measures are completed, regardless of whether the beneficiary is ranked in the minimum or in the oversample for the measures.
- Skipped – Skipped beneficiaries are those that cannot be confirmed for the sample.
• Beneficiary ID - this is a unique beneficiary identifier. It is either the Medicare Beneficiary Identifier or Health Insurance Claim Number. This field will be pre-filled by CMS.
• Beneficiary Info - this section contains the beneficiary’s demographic information including:
- First and last name - Gender - Birthdate
- Medical Record Number - this is an optional field where you can associate a beneficiary with a number that your organization uses internally to track patients. It will not have a pre-filled value.
- Clinics - the beneficiary may be associated with up to one Clinic ID so you can more easily locate their medical record.
- Providers - the beneficiary may be associated with up to three providers, so you can more easily locate their medical record.
Rank Summary - Under rank summary, you can see the number of measures where the beneficiary is ranked in the minimum as well as the number of measures
where the beneficiary is part of the oversample. These numbers are fluid and will change if lower ranked beneficiaries are skipped.
If so, the next ranked beneficiary will be moved into the minimum in order to meet reporting requirements.
The rank numbers will be updated automatically in the CMS Web Interface if a patient moves into the minimum due a skip.
Filtering and sorting your sample.
You can use the tabs at the top of the list to filter the list by beneficiary status.
Under the Total tab, you can see your complete beneficiary sample list.
The Complete tab will filter the list of beneficiaries to show only those whom you have completed all measures in which they are ranked.
The Incomplete tab filters the list to show only beneficiaries for whom not all measure questions have been answered.
Please note: if a beneficiary is ranked in the oversample for some measures, they will still
show as “Incomplete” even when you have answered all measures in which that beneficiary is ranked in the minimum.
You do NOT need to answer the oversample measures to have a successful submission.
To see the minimum ranks you need to complete to have a successful submission, you can filter by a measure to see which minimum ranks are incomplete.
In the Skipped tab, you’ll see only beneficiaries who you have skipped from all measures.
Filtering Sample by Measure
To filter the list by a specific measure, click the dropdown under “Select a Measure”.
Upon clicking on a measure, you’ll see a filtered list of only the beneficiaries who are ranked in that measure, sorted in rank order.
Filtering Sample by Other Criteria.
You can further filter down the list by:
- Beneficiary ID - Beneficiary Name - Medical Record Number
Once you have selected a specific filter type, enter the specific query into the adjoining field to filter the list.
Sort Sample
You can sort your beneficiary sample list to be ordered by: - Beneficiary ID - Beneficiary Last Name
- Medical Record Number - Number of Measures Ranked in Minimum – from most to least
To associate your beneficiaries with different or additional clinics and/or providers, you can do the following:
Managing Clinics.
To manage the list of your clinics:
1. Select “Manage Group” in the navigation.
2. Select “Manage Clinics” in the sub-navigation.
Each row represents a clinic. You can edit a clinic by clicking on the “Edit” button on the right.
To delete a clinic, click the “Delete” link on the right of the row.
However, in order to delete a clinic, you must first disassociate it from every beneficiary it may be connected to in the CMS Web Interface.
To do so: 1. Select “Report Data” in the navigation.
2. Download your beneficiary sample in Excel format.
3. Use Excel filter controls to filter the sample by the clinic you’d like to delete to find all beneficiaries associated with it.
4. Enter “N/A” to replace the Clinic ID you’d like to disassociate from the beneficiary.
5. Repeat for all beneficiaries associated with the clinic.
6. Upload the updated Excel file.
7. Go back and click “Delete” next to the clinic row.
To add or change a clinic association for a beneficiary, you can edit the beneficiary’s demographic information in the CMS Web Interface, or do so in the Excel template.
To create a new clinic, click the “Add New” button at the top of the page.
You can also download the list of clinics in Excel format by clicking the “Download” button at the top of the page.
To locate a specific clinic, use the Search bar at the top of the page to search by name or Clinic ID.
For your convenience, you can sort the clinic list by either Clinic ID or Clinic Name by clicking the carets at the top of each column.
Managing Providers.
Managing the list of providers works exactly the same way as managing clinics.
To manage the list of your providers:
1. Select “Manage Group” in the navigation.
2. Select “Manage Providers” in the sub-navigation.