Music.
Hello and welcome to our PECOS demonstration. Today we will go through
the process on how to add a new business location for an established durable
medical equipment supplier. In order to begin this process, please log in using
your PECOS credentials on the PECOS home page. Also, please visit the home page
for further information on how to obtain login credentials along with additional
information for completing the enrollment process. Please note that this
demonstration is going through a particular supplier type. You can use this demo
as guide to complete other supply types. So first we will go ahead and log into
PECOS using our credentials.
To begin the application process, we want to locate the My Enrollments
page. We can do this clicking on the My Enrollments button. For the given login,
I want to locate the appropriate supplier that I want to create a new location
for. In this example, I have medical equipment suppliers, and I'll go ahead and
click on the View Enrollments. This page lists any previously started
applications and/or existing enrollments on file. For the example, if I scroll
down, I can see my previously approved enrollment. Here you can see a summary of
information such as the enrollment state, the corresponding status of
application, the specialty type, the practice location along with additional
information. For this example, I just want to create a new location for the same
entity and specialty. So we will go ahead and click on the More Options button
to the right.
This page will list several actions. In this case, we will locate the
change of information to an existing enrollment option and click on the next
page. Please note, if you are adding a new location for a different state, you
can change the enrollment state by selecting the Create a New Application
Enrollment Record option. For now, we will go ahead and click on the Perform and
Change of Information and click on the next page. And on this page, we want to
select Yes to adding a new business location for this given tax identification
number. Otherwise, you'll be prompted to change information for the existing
business location that we already had approved in PECOS. Since we want to create
a new location, Yes is the appropriate answer. I'll go ahead and select Yes and
click on the Next Page button. Now we've completed the application questionnaire
process. As you can see on top of the page, the reason for this application is
displayed in bold at the top. Additionally, you can see information such as the
legal business name, tax identification number, the supplier type as well as the
state. If you feel like you made a mistake with the type of application, you may
hit the Cancel button and start the application process again. Since this is the
right scenario for our example, I'll go ahead and click on the Start Application
button at the bottom of the screen. Before beginning the application, please
note some key features located at the top of the page. First we have a progress
bar which shows how close you are completing the application and the ability to
click on the Submission button located at the bottom. Additionally, there are
three tabs located to help with browsing and completing the application. The
first is the Topic View. This is the page we're on right now which conveniently
gives you a high level view of all the topics that need to be completed and
shows checkmarks next to the topics that are already done. On that, we get to
the Fast Track View.
The Fast Track View shows all these sections on one page including
information that is already answered. As the users complete each topic, you'll
see a summary view of each of the topics all in one view. Lastly, the error
warning check tab which shows you what is still outstanding to be completed
within your application and any errors the system finds from what you have
entered. Note the numbers shown within the tab. This number will decrease as you
address each item in your application. I'll go ahead and navigate back to the
Topics View to start the application process. For this application, we need to
complete the following information for the newly added business location. Some
of the topics have been completed for you. In this demonstration, we will go
through the required topics for adding a new location. For this first topic, we
can click on the Physical Location and Special Payments Address Topic link. Here
we want to capture the new location information. So I'll go ahead and click on
the Add Information button. And on this page, we want to collect the effective
date of information, the location name and the actual address of the physical
location. Once I've completed this information, I'll go ahead and click on the
next page. Here we want to click the physical location contact information. For
this example, I'll go ahead and fill out the telephone number. If you have
additional contact information such as fax and e-mail, please enter it here and
click on the next page. We are now navigated to the Claims Information page.
Here we want to enter the NPI as well as the tax ID number. Also indicate that
this tax identification number is the CP 575 legal business name that is printed
on the Impez [phonetic] validation letter. I'll also include the effective date
of this practice location. Now we want to collect the special payments address.
One I've completed all this information, I'm ready to click Save. As you can see
on the physical location and special payments address summary page, it displays
all the information that I just previously entered. If you feel like you made
mistake, you can correct it by either selecting Edit in the corresponding
sections such as the physical address or the payments address or even the claims
information, or you can simply delete them and re-add them as necessary. I'll go
ahead and move onto the next topic by scrolling down and clicking on the next
topic button. Now we've navigated to the required and/or supporting
documentation topic. If you want to upload supporting documents, you may select
Yes and view the uploaded documents information listed here. If you have
additional information or supporting documentation that you want to upload, you
may only upload PDF or TIFF formatted documents that are ten megabytes or less.
In this example, I'll show you how to upload a document. So this indicates which
supporting documentation that you want to upload. So in this case, I'll select
Accreditations and click the Browse button. Once I find the associated
accreditation, I can go ahead and select it and click on the Upload button. As
you can see as I scroll down the page, you see the currently uploaded documents.
If you feel like you made a mistake, you may remove it by clicking the Remove
button. If you want to upload additional information, please follow the similar
process by selecting a document type and browsing for the document and uploading
it. Now that we're ready, we can return to the Topics page.
As you can see, there's no more errors, and I've completed all my
topics. Because I've completed all my topics, the Begin Submission button is now
enabled. So I'll go ahead and click on the Begin Submission to initiate the
submission process.
As you can see, the following documents are available for electronic
signature, the certificate statement. If you like to proceed with the electronic
signature process, you may select Yes. Otherwise, a handwritten signature signed
in ink is required to be mailed in. So for this example, I'll select Yes and
click on the next page. As you see, we navigated to the electronic signature
submission page. The first section at the top is the Signatories For Authorized
Officials. I pre-populated the authorized official, John Smith. You want to
input John Smith e-mail address to receive an e-mail notification that he must
sign this application. So I'll go ahead and enter the e-mail address for John
Smith. When you scroll down, there's a signatory for organization enrollment.
Here, we need to select John Smith since he's our only authorized official, he's
the only one that can sign this application. So I'll go ahead and select Apply
and click on the next page. Now we're on the Submission page. The first section
is the Contact and Processing. Here we must select the Fee For Service
Contractor. In this case, since this is a Florida contractor, you may select the
national supplier Clearinghouse and click Apply. The corresponding address for
the fee for service contract will be displayed below. You may use this
information for a future reference. The next section is explaining the
application fee payment information. And for this example, I'll go ahead and say
"I've already submitted the payment for this application" and click Apply. The
last section is the Required and Supporting Documents section. Please find some
of the required supporting documentation as well as important new key
information for the application process. Please review this information as well
as the currently uploaded documents before moving on to the next step which is
Completing the Application Submission. Once you feel all the information is
included on this enrollment, you may click on the Complete Submission. If you
feel like you've made a mistake, you may click on the Previous Page button and
return back to the initial enrollment to make any appropriate changes. In this
case, we'll go ahead and click on the Complete Submission button. We're now
prompted with the popup page indicating that you submitted your application.
Select A and now we've reached our Submission Confirmation page where you can
find information on the application process. You'll also find the contact and
processing information below. Here, you can print out and view certain documents
as well as reviewing the supporting documentation. Congratulations, you've now
completed The Demonstration For a Durable Medical Equipment Supplier: Adding a
New Business Location.