Enterprise Identity Management (EIDM) Account Setup for ...

transcript

Enterprise Identity Management (EIDM) Account Setup for Quality Payment

Program (QPP) Data Submission

August 2, 2018Patty Rose, Purdue Healthcare Advisors and

Sam Ross, CHITREC

• How to Access QPP Portal

• PTANs

• New User Registration to Access to the Physician Value System (PV)

• Physician Quality and Value (PV) Application Roles

Objectives

Enterprise Identity Management-EIDMEIDM account with an associated user role:

• Sign in and submit data to the Quality Payment Program.• Provides a single identification to use across multiple CMS systems. • Receive real-time performance feedback for data submitted via the

portal.• Integrated with CMS Enterprise Portal.• Assures only authorized/registered users can access protected

information and systems. • Access Performance Feedback Reports.

NOTE: EIDM has retained the PQRS naming convention for roles associated with QPP submission

2 Steps to Access QPP Portal

1. Create an EIDM AccountEIDM Account would exist if you’ve accessed: • Quality Reporting Use Reports (QRUR)• PQRS Feedback Reports in past• Submitted PQRS via Qnet Portal in past

2. Register for the Physician Quality and Value (PV) Application• Roles: Approvers and Submitters• Remote Identity Proofing (RIDP)• Multi-Factor Authentication (MFA)

*Call QPP Helpdesk at 866-288-8292 and provide group’s TIN/name of practice to inquire IF an EIDM

account exists.

New User Registration: Before You Start

• Review Provider(s) in Provider Enrollment Chain and Ownership System (PECOS).

• PECOS updates needed?

o Call 866-484-8049 or https://pecos.cms.hhs.gov/pecos/login.do#headingLv1

New User Registration: Before You Start

• Legal Business Name (LBN)

• Medicare Billing TIN(s)

• Clinician’s Full Name(s)

• Rendering Physician’s NPI and PTAN

• Basic demographics: address, city, state, zip and phone

• Security Official role requires NPIs and PTANs for 2 different clinicians who bill under TIN*Access the EIDM User Guide for further details

What is a PTAN?

Provider Transaction Access Number-PTAN

• Medicare-only number issued by Medicare Administrative Contractors (MACs) upon enrollment in Medicare.

o MACs issue an approval/notification letter, including PTAN information, when an enrollment is approved.

• While only the National Provider Identifier (NPI) is submitted on claims, the PTAN is a critical number directly linked to a provider’s or supplier's NPI.

• A PTAN's use should generally be limited to a provider's communication with their MAC.

NPI/PTAN Relationships

• If a group NPI enrolled in Medicare, the group would be issued a PTAN.

• If an individual NPI enrolled in Medicare, the individual would be issued a PTAN.

• If an individual NPI enrolled in Medicare under multiple TINs, multiple PTANs would be issued by the MAC under those TINs.

• When creating a new, individual provider association in the Physician Quality and Value Program in the EIDM portal, the PTAN issued to the individual NPI should be entered.

Multiple PTANs-Locality

• More than one PTAN may be issued depending upon the reasonable charge locality, under the Medicare Physician Fee Schedule (PFS) locality configuration.

o Example: If a NPI practices under a single TIN but has a practice in John Wayne County (PFS Locality 01) and a practice in Green County (PFS Locality 99), multiple PTANs may be issued.

How to Find a PTAN

Option 1: • Find PTAN on the notification letter sent by the MAC when the

Medicare enrollment was approved

Option 2: • Find PTAN in the Medicare Provider Enrollment, Chain and

Ownership System (PECOS)

PECOS Step 1

NOTE: The password security has

been updated at the I&A level. If you

cannot login to PECOS, try logging

into the I&A system to update the

password. Once updated, the user

should by able to access PECOS.

https://pecos.cms.hhs.gov/pecos/login.do#headingLv1

Login into PECOS:

Who should I call?

Medicare Administrative Contractor (MAC)

Where can I find my PTAN?

PECOS Step 2

Select "My Associates" on PECOS home page

Note: My Associates can be

found mid-way down the

first screen.

PECOS Step 3

Select "View Enrollments" by applicable individual or organizational enrollment

PECOS Step 4

Click on "View Medicare ID Report"

Medicare ID Report Sample

New User Registration:

Setting up an EIDM Account

CMS Enterprise Portal Login Page

• Visit https://portal.cms.gov

• Click the “New User Registration” button

Creating an EIDM Account: Choose Your Application

• Select Physician Value- PV: Physician Quality and Value

Programs from the drop down list

• Click the box “I Agree to The Terms and Conditions” and click

Creating an EIDM Account: Register Your Information

• Register Your

Information, complete

all fields with an *

required and click NEXT

EIDM Account: Password Challenge Questions

• Set up your Username

and Password

• Create Challenge

Questions

• Review Registration

Summary screen, and

select Submit User to

continue with

registration process

Note: Highly recommended to screenshot or write down in a secure location your username/password

and challenge questions/responses

EIDM Account: Confirmation - Success!

• Your EIDM account setup is now complete!

• You’ll receive an email confirmation acknowledging your

successful account creation.

• Next, log into the CMS Enterprise Portal by clicking “here” link.

Physician Quality and Value (PV) Application Roles

PV Application: Selecting the Appropriate Role

PV Application requires selection of appropriate role:

• Provider Approver: “Master” account (must be set up first)o Individual Practitionero Security Official

• PQRS Provider: Requires approval of “Master”o Individual Practitioner Representativeo PQRS Submittero Web-Interface Submitter

• Establishing a role requires identity verification (Experian credit report)

Requesting Appropriate Role(s)

Registering for the

PV Application

Log In and Add Apps

• Log into www.qpp.cms.gov

with your EIDM credentials

• Click the Request/Add Apps

button

Request Access for PV

• Enter “P” in Access Catalog search box to filter applications

• Click Request Access button for the Physician Quality and

Value Program (PV)

Select Group and Role

• For Initial Registration, next to Select a Group, choose Provider Approver.

• Next to Select a Role Description, choose Individual Practitioner for solo practitioner OR Security Official for a Group (2+ EP’s). Click NEXT.

Identity Verification

• Review the Identity Verification items listed below to keep in mind during the next steps. Click NEXT.

• Click “I agree to the terms and conditions”, then NEXT

• Read the Identity Verification terms and conditions

NOTE: You will not be able to complete the Identity Verification section if you have had a credit freeze in the past. Please see slide 45 for further details

• Enter YOUR information accordingly. Click NEXT.

• Select appropriate responses to each of the questions to continue to verify your Identity

• Click NEXT to continue

Manual Approver Process

Identity verification cannot be completed for users with a credit freeze:

Common issue due to recent Experian breach

An EIDM Manual Identity form would need to be completed, with the following documents:

• Driver’s license/state ID

• Passport

• Two statements from financial institutions addressed to the user at the address provided during registration

For further questions, contact the QPP Helpdesk at 866-288-8292

• Remote identity proofing is complete!• Click NEXT to proceed to Multi-Factor Authentication registration process.

• Review Multi-Factor Authentication Information. Click NEXT.

Multi-Factor Registration (MFA)

• Read the Register Your Phone, Computer, or E-mail notification and then select an option from the MFA Device drop down menu. Click NEXT.

Multi-Factor Authentication Complete!

• Registration for the Multi-Factor Authentication is now complete. Select ‘Next’ to proceed to request the role.

Requesting New

Application Access:

Individual Practitioner

Request New Application Access

• Complete Contact Information. Click NEXT.

Select Role: Individual Practitioner

• For Initial registration of solo practice, select Group > Provider Approver and Select a Role > Individual Practitioner.

• Next to Create/Associate Individual, choose Create a New Individual Eligible Professional.

Creating New Organization TIPs

Select Role: Individual Practitioner

• Complete the Individual Practitioner form. Click NEXT.

Requesting New

Application Access:

Security Official

Select Role: Security Official

• For initial registration of GROUP, select Group > Provider Approver

and Select a Role > Security Official

• Select Create an Organization

Select Role: Security Official

• Complete the Security Official Role request form. Click NEXT.

Additional User RegistrationsAdditional user registrations require Provider Approver to approve role:

• Individual Practitioner

• Individual Practitioner Representative

• Security Official

• PQRS Submitter

• CMS Web Interface Submitter

Registration process is the same, but click Associate to Existing

Organization option after selecting role

Associate to an Existing Organization

• Enter TIN to search for Practice/Organization you are associating

with, may enter Reason for Request, and click NEXT.

NOTE: If your

practice/organization does

not appear, contact the

QPP Helpdesk by phone,

866-288-8292.

Completing Role Request

• Review request to confirm all the data was entered accurately

• If accurate, select ‘Submit’

• If a change needs to be made, select ‘Edit’ and make appropriate changes

EIDM Request Successfully Submitted

• A tracking number will be displayed on screen, select OK

• Tracking number is also sent via email to the requestor

• Retain tracking number until the requested role has been applied to the

account

Log into QPP with your EIDM Account

EIDM Account Set-Up

Review

EIDM Account Setup Checklist

Validate General Information

Cross-Reference Info in PECOS

Prepare for Multi-Factor Authentication

Determine Role

Read EIDM Guide for Account Setup

Important Tips

• Please be sure to create the new Organization OR Individual

Practitioner using the provider(s) Individual NPI and PTAN

combination(s).

• If needing to verify this information, contact your Medicare Part B

Contractor (MAC).

• Approver(s) will receive an email notifying them of request approval.

• Approver will need to log into the CMS Enterprise Portal to approve

or reject request.

• Notification of approval, denial, or other requests will be sent to the

role requestor’s email address on file for request.

QPP Resource Page

• Go to www.qpp.cms.gov, scroll down

to Featured Resources

• Click on EIDM Account Guidance

QPP Helpdesk Information

For questions about setting up an EIDM account and roles, please contact the Quality Payment Program (QPP) Help Desk:

Monday – Friday: 8:00 am – 8:00 pm EST

Phone: 1 (866) 288-8292 (TTY 877-715-6222)

Fax: (888) 329-7377

Email: qpp@cms.hhs.gov

Join the QPP Resource Center-No Cost Assistance

Start by clicking JOIN NOW: http://www.qppresourcecenter.com

Poll Question

How satisfied are you with the information we provided today?(On a scale from 1 to 5 – with 5 being Very Satisfied)

Patty Rose

prose@purdue.edu

qppinfo@altarum.org

Sam Ross

s-ross@chitrec.org

Contact Us

EIDMFrequently Asked Questions

EIDM FAQs

Q. What if my EHR/Health IT Vendor is submitting my MIPS data for me, do I still need an EIDM Account?

A. Yes. It is recommended that providers obtain an EIDM Account, to view their data submitted on their behalf by a Qualified Clinical Data Registry (QCDR), CMS Qualified Registry, or EHR/Health IT Vendor.

Q. Can my vendor or third party intermediary access my final performance feedback?

A. It depends on their EIDM access.

• Yes, if your practice’s Security Official approved an EIDM role request for your organization from a health IT vendor or third-party intermediary to submit data on behalf of your practice.

• No, if your vendor (qualified registry or Qualified Clinical Data Registry) had an EIDM role for their own organization to submit data on behalf of your practice.

EIDM FAQs

EIDM Role needed to access performance feedback reports?

EIDM Guide and ACO EIDM Guide

2017 Performance Feedback Fact Sheet

Links to QPP useful resources:

Q. What if I have more than one TIN in my organization, do I have to create separate EIDM Accounts?

A. No, you do not have to create separate EIDM Accounts if you have more than 1 TIN in your organization. Once you’ve created your primary EIDM Account, you can add “Associate to an Existing Organization”. A Role Request will be sent to the Security Official for approval.

EIDM FAQs

Q. What if CMS is unable to verify my identity?

A. If your identity cannot be verified, you’ll need to contact your QPP Helpdesk and complete a manual identity verification process. You would complete a special form provided to you by CMS, and submit one of the following as proof of identity: drivers license, Federal or State photo ID, or U.S. passport, and two financial institution official bills addressed to you at the address entered in the registration process.

EIDM FAQs

Q. What if my providers NPI/PTAN cannot be identified in the EIDM application process?

A. You are recommended to verify your providers enrollment information with PECOS for any errors.

Provider Enrollment Chain and Ownership System (PECOS):

https://pecos.cms.hhs.gov/pecos/login.do#headingLv1

EIDM FAQs

Q. What if I am in an ACO, do I still need an EIDM Account?

A. Yes, groups participating in a Medicare Shared Savings Program (MSSP) ACO must obtain an EIDM Account and Role under their participant TIN to submit and meet ACI requirements under MIPS for purposes of MIPS APM scoring standard and MSSP ACO-11 quality measure.

EIDM FAQs

Q. Do I need to update my password?

A. Yes, EIDM requires users update their password once every 60 days.

PV Application Roles

* “Master” account must be set up prior to other Role requests for solo practices or groups.

Enterprise Identity Management (EIDM) Account Setup for ...

Documents