Access Manager Registration Access Manager Registration The following walk-through will assist a User in registering to become an Access Manager for a Type 2 NPI. 1. The User will go to the Identity & Access Management System web site at h ttps://nppes.cms.hhs.gov/IAWeb and select "Accept." EUS is only able to assist the in registering for a role or in modifying the account. For an organization there can account owner be as many Authorized Officials (AO), Access Manager (AM), or Staff End Users (SEU) as needed.
Transcript
Access Manager Registration
Access Manager Registration
The following walk-through will assist a User in registering to become an Access Manager for a Type 2 NPI.
1. The User will go to the Identity & Access Management System web site at h
ttps://nppes.cms.hhs.gov/IAWeb and select "Accept."
EUS is only able to assist the in registering for a role or in modifying the account. For an organization there can account owner be as many Authorized Officials (AO), Access Manager (AM), or Staff End Users (SEU) as needed.
2. The User will enter their existing User ID and Password and select "Sign
In."
3. The User will need to send a verification code to confirm login.
4. The User will need to retrieve the six digit verification code from the MFA
setup that was selected, and enter the six digit verification code into the
"Enter Code" box.
5. The User will select the "My Profile" tab on the Home screen. Under
Employer Information, the User will select "Add an Employer."
6. The User will enter only the Organization’s Type 2 NPI and select
"Search."
If the Organization has a Type 2 NPI, the User will enter the Organization's
NPI and select " Search".
If the Organization does not have a Type 2 NPI, the User will search
independently by either the Organization Name, City, State, and/or Zip
Code, or by multiple fields to narrow the search. Then select "Search".
7. All of the the matching Search Results will appear.
The Organization will appear in the Search Results and the User will select
the radio button next to the "Legal Business Name of the Organization".
The User will receive the message, "Sorry no results were found." The User
will select "Add Employer Not in List".
The User will enter all the required information for the Organization.
Be sure the User inputs the Tax Identification Number (TIN) and the Legal Business Name (LBN) as they appear on the IRS document.
8. On the drop-down menu, select "Access Manager".
9. The User will enter the name, title, phone number, and email address of
the person who is the Authorized Official of the Organization and select
"Submit."
The person does not need to be the Authorized Official in I&A, NPPES ,or PECOS, although it is suggested that they match.
10. The User will receive a system-generated confirmation
page which includes the role being requested, instructions on how to get the
request approved (Option A or Option B), contact information for EUS, a
Request Tracking ID (which starts with the letter "D"), and the option to
upload documents. The User can select "Print this page" for their records.
To upload documents, the User will select "Add A Document".
Image on next page.
11. The User will be taken to the Upload New Document page and the User
will select "Choose File." NOTE: Multiple documents (i.e., Access
Manager Certification and IRS document) MUST be scanned and
uploaded separately.
Only JPEG, PDF, or GIF files can be uploaded and the document size cannot exceed than 10 MB.
12. The File Upload pop-up window will appear in which the User will locate
the document to upload from their computer. Once the document is
located, the User will select "Open".
13. The User will enter the form number of the document they are
uploading in the "Comments" and select the "Type of Document" from
the drop down menu. Once all the required fields are completed, the User
will select "Upload".
If the document the User is uploading is not on the list of documents on the drop down menu, the User can select any document
from the drop down menu and enter the form number they are uploading in "Comment".
14. The User will receive a confirmation message indicating "Document has
been added successfully" and is able to view the uploaded document. Select
"Done."
Image on next page
Functions of the icon's under Action:
The "magnifying glass" icon will allow the User to be able to view the document they uploaded. The "pencil" icon will allow the User to add a comment. The "trash can" icon will allow the User to delete the entire document.
The "trash can" icon next to the comment will allow the User to delete the current comment.
