Enrollment on Demand (EoD) Tutorials for Part B Specialties

For new and/or already established providers, we offer many self-paced application tutorials intended to guide an applicant through completing an application correctly the first time and reduce development. Many are specific to a provider type while others are general in nature and apply to all specialties. Watch How to Use Enrollment on Demand for assistance.

If a provider is unsure of which specialty type he/she should apply to Medicare with, visit the Washington Publishing Company (WPC) website to view the Health Care Provider Taxonomy Code Set. Health Care Provider Taxonomy Codes define a health care service provider type, classification, and area of specialization.

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EoD Extras

Topic Brief Description
Deceased Providers Feb 2018 - 3:21 minutes Learn what happens to Medicare enrollment(s) when a provider who is also an owner passes away, what you can do or how to correct an erroneous death.
How Do I Determine What I Am? Aug 2018 - 7:26 minutes View the differences between an individual provider enrolling as a sole proprietor, a sole owner or an organization.
How to Use Enrollment Application Status Tool Feb 2018 - 1:24 minutes Learn how to use the Noridian Enrollment Application Status Tool.
How to Use the Revalidation Due Date Lookup Tool Jan 2018 -2:05 minutes Learn how to use the Revalidation Look up Tool on the CMS website.
Medicare Part AB Revalidation Oct 2018 - 29:16 minutes In-depth explanation of Revalidation process step-by-step
NPI – Type 1 vs Type 2 Feb 2018 - 2:05 minutes Learn the difference between a Type 1 and Type 2 National Provider Identifier.
Open Enrollment Oct 2018 - 8:03 minutes Overview of Open Enrollment election period
Provider Enrollment function in NMP Sep 2018 - 6:14 minutes Learn about the PE function in the Noridian Medicare Portal
Specialty Supporting Documents Feb 2018 - 5:32 minutes View a guide to all the required documents for all provider specialties. These supporting documents will need to be included along with the enrollment application.

 

Identity and Access (I&A) Management System

Topic Brief Description
3rd Party Organizations Nov 2017 - 7:13 minutes Learn how enrollment credentialing organizations get set up in the I&A. This includes connecting and managing the organizations employed by them and their accesses.
Basics of the I&A Jan 2018 - 3:45 minutes Learn about navigating through the Identity & Access Management System (I&A).
Authorized Official Creates Account Feb 2018 - 4:56 minutes Learn how a user who will have the highest level of access in the I&A (Authorized Official) creates a User ID and links themselves to the organization for Internet-based PECOS application access.
Delegated Official Creates Account Feb 2018 - 3:14 minutes Learn how a user who has been delegated by the authorized official (Delegated Official) creates a User ID and links themselves to the organization for Internet-based PECOS application access.
Sole Owner: Gaining Access to their Organization in I&A Feb 2018 - 2:19 minutes Learn what sole owners should do when they do not see their organization listed in the Identity and Access Management system.
Staff End User Creates Account Feb 2018 - 3:35 minutes Learn how a user who will work as staff for the organization (Staff End User) creates a User ID and requests access to work on behalf of the organization and its providers.
Organization Requests Surrogacy Feb 2018 - 1:39 minutes Learn how the organization requests connections with providers, that allows the organization and any approved staff, to submit Internet-based PECOS applications on the provider's behalf.
Provider Accepting Surrogacy Feb 2018 - 1:21 minutes Learn how providers accept surrogacy requests, that allows an organization and any approved staff, to submit Internet-based PECOS applications on the provider's behalf.

 

Initial Enrollment

Topic Enrollment on Demand Application Tutorials
Ambulatory Surgery Center (ASC)
CMS-855R: Physician and Non-Physician Practitioners Reassigning Benefits to an Organization
Completing CMS-460: The Medicare Participating Agreement
Completing CMS-588: The Electronic Funds Transfer (EFT) Authorization Agreement
Independent Diagnostic Testing Facility (IDTF)
New Organization Enrolling as a Clinic Group Practice
Physician Assistant (PA) - PAs do not reassign benefits. PAs establish employment with an organization
Providers who Reassign Benefits
Sole Owner: Physician
Sole Proprietors using an Employer Identification Number (EIN)
Sole Proprietors using their Social Security Number (SSN)

 

Opt Out

Provider Enrollment on Demand Application Tutorial
Provider submitting an Opt Out

 

Ordering, Certifying, and Prescribing Part D Drugs

Provider Enrollment on Demand Application Tutorials
Ordering, Certifying, and Prescribing Providers

 

PECOS Extras

Topic Brief Description
Basics of PECOS (PI) Oct 2018 - 8:35 minutes Learn about navigating PECOS Provider Interface (PI).
Correct and Resubmit a PECOS Application Oct 2018 -2:08 minutes Learn how to correct and resubmit an internet-based PECOS application when it is returned for corrections or rejected.
EFT Topic – What to Upload?
Feb 2018 - 2:18 minutes
Learn about the Electronic Funds Transfer (EFT) topic and what to upload when applying via Internet-Based PECOS.
Error/Warning Check Tab - What Do I Need to Fix? Feb 2018 - 1:24 minutes Learn about the Error/Warning check tab when submitting applications via Internet-Based PECOS and what needs to be fixed.
Explaining Initial Enrollment Questionnaire for Group Members Feb 2018 - 2:15 minutes Learn about the application questionnaire when applying via Internet-Based PECOS as a group member.
Explaining Initial Enrollment Questionnaire for Organizations Feb 2018 - 1:31 minutes Learn about the application questionnaire when applying via Internet-Based PECOS as an organization.
Explaining Initial Enrollment Questionnaire for Sole Owners Feb 2018 - 2:23 minutes Learn about the application questionnaire when applying via Internet-Based PECOS as a sole owner.
Explaining Initial Enrollment Questionnaire for Sole Proprietors Feb 2018 - 2:09 minutes Learn about the application questionnaire when applying via Internet-Based PECOS as a sole proprietor.
How to Add or Delete a Practice Location via Internet-based PECOS Feb 2018 - 3:08 minutes Learn how to add and delete practice locations via Internet-based PECOS.
How to Continue a PECOS Application Feb 2018 - 1:08 minutes Learn how to continue to work on an Internet-based PECOS application if it times out, or the applicant leaves the site in the middle of applying.
How to Delete a PECOS Application Feb 2018 - 1:00 minutes Learn how to delete an Internet-Based PECOS application before the application has been submitted.
How to E-Sign Jan 2018 - 1:32 minutes Learn two ways to e-sign an Internet-Based PECOS application.
How to Make Sure Application is Submitted and Signed Oct 2018 - 2:30 minutes Learn how to completely submit an application when applying via Internet-Based PECOS.
How to Resend Signature Email Feb 2018 - 1:02 minutes Learn how to resend an email for people to e-sign an internet-based PECOS application.
How to Retrieve a User ID or Reset Password June 2017 - 2:09 minutes Learn how to retrieve a User ID or reset password in Internet-based PECOS.
How to Start a Change of Information PECOS Application Feb 2018 - 1:03 minutes Learn how to start an application to change information on an existing enrollment using Internet-Based PECOS.
How to Start a Revalidation Application using PECOS Feb 2018 - 1:00 minutes Learn how to start a revalidation application using Internet-Based PECOS
How to Switch Signatures Methods Oct 2018 - 2:15 minutes Learn how to switch between e-signing and uploading paper certification statements.
Required Documents Topic Feb 2018 - 2:06 minutes Learn about the required documents topic, what may need to be uploaded and how to upload that document when applying via Internet-Based PECOS.
Where Can I Find My PTAN? Feb 2018 - 1:49 minutes Learn how to find Medicare IDs by logging into Internet-Based PECOS.

 

Reactivation

Provider Enrollment on Demand Application Tutorials
855R - Reactivate a Reassignment Paper: 855R - Reactivation  May 2018 - 4:05 minutes
Physician Assistant (PA) Paper: Reactivate PA Establishing Employment with an Organization May 2018 - 5:08 minutes
Provider Reassigning Benefits Paper: Reactivate Provider Reassigning Benefits May 2018 - 11:20 minutes

 

Reassignment to Critical Access Hospitals Billing Under Method II (CAH II)

Provider Enrollment on Demand Application Tutorials
Method II Billing: CMS 855R
Method II Billing: Initial Enrollment for CRNA Who Reassigns Benefits to a CAH
Method II Billing: Initial Enrollment for CNM Who Reassigns Benefits to a CAH
Method II Billing: Initial Enrollment for CP Who Reassigns Benefits to a CAH
Method II Billing: Initial Enrollment for CNS Who Reassigns Benefits to a CAH
Method II Billing: Initial Enrollment for CSW Who Reassigns Benefits to a CAH
Method II Billing: Initial Enrollment for NP Who Reassigns Benefits to a CAH
Method II Billing: Initial Enrollment for Physician Who Reassigns Benefits to a CAH
Method II Billing: Initial Enrollment for RD/Nutritional Professional Who Reassigns Benefits to a CAH

 

Reporting a Change

Provider Enrollment on Demand Application Tutorial
Independent Diagnostic Testing Facility (IDTF)
Group Members
Organization
Sole Owners
Sole Proprietor

 

Revalidation

Topic Enrollment on Demand Application Tutorials
Independent Diagnostic Testing Facility (IDTF)
Non-Physician Reassigning Benefits Who is Also a Sole Owner
Non- Physician Reassigning Benefits Who is Also a Sole Proprietor
Organization
Physician Assistant (PA)
Physician Reassigning Benefits Who is Also a Sole Owner
Physician Reassigning Benefits Who is Also a Sole Proprietor
Providers that Reassign All Benefits
Sole Owner: Non-Physician
Sole Owner: Physician
Sole Proprietor: Non-Physician
Sole Proprietor: Physician

 

Terminating Employment

Topic Enrollment on Demand Application Tutorials
Individual Provider Terminating Reassignments with an Organization
Organizations Terminating Employment Arrangements with a Physician Assistant
Organization Terminating Reassignments with an Individual Provider
Sole Owner Terminating a PTAN
Sole Proprietor Terminating a PTAN
Terminating Employment Arrangements for a Physician Assistant

 

Last Updated Dec 13, 2018