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 - General How Tos
- Identity and Access (I&A) Management System
- Initial Enrollment
- Opt Out
- Ordering, Certifying, and Prescribing Part D Drugs
- PECOS Extras - How to start and get back into an application, signature tips and required documentation
- Reactivation
- Reassignment to Critical Access Hospitals Billing Under Method II (CAH II)
- Reporting a Change
- Revalidation
- Terminating Employment
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) |
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| 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 Mar 2019 - 4:05 minutes |
| Physician Assistant (PA) | Paper: Reactivate PA Establishing Employment with an Organization Mar 2019 - 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 |
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| Method II Billing: Initial Enrollment for CNM Who Reassigns Benefits to a CAH |
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| Method II Billing: Initial Enrollment for CP Who Reassigns Benefits to a CAH |
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| Method II Billing: Initial Enrollment for CNS Who Reassigns Benefits to a CAH |
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| Method II Billing: Initial Enrollment for CSW Who Reassigns Benefits to a CAH |
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| Method II Billing: Initial Enrollment for NP Who Reassigns Benefits to a CAH |
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| Method II Billing: Initial Enrollment for Physician Who Reassigns Benefits to a CAH |
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| Method II Billing: Initial Enrollment for RD/Nutritional Professional Who Reassigns Benefits to a CAH |
|
Reporting a Change
Revalidation
| Topic | Enrollment on Demand Application Tutorials |
|---|---|
| Independent Diagnostic Testing Facility (IDTF) |
|
| Non-Physician Reassigning Benefits Who is Also a Sole Owner |
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| 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 Mar 12, 2019