Skip over navigation

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 This link will take you to an external website. 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 This link will take you to an external website.. Health Care Provider Taxonomy Codes define a health care service provider type, classification, and area of specialization.

X
 

 EoD Extras

Topic Brief Description
Basics of PECOS (PI) This link takes you to an external website. June 2017 - 8:35 minutes Learn about navigating PECOS Provider Interface (PI).
Correct and Resubmit a PECOS Application This link will take you to an external website. Apr 2017 - 1:52 minutes Learn how to correct and resubmit an internet-based PECOS application when it is returned for corrections or rejected. 
Deceased Providers This link will take you to an external website. July 2017 - 3:24 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.
EFT Topic – What to upload? This link takes you to an external website. June 2017 - 2:20 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? This link will take you to an external website. Apr 2017 - 1:26 minutes Learn about the Error/Warning check tab when submitting applications via Internet-Based PECOS and what needs to be fixed.
Explaining the Initial Enrollment Questionnaire for Group Members This link takes you to an external website. June 2017 - 2:29 minutes Learn about the application questionnaire when applying via Internet-Based PECOS as a group member.
Explaining the Initial Enrollment Questionnaire for Organizations This link takes you to an external website. June 2017 - 1:37 minutes Learn about the application questionnaire when applying via Internet-Based PECOS as an organization.
Explaining the Initial Enrollment Questionnaire for Sole Owners This link takes you to an external website. June 2017 - 2:23 minutes Learn about the application questionnaire when applying via Internet-Based PECOS as a sole owner.
Explaining the Initial Enrollment Questionnaire for Sole Proprietors This link takes you to an external website. June 2017 - 2:29 minutes Learn about the application questionnaire when applying via Internet-Based PECOS as a sole proprietor.
How Do I Determine What I Am? This link will take you to an external website. Apr 2017 - 7:36 minutes View the differences between an individual provider enrolling as a sole proprietor, a sole owner or an organization.
How to Add or Delete a Practice Location via Internet-based PECOS This link will take you to an external website. July 2017 - 3:15 minutes Learn how to add and delete practice locations via Internet-based PECOS.
How to Continue a PECOS Application This link will take you to an external website. Apr 2017 - 1:10 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 This link will take you to an external website. Apr 2017 - 1:01 minutes Learn how to delete an Internet-Based PECOS application before the application has been submitted.
How to E-Sign This link takes you to an external website. June 2017 - 1:41 minutes Learn two ways to e-sign an Internet-Based PECOS application.
How to Make Sure the Application is Submitted and Signed This link takes you to an external website. June 2017 - 2:32 minutes Learn how to completely submit an application when applying via Internet-Based PECOS.
How to Resend the Signature Email This link will take you to an external website. Apr 2017 - 1:04 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 This link takes you to an external website. June 2017 - 2:11 minutes  Learn how to retrieve a User ID or reset password in Internet-based PECOS.
How to Start a Change of Information PECOS Application This link will take you to an external website. Apr 2017 - 1:05 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  This link will take you to an external website. Apr 2017 - 1:02 minutes  Learn how to start a revalidation application using Internet-Based PECOS
How to Switch from Electronic to Paper Signatures Apr 2017 - 1:06 minutes Learn how to change from e-signing to sending paper certification statements.
How to Switch from Paper to Electronic Signatures This link will take you to an external website. Apr 2017 - 1:00 minutes  Learn how to change from sending paper certification statements to e-signing.
How to Use the Revalidation Due Date Lookup Tool This link takes you to an external website. July 2017 -1:42 minutes  Learn how to use the Revalidation Look up Tool on the CMS website.
NPI – Type 1 vs Type 2  This link will take you to an external website. July 2017 - 2:08 minutes Learn the difference between a Type 1 and Type 2 National Provider Identifier.
Required Documents Topic This link will take you to an external website. Apr 2017 - 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.
Specialty Supporting Documents This link will take you to an external website. Apr 2017 - 5:34 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.
Where Can I Find my PTAN? This link takes you to an external website. Aug 2017 - 1:19 minutes

Learn how to find Medicare IDs by logging into Internet-Based PECOS.

 

Get Started with Internet-based PECOS

Topic Brief Description
Authorized Official Creates Account This link takes you to an external website. May 2017 - 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 This link takes you to an external website. May 2017 - 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 the I&A This link takes you to an external website. Aug 2017 - 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 This link takes you to an external website. May 2017 - 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 This link takes you to an external website. May 2017 - 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 This link takes you to an external website. May 2017 - 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 
Initial Enrollment for Physicians who Reassign Benefits
Initial Enrollment for Non-Physician Practitioners who Reassign Benefits
CMS-855R: Physician and Non-Physician Practitioners Reassigning Benefits to an Organization
Physician Assistant (PA) Qualifications for Initial Enrollment - PAs do not reassign benefits. PAs establish employment with an organization
New Organization Enrolling as a Clinic Group Practice
Organizations Completing CMS-460: The Medicare Participating Agreement
Organizations Completing CMS-588: The Electronic Funds Transfer (EFT) Authorization Agreement

 

Non-Physicians

Provider Enrollment on Demand Application Tutorials
Audiologist
Certified Nurse Midwife (CNM)
Certified Registered Nurse Anesthetist (CRNA)
Clinical Nurse Specialist (CNS)
Clinical Social Worker (CSW)
Nurse Practitioner (NP)
Occupational Therapist (OT) in Private Practice
Physical Therapist (PT) in Private Practice
Physician Assistant (PA)
Psychologist, clinical (CP)
Registered Dietitian (RD)/Nutritional Professional
Speech Language Pathologist (SLP)

 

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
Audiologist
Certified Nurse Midwife (CNM)
Clinical Nurse Specialist (CNS)
Clinical Social Worker (CSW)
Dentist
Doctor of Osteopathy
Doctor of Medicine
Nurse Practitioner (NP)
Occupational Therapist (OT)
Physical Therapist (PT)
Physician Assistant (PA)
Psychologist, clinical (CP)
Registered Dietitian/Nutritional Professional
Speech Language Pathologist (SLP)

 

Reactivating Providers Reassigning Benefits

Provider Enrollment on Demand Application Tutorials
855R - Reactivate a Reassignment
Audiologist
Certified Nurse Midwife (CNM)
Certified Registered Nurse Anesthetist (CRNA)
Clinical Nurse Specialist (CNS)
Clinical Social Worker (CSW)
Nurse Practitioner (NP)

Occupational Therapist (OT) in Private Practice

Physical Therapist (PT) in Private Practice
Physician Assistant (PA)
Physician
Psychologist, clinical (CP)
Registered Dietitian (RD)/Nutritional Professional
Speech Language Pathologist (SLP)

 

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
Group Members
Organization
Sole Owners
Sole Proprietor

 

Revalidation

Topic Enrollment on Demand Application Tutorials 
Audiologist
Reassigning All Benefits
Certified Nurse Midwife (CNM)
Reassigning All Benefits
Certified Registered Nurse Anesthetist (CRNA)
Reassigning All Benefits
Clinical Nurse Specialist (CNS)
Reassigning All Benefits
Clinical Psychologist (CP)
Reassigning All Benefits
Clinical Social Worker (CSW)
Reassigning All Benefits
Nurse Practitioner (NP)
Reassigning All Benefits
Occupational Therapist (OT)
Reassigning All Benefits
Organization Revalidation
Physician
Reassigning All Benefits
Physician Assistant (PA)
Physical Therapist (PT)
Reassigning All Benefits
Registered Dietitian (RD)
Reassigning All Benefits
Speech Language Pathologist (SLP)
Reassigning All Benefits

 

Revalidation for Sole Owners

Topic Enrollment on Demand Application Tutorials
Physician Sole Owner
Non-Physician Sole Owner
Physician Reassigning Benefits Who is Also a Sole Owner
Non-Physician Reassigning Benefits Who is Also a Sole Owner

 

Revalidation for Sole Proprietors

Topic Enrollment on Demand Application Tutorials
Physician Sole Proprietor
Non-Physician Sole Proprietor
Physician Reassigning Benefits Who is Also a Sole Proprietor
Non Physician Reassigning Benefits Who is Also a Sole Proprietor

 

Sole Owners and Sole Proprietors Initial Enrollment

Topic Enrollment on Demand Application Tutorials
Physicians Enrolling as the Sole Owner of their Organization
Completing the CMS-460 Participation Agreement as a Sole Owner
Completing the CMS-588 as a Sole Owner or an Organization
Completing the CMS-588 as a Sole Proprietor
Physicians Enrolling as a Sole Proprietor using their Social Security Number (SSN)
Physicians Enrolling as a Sole Proprietor using an Employer Identification Number (EIN)
Completing the CMS-460 Participation Agreement as a Sole Proprietor
Sole Owner Terminating a PTAN
Sole Proprietor Terminating a PTAN

 

Terminating Employment

Topic Enrollment on Demand Application Tutorials
Organizations Terminating Employment Arrangements with a Physician Assistant
Physician Assistant Terminating Employment Arrangements with an Organization
Organization Terminating Reassignments with an Individual Provider
Individual Provider Terminating Reassignments with an Organization

 

Last Updated Sep 14, 2017