Delegated Official Registration Delegated Official Registration

Transcription

1 Delegated Official Registration Delegated Official Registration The following walk-thru will assist a user in registering to become a Delegated Official. EUS is only able to assist the account owner in registering for a role or in modifying the account. 1. The user will go to the Identity & Access Management System web site at and select "Accept." 2. The user will enter their existing User ID and Password and select "Sign In."

2 3. The user will select the "My Profile" tab on the Home screen. Under Employer Information, the user will select "Add an Employer."

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4 4. The user will enter only the organization s Type 2 NPI and select "Search." The user can search independently by the Organization Name, an Individual Providers First and Last Name, City, State, and/or Zip Code, or can search by multiple fields to narrow the search. Organization with a Type 2 NPI Organization without a Type 2 NPI 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".

5 5. All of the the matching Search Results will appear. The user does not need to enter an address, the system should automatically check "Use My Primary Address for this Employer." Choose one of the Navigation items below Organization with a Type 2 NPI Organization without a Type 2 NPI 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.

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7 The user will receive a 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.

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9 6. On the drop-down menu, the user will select "Please select the role you are requesting for this employer" and select the role of Delegated Official from the drop down menu.

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11 7. The user will enter the name, title, phone number, and 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.

12 8. The user will receive a system-generated confirmation page which includes the role being requested, instructions on

13 how to get the request approved (Option A or Option B), contact information with EUS P.O. Box and address, and a Request Tracking ID (which starts with the letter "D"). The user can select "Print this page" for their records and select "Done". The Delegated Official Certification is required for Option A. The user will click "Delegated Official Certification" to print the form. The certification and IRS document can be mailed, uploaded, or .

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15 9. The user will be taken to the Upload New Document page and the user will select "Browse." NOTE: Multiple documents (i.e., Delegated Official 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. 10. 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".

16 11.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. If the document the user is uploading is not on the list of documents on the drop down menu, then the user can select any document from the drop down menu and enter the form number they are uploading in "Comment".

17 12. Once all the required fields are completed, the user will select "Upload".

18 13. The user will receive a confirmation message indicating "Document has been added successfully" and is able to view the uploaded document. Select "Done." 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. o The "trash can" icon next to the comment will allow the user to delete the current comment.

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20 Once a user is approved as the Delegated Official, they will remain the DO for their organization in I&A. However, if a Medicare Enrollment for the group is subsequently submitted and the user is not listed as the DO in the enrollment, once the Medicare Enrollment is approved the DO's access in I&A will change from Approved to Pending. To prevent the DO from losing access in I&A again, the user should list themselves as the AO or DO in the Individuals with Managing Control topic of the Medicare enrollment. Article I003