CMS Enterprise Identity Management (EIDM) User Guide

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3 CONTENTS User Guide 1. Introduction... 6 What is EIDM? What is the EIDM User Guide? Former IACS Applications Now Supported by EIDM How this Document is Structured User Guide Guide for Approvers Help Desk Guide 2. Quick Overviews on How to Register, Request Access, and How a Request is Approved How to Register for a User ID and Password How to Request Access to an Application and a Role How an Approver Locates and Approves a Request 3. Before You Begin What you may need before you begin 4. How to Register and Create a User ID and Password Step-by-step instructions on how to register and create a User ID and password 5. How to Change Your Profile, Password and Personal Contact Information Forgot your User ID? Forgot your Password? How to view your profile How to change your password 3

4 How to change your address How to change your security challenge questions and answers How to change your phone number How to change your home address 6. How to Request Access Requesting Access to an Application and a Role What if my application requires me to provide additional information that s not included in the basic step-by-step instructions? Step-by-step instructions on how to request access to an application and a role How to check the status of a pending request 7. How to View and Change Your Access Guide for Approvers How to view and modify your business contact information How to view your existing role information How to remove an attribute from your role How to add an attribute to your role How to replace an existing role with another role How to remove a role How to add a role 1. How to Find, Review, Approve, Reject or Defer a Pending Request Welcome! How the approval process works (quick overview) Approval levels and structures for each application 4 Step-by-step instructions on how to find, review, approve, reject or defer a pending request

5 Help Desk Guide How to view and manage a person s access and role information How to view a person s role information How to remove a plan contract number, PDE mailbox number or RAPS mailbox number from a person s role How to remove a call center from a person s role How to remove an organization from a person s role How to remove a Submitter ID from a person s role 1. Introduction How to find a person s Help Desk contact information How to search and find a person s name, User ID, Account ID, address and application (for Help Desk persons) How to reset a person s password How to unlock a person s locked account How to disable a person s account 2. CBIC Tier 2 Help Desk Options How to Remove a Person s Role How to Remove a Person s PTAN How to Convert a Backup Authorized Official to an Authorized Official 5

6 User Guide 1. INTRODUCTION The Centers for Medicare & Medicaid Services (CMS) is a federal agency that ensures health care coverage for more than 100 million Americans. CMS administers Medicare and provides funds and guidance for all of the 50 states in the nation, for their Medicaid programs and Children s Health Insurance Program (CHIP). CMS works together with the CMS community and organizations in delivering improved and better coordinated care. What is EIDM? CMS has established the Enterprise Identity Management (EIDM) website to provide our Business Partners with a means to apply for, obtain approval, and receive a single User ID they can use to access one or more CMS applications. What is the EIDM User Guide? This EIDM User Guide provides assistance, quick overviews, and basic step-bystep instructions on how to register for a User ID and password, applications and roles, and how to submit requests for access to former IACS applications that are now supported by EIDM. This guide has three sections: User Guide Guide for Approvers Help Desk Guide For more information on these three sections, see How this Document is Structured on page 9. 6

7 Former IACS Applications Now Supported by EIDM The following are former IACS applications that are now supported by EIDM. Bundled Payments EFT COB Comprehensive Primary Care Initiative (CPC) Bundled Payments for Care Improvement Data File Transfer. Coordination of Benefits. Access to this application is restricted to the employees of Coordination of Benefits Contractor (COBC) only. The Comprehensive Primary Care, CPC, web portal allows Select Practices to submit and share data with participating Public and Private Health Care Payers. CSR DMEPOS Bidding System (DBidS) Electronic Correspondence Referral System (ECRS) Web Gentran HPG Internet Server Community Based Organization/Customer Service Representative. Durable Medical Equipment, Prosthetics, Orthotics & Supplies (DMEPOS) Bidding System - The DMEPOS Bidding System is for suppliers submitting a bid for selected products in a particular Competitive Bidding Area (CBA). This application allows authorized users to fill out various online forms and electronically transmit requests for changes to existing Common Working File (CWF) Medicare Secondary Payer (MSP) information, and inquiries concerning possible MSP coverage. Gentran only access. This registration link is for those users who have no association with any other application, but need Gentran mailbox access. If you need access to an application that also requires Gentran, you must register for that application to get access to your Gentran mailbox. HIPAA Eligibility Transaction System (HETS) Provider Graphical User Interface (GUI). Internet Server only access. This link is for users not associated with other applications, but who need Internet Server access. If you need access to an application that also requires Internet Server access, you must register for that application. 7

8 MA/MA- PD/PDP/CC MDR State Exchange Medicare Exclusion Database mycgs Novitasphere PS&R/STAR Quality Domain /PV-PQRS The SPOT VMS Client Letter Medicare Advantage/Medicare Advantage - Prescription Drug/Prescription Drug Plan/Cost Contracts/ Medicaid State Agency. Medicaid Drug Rebate: Exchanges data between CMS and the States. Data exchanges include quarterly drug rebate files to states; quarterly drug utilization to CMS; utilization discrepancy reports to states; quarterly rebate offset amounts to states. The Medicare Exclusion Database, MED, is updated monthly with sanction and reinstatement information on excluded providers, and is made available to approved entities only. The mycgs DME portal allows users to access J-C Medicare information, including eligibility, claim status, denial status and more. MyCGS is available to Jurisdiction C suppliers of durable medical equipment, prosthetics, orthotics, and supplies. Internet Provider Portal for Novitas Solutions, Inc. Provider Statistical and Reimbursement/System for Tracking Audit and Reimbursement. Physician Value - Physician Quality Reporting System Program. This portal allows access to applications such as Submissions, Web Interface, Feedback Dashboard and Reports and, if applicable, electing CAHPS. First Coast Service Options' Internet portal. The SPOT offers an array of self-service resources to furnish essential Medicare processing information within a secure, online environment. VMS Durable Medical Equipment, DME, Client Letter application. The Durable Medical Equipment Medicare Administrative Contractor integrated correspondence system. 8

9 How this Document is Structured This document is structured into the following three sections. User Guide The User Guide provides quick overviews and basic step-by-step instructions for the following: How to register, request access, and how a request is approved What you may need before you begin How to register and create a User ID and password How to change your profile, password and personal contact Information How to request access to an application and a role How to check the status of a pending request How to view and change your access How to modify your business contact information How to replace an existing role with another role How to remove a role How to add a role Guide for Approvers The Guide for Approvers provides assistance and basic step-by-step instructions for individuals that have approver roles in their application. The Guide for Approvers includes: How to Find, Review, Approve, Reject or Defer a Pending Request How the approval process works Approval levels and structures for each application How to view and manage a person s access and role information 9

10 Help Desk Guide The Help Desk Guide provides assistance and basic step-by-step instructions for individuals that have Help Desk roles in their application. The Help Desk Guide includes: How to find a person s Help Desk contact information How to search and find a person s name, User ID, Account ID (a system generated 7-character ID that is required for some applications), address and application (for Help Desk persons) How to reset a person s password How to unlock a person s locked account How to disable a person s account How to remove a person s role (for CBIC Tier 2 Help Desk persons) How to remove a person s Provider Transaction Access Number (PTAN) (for CBIC Tier 2 Help Desk persons) How to convert a Backup Authorized Official to an Authorized Official (for CBIC Tier 2 Help Desk persons) 10

11 2. QUICK OVERVIEWS ON HOW TO REGISTER, REQUEST ACCESS, AND HOW A REQUEST IS APPROVED The following are quick overviews on how the request for access and approval processes work. How to Register for a User ID and Password If you do not have a User ID and password, you will have to register and provide some personal information about yourself, and then create a User ID and password of your own choosing. Note: Although EIDM allows you to create a User ID up to 74 characters, some applications have restrictions on the number of characters, and special characters, you can have in the User ID you create. Check with your CMS point of contact to identify restrictions for your application. After successfully completing and submitting the request, you will receive a confirmation , which will include your new User ID. In the past, some of our CMS business partners registered for and were approved for an IACS User ID and password. If you have an IACS User ID and password, you do not have to register again for another User ID and password. Continue using your IACS User ID and password to log in. The following is a quick overview of the key steps in registering for a User ID and password. 1. Navigate to 2. On the CMS Portal page, select the New User Registration link. 3. Accept the Terms and Conditions. 4. Provide the information requested on the Your Information page. 11

12 5. Create a User ID and password on the Choose User ID and Password page. 6. Complete the Select your Challenge Questions and Answers section. 7. Submit the registration. You will receive an acknowledging a successful registration and the will include your User ID. How to Request Access to an Application and a Role The following is a quick overview of the key steps on how to request access to an application and a role. 1. If you already have a User ID and password, navigate to 2. On the CMS Portal page, select the Login in to CMS Secure Portal link. 3. Accept the Terms and Conditions. 4. Log in with your User ID and password. (You can log in with an IACS User ID and password, if you have one.) 5. On the Welcome to CMS Enterprise Portal page, select the down arrow icon that appears next to your name at the top of page. Then, select My Access from the drop down menu to continue. Alternately, you may select Request Access Now to continue. 6. After the Access Catalog is displayed, select Request Access for the application you are required to request access. 7. Provide your business contact information, if it is not already on file. (EIDM will prompt you, if this is needed.) 8. Select the role you are registering from the Select a Role drop down menu. 9. Enter and select the appropriate information needed to complete your request for access. (EIDM will prompt you on what is needed.) 10. Review your request information on the review page and then submit the request. 11. EIDM provides you with a tracking number and s you when the request has been processed. 12

13 How an Approver Locates and Approves a Request The following is a quick overview of the key steps on how an approver locates and approves a request. 1. After a request has been submitted for approval, an notification is sent to every approver authorized to review and approve this request. 2. The request is also sent to, and listed on, the My Pending Approvals page for every approver, authorized to review and approve this request. 3. To reach the My Pending Approvals page, navigate to 4. On the CMS Portal page, select the Login in to CMS Secure Portal link. 5. Accept the Terms and Conditions. 6. Log in with your User ID and password. (You can log in with an IACS User ID and password, if you have one.) After logging in, EIDM will check to see if you are an approver for one or more applications. 7. On the Welcome to CMS Enterprise Portal page, select the down arrow icon that appears next to your name at the top of page. Then, select My Access from the drop down menu to continue. Alternatively, you may select Request Access Now to continue. 8. After the Access Catalog, My Access and My Pending Requests sections are displayed, select Other Actions in the My Access section. 9. On the View and Manage My Access page, select My Pending Approvals. 10. The Pending Approvals page is displayed. 11. By default, all of the pending approvals you are authorized to review and approve are listed on your Pending Approvals page. Only authorized approvers for the application can view and approve submitted requests for the application. You cannot view the pending approvals of other applications, unless you have also been approved to be an authorized approver in those applications. Authorized approvers of other applications cannot view or approve your application s pending requests. 13

14 12. The Search Requests feature may be used to search for and locate specific pending requests. For example, the Search Requests feature may be used to search for pending requests by first name, last name, partial first name, partial last name, request number, date the request was submitted, or even using the Keywords search option. The search results will only list pending approvals the approver is authorized to review and approve. 13. Select and view one of the pending requests. 14. After reviewing the information submitted with the request, you can approve, reject, or defer the request. If you approve or reject the request, you will have to provide a justification for the approval or rejection. If you defer the request, no action is taken, and the pending request will remain on the My Pending Approvals page. Pending requests will expire after 60 days unless they are approved or rejected. 15. After a pending request is approved or rejected by an approver, an notification is sent to the person that submitted the request. The will include the justification the approver submitted with the approval or rejection. 14

15 3. BEFORE YOU BEGIN What you may need before you begin Prior to requesting access, you should have received instructions from your organization or CMS contact. The instructions should include application specific information you may need to complete the request, such as: Social Security Number (SSN) / Tax Identification Number (TIN) Legal Business Name (LBN) or Organization Application Name Application Role Other information specific to your application, for example, Contract Number, Gentran Mailbox, National Provider Identifier (NPI), Organization number You will have to create a User ID and password of your choosing if you do not already have a User ID and password. EIDM allows you to create a User ID up to 74 characters; however, some applications have restrictions on the number of characters, and special characters, you can have in the User ID you create. Check with your CMS point of contact to identify restrictions for your application. Not every CMS application requires the same information, so it is important to get the specifics directly from your organization or CMS contact. 15

16 4. HOW TO REGISTER AND CREATE A USER ID AND PASSWORD This section provides information on how to register and create a User ID and password. Note: Some of our CMS business partners have previously registered for, and have been approved to have, an IACS User ID and password. If you have an IACS User ID and password, you do not have to register again for a User ID and password. Continue to use your IACS User ID and password when you log in. If you already have a User ID and password and you are looking for step-bystep instructions on how to request access to an application formerly supported by IACS and now supported by EIDM, please follow the Step-by-step instructions on how to request access to an application and a role on page 47. Step-by-step instructions on how to register and create a User ID and password The following are the basic step-by-step instructions. User ID Registration Step 1. Navigate to The CMS Enterprise Portal page is displayed, as illustrated below. 16

17 User ID Registration Step 2. Select New User Registration. User ID Registration Step 3. Read the Terms and Conditions, select I agree to the terms and conditions, and then select Next to continue with the registration process. 17

18 User ID Registration Step 4. The Your Information page is displayed. Provide the information requested on the Your Information page. The fields with an asterisk (*) are required fields and have to be completed. After all required information has been provided, select Next to continue. Note: You may select Cancel at any time to exit out of the User ID registration process. All information provided, and any changes made, will not be saved. 18

19 User ID Registration Step 5. After providing the required information on the Your Information page, the Choose User ID and Password page is displayed. Create and enter a User ID of your choice and based on the requirements for creating a User ID. Note: EIDM will display instructions on what you are required to include in your User ID. User ID Registration Step 6. Create and enter a password of your choice. Note: EIDM will display instructions on what you are required to include in your password. Enter the same password for Confirm Password. Note: The passwords must match before you can continue. 19

20 User ID Registration Step 7. After entering a User ID and password you have created, select a question of your choice in the Select your Challenge Questions and Answers section and enter the answer you want to be saved with the question. Continue to select a question and to enter an answer for Question 2 and Question 3. Select Next to complete the registration process. Note: You may select Cancel to exit out of the User ID registration process. All information provided, and any changes made, will not be saved. In the example below, we will select Next to complete the registration process. Note: The questions displayed on the actual Choose User ID and Password page may be different than the questions displayed in this user manual. 20

21 User ID Registration Step 8. After selecting Next, the Registration Complete page is displayed and informs you that you will receive an acknowledging your successful registration and will include your User ID. Select OK to close the Registration Complete page. 21

22 5. HOW TO CHANGE YOUR PROFILE, PASSWORD AND PERSONAL CONTACT INFORMATION This section provides assistance and basic step-by-step instructions for the following: Forgot your User ID? (page 23) Forgot your Password? (page 25) How to view your profile (page 29) How to change your password (page 31) How to change your address (page 34) How to change your security challenge questions and answers (page 37) How to change your phone number (page 40) How to change your home address (page 43) 22

23 Forgot your User ID? The following are the basic step-by-step instructions on how to use the Forgot User ID? feature. Forgot User ID Step 1. Navigate to The CMS Enterprise Portal page is displayed, as illustrated below. Forgot User ID Step 2. Select Forgot User ID? 23

24 Forgot User ID Step 3. Provide the information requested and select Next to continue. Note: You may select Cancel at any time to exit out of the Forgot User ID process. All information provided, and any changes made, will not be saved. Forgot User ID Step 4. After selecting Next, the Forgot User ID acknowledgement page is displayed. The page displays that the information entered has been verified and an , with your User ID, has been sent to the address on record. Select OK to close the page. 24

25 Forgot your Password? The following are the basic step-by-step instructions on how to use the Forgot Password? feature to create a new password. Forgot Password Step 1. Navigate to The CMS Enterprise Portal page is displayed, as illustrated below. Forgot Password Step 2. Select Forgot Password? 25

26 Forgot Password Step 3. Enter your User ID and select Next to continue. Forgot Password Step 4. Provide the answers to the challenge questions displayed. 26

27 Forgot Password Step 5. Enter a new password. New Password Note 1: EIDM will display instructions on what you are required to include in your password. New Password Note 2: Some roles may require you to enter an 8- character password for your new password. For example, if you have a role in an application where a CMS 4-character Resource Access Control Facility (RACF) is used for identification and verification, you may have to create and enter an 8-character password for your new password. When you are required to enter an 8-character password, an error message will be displayed when a password has been entered that is longer than 8 characters. Re-enter the same password for Confirm Password and select Next to complete the Forgot Password process. Note: You may select Cancel at any time to exit out of the Change Password process. All information provided, and any changes made, will not be saved. The Please enter your User ID page continues to be displayed with an arrow now pointing to the New Password and Confirm Password fields that have to be filled in and another arrow pointing to the Next button that has to be selected to continue. 27

28 Forgot Password Step 6. After selecting Next, the Forgot Password acknowledgement page is displayed. The page displays that the password has been changed and a confirmation has been sent to the address on record. Select OK to close the page. 28

29 How to view your profile The following are the basic step-by-step instructions on how to view your profile information. How to view your profile Step 1. After navigating to the CMS Enterprise Portal ( accepting the Terms and Conditions, and logging in with your User ID and password, the Welcome to CMS Enterprise Portal page is displayed. Select the down arrow icon that appears next to your name at the top of page. Then, select My Profile from the drop down menu to continue. 29

30 How to view your profile Step 2. The View My Profile page is displayed. After viewing your profile information, select Cancel to close the page. 30

31 How to change your password The following are the basic step-by-step instructions on how to change your password. How to change your password Step 1. After navigating to the CMS Enterprise Portal ( accepting the Terms and Conditions, and logging in with your User ID and password, the Welcome to CMS Enterprise Portal page is displayed. Select the down arrow icon that appears next to your name at the top of page. Then, select My Profile from the drop down menu to continue. 31

32 How to change your password Step 2. The View My Profile page is displayed. Select Change Password. 32

33 How to change your password Step 3. The Change Password page is displayed. Enter your old password. Create and enter a new password of your choice for New Password. New Password Note 1: EIDM will display instructions on what you are required to include in your password. New Password Note 2: Some roles may require you to enter an 8- character password for your new password. For example, if you have a role in an application where a CMS 4-character Resource Access Control Facility (RACF) is used for identification and verification, you may have to create and enter an 8-character password for your new password. When you are required to enter an 8-character password, an error message will be displayed when a password has been entered that is longer than 8 characters. Re-enter the same password for Confirm Password and select Next to continue. Note: You may select Cancel at any time to exit out of the Change Password process. All information provided, and any changes made, will not be saved. 33

34 How to change your password Step 4. After selecting Next, the Change Password acknowledgement page is displayed. The page displays that the password has been changed, a confirmation has been sent to the address on record, and you will need to logout and login with your new password. Select OK to close the page. The Change Password acknowledgement page and a message your password has been successfully changed are displayed. There is also an arrow pointing to the OK button to exit the page. How to change your address The following are the basic step-by-step instructions on how to change your address. How to change your address Step 1. After navigating to the CMS Enterprise Portal ( accepting the Terms and Conditions, and logging in with your User ID and password, the Welcome to CMS Enterprise Portal page is displayed. Select the down arrow icon that appears next to your name at the top of page. Then, select My Profile from the drop down menu to continue. 34

35 How to change your address Step 2. The View My Profile page is displayed. Select Change Address. 35

36 How to change your address Step 3. The Change Address page is displayed. The current address on record for you is displayed in the Old Address section. Enter your new address in the New Address section and then re-enter the address in the Confirm New Address section. Select Next to complete the Change process. Note: You may select Cancel at any time to exit out of the Change Address process. All information provided, and any changes made, will not be saved. How to change your address Step 4. After selecting Next, the Change Address acknowledgement page is displayed. The page displays that the address has been updated. Select OK to close the page. 36

37 How to change your security challenge questions and answers The following are the basic step-by-step instructions on how to use the Change Challenge Questions and Answers feature to change your challenge questions and answers. How to change your challenge questions and answers Step 1. After navigating to the CMS Enterprise Portal ( accepting the Terms and Conditions, and logging in with your User ID and password, the Welcome to CMS Enterprise Portal page is displayed. Select the down arrow icon that appears next to your name at the top of page. Then, select My Profile from the drop down menu to continue. 37

38 How to change your challenge questions and answers Step 2. The View My Profile page is displayed. Select Change Challenge Questions and Answers. 38

39 How to change your challenge questions and answers Step 3. The Change Challenge Questions and Answers page is displayed. Select a question and then provide an answer of your choosing. Continue to select a question and provide an answer until all three challenge questions have been selected and answered. Select Next to complete the Change Challenge Questions and Answers process. Note: You may select Cancel at any time to exit out of the Change Challenge Questions and Answers process. All information provided, and any changes made, will not be saved. How to change your challenge questions and answers Step 4. After selecting Next, the Change Challenge Questions and Answers acknowledgement page is displayed. The page displays that the challenge questions and answers have been changed and a confirmation has been sent to the address on record. Select OK to close the page. 39

40 How to change your phone number The following are the basic step-by-step instructions on how to change your phone number. How to change your phone number Step 1. After navigating to the CMS Enterprise Portal ( accepting the Terms and Conditions, and logging in with your User ID and password, the Welcome to CMS Enterprise Portal page is displayed. Select the down arrow icon that appears next to your name at the top of page. Then, select My Profile from the drop down menu to continue. 40

41 How to change your phone number Step 2. The View My Profile page is displayed. Select Change Phone number. 41

42 How to change your phone number Step 3. The Change Phone number page is displayed. The current phone number on record for you is displayed in the Phone Number section. Provide the answers to all of the challenge questions displayed. Answers must match the answers on record for you. Enter your new phone number in the Phone Number section. Select Next to continue. Note: You may select Cancel at any time to exit out of the Change Phone number process. All information provided, and any changes made, will not be saved. How to change your phone number Step 4. After selecting Next, the Change Phone number acknowledgement page is displayed. The page displays that the phone number has been updated. Select OK to close the page. 42

43 How to change your home address The following are the basic step-by-step instructions on how to change your home address. How to change your home address Step 1. After navigating to the CMS Enterprise Portal ( accepting the Terms and Conditions, and logging in with your User ID and password, the Welcome to CMS Enterprise Portal page is displayed. Select the down arrow icon that appears next to your name at the top of page. Then, select My Profile from the drop down menu to continue. How to change your home address Step 2. The View My Profile page is displayed. Select Change Home Address. 43

44 How to change your home address Step 3. The Change Home Address page is displayed. The current home address on record for you is displayed in the Home Address section. Provide the answers to all of the challenge questions displayed. Answers must match the answers on record for you. Enter your new home address information in the Home Address section. Select Next to complete the Change Home Address process. Note: You may select Cancel at any time to exit out of the Change Home Address process. All information provided, and any changes made, will not be saved. 44

45 How to change your home address Step 4. After selecting Next, the Change Home Address acknowledgement page is displayed. The page displays that the home address has been updated. Select OK to close the page. 45

46 6. HOW TO REQUEST ACCESS Requesting Access to an Application and a Role This section provides basic step-by-step instructions and assistance on how to request access to an application and a role. Note: If you do not have a User ID and password, you will have to register and create a User ID and password. Please follow the How to Register and Create a User ID and Password steps on page 16. Each application is different and may require you to enter or select information, or additional information, not indicated in the basic step-by-step instructions in this user guide. What if my application requires me to provide additional information that s not included in the basic step-by-step instructions? After navigating to the CMS Enterprise Portal ( accepting the Terms and Conditions, logging in with your User ID and password, and following the Step-by-step instructions on how to request access to an application and a role on page 47 to request access to an application and a role, EIDM will prompt you to enter or select any additional information needed, based on the application and role you are requesting. In addition, EIDM will display help messages to assist you in completing your requests. Additional Help. What you may need before you beginsection on page 15 may provide some useful information on what you may need to have available before you begin the registration and request for access process. 46

47 Step-by-step instructions on how to request access to an application and a role The following are the basic step-by-step instructions on how to request access to an application and a role, when you currently do not have a role in the application. Note: If you currently have a role in an application, and you need to request access for another role in the same application, please follow the step-by-step instructions on How to add a role on page 81. If you currently have a help desk role in an application, you will not be able to request another role, or a new role, in the same application. Basic Request for Access Step 1. Navigate to The CMS Enterprise Portal page is displayed, as illustrated below. Basic Request for Access Step 2. Select Login to CMS Secure Portal. 47

48 Basic Request for Access Step 3. Read the Terms and Conditions and select I Accept to continue with the registration process. Basic Request for Access Step 4. Enter your User ID and password and select Log in to log in. (You can log in with an IACS User ID and password, if you have one.) 48

49 Basic Request for Access Step 5. After logging in, the Welcome to CMS Enterprise Portal page is displayed. Select the down arrow icon that appears next to your name at the top of page. Then, select My Access from the drop down menu to continue. Alternately, you may select Request Access Now to continue. Basic Request for Access Step 6. The Access Catalog, My Access and My Pending Requests sections are displayed. Scroll down to locate the application you need, if it is not displayed. Alternatively, enter the first few letters of the application in the Search section and all of the applications beginning with those letters will be displayed. Note: If you currently have access to one or more applications, those applications are displayed in the My Access section. If you have pending requests, they are displayed in the My Pending Requests section. 49

50 Basic Request for Access Step 7. After entering the first few letters of the application in Search, the applications beginning with those letters are displayed. Select Request Access for the application you need. In the example below, we will select Request Access for the CSR (Community Based Organization/Customer Service Representative) application. Basic Request for Access Step 8. The Application Description and Select a role sections are displayed. Select the role you need from the Select a role drop down menu. In the example below, we will select User. 50

51 Basic Request for Access Step 9. After selecting a role, the Request New Application Page is displayed. If all of your required business contact information is not on file, you will have to provide this information before you can continue. Required fields are marked with an asterisk (*) and an error message will be displayed, if the information has not been entered, selected correctly, or entered in the correct format. Note: If all of your business contact information is on file, the Please update your profile message will not be displayed and the Select a role drop down menu will be displayed for you to continue. (See Step 10.) If the Please update your profile message is displayed, enter the required information and then select Next. 51

52 Basic Request for Access Step 10. After providing your business contact information, if it was requested, EIDM may ask you to provide some additional information that is required for your application and the role you have selected. Provide any additional information being requested, enter a reason for the request in the Reason for Request box and then select Submit. Note: The What you may need before you beginsection on page 15 may provide some useful information on what you may need to have available before you begin the registration and request for access process. In the example below, we have selected the CSR application and the User role. EIDM also needs to know the Call Center. We will select 22nd Avenue, Phoenix, AZ from the list of Call Centers and then select the single right arrow icon. This will move the 22nd Avenue, Phoenix, AZ Call Center to the Selected Call Center(s) box. We will then enter the reason for the request in the Reason for Request box and select Submit to continue the process. 52

53 Basic Request for Access Step 11. After selecting Submit, the Request New Application Access Review page is displayed. Review the information displayed. Select Edit to modify the information. Select Submit to submit the request for approval. Note: You may select Cancel to exit out of the Request New Application Access process. All information provided, and any changes made, will not be saved. In the example below, the information is correct. We will select Submit to submit the request for approval. 53

54 Basic Request for Access Step 12. After selecting Submit, the Request New Application Access Acknowledgement page is displayed. The acknowledgement page displays the tracking number for the request and informs you that you will receive an when the request has been processed. Note 1: If you have submitted a request for a role in the MA/MA- PD/PDP/CC application, you will receive a unique 7-character Account ID in an when your request has been approved. Some MA/MA- PD/PDP/CC organizations may require you to provide a 7-character Account ID. Note 2: If you have submitted a request for a role in an application where a CMS 4-character Resource Access Control Facility (RACF) is used for identification and verification, you may have to change your password and create and enter an 8-character password the next time you log in, after your request has been approved. An 8-character password may be required for applications that use RACF IDs. Select OK to close the acknowledgment page. 54

55 How to check the status of a pending request The following are the basic step-by-step instructions on how to check the status of a pending request. How to Check the Status of a Pending Request Step 1. After navigating to the CMS Enterprise Portal ( accepting the Terms and Conditions, and logging in with your User ID and password, the Welcome to CMS Enterprise Portal page is displayed. Select the down arrow icon that appears next to your name at the top of page. Then, select My Access from the drop down menu to continue. Alternately, you may select Request Access Now to continue. 55

56 How to Check the Status of a Pending Request Step 2. The Access Catalog, My Access and My Pending Requests sections are displayed. Scroll down to My Pending Requests. All of your pending requests are displayed in the My Pending Requests section. Select the Request ID number of a pending request to view more information about a pending request. In the example below, we will select pending Request ID number How to Check the Status of a Pending Request Step 3. After selecting the Request ID number, additional information is displayed about the pending request. Note: You will not be able to open or view a pending request. You will receive an when a pending request has been approved, rejected or has expired. Select Close to close the My Pending Request information. 56

57 7. HOW TO VIEW AND CHANGE YOUR ACCESS How to view and modify your business contact information The following are the basic step-by-step instructions on how to modify your business contact information. Modify Business Contact Information Step 1. After navigating to the CMS Enterprise Portal ( accepting the Terms and Conditions, and logging in with your User ID and password, the Welcome to CMS Enterprise Portal page is displayed. Select the down arrow icon that appears next to your name at the top of page. Then, select My Access from the drop down menu to continue. Alternately, you may select Request Access Now to continue. 57

58 Modify Business Contact Information Step 2. The Access Catalog, My Access and My Pending Requests sections are displayed. Select Other Actions in the My Access section to continue. If there are multiple Other Actions options displayed, you may select any Other Actions option to continue. Note: If you currently do not have access to at least one application, the Available Actions in the My Access section will not be displayed. You will not be able to modify your business contact information until you have been approved for access to at least one application. In the example below, we will select Other Actions for the MyCGS application. Modify Business Contact Information Step 3. After selecting Other Actions, the View and Manage My Access page is displayed. Select Modify Business Contact Information. 58

59 Modify Business Contact Information Step 4. The Modify Business Contact Information page is displayed. The fields in gray on the Modify Business Contact Information page cannot be changed or deleted. Modify or enter the appropriate information on the Modify Business Contact Information page to update your business contact information. Select Next to complete the Modify Business Contact Information process. Note: You may select Cancel at any time to exit out of the Modify Business Contact Information process. All information provided, and any changes made, will not be saved. In the example below, we will add the Office Phone Number. 59

60 Modify Business Contact Information Step 5. The Modify Business Contact Information - Review page is displayed. Review the information displayed. Select Edit to modify the information. Select Submit to submit the request for approval. Note: You may select Cancel to exit out of the Modify Business Contact Information process. All information provided, and any changes made, will not be saved. In the example below, the information is correct and we will select Submit to submit the request. 60

61 Modify Business Contact Information Step 6. After selecting Submit, the Modify Business Contact Information Acknowledgement page is displayed. The acknowledgement page displays the tracking number, for future correspondence, and informs you that you will receive an when the request has been processed. Select OK to close the acknowledgement page. 61

62 How to view your existing role information The following are the basic step-by-step instructions on how to view your existing role information. How to View Your Role Information Step 1. After navigating to the CMS Enterprise Portal ( accepting the Terms and Conditions, and logging in with your User ID and password, the Welcome to CMS Enterprise Portal page is displayed. Select the down arrow icon that appears next to your name at the top of page. Then, select My Access from the drop down menu to continue. Alternately, you may select Request Access Now to continue. 62

63 How to View Your Role Information Step 2. The Access Catalog, My Access and My Pending Requests sections are displayed. Any existing roles you have in each application are displayed in the My Access section. Select Other Actions in the My Access section to continue. If there are multiple Other Actions options displayed, you may select any Other Actions option to continue. How to View Your Role Information Step 3. The View and Manage My Access page is displayed. Select View/Modify a Role to continue. If there are multiple applications displayed, select View/Modify a Role for the application you want to view. In the example below, we will select View/Modify a Role to view our role in the PS&R/STAR application. 63

64 How to View Your Role Information Step 4. The View/Modify Role Information page is displayed. All of your roles are displayed in the My Roles section. All of your existing role information is displayed in the Existing Role Details section. Select Modify Attributes for the role you want to view. In the example below, we will select Modify Attributes for the PS&R Security Official role. How to View Your Role Information Step 5. After selecting Modify Attributes, the View/Modify Role Attributes page is displayed. Select Cancel to close the page. 64

65 How to remove an attribute from your role When you registered for a role, you may have also registered for additional features, reports or other details needed for your role. These are called role attributes. The following are the basic step-by-step instructions on how to remove an attribute from your role, if your application allows you to remove a role attribute. How to Remove a Role Attribute Step 1. After navigating to the CMS Enterprise Portal ( accepting the Terms and Conditions, and logging in with your User ID and password, the Welcome to CMS Enterprise Portal page is displayed. Select the down arrow icon that appears next to your name at the top of page. Then, select My Access from the drop down menu to continue. Alternately, you may select Request Access Now to continue. 65

66 How to Remove a Role Attribute Step 2. The Access Catalog, My Access and My Pending Requests sections are displayed. Any existing roles you have in each application are displayed in the My Access section. Select Other Actions in the My Access section to continue. If there are multiple Other Actions options displayed, you may select any Other Actions option to continue. In the example below, we will select Other Actions to modify and remove a role attribute in the MA/MA-PD/PDP/CC application. 66

67 How to Remove a Role Attribute Step 3. The View and Manage My Access page is displayed. Select View/Modify a Role to continue. If there are multiple applications displayed, select View/Modify a Role for the application you want to remove a role attribute. In the example below, we will select View/Modify a Role to remove a role attribute in the MA/MA-PD/PDP/CC application. How to Remove a Role Attribute Step 4. The View/Modify Role Information page is displayed. All of your roles are displayed in the My Roles section. All of your existing role details are displayed in the Existing Role Details section. Select Modify Attributes to continue. If there are multiple roles displayed, select Modify Attributes for the role you want to modify and remove a role attribute. Note: You may select Cancel at any time to exit out of the Remove a Role Attribute process. All information provided, and any changes made, will not be saved. In the example below, we will select Modify Attributes for the MA Submitter role. There is an arrow pointing to the Modify Attributes link. 67

68 How to Remove a Role Attribute Step 5. After selecting Modify Attributes, the View/Modify Role Attributes page is displayed. All of your existing role details are also displayed. How to Remove a Role Attribute Step 6. Remove the attribute, or attributes, you are required to remove, enter the reason for the request in the Reason for Request box and then select Next to continue. In the example below, we will remove Plan Contract Number H1111, enter the reason for the request in the Reason for Request box, and select Next to continue. 68

69 How to Remove a Role Attribute Step 7. After selecting Next, the View/Modify Role Attributes - Review page is displayed. Review the information displayed. Select Edit to modify the information. Select Submit to submit the request for approval. Note: You may select Cancel to exit out of the Remove a Role Attribute process. All information provided, and any changes made, will not be saved. In the example below, the information is correct. We will select Submit to submit the request. How to Remove a Role Attribute Step 8. After selecting Submit, the View/Modify Role Attributes - Acknowledgement page is displayed. The acknowledgement page displays the tracking number for the request, the role, and the role attributes to be removed. Select OK to close the acknowledgement page. 69

70 How to add an attribute to your role When you registered for a role, you may have also registered for additional features, reports or other details needed for your role. These are called role attributes. The following are the basic step-by-step instructions on how to add a role attribute, if your application allows you to add an attribute. How to Add a Role Attribute Step 1. After navigating to the CMS Enterprise Portal ( accepting the Terms and Conditions, and logging in with your User ID and password, the Welcome to CMS Enterprise Portal page is displayed. Select the down arrow icon that appears next to your name at the top of page. Then, select My Access from the drop down menu to continue. Alternately, you may select Request Access Now to continue. 70

71 How to Add a Role Attribute Step 2. The Access Catalog, My Access and My Pending Requests sections are displayed. Any existing roles you have in each application are displayed in the My Access section. Select Other Actions in the My Access section to continue. If there are multiple Other Actions options displayed, you may select any Other Actions option to continue. In the example below, we will select Other Actions to modify and remove a role attribute in the MA/MA-PD/PDP/CC application. How to Add a Role Attribute Step 3. The View and Manage My Access page is displayed. Select View/Modify a Role to continue. If there are multiple applications displayed, select View/Modify a Role for the application you want to remove a role attribute. In the example below, we will select View/Modify a Role to remove a role attribute in the MA/MA-PD/PDP/CC application. 71