PECOS: Master CMS Surrogacy Enrollment Requirements


If you are using your practitioner’s login to access and manage their PECOS (Provider Enrollment, Chain and Ownership System) records, you are not in compliance with CMS requirements.

CMS rules specifically prohibit you from using your provider’s login to manage, verify, update or authorize their information in PECOS. Instead, you’re required to use a surrogacy system which allows you to work on their behalf under your own login.

There are strict guidelines for proper completion and compliance for this system, which means the accurate set-up of connection requests and surrogacy access can be complex and confusing.

This is where enrollment expert, Gretchin S. Heckenlively, CPA, FHFMA, can help. During her 90-minute online training session, she’ll walk you through how to set up your PECOS connection requests and surrogacy access correctly the first time.

You’ll be able to successfully, compliantly and more easily manage multiple practitioners (if needed), and access multiple platforms (PECOS, NPPES, etc.) all from one login.

Here are just a few of the easy-to-implement PECOS surrogacy account set-up steps you’ll receive by attending this 90-minute online training:

  • Efficiently add, modify and terminate providers from your group login
  • Comply with access rules for the PECOS Identify & Access (I&A) Management System
  • Correctly choose your designation: Authorized/Delegated Official (AO/DO) or Staff End User
  • Efficiently manage organizational and individual practitioner enrollments in PECOS
  • Successfully use your PECOS login to also manage your provider NPI records
  • More easily and quickly update practitioner information to avoid Medicare deactivation
  • Easily add, terminate and authorize staff as PECOS users to streamline workflow
  • And so much more….

By attending this expert-led online training, you’ll be able to more accurately and efficiently use the PECOS Identity & Access (I&A) Management System to comply with Medicare enrollment regulations, and in turn be able to head off possible payer deactivations and disruptions in cash flow.

Using PECOS accurately is one of the few occasions where complying with government regulations will actually save you time and headaches. With the click of a button, you’ll be able to tell which of your practitioners need verification or are missing information and be able to address the issue.

Whether you’re enrolling your provider in Medicare for the first time, modifying an existing account or removing a practitioner from your group, this training will provide you with the tools you need to successfully utilize the PECOS system. Surrogacy Enrollment Requirements.

Don’t wait, sign up for this must-see online training today. Surrogacy Enrollment Requirements.

Meet Your Expert

Gretchin S. Heckenlively
CPA, FHFMACPA and Partner, Seim Johnson, LLP

Gretchin is a CPA and Partner in the Health Care Consulting division at Seim Johnson, LLP. She joined the firm in 1997 in the HealthCare Audit Division providing audit and Medicare/Medicaid cost reporting services on over 100 engagements.

In 2006, Gretchin left Seim Johnson to pursue an opportunity as the Chief Financial Officer of a critical access hospital. There she gained valuable experience in both the financial and clinical arenas of a hospital.

Gretchin rejoined the firm in 2010, and since that time, she has been able to bring frontline knowledge and understanding of working in a healthcare environment to the consulting division. Her focus is on Medicare and Medicaid provider enrollment, Medicare provider-based issues and reimbursement.

Gretchin has given many presentations on a wide range of healthcare, and not-for-profit related topics at a local, state and national level and currently serves on the CMS Central Office PECOS Focus Group and the CMS Central Office Provider Compliance Focus Group.

Also, she is an active member of Healthcare Financial Management Association (HFMA) and is a past President of their Nebraska Chapter. She also served as the Treasurer of HFMA Region 8. Gretchin graduated from Doane College in May 1997 with a Bachelor of Science Degree in Accounting and Finance.


Presentation was well paced, and provided supplemental hand-outs with lots of details. Presenter was engaging and is very knowledgeable on the subject matter.
Sue Rathbun
Community Healthcore
I thought the speaker was well-spoken, succinct and thorough.
Anna Johnson
The step by step instructions was very helpful. Gretchen is an excellent speaker, and I have attended other conferences where she has spoke. She is the reason I signed up for this one.
Michael Johnson
Gila Health
Speaker was very well informed on the subject.
Jan Burton
Hospice and Palliative Care of the Piedmont
Very educational and worth the investment.
George W. Smith
Administrator, The Skin Wellness Center