PECOS: Master CMS Surrogacy Enrollment Requirements


CMS specifically prohibits you from using your provider’s PECOS (Provider Enrollment, Chain and Ownership System) login to manage, verify, update or authorize their Medicare enrollments.

Instead, the Agency wants you to use their surrogacy system which allows you to work on your provider’s behalf using your own login. Failing to comply with these rules means that you are in violation of CMS requirements – not somewhere you want to be.

There are strict guidelines for proper completion and compliance for managing PECOS Medicare enrollment surrogacy accounts, which means the accurate set-up of connection requests and access can be complex and confusing.

This is where enrollment expert and educator, David J. Zetter, PHR, SHRM-CP, CHC, CPCO, CPC, COC, PCS, FCS, CHBC, CMUP, PESC, CMAP, CMAPA, CMMP, CMHP, can help. During his 60-minute online training, David will walk you through how to set up your I&A and surrogacy accounts and how to set up connection requests to be able to access your provider enrollments in PECOS and their NPPES accounts which contain their NPI information. You will also learn to utilize the new multifactor authentication process and incorporate surrogacy access correctly the first time.

Here are just a few of the easy-to-implement PECOS Medicare enrollment, multifactor authentication and surrogacy account set-up and management steps you’ll receive by attending this 60-minute online training:

  • Efficiently add, modify, and terminate providers from your group login
  • Comply with access rules for the Identify & Access (I&A) Management System
  • Efficiently manage organizational and individual practitioner enrollments in PECOS
  • Create an I&A account to securely access CMS systems such as NPPES & PECOS
  • Easily manage provider NPPES & PECOS accounts with your surrogacy program login
  • Successfully use your login to also manage your provider NPI records in NPPES
  • Choose your correct designation: Authorized/Access Manager (AO/AM) or Staff End User
  • More easily and quickly update practitioner information to avoid Medicare deactivation
  • Easily authorize your staff as PECOS & NPPES 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 Identity & Access (I&A) Management System to comply with Medicare surrogacy regulations. Your login will also give you access to multiple platforms (PECOS, NPPES, etc.) all from one easy login.

Using Medicare’s surrogacy account 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 updating or are missing information and be able to resolve the issue fast.

Whether utilizing the PECOS enrollment system to enroll a provider for the first time, modify an existing account or remove a practitioner from your group you must comply with Medicare access rules. This training will help you set up and utilize Medicare’s surrogacy process accurately and compliantly.

Don’t wait, sign up for this online training today.

Meet Your Expert

David J. Zetter
PHR, SHRM-CP, CHCC, CPCO, CPC, COC, PCS, FCS, CHBC, CMUP, PESC, CMAP, CMAPA, CMMP, CMHPFounder & President, Zetter Healthcare Management Consultants

David Zetter is the founder and President of Zetter HealthCare, LLC in Mechanicsburg, PA and has over 30 years of operational and healthcare experience.

Many recognize David nationally for his presentations and expertise. He excels in revenue cycle management, credentialing and contracting, compliance, coding and documentation. People see David as an expert on Medicare, not only by his clients, but his consultant colleagues across the country. He has evaluated existing ambulatory care facilities and practices with respect to patient flow, operations, use of ancillary services and financial considerations; developing strategic plans to improve profitability and productivity. David Zetter’s activities in management and compliance include physician practices, IDTFs, hospitals, ASCs, pharmacy, DME and other facility types. This includes coding and broad‐based regulatory issues. David has also conducted chart audits on behalf of Medicare contractors and Blue Cross/Blue Shield early in his career. This gave David the knowledge of what the expectations are from the payers.

David’s firm works with healthcare professional clients and facilities coast to coast. Zetter’s specialties include all areas of practice and facility management including start‐ups, buy‐ins, compensation, exit strategies, reimbursement enhancement, practice financial modeling, and governance documentation. Zetter’s firm may also assist you in policies and procedures, credentialing and contracting, HR management, compliance, chart reviews, and more.

David has helped to maximize both profitability and reimbursement of physician practices, facility, and ambulatory practices. He also re‐engineered operational and human resources, addressing coding and billing issues for providers to curtail fraud, OIG, and IRS issues.


The webinar was very informative and I liked having the handouts beforehand. This made it easy to follow along and write notes. I found this to be very helpful. Thank you!
Tyechia Pettway