PECOS: Master CMS Surrogacy Enrollment Requirements

Choose an option
On-Demand Recording
Corporate Access

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 NOT in compliance with 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, CHC, 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. David is nationally recognized for his presentations and expertise. He is well versed in regulatory requirements, revenue cycle management, credentialing and contracting, compliance, coding and documentation. He is considered 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, marketing, fee structures, use of ancillary services and financial considerations; developing strategic plans to improve profitability and productivity. His activities in management and compliance include physician practices, IDTFs, hospitals, ASCs, pharmacy, DME and other facility types, including 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, so he has knowledge of what the expectations are from the payers.

David’s firm works with healthcare professional clients and facilities coast to coast, in all areas of practice and facility management including start‐ups, buy‐ins, compensation, exit strategies, reimbursement enhancement, practice financial modeling, governance documentation, policy and procedure development and implementation, credentialing and contracting, human resources staffing and management, compliance, coding and chart reviews, physician education and many other areas. David has helped to maximize both profitability and reimbursement of physician practices, facility and ambulatory practices, re‐engineered operational and human resources, and addressed coding and billing issues for providers to curtail fraud, abuse, kickback, OIG, and IRS issues. He is also an original member of CMS’ PECOS Power User Group, CMS Compliance Focus Group and MIPS Design Lean Work Group which provides feedback and recommendations to Medicare’s Center for Program Integrity and Provider Enrollment Operations Group on design and improvements to the PECOS enrollment environment, as well as, NPPES and MIPS and conducts beta testing of the EHR/HITECH user interfaces and environments at the request of the Office of e‐Health Standards & Services Director. David is also on the CMS contracted team awarded the PECOS 2.0 contract to rebuild PECOS from the ground up.

David has conducted practice management, human resource, coding and compliance education and seminars in many states over the past twenty‐five years. David speaks often on a variety of practice management subjects at hospital residency programs, the National Society for Certified Healthcare Business Consultants, the Medical Management Group Association, the American Academy of Professional Coders, AHIMA, Florida Institute of Certified Public Accountants, Florida Medical Society, many other venues and is often called upon by the MGMA, HFMA, Decision Health, Part B News, Part B Insider, and many others, to conduct audio conferences and webinars. He has been published in Medical Economics and interviewed and quoted in many publications including Report on Patient Privacy and Report on Medicare Compliance.

David is a past President and current Executive Board Member of the National Society of Certified Healthcare Business Consultants. He has served on the Education Committee for more than twenty years and is a Certified Healthcare Business Consultant. He is a member of the Society for Human Resource Management and is a past Professional Development Chair and past Vice President of Human Resource Professionals of Central PA. David is also a past board member of the Central PA affiliate chapter of the American Academy of Professional Coders and is certified as a Professional Coder for physician practices, hospitals, and facilities. David is also a Certified Compliance Consultant and Officer. David is also a member of the American Health Lawyers Association, the Medical Group Management Association, and the Healthcare Financial Management Association.

David advises on and publishes operations policies and procedures manuals, employee handbooks, compliance manuals, HIPAA and OSHA and has published articles in numerous healthcare and human resource related magazines on subjects like coding and compliance, interviewing, recruitment, evaluations and disciplinary processes.


Loved it! Mr. Zetter is very educated on this topic. Q&A was good.
Tamara Robinson
Cow Creek Band