2-Part Series: PECOS Enrollment: Ace Surrogacy and Form Requirements to Boost Medicare Payup


Important: Please select a format for each part of this series below. Final discounted rate will be reflected once all selections are made.

Part 1: PECOS: Master CMS Surrogacy Enrollment Requirements

Using your provider’s login to manage Medicare enrollment violates CMS rules. Enrollment expert, Gretchin Heckenlively, CPA, FHFMA, provides practical tactics to comply with CMS requirements for PECOS surrogacy enrollment.

Part 2: Medicare PECOS Enrollment: Speed CMS Forms 855I and 855R Approval and Payments

Overcome Medicare PECOS enrollment complexities and confusion when adding, reassigning and terminating providers from your practice. Step-by-step tactics to get CMS Forms 855I and 855R approved more quickly and get paid faster.


One simple mistake in the complex PECOS Medicare enrollment process can have serious consequences to your practice. Errors and process violations can get your reimbursement and your access to the PECOS site shut down.

There is a lot depending on you getting your provider PECOS Medicare Enrollment correct the first time. It isn’t about just completing a form, there are numerous details you must master: use surrogacy accounts to comply with CMS provider PECOS access rules, correctly add and/or terminate a provider, complete CMS enrollment forms 855I and 855R applications, etc.

Just managing one provider through the PECOS Medicare enrollment process can be a challenge, but if you’re responsible for multiple providers, things can easily spin out of control.

Fortunately, help is available from enrollment expert, Gretchin S. Heckenlively, CPA, FHFMA. During her 2-Part online training series, PECOS Enrollment: Ace Surrogacy and Form Requirements to Boost Medicare Payup, Gretchin will walk you through how to set up your PECOS connection requests and surrogacy access and then how to complete each step of the PECOS Medicare enrollment (forms 855I and 855R) application process. Check out more details on each part of this 2-part series below.


Order the entire 2-Part series in the next 5 days, and you’ll save an additional 10% off the total cost. Or, if you prefer, you can order each session individually at the regular rate. ORDER TODAY!

PART 1: PECOS: Master CMS Surrogacy Enrollment Requirements

Available Immediately

If you are using your practitioner’s login to access and manage their PECOS (Provider Enrollment, Chain and Ownership System) Medicare enrollment 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 when processing their PECOS Medicare enrollment. 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 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, Gretchin S. Heckenlively, CPA, FHFMA, can help. During her 90-minute online rebroadcast, she’ll walk you through how to set up your PECOS Medicare enrollment connection requests and surrogacy access correctly the first time. You’ll also be able to successfully, compliantly and more easily manage multiple practitioners (if needed), and access multiple platforms (PECOS, NPPES, etc.) all from one easy login.

PART 2: PECOS Medicare Enrollment: Speed CMS Forms 855I and 855R Approval and Payments

Available Immediatley

Missing even one step when completing CMS Forms 855I and 855R during the PECOS Medicare enrollment process can have devastating financial ramifications for your practice.

Both your new and existing practitioners are counting on you to perfectly execute their PECOS Medicare enrollment to keep your claim payments coming in. Any misstep can delay your practice’s reimbursement – and can even result in your practitioner being unable to see Medicare patients at all.

The problem is that you must master what and why you’re completing each portion of the CMS Forms 855I and 855R during your provider’s PECOS Medicare enrollment − a major challenge even for seasoned professionals. Fortunately, there is something you can do to help you get it right the first time.

This is where PECOS Medicare enrollment expert, Gretchin Heckenlively, CPA, FHFMA, can help. During her online rebroadcast, she’ll walk you through each part of the PECOS-driven CMS Forms 855I and 855R. In only 90 minutes, you’ll receive proven PAGE-BY-PAGE strategies that will help you comply with CMS enrollment rules and get your providers approved and paid faster and easier.

Past Webinar Reviews:

“It was a very well put together presentation. I loved the inside experience that the presenter offered. It was Great!”
– Kelly Ahnen, Office Manager, Adair County Memorial Hospital

“This was by far the best and most informative webinar I have attended! Thank you
– Wendy Birch, Office Manager, Yoakum County Hospital

“I thought the information was great. The speaker took her time and was clear in all her information. She didn’t rush through.”
– Laura Richards, Manager, New Image Dermatology

“This webinar was extremely informative. The entire I & A process is complicated. This webinar answered many of my questions.” 
– Kendra Sinclair, Director, Monroe County Hospital

“It was well worth the money. It was very informative and helpful.”
– Michelle Cole, Billing Supervisor, Flint Hills Community Health Center

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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.