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

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pecos surrogacy enrollment

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.

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PECOS 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.

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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.

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PART 1: PECOS: Master CMS Surrogacy Enrollment Requirements

Available Immediately,
Order the On-demand version and listen to it at your convenience.

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.

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

  • Efficiently add, modify and terminate providersfrom 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 organizationaland individual practitioner enrollments in PECOS
  • Successfully use your PECOS login to also manage your provider NPI records
  • More easily and quickly update practitioner informationto avoid Medicare deactivation
  • Easily add, terminate and authorizestaff 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 Identity & Access (I&A) Management System to comply with PECOS Medicare enrollment surrogacy regulations, and in turn you’ll head off possible payer deactivations and disruptions in cash flow.

Using PECOS Medicare enrollment surrogacy accounts 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 resolve the issue fast.

Whether utilizing the PECOS Medicare 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 PECOS Medicare enrollment surrogacy process accurately and compliantly.

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

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

Available Immediately,
Order the On-demand version and listen to it at your convenience.

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.

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Here are just a few of the practical, must-have CMS Forms 855I and 855R PECOS Medicare enrollment process tactics you’ll receive by attending this 90-minute online training:

  • Avoid losing revenue from forgotten Medicare submission deadlines
  • Clearly differentiate between enrollment for ordering/referring vs billing for professional services
  • Expedite cashflow, prevent common enrollment form errors when adding and terminating practitioners
  • Uncover Physician Assistant Medicare enrollment differences to get approved more quickly
  • Identify the correct number of reassignments needed for multi-location practices
  • Accelerate reimbursements by speeding up the approval of new practitioners
  • Create a comprehensive enrollment/termination checklist to get it right every time
  • Master how to transition an ordering/referring practitioner to one that can bill Medicare directly
  • Ace the MAC review process and get your practitioners approved more quickly
  • Halt lost reimbursement when you have multiple Provider Transaction Access Numbers (PTANs)
  • Determine how to correctly handle MAC development requests, the first time
  • Stop wasting time enrolling practitioners that are not Medicare qualified
  • Reduce payment delays, choose the correct Medicare enrollment form and options
  • Master Medicare Program Integrity Regulatory requirements to avoid rule violations
  • Comply with special considerations when terminating practitioner reassignments
  • And so much more . . .

This training is for ANYONE who wants to improve PECOS Medicare enrollment preparation and approval of Medicare CMS Forms 855I/855R more quickly and efficiently. Whether you’re enrolling your practitioner 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 this tricky system.

During this practical, online training session you’ll receive a breakdown of each specific step you must take to ensure your practitioners are enrolled and managed accurately and efficiently the first time in CMS’ PECOS online system. Utilizing these proven strategies will give you the tools to seamlessly overcome all PECOS Medicare enrollment application requirements for both your new and existing practitioners.

You are not alone. PECOS Medicare enrollment can be confusing to even the most skilled healthcare professional. Multiple, similar enrollment forms and choices, numerous required sections and the importance of getting it right the first time makes this online training session a must-attend if you have even one practitioner that sees Medicare patients.

Don’t wait, sign up today.

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

100% Satisfaction Guaranteed or a Full Refund. 

You take no risk whatsoever. If you find this essential session doesn’t meet your expectations or
you are not satisfied for any reason, simply let us know.

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.

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