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 his CMS 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 Enrollment: Speed CMS Forms 855I and 855R Approval and Payments

Overcome Medicare 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.


Enrolling your practitioners using their logins and the PECOS-driven CMS Forms 855I and 855R applications is like a train wreck about to derail your cash flow.

Managing adding, terminating and reassigning benefits with your practitioner’s password could not only lock you out of PECOS, it also violates Medicare rules. What makes it even worse is that making one mistake in the completing the CMS Forms 855I and 855R could stop your Medicare payments from coming in for both your existing and new practitioners.

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, she will walk you through how to set up your PECOS connection requests and surrogacy access and then how to complete each step of the CMS Forms 855I and 855R application process. Take a look at the two parts below.


20% Series Discount Now Available! Order all training sessions in this series as a bundle in the next 5 days, and you will receive 20% off automatically. Or, you can choose to get just one of the sessions at the regular rate. ORDER TODAY!

PART 1: PECOS: Master CMS Surrogacy Enrollment Requirements

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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) 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.

PART 2: 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 you are enrolling your Medicare practitioners in PECOS (Provider Enrollment, Chain and Ownership System) with the CMS Forms 855I and 855R can have devastating financial ramifications for your practice.

Both your new and existing practitioners are counting on you to perfectly record their information in PECOS to keep your insurance 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 PECOS version of the CMS Forms 855I and 855R − a major challenge even for seasoned professionals. Fortunately, you are not alone in acing the various enrollment requirements essential to your practice’s success and compliance.

This is where enrollment expert, Gretchin HeckenlivelyCPA, FHFMA, can help. During this online training, she’ll walk you step-by-step 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 ensure you get it right the first time.

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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.