Understanding PECOS Enrollment Requirements to Master CMS Surrogacy


If you’re managing and accessing the Provider Enrollment, Chain and Ownership System records through your practitioner’s login, you’re not complying with the requirements of CMS.

The rules of CMS strictly forbid second parties to use logins of their providers to perform any action in PECOS, no matter if you are authorizing, updating, managing, or verifying your information.

The proper way to operate is with a surrogacy system through which you can work on someone else’s behalf while using your login.

This system comes with strict guidelines which help with compliance and proper completion. However, this process can be extremely complex. This is why we’ve decided to give you the help you need to go through this process.

At Training Leader, we have several enrollment experts that can help you with this process. We have an established online training course that lasts 90 minutes and will help you learn how PECOS connection requests are set up as well as how you can gain your surrogacy access.

After the course, you will also know how to easily and successfully manage several practitioner accounts and platforms while ensuring that you are fully compliant the whole time. Additionally, you will be able to do this with a single login.

Our 90-minute online course offers an abundance of helpful information with proper guidance and explanations from our experts. Here are just some of the things you will learn from our CMS healthcare PECOS 90-minute lesson:

  • Adding new, changing current, and terminating unwanted providers for the login
  • Learning how to reach compliance with all the rules set for accessing the PECOS I&A management system
  • Knowing the right designation for your needs: Staff End User, Delegated, or Authorized Official
  • Learning how to effectively manage all PECOS enrollments, both individual and organizational
  • Using the PECOS login to manage the NPI records of your provider
  • Learning how to quickly and easily update the information of the practitioner and prevent premature Medicare deactivation
  • And many other useful pieces of information

When you complete this training course, you will have the knowledge to effectively and accurately use the I&A management system of PECOS and ensure the compliance of all regulations for Medical enrollment. At the same time, this will allow you to manage any cash flow disruptions or user deactivations with ease.

When you know how to use PECOS properly, you will be able to save valuable resources and time. With just several clicks, you can instantly gain access to information about your practitioners, update it, and verify their accounts without any complications.

No matter if you plan on enrolling for first time Medicare, you want to make changes to an already existing account, or you simply want to remove a practitioner, with this course, you will have all the knowledge and information required to use PECOS effectively.

Sign up to get started today!

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.


Step by Step the directions made the webinar easy to follow.
Tina Boyle
Billing/Supervisor, Albany ENT and Allergy Services
The Webinar was helpful because it mentioned possible changes with CMS.
Connie Cooper
Administrative Support, EyeCare Associates of Texas PA
Very Informative. The presenter was good and covered all aspects of the subject.
Carlos Gainza
Network Administrator, Miami Beach Community Health Center, Inc.
Very Informative.
Leyla Hemmati
Payer Enrollment Coordinator, Children's Health Care
Quentin Huguley
Revenue Manager, Southside Medical Center, Inc.