Medicare Enrollment Tips
Medicare Enrollment Tips
Medicare Enrollment Tips
For security reasons, some information is not printed on the Medicare application. Please review your application and provide information for all Date of Birth and Social Security Number fields. To ensure that your Medicare enrollment application is processed timely, you should: 1. Submit the 2008 version of the Medicare enrollment application (CMS-855). Effective February 2008, the Centers for Medicare & Medicaid Services (CMS) revised the CMS-855 Medicare enrollment applications. Providers and suppliers must submit the appropriate 2008 version of the CMS-855 Medicare enrollment application. The application version can be found in the lower left corner of the application. If an applicant submits the previous version of the CMS-855, the Medicare contractor will return this application without further review. An electronic copy of the current CMS-855 Medicare enrollment application follows this tip sheet. 2. Submit the correct application for your provider or supplier type to the Medicare fee-for-service contractor servicing your State or location. The Medicare contractor that serves your State or practice location is responsible for processing your enrollment application. Applicants must submit their application(s) to the appropriate Medicare fee-for-service contractor. A list of the Medicare fee-for-service contractors by State can be found in the download section of http://www.cms.hhs.gov/MedicareProviderSupEnroll/. 3. Submit a complete application. When completing the CMS-855 for the first time, each section of the application must be completed in ink (blue preferable). When reporting a change to your enrollment information, complete each section listed in Section 1B of the CMS-855. Note: If you are enrolled in Medicare, but have never submitted the CMS-855, you are required to submit a complete application. Providers and suppliers should follow the instructions for completing an initial enrollment application. The attachment at the end of this document provides tips for completing certain sections of the CMS-855I. 4. Request and obtain your National Provider Identifier (NPI) number before enrolling or making a change in your Medicare enrollment information. CMS requires that providers and suppliers obtain their National Provider Identifier (NPI) prior to enrolling or updating their enrollment record with Medicare. A Medicare contractor will not process your enrollment application without the NPI and a copy of the NPI notification letter received from the National Plan and Provider Enumeration System or from the organization requesting your NPI. The NPI notification is required with each CMS-855 application you submit.
If you do not have an NPI, please contact the NPI Enumerator at https://nppes.cms.hhs.gov or call the Enumerator at 1-800-465-3203 or TTY 1-800-692-2326. 5. Submit the Electronic Funds Transfer Authorization Agreement (CMS-588) with your enrollment application, if applicable. CMS requires that providers and suppliers who are enrolling in the Medicare program or making a change in their enrollment data, receive payments via electronic funds transfer. Reminder: When completing the CMS-588, complete each section. The CMS-588 must be signed by the authorized official that signed the CMS-855. Note: If a provider or supplier already receives payments electronically and is not making a change to his/her banking information, the CMS-588 is not required. If you are a supplier who is reassigning all of your benefits to a group, neither you nor the group is required to receive payments via electronic funds transfer. 6. Submit all supporting documentation. In addition to a complete application, each provider or supplier is required to submit all applicable supporting documentation at the time of filing. Supporting documentation includes professional licenses, business licenses, the National Provider Identifier notification received from the National Plan and Provider Enumeration System and, if applicable, Electronic Funds Transfer Authorization Agreement (CMS-588). See Section 17 of the Medicare enrollment application for additional information regarding the applicable documentation requirements. 7. Sign and date the application. Applications must be signed and dated by the appropriate individuals. Signatures must be original and in ink (blue preferable). Copied or stamped signatures will not be accepted. 8. Respond to fee-for-service contractor requests promptly and fully. To facilitate your enrollment into the Medicare program, respond promptly and fully to any request for additional or clarifying information from the fee-for-service contractor.
Request and obtain your National Provider Identifier (NPI) number before enrolling or making a change in your Medicare enrollment information. A Medicare contractor will not process your enrollment application without the NPI and a copy of the NPI notification letter received from the National Plan and Provider Enumeration System or from the organization requesting your NPI with each CMS-855 application you submit. If you do not have an NPI, please contact the NPI Enumerator at https://nppes.cms.hhs.gov or call the Enumerator at 1-800-465-3203 or TTY 1-800-692-2326. Submit the correct application for your provider or supplier type to the Medicare fee-for-service contractor servicing your State or location. Providers and suppliers must submit their application(s) to the appropriate Medicare fee-for-service contractor. A list of the Medicare fee-for-service contractors by State can be found in the download section of http://www.cms.hhs.gov/MedicareProviderSupEnroll/.
AVOID DELAYS IN YOUR ENROLLMENTSUBMIT A COMPLETE APPLICATION Below are specific tips to help you complete the CMS-855I. Note: Applicants who submit an incomplete application will be required to resubmit the previously missing information along with a new, signed certification page. Failure to provide this information in a prompt manner will delay your enrollment into the Medicare program. Section 1
Physician Assistants and individuals reassigning all of their Medicare payments (per Section 4B1 of the application), should enter the Medicare Identification Number, if issued, and the associated National Provider Identifier number in Section 1. Enter the reason for submission. Provide the effective date of termination if you are voluntarily terminating your Medicare enrollment.
Section 3
Provide a response (check the appropriate box) to the Adverse Legal Actions/Convictions question. Your application will be considered incomplete if the information is missing or you enter not applicable in Section 3. List all adverse legal actions, if any, in Section 3 and submit all associated documentation.
Section 4
The practice location must be the actual physical location of the practice or facility where the applicant furnishes services.
If the special payment address in Section 4B is for a billing agency, complete Section 8 and submit the billing agreement. Add, change, or delete boxes are not marked and dates are not listed.
Section 6
Add, change, or delete boxes are not marked and dates are not listed. Provide a response (check the appropriate box) to the Adverse Legal Actions/Convictions question. Your application will be considered incomplete if the information is missing or you enter not applicable in Section 3. List all adverse legal actions, if any, in Section 6 and submit associated documentation.
Section 13
The contact person listed in this Section should be available to assist with clarifications and additional information during the application process.
Section 15
Section 17
Submit all supporting documentation at the time of filing, including copies of professional school degrees or certificates, professional licenses, and/or evidence of qualifying course work.
CMS-855I
SEE PAGE 1 TO DETERMINE IF YOU ARE COMPLETING THE CORRECT APPLICATION. SEE PAGE 2 FOR INFORMATION ON WHERE TO MAIL THIS APPLICATION. SEE PAGE 27 TO FIND THE LIST OF THE SUPPORTING DOCUMENTATION THAT MUST BE SUBMITTED WITH THIS APPLICATION.
DEPARTMENT OF HEALTH AND HUMAN SERVICES CENTERS FOR MEDICARE & MEDICAID SERVICES
WHO SHOULD SUBMIT THIS APPLICATION All physicians, as well as all non-physician practitioners listed below, must complete this application to initiate the enrollment process: Anesthesiology Assistant Clinical social worker Physician assistant Audologist Mass immunization roster biller Psychologist, Clinical Certified nurse midwife Nurse practitioner Psychologist billing independently Certified registered nurse anesthetist Occupational therapist in private Registered Dietitian or Nutrition Clinical nurse specialist practice Professional Physical therapist in private practice If your supplier type is not listed above, contact the fee-for-service contractor before you submit this application. Complete this application if you are an individual practitioner who plans to bill Medicare and you are: An individual practitioner who will provide services in a private setting. An individual practitioner who will provide services in a group setting. If you plan to render all of your services in a group setting, you will complete Sections 1-4 and skip to Sections 14 through 17 of this application. Currently enrolled with a Medicare fee-for-service contractor but need to enroll in another fee-forservice contractors jurisdiction (e.g., you have opened a practice location in a geographic territory serviced by another Medicare fee-for-service contractor). Currently enrolled in Medicare and need to make changes to your enrollment information (e.g., you have added or changed a practice location). An individual who has formed a professional corporation, professional association, limited liability company, etc., of which you are the sole owner. If you provide services in a group/organization setting, you will also need to complete a separate application, the CMS-855R, to reassign your benefits to each organization. If you terminate your association with an organization, use the CMS-855R to submit that change. If you perform diagnostic testing, you may be required to enroll as an Independent Diagnostic Testing Facility (IDTF) if substantial portions of your diagnostic tests (other than clinical laboratory or pathology) are provided to patients who are not your patients. Check with your Medicare fee-for-service contractor to determine whether or not you need to enroll as an IDTF. If you only furnish diagnostic tests, claims must be submitted as an IDTF and you must complete and submit the CMS-855B. BILLING NUMBER INFORMATION The Medicare Identification Number, often referred to as a Provider Identification Number (PIN), is a generic term for any number other than the National Provider Identifier (NPI) that is used by a supplier to bill the Medicare program. The NPI is the standard unique health identifier for health care providers and is assigned by the National Plan and Provider Enumeration System (NPPES). As a Medicare health supplier, you must obtain an NPI prior to enrolling in Medicare or before submitting a change to your existing Medicare enrollment information. Applying for the NPI is a process separate from Medicare enrollment. To obtain an NPI, you may apply online at https://NPPES.cms.hhs.gov For more information about subparts, visit www.cms.hhs.gov/NationalProvIdentStand.
CMS-855I (02/08) (EF 07/09) 1
INSTRUCTIONS FOR COMPLETING AND SUBMITTING THIS APPLICATION Type or print all information so that it is legible. Do not use pencil. Report additional information within a section by copying and completing that section for each additional entry. Attach all required supporting documentation. Keep a copy of your completed Medicare enrollment package for your own records. Send the completed application with original signatures and all required documentation to your designated fee-for-service contractor. AVOID DELAYS IN YOUR ENROLLMENT To avoid delays in the enrollment process, you should: Complete all required sections. Ensure that the correspondence address shown in Section 2 is the providers address. Note: Do not enter a billing agent correspondence address in Section 2. Enter your NPI in the applicable section. Enter all applicable dates. Send your application and all supporting documentation to your designated fee-for-service contractor. ADDITIONAL INFORMATION For additional information regarding the Medicare enrollment process, visit www.cms.hhs.gov/MedicareProviderSupEnroll. The fee-for-service contractor may request, at any time during the enrollment process, documentation to support or validate information reported on the application. You are responsible for providing this documentation in a timely manner. The information you provide on this application will not be shared. It is protected under 5 U.S.C. Section 552(b)(4) and/or (b)(6), respectively. For more information, see the last page of this application for the Privacy Act Statement. MAIL YOUR APPLICATION The Medicare fee-for-service contractor (also referred to as a carrier or a Medicare administrative contractor) that services your State is responsible for processing your enrollment application. To locate the mailing address for your fee-for-service contractor, go to www.cms.hhs.gov/MedicareProviderSupEnroll.
Enter your Medicare Identification Number (if issued) and the NPI you would Complete all sections like to link to this number in Section 4.
Enter your Medicare Identification Number (if issued) and the NPI you would Complete all sections like to link to this number in Section 4.
Enter your Medicare Identification Number (if issued) and the NPI you would Complete all sections like to link to this number in Section 4.
Effective Date of Termination: Sections 1A, 13 and 15 Physician Assistants must complete Sections 1A, 2F, 13 You are voluntarily terminating your Medicare Identification Number and 15 Medicare enrollment that is terminating (if issued): Employers terminating Physician Assistants must complete National Provider Identifier (if Sections1A, 2G, 13 and 15 issued):
Go to section 1B
Enter your Medicare Identification Number (if issued) and the NPI you would Complete all sections like to link to this number in Section 4.
Identifying Information
1, 2 (complete only those sections that are changing), 3, 13, and 15 1, 2A, 3, 13, and 15
Practice Location Information, Payment Address and Medical 1, 2A, 3, 4 (complete only those sections Record Storage Information that are changing), 13 and 15 Individuals Having Managing Control 1, 2A, 3, 6,13, and 15 1, 2A, 3, 8 (complete only those sections that are changing), 13 and 15
Jr., Sr., M.D., D.O., etc. D.C. Jr., Sr., M.D., D.O., etc.
Male
Female
Medical or other Professional School (Training Institution, if non-MD) Year of Graduation (yyyy) LOGAN COLLEGE OF CHIROPRACTIC 1979
B. Correspondence Address Provide contact information for the person shown in Section 2A above. Once enrolled, the information provided below will be used by the fee-for-service contractor if it needs to contact you directly. This address cannot be a billing agencys address.
Mailing Address Line 1 (Street Name and Number) 189 PO BOX Mailing Address Line 2 (Suite, Room, etc.) City/Town FREDERICKTOWN US Telephone number (573) 783-3188 State ZIP Code + 4 MO 63645 -0189 E-mail Address (if applicable) chirocon@sbcglobal.net
C. Resident/Fellow Status 1. Are you currently in an approved training program as: a. A resident?
CMS-855I (02/08) (EF 07/09)
YES NO
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If NO, skip to Section 2D. If YES to either of the above questions, provide the name and address of the facility where you are a resident or fellow on the following lines:
2. Are the services that you render at the facility shown in Section 2C1 part of your requirements for graduation from a formal residency or fellowship program? Date of Completion: 4, skip to Section 2D.
YES NO
. If your completion date is prior to the beginning date for your practice in Section YES NO
3. Do you also render services at other facilities or practice locations? IF YES, you must report these practice locations in Section 4.
4. Are the services that you render in any of the practice locations you will be reporting YES NO in Section 4 part of your requirements for graduation from a residency or fellowship program? IF YES, has the teaching hospital reported in Section 2C1 above agreed to incur all or YES NO substantially all of the costs of training in the non-hospital facility or location?
Diagnostic RadiologyIf you checked diagnostic radiology as your specialty and you will bill for the technical component of the diagnostic tests, you must contact the Medicare fee-for-service contractor prior to your enrollment to determine if you will also need to complete a CMS 855B to enroll in Medicare as an Independent Diagnostic Testing Facility (IDTF). Physicians who bill for diagnostic tests (other than clinical laboratory or pathology tests) As a physician, you may bill for these diagnostic tests as long as you do not provide a substantial portion of the diagnostic tests to patients who are not your own patients. Patients are considered your own patients if: They have a prior relationship with you and are receiving medical treatment from you for a specific medical condition, or You are also billing for patient evaluation and management (E & M) codes.
F. Physician Assistants: Terminating Employment Arrangement(s) Complete this section if you are a physician assistant discontinuing your employment with a practice.
Employers Name Effective Date of Departure Employers Medicare Identification Number (if issued) Employers NPI
G. Employer Terminating Employment Arrangement With One or More Physician Assistants This section should be used by an individual who has incorporated or is a sole proprietor, and who is discontinuing their employment arrangement with a physician assistant.
Physician Assistants Name Effective Date of Departure Physician Assistants Medicare Identification Number (if issued) Physician Assistants NPI
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YES NO
YES NO
J. Physical Therapists/Occupational Therapists in Private Practice (PT/OT) The following questions only apply to your individual practice. They do not apply if you are reassigning all of your benefits to a group/organization. 1. Are all of your PT/OT services only rendered in the patients homes? YES NO 2. Do you maintain private office space? YES NO 3. Do you own, lease, or rent your private office space? YES NO 4. Is this private office space used exclusively for your private practice? YES NO 5. Do you provide PT/OT services outside of your office and/or patients homes? YES NO If you respond YES to any of the questions 25 above, attach a copy of the lease agreement that gives you exclusive use of the facility for PT/OT services. K. Nurse Practitioners and Certified Clinical Nurse Specialists Are you an employee of a Medicare skilled nursing facility (SNF) or of another entity YES NO that has an agreement to provide nursing services to a SNF? If yes, include the SNFs name and address.
Name Street Address City State Zip
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ADVERSE LEGAL HISTORY (Please refer to page 12 in Section 3 before completing this section) 1. Have you, under any current or former name or business entity, ever had an adverse legal action listed on page 12 of this application imposed against you? NO Skip to Section 4 YES Continue Below 2. If yes, report each adverse legal action, when it occurred, the Federal or State agency or the court/administrative body that imposed the action, and the resolution, if any. Attach a copy of the adverse legal action documentation(s) and resolution(s).
Adverse Legal Action Date Taken By Resolution
If you are the sole owner of a professional corporation, a professional association, or a limited liability company, and will bill Medicare through this business entity, skip to Section 4C and complete the rest of the application about your business entity. B. Individual Affiliations Complete this section with information about your private practice and group affiliations. Beginning with Section 4B1, answer Yes or No to each question. If you answer yes to any question, furnish the requested information about each group/organization to which you will reassign your benefits. In addition, either you or each group/organization reported in this section must complete and submit a CMS 855R(s) (Individual Reassignment of Benefits) with this application. Reassigning benefits means that you are authorizing the group/organization to bill and receive payment from Medicare for the services you have rendered at the group/organizations practice location. If you are the sole owner of a professional corporation, a professional association, or a limited liability company, and will bill Medicare through this business entity, you do not need to complete a CMS-855R that reassigns your benefits to the business entity. If you are an individual who is reassigning all of your benefits to a group, neither you nor the group needs to submit a CMS-588 (Electronic Funds Transfer) form to facilitate that reassignment.
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2. Will any of your services be rendered as part of a group or organization to which you will reassign your benefits? YES Furnish the name and Medicare identification number(s) and NPI of each group or organization below and continue to Section 4C. Skip to Section 4C with information about your private practice. NO
a) Name of Group/Organization b) Name of Group/Organization c) Name of Group/Organization Medicare Identification Number (if issued) National Provider Identifier Medicare Identification Number (if issued) National Provider Identifier Medicare Identification Number (if issued) National Provider Identifier
C. Practice Location Information If you completed Section 4A, complete Section 4C through Section 17 for your business. All locations disclosed on claims forms should be identified in this section as practice locations. Complete this section for each of your practice locations where you render services to Medicare beneficiaries. However, you should only report those practice locations within the jurisdiction of the Medicare feefor- service contractor to which you will submit this application. If you render services in a hospital and/or other health care facility, furnish the name and address of that hospital or facility. Each practice location must be a specific street address as recorded by the United States Postal Service. Do not report a P.O. Box. If you only render services in patients homes (house calls), you may supply your home address in this section if you do not have an office. In Section 4H, explain that this address is for administrative purposes only and that all services are rendered in patients homes. If you render services in a retirement or assisted living community, complete this section with the names, telephone numbers and addresses of those communities. If you have a CLIA number and/or FDA/Radiology Certification Number for this practice location, provide that information and submit a copy of the most current CLIA and FDA certification for each practice location reported.
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DELETE
If you are enrolling for the first time, or if you are adding a new practice location, the date you provide should be the date you saw your first Medicare patient at this location.
Practice Location Name (Doing Business As name if different from Legal Business Name) Kevin G. Roberts D.C., P.C. Practice Location Address Line 1 (Street Name and Number)(Not a P.O. Box) 713W MAIN ST Practice Location Address Line 2 (Suite, Room, etc.) City/Town FREDERICKTOWN Telephone number (573) 783-3188 State ZIP Code + 4 MO 63645 -1113 E-mail Address (if applicable) chirocon@sbcglobal.net
Medicare Identification Number (if issued) Date you saw your first Medicare patient at this practice location 07/21/2010 Is this practice location a:
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DELETIONS If you are deleting an entire State, it is not necessary to report each city/town. Simply check the box below and specify the State. Entire State of If services are provided in selected cities/towns, provide the locations below. Only list ZIP codes if you are not servicing the entire city/town. City/Town State ZIP Code
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CHANGE
ADD
DELETE
US
F. Employer ID Number Information NOTE: If you are a sole proprietor and you want Medicare payments reported under your EIN, list it below. Unless indicated in this section, payment will be made to your SSN. You cannot use both an SSN and EIN. You can only use one EIN to bill Medicare. To qualify for this payment arrangement, you: Must be a sole proprietor, Cannot reassign all of your Medicare payments, and, Want your payments made to your EIN. Furnish IRS documentation showing your EIN.
Employer Identification Number (EIN)
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CHANGE
ADD
DELETE
Second Medical Record Storage Facility (for current and former patients) CHECK ONE DATE (mm/dd/yyyy)
Storage Facility Address Line 1 (Street Name and Number) Storage Facility Address Line 2 (Suite, Room, etc.) City/Town State ZIP Code + 4
CHANGE
ADD
DELETE
H. Unique Circumstances Explain any unique circumstances concerning your practice locations or the method by which you render health care services (e.g., you only render services in patients homes [house calls only]).
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CHANGE
ADD
DELETE
B. ADVERSE LEGAL HISTORY Complete this section for the individual reported in Section 6A above. If you are changing or adding information, check the change box, furnish the effective date, and complete the appropriate fields in this section. Change Effective Date: 1. Has this individual in Section 6A above, under any current or former name or business identity, ever had an adverse legal action listed on page 12 of this application imposed against him/her? NO Skip to Section 8 YES Continue Below 2. If yes, report each adverse legal action, when it occurred, the Federal or State agency or court/administrative body that imposed the action, and the resolution, if any.
Adverse Legal Action Date Taken By Resolution
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SECTION 7: FOR FUTURE USE (This Section Not Applicable) SECTION 8: BILLING AGENCY INFORMATION
A billing agency is a company or individual that you contract with to prepare and submit your claims. If you use a billing agency, you are responsible for the claims submitted on your behalf. CHECK HERE if this section does not apply and skip to Section 13. BILLING AGENCY NAME AND ADDRESS If you are changing, adding, or deleting information, check the applicable box, furnish the effective date, and complete the appropriate fields in this section. CHECK ONE DATE (mm/dd/yyyy) CHANGE ADD
07/21/2010
DELETE
Legal Business/Individual Name as Reported to the Internal Revenue Service Tax ID Number or Social Security Number (required) MD ONLINE 22-3389595 Doing Business As Name (if applicable) MD ONLINE Billing Agency Address Line 1 (Street Name and Number) 4 CAMPUS DR Billing Agency Address Line 2 (Suite, Room, etc.) City/Town PARSIPPANY Telephone Number (888) 499-5465 x183 State NJ Fax Number (if applicable) ZIP Code + 4 07054 -4405 E-mail Address (if applicable)
SECTION 9: FOR FUTURE USE (This Section Not Applicable) SECTION 10: FOR FUTURE USE (This Section Not Applicable) SECTION 11: FOR FUTURE USE (This Section Not Applicable) SECTION 12: FOR FUTURE USE (This Section Not Applicable)
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All signatures must be original and signed in ink. Applications with signatures deemed not original will not be processed. Stamped, faxed or copied signatures will not be accepted.
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According to the Paperwork Reduction Act of 1995, no persons are required to respond to a collection of information unless it displays a valid OMB control number. The valid OMB control number for this information collection is 0938-0685. The time required to complete this information collection is estimated at 6 hours per response, including the time to review instructions, search existing data resources, gather the data needed, and complete and review the information collection. If you have any comments concerning the accuracy of the time estimate(s) or suggestions for improving this form, please write to: CMS, 7500 Security Boulevard, Attn: PRA Reports Clearance Officer, Baltimore, Maryland 21244-1850. DO NOT MAIL YOUR APPLICATION TO THIS ADDRESS. Mailing your application to this address will significantly delay application processing. CMS-855I (02/08) (EF 07/09) 28
DEPARTMENT OF HEALTH AND HUMAN SERVICES CENTERS FOR MEDICARE & MEDICAID SERVICES
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