Webinar

February 13, 2007

Topic: Tips on Completing Provider Enrollment Application

  Questions & Answers

Contractor General Comment:  Please note that the transcript of these questions was edited to allow for the greatest dissemination of information to the widest audience.  For more information including Tips to Facilitate the Enrollment Process, the Enrollment Applications and Frequently Asked Questions, please visit the CMS website at:  http://www.cms.hhs.gov/MedicareProviderSupEnroll/

 

 

 

Question 1: Will all demand letters identify all errors to be corrected and will all Medicare representatives be consistent in their review of the Application? (Note:  Demand letter was used incorrectly in the program.  The letter is a development letter.)

Answer 1: The letters should identify all missing information that is needed. All associates are trained to request the same information.

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Question 2: If the TIN is the only change, is it necessary to complete the entire 855B for a Psych Group and must all physicians in the group complete an 855R?

Answer 2: Yes, if you have a new TIN, a complete 855B must be completed, as well as 855Rs for all employees.

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Question 3: What date would be the latest date on the 855B (lower left hand corner)?

Answered: 04/06

Updated Answer:  06/06

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Question 4: Would you show the E-Learning web address again please?

Answer 4: http://www.medicarenhic.com/providers/online/providerEnrollment/slides.asp

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Question 5: Is the green resubmission form a new document? or We have not seen a green resubmission form yet...what is the effective date?

Answer 5: The green form is new, and is only used in CA.

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Question 6: Are there phone contacts for California Provider Enrollment?

Answer 6: Customer Service can be reached at 877-527-6613

Updated Answer: The contact for Provider Enrollment is Customer Service.  However, please note that the instructions relating to the applications are in the application forms themselves.   Customer Service is unable to tell you the status of your application until the process time has elapsed. Please see Q&A #66 for the process times and Q&A #68 for additional information.

CA Customer Service may be reached at 877-527-6613. MA Customer Service may be reached at 877-527-6594. ME, NH & VT Customer Service may be reached at 877-258-4442

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Question 7: What if we do not know what the original information submitted is?

Answer 7:  You should keep a copy of what you submit. However, if you need assistance, please contact Customer Service.

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Question 8: Do we have to fill out the 855B for a simple change of mailing address?

Answer 8: Yes. All address changes require completion of the proper forms, or you will not receive your payments.

Updated Answer: As indicated on the 855 Enrollment Applications, any change to your existing enrollment data must be reported within 90 days of the effective dates of the change.  Mail that is returned due to address changes will result in payment holds.

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Question 9: What if the demand letter is faxed to us and does not include a green sheet? How is that identified by the mail room?

Answer 9: The green development sheet is only used in CA

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Question 10:   For an incorporated individual (not group) which NPI number is required?

Answer 10: You will need a type 1 (individual) and a type 2 (group)

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Question 11: How do I get a demand letter sent to contact person rather than provider's address?

Answer 11: We send development letters to the contact person listed on the enrollment forms.

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Question 12: If a physician is joining an existing group that already has a completed EFT Application... is this still required for an added physician?

Answer 12: No, you do not have to submit an EFT form if a provider is joining a group that already has EFT.

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Question 13: If I am adding a new physician only to an existing location... do I check change or add for this in 4C?

Answer 13: You can leave it blank.

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Question 14: What forms are needed for a provider who is already enrolled with Medicare? Why do they need to submit an 855I in addition to the 855R? If they are already enrolled they should not have to do an "I" only the "R" to be identified as a rendering provider, correct????

Answer 14:  Because the doctor may still have their original number for working at their own private practice. Each location the individual provider works at should be attached to a different Individual Medicare PIN #

Updated Answer:  The 855I is needed in addition to the 855R if the provider has not submitted an 855I since 11/2003 _________________________________________________________________________

Question 15: Does Medicare issue provider numbers based on location? Would a provider have multiple Medicare PIN's based on each practice location?

Answer 15: If you are in the same pricing locality, then the answer is no. If you are in a different pricing area, a new number is required.

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Question 16: Which date do we need to use to determine if an 855I is required...6 yrs, 2000 or 2003? I heard three different dates.

Answer 16: If you enrolled prior to November 2003, you will need to submit an 855I.

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Question 17:  Is there a check list of all forms required to add a physician to your group provider number?

Answer 17:  Yes, the check lists are contained within the enrollment forms.

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Question 18:  Is there a list of the forms required for adding physicians?  I was unaware of the new forms that were required since 2006 when filling out our application and it significantly delayed the process for adding our physician.

Answer 18: The required forms are identified in the enrollment applications. For additional information on what forms are required, please see the Tips to Facilitate the Medicare Enrollment Process published on the CMS website at http://www.cms.hhs.gov/MedicareProviderSupEnroll/downloads/Enrollmenttips.pdf______________________________________________________________________________

Question 19: What forms would be needed if an individual provider hires a physician (that already is a Medicare provider at a different address) to work in the office 1 day a week?

Answer 19: One 855-I and one 855-R

Updated Answer: If the provider hired was enrolled prior to 11/2003 and the different address is within the same payment locality, only an 855R may be required.

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Question 20: I work for an individual provider who will be hiring a physician to work 1 day a week in the office. Would the individual provider need to fill out an 855B in order for the new physician to assign benefits over with the 855R?

Answer 20: Yes, a group needs to be formed under a tax ID for the new physician to reassign benefits.

Updated Answer:   The employee would submit the 855I if new or has not submitted an application since 11/2003, plus the 855R.    _________________________________________________________________________

Question 21: What if the group does not have an EFT; what should the provider do joining the same group?

Answer 21: If the group is already established and you are just joining, they do not need to sign up for EFT.

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Question 22: Who could be a "managing" individual?

Answer 22: It can be a W-2 employee.

Updated Answer: The definition for managing employee is included in the CMS Enrollment Applications. Managing employee means a general manager, business manager, administrator, director, or other individual who exercises operational or managerial control over, or who directly or indirectly conducts, the day-to-day operations of he supplier, either under contract or thorough some other arrangement, regardless of whether the individual is a W-2 employee of the supplier.

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Question 23: Our office has gone through a few office managers, how do we find out who our authorized signature is? This has caused our applications to be returned.

Answer 23: The best option for you is to complete the sections on the 855B to designate a new authorized representative that will be signing the 855Rs. Also, send a letter requesting Medicare to delete all other authorized officials not listed in this application.

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Question 24: What attachments are required when revalidating Medicare enrollment information for a group?

Answer 24: All applicable attachments are listed in the enrollment forms.

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Question 25: If we are only revalidating information which box do we check off if we are not changing, adding or deleting? or We were asked to revalidate our group enrollment information. Which box do we check off if we are not changing, adding or deleting?

Answer 25: There is no need to revalidate at this time.

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Question 26:  Why do you need the 855 I?

Answer 26: The 855-I is for individual providers to join, change or delete enrollment in Medicare.

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Question 27: I still don't understand why I need an 855I when adding an existing Medicare provider to our group.

Answer 27: Unless the provider is 100% completely turning all benefits over to your group, then (and only then) would you not need to submit an additional 855-I

Updated Answer: If an existing Medicare provider (one who already has a Medicare PIN) is just reassigning benefits to a group, only a CMS 855R is needed. If the provider has not submitted an application since 11/2003 the 855I is required.

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Question 28: We have a new tax id number. Do we list the effective date in the change box of the 855B?

Answer 28: You need to complete the application as if you are a new provider. Complete the application in its entirety.

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Question 29: When filling out the application as a new provider, do we have to enter any dates in the change or add boxes?

Answer 29: No.

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Question 30:  It's often difficult to get the doctors to sign; if they sign in black ink instead of blue do you send it back to them and make them sign it in blue?!?

Answer 30:  No we will not. We just ask for blue ink because it is easier to identify as an original signature. Black ink is acceptable

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Question 31: Referring to 855I and 855B, do we have to have a delegated official sign if the doctors are signing and doing the application?

Answer 31: On the 855B, the delegated or authorized official must sign. On the 855I, the provider must sign.

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Question 32: Do you have applications that can be filled out on-line or software to convert the .pdf format of the 855I & 855R?

Answer 32: No, it is not yet available.

Updated Answer: The CMS-855 Medicare enrollment applications are available in PDF fillable format. This format allows a user to complete an application using Adobe Acrobat or download and complete.

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Question 33: For a new group application (855B), an IRS CP 575 form is requested. If not available, what other IRS form may be used?

Answer 33: Any paper from the IRS that has the IRS logo printed on it. Tax payment booklet forms are one possibility. The letter or form must be one that was sent to the provider directly from the IRS.

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Question 34: If pending a group number (885B was submitted) should we wait for approval before mailing 855B and 885R for the rendering providers?

Answer 34: All forms should be mailed together.

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Question 35: We have 67 locations in NY State, for the 588 would I need 67 voided checks or deposit slips? I have called and been told that a copy of the financial institute would be accepted

Answer 35: If the payment is all under 1 tax ID, 1 is sufficient.

Updated Answer: Question 35 relates to a DME Supplier. NHIC, Corp is the Medicare Part B Contractor for CA, MA, ME, NH & VT and the DME Medicare Administrative Contractor for CT, DE, DC, ME, MD, NH, NJ, NY, PA, RI & VT. Today’s Webinar applies to Medicare Part B providers in CA, MA, ME., NH & VT.  Questions relating to the CMS 855S Supplier Enrollment Form and the CMS 588 EFT forms that may be needed by DME, please contact the National Supplier Clearinghouse at 1-866-238-9652 or http://www.palmettogba.com/

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Question 36:  For the application forms not applicable to our office, do we leave it blank, add n/a or don't submit with the application?

Answer 36:  Leave blank.

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Question 37: Is the W-2 required for the managing employee as a delegated official?

Answer 37: You do not need to submit it, but the employee must be in a W2 status. We will request it only if we need it after review of the application.

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Question 38: In Section 5 of the application, do we re-enter the company name (corporation)? The supplier and organization would be the same.

Answer 38: Leave blank

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Question 39: When did NHIC start allowing the NPPES Screen print--we have had resubmission requests when we tried that.

Answer 39:  July 2006.

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Question 40: We have frequent problems of missing letters. How can we assure that letters are sent to the billing address and not to a hospital location?

Answer 40: Correspondence is sent to the address we have on file for your group/physician/organization.

Updated Answer: The letters are sent to the special payments address indicated on the application (e.g. Section 4 of CMS 855I).


Question 41: On the 588 form is the contact person the bank person or the authorized signer?

Answer 41: The contact person is any person the authorized agent wants us to contact for any additional information. .

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Question 42: Why can't we speak to provider enrollment directly? Often, customer service has to email provider enrollment, and get back to us.

Answer 42: Customer Service is your contact for enrollment questions.

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Question 43: We have been told that we can not put "pending" on the 855R when the 855B is in process.

Answer 43: This is acceptable.

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Question 44:  Why if there is a "contact" person on the 855 forms they can not get information on the application i.e.: when the number is issued; what that number is?

Answer 44: The contact is only for the enrollment process if we need to contact someone. After that, it must be the provider or authorized official.

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Question 45: When adding a nurse practitioner to an incorporated practice, what application should we use?

Answer 45: If the NP already has a PIN, then only the 855R.  If the NP does not have a PIN, then both the 855I and 855R. An 855I is needed if the provider has not submitted an application since 11/2003

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Question 46:  I've had issues when adding a new physician to an IDTF.  I've submitted the 855B and the 855I's and 855R's. I then get notification from the person processing the 855B that the physicians that I'm adding are not enrolled with Medicare. It seems as if the applications are being separated? Any suggestions?

Answer 46: You need to complete 855B, attachment 2, and 855I and R. Make sure they are submitted together.

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Question 47: Explain the difference between section 4B 1 and 2 on 855I.

Answer 47: Section 4B1 is only used if you are joining a group and will not have a private practice.

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Question 48: I cannot print the slides. I’m using the web console and cannot print the slides

Answer 48: Go to File in the left hand corner, then hit print to PDF. If you do not have File or are unable to print, contact your education representative for a copy of the presentation.

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Question 49: Could we get a Certificate of Attendance for this Webinar?

Answer 49: We do not have certificates for attendance.

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Question 50: Will the CMS Enrollment Applications be changing due to NPI Implementation?

Answer 50: No

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Question 51:  Should the provider information go in section 6 of the 855B if the doctor maintains the office alone?

Answer 51: Yes


Question 52: If a new tax id, should Add, Change of Delete be checked on 855B?

Answer 52: If new entity, leave blank.

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Question 53:  When adding locations to 855B, letters are received requesting 855Is and 855Rs. Why?

Answer 53: When an 855B is received, an 855I or 855R must be included.

Updated Answer: We need to know which doctors will be working at the new location.

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Question 54: If a group number has not been issued, what should be entered in group # field on 855R?

Answer 54: Write in “Pending Group #”.

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Question 55:  How many providers are needed to form a group?

Answer 55: One

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Question 56: Will provider numbers go away now that NPIs exist?

Answer 56: The numbers will still exist but it is unknown if they will be communicated.

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Question 57:  Will a new number be issued if a group adds a location?

Answer 57:  If the additional location is in the same locality/same Fee Schedule area, a separate number will not be issued.

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Question 58:  If changing a tax id # for a psychiatric group, are 855B, NPI and 855R needed?

Answer 58: Yes and an 855I if the provider has not submitted an application since 11/2003.

Updated Answer: In addition to the answer listed, the following forms may apply.

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Question 59: Do we need to enroll rendering providers if they are at different practice sites? Is an 855R for each practice site required?

Answer 59: Yes

Updated Answer: Yes, but only if the group has different provider numbers at each site. _________________________________________________________________________

Question 60: Do we still need to complete a Medicare Enrollment packet now that NPI is in place?

Answer 60: Yes.

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Question 61:  Is there a specific time frame that a new enrollee with a NPI has to enroll with Medicare?

Answer 61: If Medicare patient-Enroll.

Updated Answer: You would want to enroll as soon as you see your first Medicare patients to prevent possible denial due the claim not being submitted timely.

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Question 62: One provider. Incorporated with DBA. Is 855I or 855B submitted?

Answer 62:  855I for Provider Name and 855B for Group Name

Updated Answer: If the provider is using their first and last name an 855I should be completed. If the provider is using a fictitious name the 855B, 855I if new or has not submitted an app since 11/2003 and the 855R.

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Question 63: If deactivated from group, is only an 855R needed?

Answer 63: Yes

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Question 64: Clarification on deactivation. If a provider for many years but may have not billed, does group provider submit 855I and 855R?

Answer 64: If Enrollment was done 5 years ago, 855I and 855R needed. If Enrollment was done 2 years ago, just 855R needed. 

Updated Answer:  If the provider has not submitted an application since 11/2003 an 855I and 855R must be submitted.


Question 65: What is definition of delegated official and managing employee?

 

Answer 65: An authorized official is the highest person in organization. A delegated official can be a managing employee who can authorize.

 

Updated Answer: The definitions for Authorized Official, Delegated Official and Managing Employee may be found in Sections 6 and 15 of the CMS 855B and 855 I enrollment applications.  The definitions of terms commonly used in the Medicare enrollment process may be found on the CMS website at: http://www.cms.hhs.gov/MedicareProviderSupEnroll/downloads/Terms.PDF

 

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Question 66: What is time frame for processing applications?

 

Answer 66:  Changes are usually processed in 60 days. If a new provider or group, applications are usually processed in 180 days.

 

Updated Answer: For changes of information we have 90 days to process the application; for initial applications we have 180 days to process. _________________________________________________________________________

 

Question 67: If only working at hospital and fully licensed, what forms need to be submitted?

 

Answer 67: Enroll with 855R and EFT with Group Name.

 

Updated Answer: If a provider is employed by a hospital and will be rendering Part B services billable to the Contractor, the provider would submit the standard enrollment forms (855I, 855R, and possibly Medicare Participating Agreement.

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Question 68: When checking on status of applications with Customer Service, what should be said to get most accurate information. For instance, if new doctor and 855I with SS#, I usually wait 2 weeks before calling.

 

Answer 68: There is no need to call Customer Service until processing time has passed.  Once an application is received, it is screened. If an application needs to be developed, you will hear directly from Provider Enrollment staff.  Customer Service may not be able to tell you the status of your application while it is being processed, as it will may change as it goes through the process.

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Question 69:  What should be submitted in section 4 if rendering services in patient homes and one town has 4 zip codes?

 

Answer 69: If you are rendering services in a certain county, list zip code range for county.

 

Updated Answer:  According to the instructions listed in section 4C of the CMS 855I, “If you only render services in patients’ homes, 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”.

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Question 70: Clarification. Is only an 855R needed to reactivate?  I submitted an application a year and half ago and have been told to submit 855I and 855R to reactivate.

 

Answer 70:  If enrolled prior to November 2003, 855I is needed. It is best to submit both. The 855I has a reactivation box.

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Question 71: What is the difference between delegated and authorized? Our group has 7 owners/physicians and no current practice manager. I was told that only a delegated person can sign applications.

 

Answer 71: If the signature is not on file, section 6 must be completed.

 

Updated Answer: Section 15 of the CMS 855 Enrollment application should guide you on who can sign the applications.

 

3/08/2007