I&a will go to the Irs system to conduct a search for the legal name. The zip code helps to identify the proper organization, given that the same name could be used in different states but not within a state. Once you have chosen your employer, you will need to select from a drop-down menu whether you will be the aO or dO for the organization. after making your decision, you will need to provide proof of your employment by mailing or emailing a copy of the Irs document that identifies your organization’s tax Id, which is usually the CP-575 form or letter 147C. There are several other options that you may choose from if you do not have one of these documents available. You will need to submit Irs documentation to eus for review prior to receiving approval for your role with the organization if you are a newly enrolling entity, an aO or dO that is not listed on an existing enrollment, or an aO or dO for a third party that does not have an NPI and does not qualify as an enrolling entity. You will not be able to use your account or choose connections with providers or organizations until you have been approved by eus. mailing the document will take approximately two weeks to process, and you will be notified by email. If you have chosen to be a dO and your aO has already set up their account, you may be approved very quickly once the aO approves your account or sets it up for you. an approved aO or dO may then set up staff users to act on behalf of the organization. an aO or dO for an organization can make a request for their organization to work on behalf of a provider. Once approved, anyone in the aO’s or dO’s organization (e.g., staff) may work on behalf of that provider. Once you have set up your account(s), it is time to set up connections with providers and organizations. There are two important steps to take. First, determine if you will be setting up the connection between your organization and your providers and organizations or whether you will rely on the provider or 12 HBma BILLINg • jaNuarY.FeBruarY.2015 organization to complete the process. If you will be setting up provider and organization accounts, you will be using their login username and password one last time to complete the connection for you to be their surrogate. I highly recommend that you obtain, in writing, authorization from each provider and organization that you have their permission to use their login credentials. If you are not going to set up each provider or organization’s account, you will need to notify the provider or organization that you will set up yourself and your organization as a surrogate to work on their behalf. Providers and organizations will receive emails the minute you request a connection, and you will want them to complete that connection by logging in to their I&a account and approving the connection to your organization. In many situations, you will be setting everything up for your providers and organizations because they will not want to be bothered with this process. For many, it would be the first time they would access their I&a account, and they probably know nothing about it. as you make a request for a connection to your organization on behalf of the provider or organization, you will need to choose which products (PeCOs, eHr, and/or NPPes) the provider or organization will grant you access on their behalf. QuICK TIP! a provider or organization approving a connection (surrogate) to work on their behalf does not give that user authority to sign medicare enrollment applications in PeCOs. all enrollment applications are still required to be signed by the individual provider or appropriate official of the organizational provider.
Billing_JanFeb15
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