Caring ‣ Urgent ‣ Aggressive

  • Call For A Free Legal Consultation: (201) 261-1700
  • Physician Reimbursement
  • PIP / No-Fault Arbitration
  • Workers’ Compensation Recovery
  • Hospital Reimbursement
  • ERISA Litigation Claim Attorneys
  • Healthcare Arbitration
  • Bicycle Accident
  • Brain Injury
  • Bus Accident
  • Car Accident
  • Construction Accident
  • Hit and Run
  • Motorcycle Accident
  • Negligent Supervision
  • Nursing Home Negligence
  • Pedestrian Accident
  • Slip and Fall
  • Truck Accident
  • Train Accident
  • Wrongful Death
  • Workers Compensation
  • Business Disputes
  • Business Justice Attorneys
  • Employment Counseling and Litigation
  • Shareholder/Partner Issues
  • Shareholder Derivative Actions
  • Business Dissolutions
  • Business Transactions
  • Buying/Selling a Business
  • Corporate Entity Formation
  • Director and Officers Duties
  • Executive Compensation
  • Negotiating Vendor Agreements
  • Regulatory and Statutory Compliance
  • Age Discrimination
  • Disability Discrimination
  • Gender Identity Discrimination
  • Race Discrimination
  • Religious Discrimination
  • Sex Discrimination
  • Appellate Law
  • Child Custody
  • Child Custody College Expenses
  • Child Support
  • Divorce for Business Owners
  • Divorce Mediation
  • Domestic Violence
  • Prenuptial Agreements
  • Property Distribution
  • Understanding The Divorce Process
  • Auto Insurance/Property Damage
  • All-risks Property Insurance
  • Commercial General Liability (CGL) Insurance
  • Disability Insurance
  • Health Insurance
  • Insurance Agent/Broker Negligence
  • Life Insurance
  • Long-term Care Insurance
  • Marine/Boat Insurance
  • Wind & Flood Property Insurance
  • Commercial Purchase
  • Commercial Sales
  • Commercial Lease Agreement
  • First-Time Home Buyer
  • Lease Agreements
  • Real Estate Closing
  • Refinancing
  • Residential Purchases
  • Residential Sales
  • Title Review
  • Estate Planning
  • Estate Planning for Business Owners
  • Healthcare Directives
  • Powers of Attorney
  • Trust Drafting
  • Will Contest
  • Will Drafting
  • Sean Callagy Esq
  • The Callagy Law Team
  • Testimonials
  • Join Our Team
  • Message of Empathy
  • Business Law
  • Commercial Litigation
  • News & Events
  • Medical Revenue Recovery
  • Personal Injury
  • Free Legal Guides
  • Paramus, NJ Office
  • New York, NY Office
  • Phoenix, AZ Office
  • East Hanover, NJ Office

Call For A Free Legal Consultation

(201) 261 - 1700

Insurance claims , medical revenue recovery, what should an assignment of benefits form include.

An assignment of benefits form (AOB) is a crucial document in the healthcare world. It is an agreement by which a patient transfers the rights or benefits under their insurance policy to a third-party – in this case, the medical professional who provides services. This way, the medical provider can file a claim and collect insurance payments. In the context of personal injury protection coverage, an AOB is a critical step in the reimbursement process.

Personal injury protection coverage , or PIP, is designed to cover medical expenses and lost wages incurred after an auto accident, regardless of who is at fault. In New Jersey, drivers are required to carry PIP. Now, let’s say there’s an accident: the driver sees a medical provider for treatment, and the provider bills the patient’s carrier. There is nothing that requires that the insurance carrier to pay the provider. 

This is why an assignment of benefits form is so important. It essentially removes the patient from the equation and puts the medical provider in their place as far as the insurance policy is concerned. This enables the provider to be paid directly. If you see PIP patients and want to be paid directly by the insurer (and avoid claim denials or complex legal situations later) you must get an AOB.

The AOB authorization creates a legal relationship between the provider and the insurance carrier. What should it include?

  • Correct Business Entity

Fill out your business name correctly: it seems simple, but this can be a stumbling block to reimbursement. If your business name is Dr. Smith’s Chiropractic Care Center, you cannot substitute Dr. Smith’s, Smith’s Chiropractic, etc.  It must be Dr. Smith’s Chiropractic Care Center. If you have a FEIN number, use the name that is listed on your Health Care Financing Administration (HCFA) form.

  • “Irrevocable” 

It is important that you include this term to indicate that the patient cannot later revoke the assignment of benefits. This tells the court that the AOB is the only document determining standing , or the ability to bring a lawsuit on related matters.

Another key term: the court sees benefits as payments. It does not necessarily give you the right to bring a lawsuit. Include language such as, “assigns the rights and benefits, including the right to bring suit…” 

  • Benefit of Not Being Billed At This Time for Services

Essentially, this means that a provider gives up the right to collect payments at the time of service in exchange for the right to bring suit against the insurance company if they are not paid in full. Likewise, the patient gives up the right to bring suit, but they do not have to pay now. The wording will look like this: “In exchange for patient assigning the rights and benefits under their PIP insurance, Dr. Smith’s Chiropractic Care Center will allow patients to receive services without collecting payments at this time.”

  • Patient Signature 

Yes, it’s basic, but make sure the assignment of benefits form is signed and dated by the patient! This renders the AOB , for all intents and purposes, null and void. It is not an executed contract. You would have to start the entire process again, which means waiting longer to be reimbursed for the claim. 

  • Power of Attorney Clause

Including a power of attorney clause, which supports not only “the right of collecting payment” but also the provider’s ability to take legal action on behalf of the patients, is vital. At Callagy Law, we always argue this is inherent within the no-fault statute; however, there are carriers to argue against the right to arbitration when the language is not in the AOB.

As medical providers, it is critical that you receive proper – and timely – reimbursement for services rendered. The assignment of benefits form is one of the most important pieces in this puzzle. It is essential for an attorney to prepare, or at least review, your AOB and other admission paperwork to ensure that you are able to collect pursuant to your patients’ insurance benefits in whatever ways needed. 

Callagy Law can not only review these documents, but also ensure you are pursuing all recoverable bills to which you are eligible. If you have any questions, would like us to review your AOB form, or have issues collecting payment from insurance companies, please contact the Callagy Law team today .

Leave a Reply

Your email address will not be published. Required fields are marked *

  • Wind & Flood Property Insurance
  • FREE LEGAL GUIDES

Medicare Interactive Medicare answers at your fingertips -->

Participating, non-participating, and opt-out providers, outpatient provider services.

You must be logged in to bookmark pages.

Email Address * Required

Password * Required

Lost your password?

If you have Original Medicare , your Part B costs once you have met your deductible can vary depending on the type of provider you see. For cost purposes, there are three types of provider, meaning three different relationships a provider can have with Medicare . A provider’s type determines how much you will pay for Part B -covered services.

  • These providers are required to submit a bill (file a claim ) to Medicare for care you receive. Medicare will process the bill and pay your provider directly for your care. If your provider does not file a claim for your care, there are troubleshooting steps to help resolve the problem .
  • If you see a participating provider , you are responsible for paying a 20% coinsurance for Medicare-covered services.
  • Certain providers, such as clinical social workers and physician assistants, must always take assignment if they accept Medicare.
  • Non-participating providers can charge up to 15% more than Medicare’s approved amount for the cost of services you receive (known as the limiting charge ). This means you are responsible for up to 35% (20% coinsurance + 15% limiting charge) of Medicare’s approved amount for covered services.
  • Some states may restrict the limiting charge when you see non-participating providers. For example, New York State’s limiting charge is set at 5%, instead of 15%, for most services. For more information, contact your State Health Insurance Assistance Program (SHIP) .
  • If you pay the full cost of your care up front, your provider should still submit a bill to Medicare. Afterward, you should receive from Medicare a Medicare Summary Notice (MSN) and reimbursement for 80% of the Medicare-approved amount .
  • The limiting charge rules do not apply to durable medical equipment (DME) suppliers . Be sure to learn about the different rules that apply when receiving services from a DME supplier .
  • Medicare will not pay for care you receive from an opt-out provider (except in emergencies). You are responsible for the entire cost of your care.
  • The provider must give you a private contract describing their charges and confirming that you understand you are responsible for the full cost of your care and that Medicare will not reimburse you.
  • Opt-out providers do not bill Medicare for services you receive.
  • Many psychiatrists opt out of Medicare.

Providers who take assignment should submit a bill to a Medicare Administrative Contractor (MAC) within one calendar year of the date you received care. If your provider misses the filing deadline, they cannot bill Medicare for the care they provided to you. However, they can still charge you a 20% coinsurance and any applicable deductible amount.

Be sure to ask your provider if they are participating, non-participating, or opt-out. You can also check by using Medicare’s Physician Compare tool .

Update your browser to view this website correctly. Update my browser now

Apply For Medicare Logo

Speak with a Licensed Insurance Agent

  • (888) 335-8996

Medicare Assignment

Home / Medicare 101 / Medicare Costs / Medicare Assignment

Summary: If a provider accepts Medicare assignment, they accept the Medicare-approved amount for a covered service. Though most providers accept assignment, not all do. In this article, we’ll explain the differences between participating, non-participating, and opt-out providers. You’ll also learn how to find physicians in your area who accept Medicare assignment. Estimated Read Time: 5 min

What is Medicare Assignment

Medicare assignment is an agreement by your doctor or other healthcare providers to accept the Medicare-approved amount as the full cost for a covered service. Providers who “accept assignment” bill Medicare directly for Part B-covered services and cannot charge you more than the applicable deductible and coinsurance.

Most healthcare providers who opt-in to Medicare accept assignment. In fact, CMS reported in its Medicare Participation for Calendar Year 2024 announcement that 98 percent of Medicare providers accepted assignment in 2023.

Providers who accept Medicare are divided into two groups: Participating providers and non-participating providers. Providers can decide annually whether they want to participate in Medicare assignment, or if they want to be non-participating.

Providers who do not accept Medicare Assignment can charge up to 15% above the Medicare-approved cost for a service. If this is the case, you will be responsible for the entire amount (up to 15%) above what Medicare covers.

Below, we’ll take a closer look at participating, non-participating, and opt-out physicians.

Medicare Participating Providers: Providers Who Accept Medicare Assignment

Healthcare providers who accept Medicare assignment are known as “participating providers”. To participate in Medicare assignment, a provider must enter an agreement with Medicare called the Participating Physician or Supplier Agreement. When a provider signs this agreement, they agree to accept the Medicare-approved charge as the full charge of the service. They cannot charge the beneficiary more than the applicable deductible and coinsurance for covered services.

Each year, providers can decide whether they want to be a participating or non-participating provider. Participating in Medicare assignment is not only beneficial to patients, but to providers as well. Participating providers get paid by Medicare directly, and when a participating provider bills Medicare, Medicare will automatically forward the claim information to Medicare Supplement insurers. This makes the billing process much easier on the provider’s end.

Medicare Non-Participating Providers: Providers Who Don’t Accept Assignment

Healthcare providers who are “non-participating” providers do not agree to accept assignment and can charge up to 15% over the Medicare-approved amount for a service. Non-participating Medicare providers still accept Medicare patients. However they have not agreed to accept the Medicare-approved cost as the full cost for their service.

Doctors who do not sign an assignment agreement with Medicare can still choose to accept assignment on a case-by-case basis. When non-participating providers do add on excess charges , they cannot charge more than 15% over the Medicare-approved amount. It’s worth noting that providers do not have to charge the maximum 15%; they may only charge 5% or 10% over the Medicare-approved amount.

When you receive a Medicare-covered service at a non-participating provider, you may need to pay the full amount at the time of your service; a claim will need to be submitted to Medicare for you to be reimbursed. Prior to receiving care, your provider should give you an Advanced Beneficiary Notice (ABN) to read and sign. This notice will detail the services you are receiving and their costs.

Non-participating providers should include a CMS-approved unassigned claim statement in the additional information section of your Advanced Beneficiary Notice. This statement will read:

“This supplier doesn’t accept payment from Medicare for the item(s) listed in the table above. If I checked Option 1 above, I am responsible for paying the supplier’s charge for the item(s) directly to the supplier. If Medicare does pay, Medicare will pay me the Medicare-approved amount for the item(s), and this payment to me may be less than the supplier’s charge.”

This statement basically summarizes how excess charges work: Medicare will pay the Medicare-approved amount, but you may end up paying more than that.

Your provider should submit a claim to Medicare for any covered services, however, if they refuse to submit a claim, you can do so yourself by using CMS form 1490S .

Opt-Out Providers: What You Need to Know

Opt-out providers are different than non-participating providers because they completely opt out of Medicare. What does this mean for you? If you receive supplies or services from a provider who opted out of Medicare, Medicare will not pay for any of it (except for emergencies).

Physicians who opt-out of Medicare are even harder to find than non-participating providers. According to a report by KFF.org, only 1.1% of physicians opted out of Medicare in 2023. Of those who opted out, most are physicians in specialty fields such as psychiatry, plastic and reconstructive surgery, and neurology.

How to Find A Doctor Who Accepts Medicare Assignment

Finding a doctor who accepts Medicare patients and accepts Medicare assignment is generally easier than finding a provider who doesn’t accept assignment. As we mentioned above, of all the providers who accept Medicare patients, 98 percent accept assignment.

The easiest way to find a doctor or healthcare provider who accepts Medicare assignment is by visiting Medicare.gov and using their Compare Care Near You tool . When you search for providers in your area, the Care Compare tool will let you know whether a provider is a participating or non-participating provider.

If a provider is part of a group practice that involves multiple providers, then all providers in that group must have the same participation status. As an example, we have three doctors, Dr. Smith, Dr. Jones, and Dr. Shoemaker, who are all part of a group practice called “Health Care LLC”. The group decides to accept Medicare assignment and become a participating provider. Dr. Smith decides he does not want to accept assignment, however, because he is part of the “Health Care LLC” group, he must remain a participating provider.

Using Medicare’s Care Compare tool, you can select a group practice and see their participation status. You can then view all providers who are part of that group. This makes finding doctors who accept assignment even easier.

To ensure you don’t end up paying more out-of-pocket costs than you anticipated, it’s always a good idea to check with your provider if they are a participating Medicare provider. If you have questions regarding Medicare assignment or are having trouble determining whether a provider is a participating provider, you can contact Medicare directly at 1-800-633-4227. If you have questions about excess charges or other Medicare costs and would like to speak with a licensed insurance agent, you can contact us at the number above.

Announcement About Medicare Participation for Calendar Year 2024, Centers for Medicare & Medicaid Services. Accessed January 2024

https://www.cms.gov/files/document/medicare-participation-announcement.pdf

Annual Medicare Participation Announcement, CMS.gov. Accessed January 2024

https://www.cms.gov/medicare-participation

Does Your Provider Accept Medicare as Full Payment? Medicare.gov. Accessed January 2024

https://www.medicare.gov/basics/costs/medicare-costs/provider-accept-Medicare

Thomas Liquori

Thomas Liquori

Ashlee Zareczny

Ashlee Zareczny

Apply for Medicare logo in the footer

  • Medicare Eligibility Requirements
  • Medicare Enrollment Documents
  • Apply for Medicare While Working
  • Guaranteed Issue Rights
  • Medicare by State
  • Web Stories
  • Online Guides
  • Calculators & Tools

© 2024 Apply for Medicare. All Rights Reserved.

Owned by: Elite Insurance Partners LLC. This website is not connected with the federal government or the federal Medicare program. The purpose of this website is the solicitation of insurance. We do not offer every plan available in your area. Currently we represent 26 organizations which offer 3,740 products in your area. Please contact Medicare.gov or 1-800-MEDICARE or your local State Health Insurance Program to get information on all of your options.

Let us help you find the right Medicare plans today!

Simply enter your zip code below

Amazon

Medicare Assignment of Benefits Form

Required documentation for prescribing cgm to medicare patients .

When prescribing a Dexcom CGM System to a Medicare patient, the Assignment of Benefits form is a necessary part of the document package for Medicare reimbursement. This form is to be signed by the patient or other authorized person. 

MEDICARE ASSIGNMENT OF BENEFITS FROM (PDF)

Other documentation required for prescribing CGM to Medicare patients: 

  • Certificate of Medical Necessity  (serves as the prescription)
  • Images of insurance card(s) (front/back) 
  • Chart notes reflecting  coverage criteria

Related Content

The Dexcom G7 Continuous Glucose Monitoring (CGM) System is now available to more of your eligible Medicare patients with Type 1 or Type 2 diabetes. In order for patients to qualify for Medicare...

The Dexcom G6 CGM is Available Through Pharmacy! We’ve put together a few tips to help ensure a seamless experience in getting your patient’s Dexcom G6 Continuous Glucose Monitoring (CGM) System...

If you are a healthcare provider and want to learn more about Dexcom, please fill out the form and a representative will contact you. If you are a Dexcom User or Patient, please contact Dexcom here .

Please note: To ensure a successful transaction, please provide information that matches the Provider’s medical license information. A valid business address is required for a request to be fulfilled.

Dexcom G7 samples are the only version currently available online.

By choosing to request info, you are granting Dexcom, Inc. permission to process your personal information to send you additional information and promotional communications related to Dexcom products. You may opt-out of these communications at any time. Dexcom respects the privacy and confidentiality of your personal information. The information you provide will be sent securely and subject to the Dexcom Terms of Use and Privacy Policy .

medicare provider assignment of benefits form

Medicare Provider Enrollment Print

medicare provider assignment of benefits form

What’s Changed?

  • Updated the enrollment application fee amount for 2024
  • Added marriage and family therapists, mental health counselors, and certain dental specialties to the Part B suppliers list
  • Merged Form CMS-855R into the CMS-855I paper enrollment application
  • Added new provider specialty code information for dentists

Substantive content changes are in dark red.

Application Fee

Physicians, non-physician practitioners, physician organizations, non-physician organizations, and Medicare Diabetes Prevention Program suppliers don’t pay a Medicare enrollment application fee.

Generally, institutional providers and suppliers like DMEPOS suppliers and opioid treatment programs pay an application fee when enrolling, re-enrolling, revalidating, or adding a new practice location.

Enrollment Application Fee

The 2024 enrollment application fee is $709.

Whether you apply for Medicare enrollment online or use the paper application, you can pay the Medicare application fee online through:

  • PECOS: During the application process, PECOS prompts you to pay the application fee
  • CMS Paper Application: Go to PECOS Application Fee Information to submit the application fee

A hardship exception exempts you from paying a current application’s fee. If you request a hardship exception, submit a written request and supporting documentation describing the hardship and justifying an exception to paying the application fee with your PECOS or CMS paper application. We grant exceptions on a case-by-case basis.

Medicare Administrative Contractors (MACs) will only process applications with the proper application fee payment or an approved hardship exception.

If you don’t pay the fee or submit a hardship exception request, your MAC will send a letter allowing you 30 days to pay the fee. If you don’t pay the fee on time, the MAC may reject or deny your application or revoke your existing billing privileges, as appropriate.

medicare provider assignment of benefits form

Providers must enroll in the Medicare Program to get paid for providing covered services to Medicare patients. Determine if you’re eligible to enroll and how to complete enrollment.

We list institutional providers on the Medicare Enrollment Application: Institutional Providers (CMS-855A) , which include:

  • Community mental health centers
  • Comprehensive outpatient rehabilitation facilities
  • Critical access hospitals
  • ESRD facilities
  • Federally Qualified Health Centers
  • Histocompatibility labs
  • Home health agencies
  • Hospice organizations
  • Indian Health Service facilities
  • Organ procurement organizations
  • Opioid treatment programs
  • Outpatient physical therapy, occupational therapy, speech pathology services
  • Religious nonmedical health care institutions
  • Rural emergency hospitals
  • Rural health clinics
  • Skilled nursing facilities (SNFs)

Physicians, non-physician practitioners (NPPs), clinics or group practices, and specific suppliers who can enroll as Medicare Part B providers are defined in enrollment forms Medicare Enrollment Application: Physicians and Non-Physician Practitioners (CMS-855I) and Medicare Enrollment Application: Clinics/Group Practices and Other Suppliers (CMS-855B) .

Who’s an NPP?

NPPs include nurse practitioners, clinical nurse specialists, and physician assistants who practice with or under a physician’s supervision.

Physicians, NPPs, & Suppliers (CMS-855I)

  • Anesthesiology assistants
  • Audiologists
  • Certified nurse-midwives
  • Certified registered nurse anesthetists
  • Clinical nurse specialists
  • Clinical psychologists
  • Clinical social workers
  • Marriage and family therapists
  • Mass immunization roster billers (individuals)
  • Mental health counselors
  • Nurse practitioners
  • Occupational or physical therapists in private practice
  • Dental anesthesiology
  • Dental public health
  • Endodontics
  • Oral and maxillofacial surgery
  • Oral and maxillofacial pathology
  • Oral and maxillofacial radiology
  • Oral medicine
  • Orofacial pain
  • Orthodontics and dentofacial orthopedics
  • Pediatric dentistry
  • Periodontics
  • Prosthodontics
  • Physician assistants
  • Psychologists billing independently
  • Registered dietitians or nutrition professionals
  • Speech-language pathologists

Clinics, Group Practices, & Specific Suppliers (CMS-855B)

  • Ambulatory surgical centers (ASCs)
  • Clinics and group practices
  • Home infusion therapy suppliers
  • Hospital departments
  • Independent clinical labs
  • Independent diagnostic testing facilities
  • Intensive cardiac rehabilitation suppliers
  • Mammography centers
  • Mass immunization roster billers (entities)
  • Physical or occupational therapy groups in private practice
  • Portable X-ray suppliers
  • Radiation therapy centers

Medicare Diabetes Prevention Program Suppliers

Potential suppliers must use Medicare Enrollment Application: Medicare Diabetes Prevention Program (MDPP) Suppliers (CMS-20134) to enroll in the Medicare Program.

Beginning January 1, 2024, we established new provider specialty codes for dentists.

If you don’t see your provider type listed, contact your MAC’s provider enrollment center before submitting a Medicare enrollment application.

Medicare provider and supplier organizations have business structures, like corporations, partnerships, professional associations, or limited liability companies, which meet the provider and supplier definitions. Provider and supplier organizations don’t include organizations the IRS defines as sole proprietorships.

Provider and supplier organizations include:

  • Medical group practices and clinics

You must have a provider or supplier employer identification number (EIN) to enroll in Medicare. An EIN is the same as the provider or supplier organization’s IRS-issued tax identification number (TIN).

Sole Proprietorships & Disregarded Entities

Sections 10.6.4 and 10.6.7.1(D)(5) of Medicare Program Integrity Manual, Chapter 10 have more information about sole proprietorships and disregarded entities.

Medicare participation means you agree to accept claims assignment for all covered patient services. By accepting assignment, you agree to accept Medicare-allowed amounts as payment in full. You can’t collect more from the patient than the deductible and coinsurance or copayment . The Social Security Act says you must submit patient Medicare claims whether or not you participate.

You have 90 days after we send your initial enrollment approval letter to decide if you want to be a participating provider or supplier. To participate as a Medicare Program provider or supplier, submit the Medicare Participating Physician or Supplier Agreement (CMS-460) upon initial enrollment. The only other time you may change your participation status is during the open enrollment period, generally from mid-November–December 31 each year.

Participating Provider or Supplier

  • We pay 5% more to participating physicians and other suppliers
  • Because these are assigned claims, we pay you directly
  • We forward claim information to Medigap (Medicare supplement coverage) insurers

Non-Participating Provider or Supplier

  • We pay 5% less to non-participating physicians and other suppliers
  • You can’t charge patients more than the limiting charge, 115% of the Medicare Physician Fee Schedule amount
  • You may accept assignment on a case-by-case basis
  • You have limited appeal rights

Medicare Claims Processing Manual, Chapter 12 has more information.

Step 1: Get an NPI

To enroll in the Medicare Program, get an NPI through:

  • Online Application: Get an Identity & Access Management (I&A) System user account. Then apply for an NPI in NPPES .
  • Call 1-800-465-3203 (TTY 1-800-692-2326)
  • Email [email protected]
  • Bulk Enumeration: Apply for Electronic File Interchange access and upload your own CSV or XML files.

Not Sure If You Have an NPI?

Search for your NPI on the NPPES NPI Registry .

CMS Provider Enrollment Systems:

  • I&A System
  • Electronic Health Record (EHR) Incentive Payments

Multi-Factor Authentication

To better protect your information, we implemented I&A System multi-factor authentication for the provider enrollment systems listed above.

Step 2: Complete Proper Medicare Enrollment Application

After you get an NPI, you can complete Medicare Program enrollment, revalidate your enrollment, or change your enrollment information. Before applying, get the necessary enrollment information , and complete the actions using PECOS or the paper enrollment form.

A. Online PECOS Application

After we approve your I&A System registration, submit your PECOS application.

PECOS offers a scenario-driven application, asking questions to recover the information for your specific enrollment scenario. You can use PECOS to submit all supporting documentation. Follow these instructions:

  • Log in to PECOS .
  • Continue with an existing enrollment or create a new application.
  • When PECOS determines your enrollment scenario and you confirm it’s correct, you’ll see the topics for submitting your application. To complete each topic, enter the necessary information.
  • Confirms you entered all necessary data
  • Lists MAC documents to submit for review
  • Gives the option to electronically sign and certify
  • Shows your MAC’s name and mailing address
  • Lets you print your enrollment application for your records (don’t submit a paper copy to your MAC)
  • Sends the application electronically to your MAC
  • Emails you to confirm your MAC got the application

PECOS 2.0 Enhancements

PECOS will have enhanced features to better meet your needs. Watch this 2-minute video or read these FAQs to learn more about:

  • A single application for multiple enrollments
  • Data pre-population and an application that’s tailored to you
  • Enhanced capability to add or delete group members
  • Real-time processing checks and status updates
  • Revalidation reminders

Visit Introducing PECOS 2.0 for more information.

PECOS Scroll Functionality

PECOS validates that you’ve read and acknowledged certification terms and conditions before you electronically submit your Medicare enrollment application. Review and scroll through each text box with certification requirements before you can select accept on these pages:

  • Remote E-sign

Enrolling physicians, NPPs, or other Part B suppliers must choose 1 of the application descriptions below.

  • You’re the only owner of a business, set up as a corporation, where you provide health care services
  • Your business is legally separate from your personal assets
  • You provide all health care services from a facility you own, lease, or rent
  • You’re the only owner of a business that provides health care services
  • You and your business are legally 1 and the same
  • You’re personally responsible for the business’ financial obligations, and you report business income and losses on your personal tax return
  • You provide all health care services as an employee of a group practice or clinic
  • You arrange with your employer to submit claims and get paid for your services
  • Choose Group Member Only if you’re reassigning all your benefits to a group practice or clinic
  • You provide health care services as a group practice or clinic employee
  • You agree with your employer to submit claims and get paid for your services
  • You also provide health care services from a facility that you own, lease, or rent
  • Your income through self-employment is part of your personal assets
  • Your corporation doesn’t file taxes; instead, you file corporate taxes on your personal tax filing

B. Paper Medicare Enrollment Applications

Submit the appropriate paper enrollment application if you’re unable to use PECOS. Carefully review the paper application instructions to decide which form is right for your practice. The paper enrollment application collects your information, including documentation verifying your Medicare Program enrollment eligibility.

If you submit a paper application, your MAC processes your application and creates a Medicare enrollment record by entering the data into PECOS.

Medicare Enrollment Application: Institutional Providers (CMS-855A) : Institutional providers use this form to begin the Medicare enrollment or revalidation process or to change enrollment information.

Most physicians and NPPs complete the CMS-855I to begin the enrollment process. You can also use the CMS-855I if you reassign your benefits to another entity, like a medical group or group practice that gets paid for your services. We’ve merged the CMS-855R into the CMS-855I paper enrollment application.

  • Medicare Enrollment Application: Clinics/Group Practices and Other Suppliers (CMS-855B) : Group practices and other organizational suppliers, except DMEPOS suppliers, use this form to begin the Medicare enrollment or revalidation process or to change enrollment information.
  • Medicare Enrollment Application: Enrollment for Eligible Ordering/Certifying Physicians and Other Eligible Professionals (CMS-855O) : Physicians and other eligible NPPs use this form to enroll in Medicare solely to order or certify items or services for Medicare patients. This includes those physicians and other eligible NPPs who don’t send billed services claims to a MAC.
  • Medicare Enrollment Application: Durable Medical Equipment, Prosthetics, Orthotics, and Supplies (DMEPOS) Suppliers (CMS-855S) : DMEPOS suppliers use this form to begin the Medicare enrollment or revalidation process or to change enrollment information.
  • Medicare Enrollment Application: Medicare Diabetes Prevention Program (MDPP) Suppliers (CMS-20134) : MDPP suppliers use this form to begin the Medicare enrollment or revalidation process or to change enrollment information.

After you submit an enrollment application and all required supporting documentation to your MAC, they’ll send their recommendations to the State Survey Agency . The State Survey Agency then decides if specific providers meet Medicare enrollment conditions.

After a MAC makes a recommendation, the State Survey Agency or a CMS-recognized accrediting organization conducts a survey. Based on the survey results, the agency or organization recommends that we approve or deny the enrollment (certification of compliance or non-compliance).

Certain institutional provider types may elect voluntary accreditation by a CMS-recognized accrediting organization instead of a State Survey Agency. The accrediting organization will notify the State Survey Agency of their decision.

The State Survey Agency forwards us the survey results. We assign the CMS Certification Number and effective date, sign the provider agreement, and update the certification database. Your MAC will issue your final approval or denial letter.

If approved, you’ll get a fully executed provider agreement.

Electronic Funds Transfer

If enrolling in Medicare, revalidating, or making certain changes to your enrollment, we require you to set up an electronic funds transfer (EFT). Enroll in EFT by completing the PECOS EFT information section. When submitting a PECOS application:

  • Complete the EFT information for your organization (if appropriate) or yourself
  • Include a copy of a voided check or bank letter that has your individual or business legal name and applicable account and routing numbers

Step 3: Respond to Requests for More Information

MACs pre-screen and verify enrollment applications for completeness. If the MAC needs more information, respond to information requests within 30 days. If you don’t, the MAC may reject your enrollment .

Your MAC won’t fully process your PECOS enrollment application without your electronic or uploaded signature, application fee (if applicable), and necessary supporting documentation. The enrollment application filing date is when the MAC gets your enrollment application.

You can check your PECOS enrollment application status 2 ways:

  • Log in to PECOS and select the View Enrollments link. In the Existing Enrollments section, find the application. The system shows the application status.
  • To see your enrollment status without logging in, go to PECOS and, under Helpful Links , select Application Status.

When your MAC approves your application, it switches the PECOS record to an approved status and sends you an approval letter.

Provider Enrollment Site Visits

We conduct a site visit verification process using National Site Visit Contractors (NSVCs). A site visit helps prevent questionable providers and suppliers from enrolling or staying enrolled in the Medicare Program.

The NSVCs conduct unannounced site visits for all Medicare Part A and B providers and suppliers, including DMEPOS suppliers. The NSVCs may conduct an observational site visit or a detailed review to verify enrollment-related information and collect other details based on pre-defined CMS checklists and procedures.

During an observational visit, the inspector has minimal contact with the provider or supplier and doesn’t hinder the facility’s daily activities. The inspector will take facility photos as part of the site visit. During a detailed review, the inspector enters the facility, speaks with staff, and collects information to confirm the provider’s or supplier’s compliance with our standards.

Inspectors performing site visits will carry a photo ID and a CMS-issued, signed authorization letter the provider or supplier may review. If the provider or its staff want to verify we ordered a site visit, contact your MAC .

Make your office staff aware of the site visit verification process. An inspector’s inability to perform a site visit may result in denial of your Medicare enrollment application or revocation of your Medicare billing privileges.

Step 4: Use PECOS to Keep Enrollment Information Current

Report a Medicare enrollment change using PECOS. Physicians, NPPs, and physician and NPP organizations must report a change of ownership or control (including a change in authorized or delegated official), a change in practice location, and any final adverse legal actions (like a felony or suspension of a federal or state license) within 30 days of the change and report all other changes within 90 days of the change.

DMEPOS suppliers must report changes in their enrollment application information within 30 days of the change.

Independent diagnostic testing facilities must report changes in ownership, location, general supervision, and adverse legal actions within 30 days of the change and report all other changes within 90 days of the change.

Medicare Diabetes Prevention Program suppliers must report changes in ownership, including AO or Access Manager; location; coach roster; and adverse legal actions within 30 days of the change and report all other changes within 90 days of the change.

PECOS Users

We allow various organizations and users to work in our systems. The type of user depends on their relationship with you and the duties they perform in your practice.

You may choose other users to act for your organization to manage connections and staff, including appointing and approving other system-authorized users. Depending on your professional relationships with other providers, the CMS External User Services Help Desk may ask you for additional validation information.

One Account, Multiple Systems

We use several provider enrollment systems. Organizational providers and suppliers must use the Identity & Access Management (I&A) System to name an AO to work in CMS systems. The I&A System allows you to:

  • Use NPPES to apply for and manage NPIs
  • Use PECOS to enroll in Medicare or update or revalidate your current enrollment information
  • Register to get electronic health record (EHR) incentive payments for eligible professionals and hospitals that adopt, use and upgrade, or show meaningful use of EHR technology

Authorized Officials, Access Managers, Staff End Users, & Surrogates

Organizational providers or suppliers must appoint and authenticate an Authorized Official (AO) through the I&A System to work in PECOS for them. That person must meet the AO regulatory definition. For example, an AO is a chief executive officer, chief financial officer, general partner, chair of the board, or direct owner who can legally enroll in the Medicare Program.

Respond to your employer’s AO invitation or initiate the request yourself. After you’re the confirmed AO, use PECOS for your provider or supplier organization. As an AO, you’re responsible for approving PECOS user system requests to work on behalf of the provider or supplier organization. Regularly check your email and take the requested actions.

AOs may delegate their responsibilities to an Access Manager who can also initiate or accept connections and manage staff for their organizations.

AOs or Access Managers may invite a Staff End User (SEU) or Surrogate to access PECOS for their organization. Once registered, an SEU or Surrogate may log in to access, view, and modify CMS system information, but they can’t represent the practice, manage staff, sign enrollment applications, or initiate or accept connections.

Table 1. User Roles & Responsibilities
Role Represent an Organization Manage Staff Approve or Manage Connections Act on Behalf of Provider in CMS Systems
Yes Yes Yes Yes
Yes Yes Yes Yes
Yes Yes Yes Yes
No No No Yes
No No No Yes

We recommend using the same I&A System-appointed AO and PECOS Access Managers. The assigned AO and Access Managers must have the right to legally bind the company and be responsible for approving the system staff and be CMS-approved in the I&A System.

Only AOs can sign an initial organization enrollment application. An Access Manager can sign changes, updates, and revalidations.

The I&A System Quick Reference Guide has detailed instructions on managing system users.

PECOS Technical Help

Using PECOS may require technical support. The first step toward a solution is knowing which CMS contractor to contact.

Common Problems & Who to Contact

You experience system-generated error messages, have trouble navigating through or accessing PECOS screens, encounter printing problems, or your valid I&A System user ID and password won’t allow PECOS access because of a malfunction (for example, the website operates slowly or not at all or a system-generated error message prevents you from entering data).

A system-generated error message doesn’t include messages created when you enter data incorrectly or ignore system prompts.

Solution: Contact the CMS External User Services Help Desk

The External User Services website has information on common problems and allows you to ask questions, chat live with a support team member, or look up previous support history.

Phone: 1-866-484-8049 (TTY 1-866-523-4759)

Email: [email protected]

EUS Hours of Operation:

  • Monday–Friday: 6 am–6 pm CT
  • Saturday–Sunday: Closed

Before you log in to PECOS, you need a valid I&A System user ID and password.

Passwords expire every 60 days. The I&A System tells you the number of days until your password expires. If you attempt to log in to PECOS with an expired password, the system redirects you to the I&A System to reset it.

Solution: Access I&A System or Contact I&A System Help

The I&A System website lets you create an I&A System user ID and password, change your password, and recover forgotten login information. You can also access several resources:

  • The I&A FAQs helps you resolve common I&A System problems
  • The I&A System Quick Reference Guide provides step-by-step instructions, including screenshots, and information about I&A System features and tools

On the I&A System website, select the Help button in the upper right corner of any webpage for more information on that webpage’s topic.

While using PECOS, you may have questions, experience problems enrolling, or need help completing specific PECOS enrollment application sections.

Solution: Contact Your Medicare Enrollment Contractor

Find detailed enrollment contact information in the Medicare Provider Enrollment Contact List . If you have questions, find your MAC’s website .

Solution: Refer to the CMS Provider Enrollment Assistance Guide

If you don’t know who to call for help, refer to the “Who should I call?” CMS Provider Enrollment Assistance Guide .

Find detailed enrollment contact information in the Medicare Provider Enrollment Contact List .

Organizational providers and suppliers must designate a provider enrollment AO to work in CMS systems, including the I&A System , NPPES , and PECOS . The AO may also authorize Access Managers, Surrogates, and SEUs to use PECOS. Individual providers and suppliers don’t require an AO but can authorize Surrogates and SEUs to work in PECOS. Refer to the I&A System Quick Reference Guide and I&A FAQs for more information on registering for an I&A System account or enrolling as an AO.

We use several provider enrollment systems. Specifically, the I&A System allows you to:

  • Use PECOS to enroll in Medicare or to update or revalidate your current enrollment information
  • Register to get EHR incentive payments for eligible professionals and hospitals that adopt, use and upgrade, or show meaningful use of certified EHR technology

Before completing PECOS enrollment, create an I&A System account. Organizational providers and suppliers must designate an AO to work in these systems.

Use the same information to enroll in Medicare using PECOS as you would for a paper enrollment application.

  • If you don’t have an I&A System account, create your username and password
  • Use your username and password to log in to NPPES to register for an NPI
  • All Medicare provider enrollees must have an active NPI

Based on your provider type, you may also need this information:

  • Personal identifying information, including your legal name on file with the Social Security Administration, date of birth, and SSN
  • Legal business name of the provider or supplier organization
  • Provider or supplier organization’s TIN; if any person or organization has 5% or more partnership interest or ownership (direct or indirect), you must list them on all enrollment records under your TIN
  • Professional license information
  • School degrees
  • Certificates
  • W-2 employees and contracted individuals and organizations with managerial control of the provider or supplier
  • Accreditation information
  • Surety bond information
  • Providers self-designate their Medicare specialty on the Medicare enrollment application (CMS 855-I or CMS 855-O) or PECOS when they enroll in the Medicare Program
  • Beginning January 1, 2024, we established new provider specialty codes for dentists
  • Current medical practice location
  • Federal, state, and local (city or county) business and professional licenses, certificates, and registrations specifically required to operate as a health care facility
  • Medical record storage information
  • Special payment information
  • Bank account information
  • Suspension, termination, or revocation of a license to provide health care by a state licensing authority or the Medicaid Program
  • Conviction of a federal or state felony within 10 years before enrollment, revalidation, or re-enrollment
  • Exclusion or debarment from federal or state health care program participation by the Office of Inspector General (OIG) or other federal or state offices with authority to exclude or sanction a provider (or those listed above)

An application is the paper or electronic form you submit for Medicare Program enrollment approval. After the MAC processes the application, PECOS keeps the enrollment record, which includes all your enrollment application data.

You can’t use PECOS to:

  • Change your SSN
  • Change a provider’s or supplier’s TIN
  • Solely owned PA, PC, or LLC can’t be changed to a sole proprietorship
  • Sole proprietorship can’t be changed to a PA, a PC, or an LLC

Submit changes noted above using the appropriate paper Medicare enrollment application .

No. All Fee-for-Service (FFS) providers can apply in PECOS.

PECOS is available 24 hours a day, Monday–Saturday, with scheduled downtime on Sunday. We offer technical support daily, 5 am–8 pm CT.

We encourage you to submit your enrollment application through PECOS because it’s faster and easier, but you may complete and mail the appropriate paper Medicare enrollment application to the address on the Medicare Fee-for-Service Provider Enrollment Contact List :

  • Parts A and B Providers: Send forms to your Part A or Part B MAC.
  • Home Health and Hospice Providers: Send forms to the Home Health and Hospice Contractor.
  • DMEPOS Suppliers Send forms to the National Provider Enrollment (NPE) DMEPOS contractor in your region. Find your NPE contractor .

Even if you submit your application on a paper form, your MAC creates an enrollment record in PECOS.

When you electronically submit your Medicare enrollment application, you’ll get a Submission Confirmation page, which will remind you that the individual provider, or the provider or supplier organization AO or Access Manager must electronically sign the application or upload their signature. You’ll be able to see which MAC is processing your application, your unique application tracking number, and real-time information about your application.

PECOS emails the web tracking ID for the submitted application to each address in the Contact Person section of the application. Remember to verify all your completed signatures with either an electronic signature or uploading certification. Mail any required supporting documentation you didn’t upload during submission to the MAC, and include the PECOS tracking ID.

Create a new enrollment:

  • If you change your services, like changing specialties
  • If you change your location, causing your MAC to need new state surveys and other documentation (your MAC can determine this)
  • If you have a change of ownership
  • If a provider is creating a new TIN because of a change of ownership
  • If you have provider-based vs. freestanding requirements (find your MAC’s website for more information)

Application Fee & Supporting Documentation

Generally, institutional providers and suppliers, like DMEPOS suppliers and opioid treatment programs, pay an application fee when enrolling, re-enrolling, revalidating, or adding a new practice location.

MACs will only process applications with the proper application fee payment or an approved hardship exception.

If you pay the fee during the 30-day period, the MAC processes the application in the usual manner.

No. When you electronically submit the Medicare enrollment application, a page appears that lists the supporting documentation to complete the enrollment. You can submit all this documentation electronically through PECOS.

Yes, either is acceptable. You must send this information electronically (as supporting documentation uploaded into PECOS).

During the PECOS application process, the Penalties for Falsifying Information page has the same text as the paper Medicare enrollment application and lists the consequences for providing false information. These consequences include criminal and civil penalties, fines, civil monetary penalties, exclusion from federal health care programs, and imprisonment, among others. You must acknowledge this page by selecting the Next Page button before continuing the PECOS submission process.

Enrollment Application Issues

First, make sure you entered your correct SSN, legal name, and date of birth. If you believe you entered the correct information but PECOS doesn’t accept this information, contact the Social Security Administration .

You must report an SSN to enroll in Medicare. If you don’t want to report your SSN over the web, use the appropriate paper Medicare enrollment application .

An Invalid Address error indicates the address entered doesn’t comply with the U.S. Postal Service address standards. This page lets you continue by either saving the address you entered or selecting the address PECOS displays.

As a security feature, PECOS will time out if you’re inactive (you don’t hit any keys on your computer keyboard) for 15 minutes. The system warns you of inactivity after 10 minutes. If it gets no response after 5 additional minutes, the system automatically times you out. Save your work if you anticipate inactivity while applying in PECOS. If you don’t save your work and the system times out, you must start from the beginning.

Submitting Reportable Events

No. If you report a change to existing information, check Change , include the effective date of change, and complete the appropriate fields in the impacted sections.

Yes. Following your initial enrollment, report certain changes (reportable events) to your MAC within 30 calendar days of the change. Report all other changes to your MAC within 90 days.

Report a Medicare enrollment change using PECOS. Physicians and NPPs must report a change of ownership or control (including a change in authorized or delegated official), a change in practice location, and any final adverse legal actions (like a felony or suspension of a federal or state license) within 30 days of the change and report all other changes within 90 days of the change.

Since Medicare pays claims by EFT, the Special Payments address should indicate where all other payment information must go (for example, paper remittance notices or special payments).

Providers and suppliers should report most changes using PECOS or the applicable paper Medicare enrollment application .

No. If you have a new business location, complete a new PECOS or paper application. Each DMEPOS enrollment record can only have 1 current business location.

Revalidations

Revalidation means resubmitting and recertifying your enrollment information.

DMEPOS suppliers must revalidate every 3 years, while all other providers and suppliers generally revalidate every 5 years. We can also conduct off-cycle revalidations . You can revalidate using PECOS or by submitting the appropriate paper Medicare enrollment application .

If you’re currently enrolled, check the Medicare Revalidation List to find your revalidation due date. If you see a due date, submit your revalidation before that date. Your MAC will also send you a revalidation notice.

Due dates are:

  • Updated in the Medicare Revalidation List every 60 days at the beginning of the month
  • Listed up to 7 months in advance or listed as to be determined (TBD) if the due date is more than 7 months away

Yes. Your MAC will send a revalidation notice 90–120 days before your revalidation due date.

If there’s no due date listed on the Medicare Revalidation List or you didn’t get a MAC letter requesting revalidation, don’t submit your revalidation application. Your MAC will return it to you.

However, if you’re within 2 months of the due date listed on the Medicare Revalidation List and didn’t get a MAC notice to revalidate, submit your revalidation application.

Yes. PECOS lets you review information on file and update and electronically submit your revalidation. If you use PECOS, you need to update only changed information.

If you submit your revalidation after its due date, your MAC may place a hold on your Medicare payments or deactivate your Medicare billing privileges. If the MAC requests additional documentation, respond within 30 days. If you don’t, they may deactivate your Medicare billing privileges.

Revalidation ensures all provider enrollment records are accurate and current. Generally, we don’t take administrative action against a provider or supplier for updating their records even though it wasn’t timely. However, we could take administrative actions, including recovering previous Medicare payments, when a provider or supplier that fails to report the change causes their Medicare enrollment to become ineligible.

PECOS users can’t mail documents that require a signature. When submitting your application, be prepared to send an e-signature or upload your signed documents.

Protect Your Identity & Privacy

You can help protect your professional medical identifiers from identity thieves attempting to defraud the Medicare Program.

Keep PECOS Enrollment Information Current

Log in to PECOS and review your Medicare enrollment information several times a year to ensure no unauthorized changes were made.

PECOS Provides Security

Only you, authorized surrogates, authorized CMS officials, and MACs may enter and view your Medicare PECOS enrollment information. CMS officials and MACs get security standards training and must protect your information. We don’t disclose your Medicare enrollment information to anyone, except when authorized or required by law.

Review & Protect Enrollment Information

Review your Medicare enrollment information in PECOS frequently to ensure it’s accurate, current, and unaltered.

Use your I&A System user ID and password to access PECOS. Keep your ID and password secure.

Protect Yourself & CMS Programs from Fraud

Your NPI and TIN are publicly available information. Use extra caution to monitor and protect your professional and personal information to help prevent fraud and abuse. Also ensure your patients’ personal health information is secure. Refer to these resources:

  • Medicare Fraud & Abuse: Prevent, Detect, Report
  • Office of Inspector General
  • Reporting Medicare fraud & abuse

Take these steps to verify your Medicare enrollment information:

PECOS Login Webpage

If you suspect your PECOS profile is incorrect due to unauthorized account access, contact your MAC, law enforcement authorities, and your bank. Your MAC and bank can flag your respective accounts for possible fraudulent activity, and law enforcement can begin investigating if and how your accounts were compromised.

Additional Privacy Tips

Take these additional actions to protect your Medicare enrollment information:

  • Change your password in the I&A System before accessing PECOS the first time. You can’t change your user ID, but you must change your password every 60 days.
  • Review your Medicare enrollment information several times a year to ensure no one changed information without your knowledge. Immediately report changes you didn’t submit.
  • Maintain your Medicare enrollment record. Report Medicare enrollment changes known as reportable events, including change of ownership or control , change in practice location, banking arrangements, and any final adverse legal actions.
  • Store PECOS copies or paper enrollment applications in a secure location. Don’t allow others access to this information as it contains your personal information, including your date of birth and SSN. Don’t leave copies in a public workspace.
  • Enroll in electronic Medicare payments, and ensure they deposit directly into your bank account. We require all providers to use electronic funds transfer (EFT) when enrolling in Medicare, revalidating, or making changes to their enrollment. The most efficient way to enroll in EFT is to complete the EFT information section in PECOS and provide the required supporting documentation. Using EFT allows us to send payments directly to your bank account.

DMEPOS Supplier Requirements

Dmepos supplier standards, accreditation, & surety bond.

To enroll or keep your Medicare billing privileges, all DMEPOS suppliers (except certain exempted professionals) must meet supplier and DMEPOS Quality Standards to become accredited. Certain DMEPOS suppliers must also submit a surety bond .

DMEPOS suppliers (except those exempted eligible professionals and other persons) must be accredited by a CMS-approved accrediting organization before submitting a Medicare enrollment application to the National Provider Enrollment (NPE) DMEPOS contractors .

Each enrolled DMEPOS supplier covered under the Health Insurance Portability and Accountability Act (HIPAA) must name each practice location (if it has more than 1) as a sub-part and make sure each sub-part gets its own NPI.

Individual DMEPOS Suppliers (for example, sole proprietorships)

Physicians, NPPs, and DMEPOS suppliers may use their I&A System user ID and password to access PECOS . If you don’t already have an I&A System account, refer to the I&A System User Registration page and enter the information to open an account. For help, refer to the How to Setup Your Account if you are a Sole Owner section in the I&A System Quick Reference Guide .

As an individual DMEPOS supplier, you don’t need an AO or another authorized user.

Organizational DMEPOS Suppliers System Users

A DMEPOS supplier organization must appoint an AO to manage connections and staff, including appointing and approving other authorized PECOS users. The organization must identify the AO in the enrollment application. The AO must have ownership or managing control in the DMEPOS supplier organization.

Providers Who Solely Order or Certify

Physicians and other eligible professionals must enroll in the Medicare Program or have a valid opt-out affidavit on file to solely order or certify Medicare patient items or services.

Those physicians and other eligible professionals enrolled solely as ordering/certifying providers don’t send billed service claims to a MAC.

Ordering/Certifying Terms

Part B claims use the term ordering/certifying provider to identify the professional who orders or certifies an item or service reported in a claim. These are technically correct terms:

  • Providers order non-physician patient items or services, like DMEPOS, clinical lab services, or imaging services
  • Providers certify patient home health services

The health care industry uses the terms ordered , referred , and certified interchangeably .

Who Are Eligible Ordering/Certifying Providers?

Physicians or eligible professionals who order or certify Part A or Part B services but don’t want to submit Medicare claims are eligible ordering/certifying providers.

A person already enrolled as a Part B provider may submit claims listing themselves as the ordering/certifying provider without re-enrolling using Medicare Enrollment Application: Enrollment for Eligible Ordering/Certifying Physicians and Other Eligible Professionals (CMS-855O) .

Note: Those who enroll as eligible providers using CMS-855O can’t bill Medicare, and we can’t pay for their services because they have no Medicare billing privileges.

Organizational NPIs don’t qualify, and you can’t use them to order or certify.

Eligible providers must meet these basic conditions:

  • Have an individual NPI
  • Be enrolled in Medicare in either an approved or opt-out status
  • Be an eligible specialty type to order or certify

Denial of Ordering/Certifying Claims

If claims lack a valid individual NPI, MACs deny them if they’re from:

  • Clinical labs for ordered tests
  • Imaging centers for ordered imaging procedures
  • DMEPOS suppliers for ordered DMEPOS
  • Part A home health agencies that aren’t ordered or certified by a Doctor of Medicine, Osteopathy, or Podiatric Medicine

If you bill a service that needs an eligible provider and they aren’t on the claim, the MAC will deny the claim. The claim must have a valid NPI and the eligible provider’s name as it appears in PECOS.

If a provider who’s on the Preclusion List prescribes a Medicare Part D drug, drug plans will deny it.

Requirement 1: Get an Individual NPI

The 2 types of NPIs are: Type 1 (individual) and Type 2 (organizational). Medicare allows only Type 1 NPIs to solely order items or certify services. Apply for an NPI through:

  • Online Application: Get an I&A System user account. Then apply for an NPI in NPPES .

Requirement 2: Enroll in Medicare in an Approved or Opt-Out Status

Once you have an NPI, use PECOS to verify current Medicare enrollment record information, including your NPI and that you’re approved, or go to the Opt Out Affidavits list to check your status. To opt out of Medicare, submit an affidavit expressing your decision to opt out of the program.

Part C and Part D providers don’t have to enroll in Medicare in an approved or opt-out status.

Table 2. Options to Verify Your Current Enrollment Record Exists in PECOS
Verification Option Enrollment Record Is Current If:
Go to the datasets.* You’re on 1 of these reports.
Go to to find your enrollment record. Your enrollment record displays an approved status.
If you submitted an enrollment application as 1 of the eligible provider types on paper (CMS-855O) or using PECOS and want to check the status, go to the and datasets. Your enrollment application is pending contractor review if you’re on 1 of these reports.

*We deny certain power mobility device claims if the ordering provider isn’t on our eligible providers list.

Requirement 3: Be Eligible to Order or Certify

The physicians and eligible professionals who may enroll in Medicare solely for ordering or certifying include, but aren’t limited to, physicians and eligible professionals who are:

  • Department of Veterans Affairs employees
  • Public Health Service employees
  • Department of Defense or TRICARE employees
  • Indian Health Service or Tribal Organization employees
  • Federally Qualified Health Center, Rural Health Clinic, or Critical Access Hospital employees
  • Licensed Residents in an approved medical residency program defined in 42 CFR 413.75(b)
  • Dentists, including oral surgeons
  • Pediatricians
  • Retired, licensed physicians

If you’re unsure whether your specific provider specialty qualifies to enroll as an ordering/certifying provider, refer to Section 4 of CMS-855O or find your MAC’s website before submitting a Medicare enrollment application.

Interns & Residents

Claims for items or services ordered or certified by licensed or unlicensed interns and residents must specify a teaching physician’s NPI and name. State-licensed residents may enroll to order or certify and can be listed on claims. If states offer provisional licenses or otherwise permit residents to order/certify, we allow interns and residents to enroll consistent with state law.

Requirement 4: Respond to Requests for More Information

  • To see your enrollment status without logging in, go to PECOS and, under Helpful Links , select Application Status .

Requirement 5: Use PECOS to Keep Enrollment Information Current

Report a Medicare enrollment change using PECOS. Providers and suppliers must report a change of ownership or control (including a change in authorized or delegated official), a change in practice location, and any final adverse legal actions (like revocation or suspension of a federal or state license) within 30 days of the change and must report all other changes within 90 days of the change.

Revalidation

Revalidation, or re-submitting and recertifying your enrollment information accuracy, is an important anti-fraud tool. All Medicare-enrolled providers and suppliers must periodically revalidate their enrollment information .

Generally, physicians, including physician organizations, opioid treatment programs, Medicare Diabetes Prevention Program suppliers, and institutional providers, revalidate enrollment every 5 years or when we request it. DMEPOS suppliers must revalidate their enrollment information every 3 years.

PECOS is the most efficient way to revalidate information.

If you’re actively enrolled, go to the Medicare Revalidation List to find your revalidation due date. If you see a due date, submit your revalidation before that date. Your MAC notifies you when it’s time to revalidate. If you submit your revalidation application after the due date, your MAC may hold your Medicare payments or deactivate your billing privileges.

Rebuttal Process

MACs issue Medicare billing privilege deactivations. We permit providers and suppliers to file a rebuttal .

Get more information:

  • 42 CFR 424.515
  • Provider Enrollment Revalidation Cycle 2 FAQs
  • Revalidations (Renewing Your Enrollment)

Large Group Coordination

Groups with more than 200 members can use the Medicare Revalidation List and search by their organization’s name to download group information. Their MAC will send them a letter and spreadsheet that lists the providers linked to their group who must revalidate within 6 months. Large groups should work together to ensure they submit only 1 application from each provider or supplier.

Use these resources to learn how to enroll in the Medicare Program, revalidate your enrollment, or change your enrollment information. Enroll in the Medicare Program to get paid for providing covered patient services. Enroll if you solely order items or certify services.

You can enroll online by using PECOS or the appropriate paper enrollment application you submit to your MAC.

  • Get an I&A System user account
  • Apply for your NPI in the NPPES
  • Enroll in PECOS
Table 3. Learn About Medicare Enrollment
Topic Title
Application fee

Provider-supplier general information
Table 4. Revalidation Information
Topic Title
Revalidation due dates
Revalidation overview

Table 5. Enrollment Help
Topic Title
FAQs
Get an NPI

(video)

Online enrollment system
PECOS tutorials
Register for usernames and passwords to access NPPES, PECOS, and the EHR incentive program

Search NPI records, including the provider’s name, specialty, and practice address
Submit provider NPI applications and update information electronically in NPPES
Table 6. Medicare Contractors That Can Help with Problems
Topic Contact
All other enrollment-related questions
Application for NPI
Institutional and other providers state survey
Navigating and accessing PECOS website

Paper applications
Provider site visit

Enrollment Forms

If you enroll using a paper application instead of PECOS , search the CMS Forms List to find the form you need and read on page 1, Who Should Submit This Application .

Table 7. CMS Enrollment Forms
Form Form Number
Electronic Funds Transfer (EFT) Authorization Agreement
Health Insurance Benefit Agreement
Medicare Enrollment Application: Clinics/Group Practices and Other Suppliers
Medicare Enrollment Application: Durable Medical Equipment, Prosthetics, Orthotics, and Supplies (DMEPOS) Suppliers
Medicare Enrollment Application: Enrollment for Eligible Ordering/Certifying Physicians and Other Eligible Professionals
Medicare Enrollment Application: Institutional Providers
Medicare Enrollment Application: Medicare Diabetes Prevention Program (MDPP) Suppliers
Medicare Enrollment Application: Physicians and Non-Physician Practitioners
Medicare Participating Physician or Supplier Agreement
National Provider Identifier (NPI) Application/Update Form

Commonly Used Terms

View the Medicare Learning Network® Content Disclaimer and Department of Health & Human Services Disclosure .

The Medicare Learning Network®, MLN Connects®, and MLN Matters® are registered trademarks of the U.S. Department of Health & Human Services (HHS).

An official website of the United States government

Here's how you know

Official websites use .gov A .gov website belongs to an official government organization in the United States.

Secure .gov websites use HTTPS A lock ( ) or https:// means you've safely connected to the .gov website. Share sensitive information only on official, secure websites.

CMS Newsroom

Search cms.gov.

  • Physician Fee Schedule
  • Local Coverage Determination
  • Medically Unlikely Edits

CMS Forms List

The following provides access and/or information for many CMS forms. You may also use the "Search" feature to more quickly locate information for a specific form number or form title.

Form # Form Title Revision Date
NOTICE OF DENIAL OF MEDICAL COVERAGE/PAYMENT ("INTEGRATED DENIAL NOTICE") 2013-06-01
Inpatient Rehabilitation Facility-Patient Assessment Instrument 2006-01-01
SKILLED NURSING FACILITY ADVANCED BENEFICIARY NOTICE
Medicare Waiver Demonstration Application 2013-12-31
Detailed Explanation of Non-Coverage 2006-12-01
NOTICE OF MEDICARE NON-COVERAGE 2006-12-01
1-800-Medicare Authorization to Disclosure Personal Health Information 2023-05-22
NATIONAL PROVIDER IDENTIFIER (NPI) APPLICATION/UPDATE FORM 2021-08-01
EXPEDITED REVIEW NOTICE-NOTICE OF MEDICARE PROVIDER NON-COVERAGE 2008-02-29
EXPEDITED REVIEW NOTICE-DETAILED EXPLANATION OF NON-COVERAGE 2008-02-29
DME Information Form - External Infusion Pumps DME 09.03 2017-02-01
DME Information Form - Enteral and Parenteral Nutrition DME 10.03 2017-02-01
Notice of Denial of Medicare Prescription Drug Coverage English/Spanish 2019-01-01
Retiree Drug Subsidy 2005-08-01
Centers for Medicare and Medicaid Services EDI Registration Form; and EDI Enrollment Form 2019-03-25
Electronic File Interchange Organization (EFIO) Certification Statement 2022-03-01
Creditable Coverage Disclosure to CMS On-line Form and Instructions 2017-12-27
Independent Diagnostic Testing Facilities-Site Investigation 2024-01-01
DATA USE AGREEMENT (DUA) CERTFICATE OF DISPOSITION (COD) FOR DATA ACQUIRED FROM THE CENTERS FOR MEDICARE & MEDICAID SERVICES (CMS) 2022-04-27
CMN Positive Airway Pressure (PAP)Devices for Obstructive Sleep Apnea 2009-12-01
Medicare Quality of Care Complaint Form 2015-11-01
Application for Enrollment in Part B Immunosuppressive Drug Coverage 2023-02-01
CLINICAL LABORATORY IMPROVEMENT AMENDMENTS OF 1988 (CLIA) APPLICATION FOR CERTIFICATION 2020-04-01
UB-04 Uniform Bill 2007-03-01
PATIENT'S REQUEST FOR MEDICAL PAYMENT (English/Spanish) 2021-06-01
Health Insurance Claim Form 2012-02-01
HHA Functional Assessment Instrumental 2013-05-01
MEDICARE/MEDICAID CERTIFICATION AND TRANSMITTAL 1984-07-01
RESPONSIBILITIES OF MEDICARE PARTICIPATING HOSPITALS IN EMERGENCY CASES INVESTIGATION REPORT 2014-09-01
SURVEY REPORT FORM - CLIA 2021-02-01
HEALTH INSURANCE BENEFIT AGREEMENT 2024-01-19
HEALTH INSURANCE BENEFIT AGREEMENT-RURAL HEALTH CLINIC 2024-01-19
Monthly Intermediary Report on Medicare Secondary Payer Savings 1997-11-01
MONTHLY CARRIER REPORT ON MEDICARE SECONDARY PAYER SAVINGS 1997-11-01
HHA SURVEY REPORT 2022-07-01
SMI PREMIUM ACCTG FORM 1986-07-01
REGIONAL OFFICE REQUEST FOR ADDITIONAL INFORMATION 1980-04-01
APPOINTMENT OF REPRESENTATIVE 2021-09-01
HOME HEALTH AGENCY COST REPORT 2001-06-01
Request for Termination of Premium Hospital Insurance of Supplementary Medical Insurance 2022-01-31
ATTENDING PHYSICIANS STATEMENT AND DOCUMENTATION FOR MEDICARE EMERGENCY 1977-09-01
TRANSMITTAL AND NOTICE OF APPROVAL OF STATE PLAN MATERIAL 2024-01-01
APPLICATION FOR PART A (HOSPITAL INSURANCE) 2023-06-30
Request for Certification in the Medicare and/or Medicaid Program to Provide Outpatient Physical Therapy and/or Speech Pathology Services 2006-12-11
REQUEST FOR CERTIFICATION AS SUPPLIER OF PORTABLE XRAY SERVICES 2018-05-31
PORTABLE XRAY SURVEY REPORT 2009-02-01
SSO REPORT OF STATE BUY IN PROBLEM 2018-04-01
REQUEST FOR EVIDENCE OF MEDICAL NECESSITY 1969-05-01
CARRIER OR INTERMEDIARY REQUEST FOR SSO ASSISTANCE 1978-03-01
HOSPICE COST REPORT 2005-02-01
ADVISORY PANEL ON HOSPITAL OUTPATIENT PAYMENT 2017-04-01
MEDICARE REDETERMINATION REQUEST FORM 0019-07-01
TRANSFER (ASSIGNMENT) OF APPEAL RIGHTS 2018-03-01
MEDICARE RECONSIDERATION REQUEST FORM 0019-07-01
APPLICATION FOR ACCESS TO CMS COMPUTER SYSTEMS 2010-06-01
Regional Office Meeting/Speaker Request Form 0005-12-01
Speech Invitation Request Background Information 0005-12-01
Medicare Adminstration Observation 2013-02-01
PROVIDER TIE IN NOTICE 1982-03-01
Medicare Enrollment Application - Medicare Diabetes Prevention Program (MDPP) Suppliers 2018-01-01
Medicare Easy Pay Premium Statement 2024-05-01
OUTPATIENT REHAB PROVIDER COST REPORT 2004-12-01
LABORATORY PERSONNEL REPORT (CLIA) 2021-01-01
ORGAN PROCUREMENT ORGANIZATION-HISTO-COMPATIBILITY LAB STATEMENT OF REIMBURSABLE COSTS 2005-11-01
HI/SMI ENTITLEMENT PROBLEM REFERRAL 2006-09-01
INDEPENDENT RURAL HEALTH CLINIC WORKSHEET 2005-01-01
THIRD PARTY PREMIUM BILLING REQUEST, MEDICARE 2018-03-01
SNF AND SNF HEALTH CARE COMPLEX COST REPORT 2006-05-01
COST REPORT FOR ELECTRONIC FILING OF HOSPITALS 2004-05-01
STATEMENT OF DEFICIENCIES AND PLAN OF CORRECTION 2022-03-18
POST-CERTIFICATION REVISIT REPORT 1992-09-01
INDEPENDENT RENAL DIALYSIS FACILITY COST REPORT 2005-03-01
REQ FOR CANCELLATION OF SMI 1978-03-01
ESRD MEDICAL EVIDENCE REPORT MEDICARE ENTITLEMENT AND/OR PATIENT REGISTRATION 2024-06-01
ESRD FACILITY SURVEY (DIALYSIS UNIT ONLY) 2020-07-01
END STAGE RENAL DISEASE MEDICAL INFORMATION SYSTEM ESRD FACILITY SURVEY (TRANSPLANT CENTERS ONLY) 2020-07-01
ESRD DEATH NOTIFICATION 2006-08-01
Worksheet for Determining Evacuation Capability - ICF-IID (Existing Facilities Only) 2012 Life Safety Code 2018-07-01
Fire Safety Survey Report - Health Care 2012 Life Safety Code 2018-07-01
Fire Safety Evaluation System - Health Care 2012 Life Safety Code 2022-10-01
Fire Safety Survey Report - ASC & ESRD 2012 Life Safety Code 2018-07-01
Fire Safety Survey Report - ICF-IID (Small Facilities) 2012 Life Safety Code 2018-07-01
Fire Safety Survey Report - ICF-IID (Large Facilities) 2012 Life Safety Code 2018-07-01
Fire Safety Survey Report - ICF-IID (Apartment House) 2012 Life Safety Code 2018-07-01
Fire Safety Evaluation System - ICF-IID (Small Facilities) 2012 Life Safety Code 2018-07-01
REQUEST FOR VALIDATION OF ACCREDITATION 2011-02-01
REQUEST FOR VALIDATION OF ACCREDITATION SURVEY FOR HOSPICE 2011-02-01
REQUEST FOR VALIDATION OF ACCREDITATION SURVEY FOR HOME HEALTH AGENCY 2019-03-31
REQUEST FOR VALIDATION OF ACCREDITATION SURVEY FOR AMBULATORY SURGICAL CENTER 2011-02-01
REQUEST FOR VALIDATION OF ACCREDITATION FOR CRITICAL ACCESS HOSPITAL SURVEY 2011-02-01
Authorization for State Agency Psychiatric Hospital Validation Survey 2011-11-01
HOME OFFICE COST STATEMENT 1995-11-01
ACCREDITED HOSPITAL ALLEGATIONS REPORT 1986-04-01
VERIFICATION OF CLINIC DATA ? RURAL HEALTH CLINIC PROGRAM 2022-06-01
ICF/IID Survey Report 2013-03-01
ICF/IID Deficiencies Report 2013-03-01
INDIVIDUAL OBSERVATION WORKSHEET 1995-10-01
PROVIDER COST REPORT REIMBURSEMENT QUESTIONNAIRE 2006-04-30
CORF REPORT FOR CERTIFICATION TO PARTICIPATE IN MEDICARE 2021-04-01
CONSENT FOR HOME VISIT (English/Spanish) 1990-12-01
COMPREHENSIVE OUTPATIENT REHABILITATION FACILITY SURVEY REPORT 2021-04-01
CONSENT FOR HOME VISIT FOR PACE SERVICES EVALUATION 2002-07-01
HEALTH INSURANCE BENEFITS AGREEMENT-AMBULATORY SURGICAL CENTER 2002-04-01
AMBULATORY SURGICAL CENTER REQUEST FOR CERTIFICATION IN MEDICARE 0021-02-28
FINANCIAL STATEMENT OF DEBTOR 2007-07-01
MODEL LETTER REQUESTING IDENTIFICATION OF EXTENSION LOCATIONS 2005-12-01
HEALTH INSURANCE CASE SUMMARY 1982-12-01
QIO CASE SUMMARY 1992-03-01
REQUEST FOR ENROLLMENT IN SUPPLEMENTARY MEDICAL INSURANCE (English / Spanish) 2023-09-30
Application for Enrollment in Medicare - Part B (Medical Insurance) 2024-01-10
Early ad Periodic Screening Diagnostic and Treatment Participation Report 1999-06-01
HOSPICE REQUEST FOR CERTIFICATION IN MEDICARE 2021-11-30
APPLICATION FOR HOSPITAL INSURANCE BENEFITS FOR INDIVIDUALS WITH END STAGE RENAL DISEASE 2023-02-28
PSYCHIATRIC UNIT CRITERIA WORKSHEET 2006-04-01
REHAB UNIT CRITERIA WORKSHEET 2015-07-28
REHAB HOSPITAL CRITERIA WORKSHEET 2015-07-28
MEDICARE PARTICIPATING PHYSICIAN OR SUPPLIER AGREEMENT 2022-11-01
ADVERSE ACTI0N EXTRACT FOR SNFs AND NFs 1995-07-01
CERTIFICATE OF MEDICAL NECESSITY - Oxygen DME 484.5 2017-02-01
MEDICARE PREMIUM BILL 2024-05-01
Organ Procurement Request for Designation as an OPO 1993-01-01
Health Insurance Benefits Agreement with Organ Procurement Organization 2006-06-30
Electronic Funds Transfer (EFT) Authorization Agreement 2023-11-02
FREEDOM OF INFORMATION ACT REQUEST 2013-03-01
Invoice of Fees for FOIA Services 2008-01-01
Hospice Survey AND Deficiencies Report 2008-06-01
LTC Facility Application for Medicare/Medicaid 2023-09-01
Resident Census and Conditions of Residents 2012-05-01
Medicare/Medicaid Psychiatric Hospital Survey Data 1994-09-01
Surveyor Worksheet for Psychiatric Hospital Review:Two Special Conditions 1994-09-01
CMS Death Record Review Data Sheet 1994-09-01
CMS Nursing Complement Data 1994-09-01
CMS Staff Data 1994-09-01
Data Collection Medical Staff Coverage 1994-09-01
Offsite Survey Prep Worksheet 1995-07-01
Roster/Sample Matrix 2023-10-24
Surveyor Notes Worksheet 2024-03-01
IN-CENTER HEMODIALYSIS (HD) CLINICAL PERFORMANCE MEASURES DATA COLLECTION FORM 2005 2005-01-01
PERITONEAL DIALYSIS CLINICAL PERFORMANCE MEASURES DATA COLLECTION FORM 2005 2005-01-01
Medicare Credit Balance Reporting Requirements 2003-10-01
Certificate of Medical Necessity - Pneumatic Compression Devices DME 04.04B 2017-02-01
Certificate of Medical Necessity - Osteogenesis Stimulators - DME 04.04C 2017-02-01
Certificate of Medical Necessity - Transcutaneous Electrical Nerve Stimulator (TENS) - DME 06.03B 2017-02-01
Certificate of Medical Necessity - Seat Lift Mechanisms - DME 07.03A 2017-02-01
Certificate of Medical Necessity - DME 11.02 2017-02-02
Medicare Enrollment Application - Institutional Providers 2023-09-01
Medicare Enrollment Application - Clinics/Group Practices and Certain Other Suppliers 2021-03-01
Medicare Enrollment Application - Physicians and Non-Physician Practitioners 2023-05-01
Medicare Enrollment Application - Registration For Eligible Ordering and Referring Physicians and Non-Physician Practitioners 2022-07-01
Medicare Enrollment Application - Durable Medical Equipment, Prosthetics, Orthotics, and Supplies (DMEPOS) Suppliers 2023-12-01
REQUEST FOR EMPLOYMENT INFORMATION 2023-09-30
Addendum to Data Use Agreement (DUA) 2020-06-11
Data Use Agreement (DUA)- Limited Data Sets 2020-06-11
Medicaid Agency Data Use Agreement 2007-07-01
Addendum to the Medicaid State Agency Data Use Agreement 2006-03-01
Compliance Plan for Accounting for Disclosures of Privacy Protected Data Released From a System of Records (SOR) Housed in a State-Located Server 2006-03-01
Data Use Agreement (DUA)- Update to Existing DUA 2020-06-11
ADVANCE BENEFICIARY NOTICE (ABN) 2011-03-01
IMPORTANT MESSAGE FROM MEDICARE (IM) 2010-07-01
Request for Retirement Benefit Information 2023-02-28
HOME HEALTH ADVANCE BENEFICIARY NOTICE 2009-08-01
Medication Therapy Management Program Standardize Format 2012-01-20
Report of a Hospital Death Associated with Restraint or Seclusion 2018-07-19
Application For Medicare Part A and Part B Special Enrollment Period (Exceptional Circumstances) 2022-04-01
DSH Data Use Agreement for Cost Reporting Periods Prior to those that include December 8, 2004 2009-12-01
DSH Data Use Agreement for Cost Reporting Periods that Include December 8, 2004 and therafter 2009-12-01

IMAGES

  1. Fillable Online Medicare Assignment Of Benefits Form bloody. Medicare

    medicare provider assignment of benefits form

  2. medicare assignment of benefits form

    medicare provider assignment of benefits form

  3. Assignment Of Benefits Form printable pdf download

    medicare provider assignment of benefits form

  4. Medicare Beneficiaries Assignment of Benefits Form Download Printable

    medicare provider assignment of benefits form

  5. Fillable Online Medicare Assignment of Benefits Form

    medicare provider assignment of benefits form

  6. Medicare Assignment of Benefits and Release of Medical ... Doc Template

    medicare provider assignment of benefits form

VIDEO

  1. Medicare Assignment vs Medicare Excess Charge

  2. Cash and Med B Only

  3. NEW YouTube Product Affiliate Program

  4. Out of Network

  5. WARNING

  6. freelancer vs entrepreneur

COMMENTS

  1. PDF Reassignment of Benefits

    Section 6: Certification Statements and Signatures. The signatures in this section authorize the reassignment of benefits to an eligible individual or entity or the termination of a reassignment of benefits. Signature dates cannot be more than 120 days prior to the receipt date.

  2. Assignment and Nonassignment of Benefits

    Nonassignment of Benefits. The second reimbursement method a physician/supplier has is choosing to not accept assignment of benefits. Under this method, a non-participating provider is the only provider that can file a claim as non-assigned. When the provider does not accept assignment, the Medicare payment will be made directly to the beneficiary.

  3. Assignment and Non-assignment of Benefits

    Non-assignment of Benefits. Non-assigned is the method of reimbursement a physician/supplier has when choosing to not accept assignment of benefits. Under this method, a non-participating provider is the only provider that can file a claim as non-assigned. When the provider does not accept assignment, the Medicare payment will be made directly ...

  4. Forms, Publications, & Mailings

    Get Medicare forms for different situations, like filing a claim or appealing a coverage decision. Find Forms Publications Read, print, or order free Medicare publications in a variety of formats. ... Find care providers; Find medical equipment & suppliers; Find a Medicare Supplement Insurance (Medigap) policy; Find publications; Talk to someone;

  5. Does your provider accept Medicare as full payment?

    If your doctor, provider, or supplier doesn't accept assignment: You might have to pay the full amount at the time of service. They should submit a claim to Medicare for any Medicare-covered services they give you, and they can't charge you for submitting a claim. If they refuse to submit a Medicare claim, you can submit your own claim to ...

  6. Medicare Assignment

    Participating healthcare providers file for service reimbursement with a Medicare assignment of benefits form. Formally known as a CMS-1500 form , this is used by non-institutional providers and suppliers for reimbursement from Medicare and, in some cases, Medicare State Agencies.

  7. What Should An Assignment of Benefits Form Include?

    An assignment of benefits form (AOB) is a crucial document in the healthcare world. It is an agreement by which a patient transfers the rights or benefits under their insurance policy to a third-party - in this case, the medical professional who provides services. This way, the medical provider can file a claim and collect insurance payments.

  8. PDF Medicare Enrollment for Physicians, Non-Physician Practitioners and

    The benefits of Medicare participation include: n. Medicare reimbursement is 5 percent higher than it is for those who do not participate. n. Medicare payments are issued directly to the physician/supplier because the claims are always assigned. n. Claim information is forwarded to Medigap (Medicare supplemental coverage) insurers.

  9. PDF Assignment of benefits form

    e this insurance payment. have been given the opportunity to pay my estimated deductible and coin insur. nce at the time of service. I have chosen to assign the benefits, knowing that the claim must be paid within all state or federa. prompt payment guidelines. I will provide all relevant and accurate information to facilitate the prompt ...

  10. PDF REASSIGNMENT OF MEDICARE BENEFITS HTTPS://PECOS.CMS.HHS

    terminate a reassignment of Medicare benefits after enrollment in the Medicare program or make a change in their reassignment of Medicare benefit information using either: • The Internet-based Provider Enrollment, Chain and Ownership System (PECOS), or • The paper CMS-855R application. Be sure you are using the most current version.

  11. Participating, non-participating, and opt-out Medicare providers

    Participating providers accept Medicare and always take assignment. Taking assignment means that the provider accepts Medicare's approved amount for health care services as full payment. These providers are required to submit a bill (file a claim) to Medicare for care you receive. Medicare will process the bill and pay your provider directly ...

  12. Medicare Assignment: What Does Accepting Assignment Mean?

    Medicare assignment is an agreement by your doctor or other healthcare providers to accept the Medicare-approved amount as the full cost for a covered service. Providers who "accept assignment" bill Medicare directly for Part B-covered services and cannot charge you more than the applicable deductible and coinsurance.

  13. CMS Forms

    CMS Forms. The Centers for Medicare & Medicaid Services (CMS) is a Federal agency within the U.S. Department of Health and Human Services. Many CMS program related forms are available in Portable Document Format (pdf). Hard copy forms may be available from Intermediaries, Carriers, State Agencies, local Social Security Offices or End Stage ...

  14. Assignment of benefit Medicare bulk bill Webclaim form (DB020)

    Use this form in conjunction with HPOS Medicare Bulk Bill Webclaims only. It cannot be submitted to us for manual processing. Download and complete the Assignment of benefit Medicare bulk bill Webclaim form. This form is interactive. It has 2 copies, one for the health professional and one for the patient. If you have a disability or impairment ...

  15. Assignment of Benefits (AOB)

    Nonetheless, if you are going to bill a claim assigned, you must have an Assignment of Benefits (AOB) form signed and dated by the patient. Accepting assignment indicates that you agree to accept the allowable that Medicare assigns to the item as payment in full and will not bill the patient more than his/her deductible or copay (20%) amounts ...

  16. All You Need to Know About Assignment of Benefits

    When you sign an assignment of benefits agreement, you bypass dealing with an insurance company's claims department and allow the benefits to be paid directly to the provider. For example, the assignment of benefits medical definition is when you sign a form that requires your health insurance provider to pay the hospital or physician directly.

  17. Assignment of Benefits

    In addition, the beneficiary does not need to assign benefits in any circumstance where assignment is mandatory. Thus, in most cases, a signed assignment of benefits is not needed. Resource. CMS Internet Only Manual, Publication 100-04, Medicare Claims Processing Manual, Chapter 1, Section 50.1.6

  18. Medicare Assignment of Benefits Form

    This form is to be signed by the patient or other authorized person. MEDICARE ASSIGNMENT OF BENEFITS FROM (PDF) Other documentation required for prescribing CGM to Medicare patients: Certificate of Medical Necessity (serves as the prescription) Images of insurance card (s) (front/back) Chart notes reflecting coverage criteria. When prescribing ...

  19. MLN9658742

    Medicare participation means you agree to accept claims assignment for all covered patient services. By accepting assignment, you agree to accept Medicare-allowed amounts as payment in full. You can't collect more from the patient than the deductible and coinsurance or copayment.The Social Security Act says you must submit patient Medicare claims whether or not you participate.

  20. Signature Requirements on Claims: Medicare Patients

    If paper claims are submitted, the Medicare patient's signature must appear in Item 12 of the CMS-1500 claim form. Acceptable patient signatures include: Patient's own signature. Signature mark (X) if the patient is unable to sign his or her own name because of illiteracy or physical handicap. A witness must sign his name and address next ...

  21. Provider Assignment

    Generally, a provider or supplier will be assigned to the Medicare Administrative Contractor (MAC) that covers the state where the provider or supplier is located. The Center for Medicare & Medicaid Services' (CMS) has defined the following approach for assigning providers, physicians, and suppliers to MACs. return to top.

  22. Patient Forms & Information

    Patient consent and assignment of benefits (AOB) Form that designates Optum Specialty Pharmacy as an approved provider for a member's Medicare Part B eligible medications. Please complete and return the form to the requesting department.

  23. CMS Forms List

    Form Title EXPEDITED REVIEW NOTICE-NOTICE OF MEDICARE PROVIDER NON-COVERAGE Revision Date 2008-02-29 ... Form Title TRANSFER (ASSIGNMENT) OF APPEAL RIGHTS Revision Date 2018-03-01 ... Form Title HEALTH INSURANCE BENEFITS AGREEMENT-AMBULATORY SURGICAL CENTER Revision Date 2002-04-01

  24. PDF A Quick Guide to Medicare and Medicaid

    • Original Medicare includes Medicare Part A (Hospital Insurance) and Part B (Medical Insurance). • You can join a separate Medicare drug plan to get Medicare drug coverage (Part D). • You can use any doctor or hospital that takes Medicare, anywhere in the U.S. • To help pay your out-of-pocket costs in Original Medicare (like your 20%