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The ECRS Web. 2. Prior to ECRS WebUsers limited to batch transactions or CICSAccess limited: Monday-Friday 8am-8pmImplementation of ECRS WebUser-friendly, web-based interface Available 24-7 (except during routine maintenance)Provides for electronic submission and tracking of requests to add,
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1. Electronic Correspondence Referral System (ECRS) Web Overview
2. The ECRS Web 2 Prior to ECRS Web
Users limited to batch transactions or CICS
Access limited: Monday-Friday 8am-8pm
Implementation of ECRS Web
User-friendly, web-based interface
Available 24-7 (except during routine maintenance)
Provides for electronic submission and tracking of requests to add, change, or delete:
MSP Occurrence records
OHI Occurrence records
Contractors can now view all requests on ECRS Web, regardless of the submission method
3. Types of Requests 3
4. MSP Inquiry 4 Submit information regarding a new or possible MSP situation (Health Plan Occurrence)
Believed to be primary to Medicare
Not yet identified on the monthly or daily MSP files received from CMS
5. CWF Assistance Request 5 Update information on an existing Health Plan MSP Occurrence or existing Primary or Supplemental Drug Plan Occurrence
Delete an existing Health Plan MSP Occurrence or existing Primary or Supplemental Drug Plan Occurrence when it is invalid
6. Prescription Coverage Inquiry Submit information regarding a new or possible Prescription Drug Plan Occurrence that is believed to be:
Primary or Supplemental to Medicare Part D
Not yet documented on the Medicare Beneficiary Database (MBD) 6
7. Accessing the ECRS Web Step 1
Obtain an Individuals Authorized Access to the CMS Computer Services (IACS) ID and Password
Self-register on the CMS Applications Portal Website: https://applications.cms.hhs.gov
Step 2
Obtain an ECRS Access Code by contacting:
Alberta Smythe at (646) 447-4645
Bill Ford at (646) 448-6613 7
8. Accessing the ECRS Web 8
9. 9 Electronic Correspondence Referral System (ECRS) Note to Technician when the As of April 2011 sentence is read, the screenshot to the right needs to come in on top of its counterpart on the larger image.
Note to Technician when the As of April 2011 sentence is read, the screenshot to the right needs to come in on top of its counterpart on the larger image.
10. Main Menu 10
11. Main Menu 11
12. Main Menu 12
13. Create a Request or Inquiry 13
14. Create a Request or Inquiry 14 Click on the desired link under the Create Requests or Inquiries category
System will page through each data entry page
Complete all known and required data fields and submit transaction
15. Create a Request or Inquiry 15
16. ECRS Processing 16 After a request has been submitted, the transaction is automatically stored on the COB system
Batch process reads the transactions and processes them
COBC communicates status of request using Status and Reason codes
17. ECRS Processing Status and Reason codes are updated as transaction moves through the system
Users should check to determine results of processing
Status = IP
Indicates In process, being edited by COBC
Reason = 03
Indicates Under development by COBC
17 ..
18. ECRS Processing Inquiry Requests COBC will not always create the Occurrence
Verify that record does not match or duplicate an existing record
If the inquiry request matches an existing MSP or OHI Occurrence, a new Occurrence will not be established
User is notified that the inquiry duplicated an existing Occurrence 18
19. If all mandatory CWF HUSP fields are present, COBC creates electronic HUSP record
Sent to CWF within 24-48 hours
Confirmation letter sent to beneficiary
Status and Reason = IP 04 (In process, Update sent to CWF)
If CWF identifies errors on HUSP
COBC is notified
COBC corrects errors and resubmits
When HUSP is error-free, the new MSP Occurrence will appear on Medicare records
Status and Reason = CM 50 (Complete, Record updated)
If all mandatory fields are not present, COBC will send a development letter for missing information ECRS Processing Inquiry Requests 19
20. If all mandatory fields are present and the Prescription Coverage Inquiry is not a duplicate of an existing occurrence:
COBC sends inquiry to MBD
Status and Reason = CM 15 (Complete, Update sent to MBD)
Mandatory fields on a Prescription Coverage Inquiry include:
HIC Number
Beneficiary Information (Date of Birth, Sex, First and Last Names)
Person Code
Supplemental Drug Type
Effective Date
Rx BIN
If all mandatory fields are not present, the transaction will be rejected
ECRS Processing Inquiry Requests 20
21. Processing is handled by COBC Analysts
COBC will not always apply the requested change or delete if:
Information submitted is not sufficient
Information submitted conflicts with information from a more reliable source
No response to COBC development letter
Anytime the requested action is not taken, CWF Analysts will add comments to the record
Check the COB Response on the ECRS CWF Assistance Summary to view comments ECRS Processing Assistance Requests 21
22. COBC analysts determine that CWF Assistance Request is complete
Update MSP Occurrence or Prescription Drug Occurrence as applicable
Status and Reason on MSP Occurrence will be CM 50 (Complete, Record updated)
Status and Reason on OHI Occurrence will be CM 15 (Complete, Update sent to MBD) ECRS Processing Assistance Requests 22
23. Search for Requests or Inquiries 23
24. Search for Requests or Inquiries 24
25. Reports 25
26. Files 26
27. Batch Submission Outside ECRS Web FTP via a Gentran Mailbox established with CMS
Connect: Direct via NDM with a certified AT&T reseller 27
28. Obtaining an IACS ID ECRS users require an IACS User ID and Password obtained by registering on the CMS Applications Portal Website
Instructions for self-registration process can be found on page 8 of the IACS User Guide (available at: http://nhassociates.na5.acrobat.com/p59583046/) 28
29. Obtaining an IACS ID 29
30. Obtaining an IACS ID 30
31. Obtaining an IACS ID 31
32. Obtaining an IACS ID 32
33. Obtaining an IACS ID 33 (Note to technician: Display text box to the right when User Role is narrated. This box should be positioned in & under the Role drop down box)?User Role ECRS Web User as their Role. (?Note to technician remove the text box here)
(Note to technician: Display text box to the right when User Role is narrated. This box should be positioned in & under the Role drop down box)?User Role ECRS Web User as their Role. (?Note to technician remove the text box here)
34. After registration is complete
Receive e-mail confirming that IACS has received user request
E-mail will include a Request Number
May take up to a week to process the IACS request
IACS system will e-mail User ID and Password to user Obtaining an IACS ID 34
35. Existing IACS User Profile Update Users who already have an IACS User ID and password must ensure that their IACS Account Profile is setup for the ECRS application. 35
36. Existing IACS User Profile Update 36
37. Existing IACS User Profile Update 37
38. Existing IACS User Profile Update 38
39. Existing IACS User Profile Update 39
40. Existing IACS User Profile Update 40
41. Existing IACS User Profile Update 41
42. Next Steps Curriculum of CBTs to assist you in:
Using ECRS Web
Understanding the fundamentals of MSP
We strongly encourage you to complete all appropriate CBTs offered 42
43. Next Steps To register for the curriculum, send an e-mail to techi@nhassociates.net
Company name
Company description
Name
Phone number (formatted ###-###-####)
E-mail address
E-mail notification will be sent to each registered individual 43
44. Questions 44