Chapter 1 of the myCGS User Manual
Contents
1. myCGS User Manual CHAPTER 1 Overview of myCGS ee L Origi d July 31 2012 C G S AAR 2015 A CELERIAN GROUP COMPANY 2015 Copyright CGS Administrators LLC CMS CENTERS FOR MEDICARE amp MEDICAID SERVICES CHAPTER 1 Overview of myCGS Table of Contents Introduction to myCGS aaoo EE EEEE EEEE n rn 3 Bry CGN osser aires reae AES NE EEEE EEI ETENN 3 MYCGS SUPPOLt ooo eccccceeeccccccuececcecuuecececcuececeecueeecessutececeeteeeceeraneeeenaans 3 Provider Administrator and Provider User Roles sisi itistsstsSS 4 Registering for myCGS eeaeee eeaeee EEEE aeaaee ereere rrr 5 Successful Registration ooo ooo noi aoon e reee a EEEE EEEE EEEE EEE EEE EEEn rnrn T Unsuccessful Registration niao a niooo renee aoee EEEE E EEEE Errn rn 7 User ID Assignment ooo oii ooo cece cccccccceeccecececceceeceeeuseeeeeeececeeeeursraateeeeseeeeees 7 Creating Additional User IDs l ccececcceceeeecceeeeeseeeeevtteeeeeennees 8 User ID Passwords l a EEEE EEEE EEEE EEEren 8 Establishing Your Password o ccc cccccccccccceeeccesecceeeceevevseeecesevtettsseeeeeees 8 Changing or Resetting Your Password 9 User ID Security Questions 220000000 eesse rererere rniii aa ass serr rerrrrnrnn 11 Logging in to myCGS EEEE E EE eeaeee reren 11 myCGS Session Timeout c cece ec eeeeeeeeeeeeeeeseeeeeeeeeeeeeeeeeeeeeeeeeeeennnnnees 13 User ID Expired nunun nuunuu naana EELEE an 13 Logging Out of myCGS EEEE EEEE EEE EEEE nrn 12. Reaoaenier Haw Paar Logging in to myCGS Once you have received your User ID see the Registering for myCGS section and created your password you can now access myCGS The myCGS home page is http www cgsmedicare com myCGS index html Click on the Log In link myCGS User Manual Page 1 CHAPTER 1 gt Log in help gt Forgot Your password should be changed every 30 days Your ID will be disabled if you do not log in for 90 days or your password is entered incorrectly four times Who Can Register for myCGS Jurisdiction 15 A B MAC providers and billing companies JA We IM PACT z Overview of myCGS Welcome to myCGS myCGS Capabilities ves The Welcome to myCGS screen will appear Enter your User ID and password in the appropriate fields and click Submit As a reminder passwords are case sensitive and must be entered exactly as you set them up Returning User Enter your User 1D and password to access your acocunt C c Laer ID Pagpword T hEN Hew User COS m pleaded to Hier penre pnd Tai kiei to pour Hekaye nfiommaton through cur mylGS System Through this system you can veew benefoary ebgpbdity dame status onime CEMRE AS nd Grand hore CGS aiea cur mods efegram to pioke whe have an EDT Enriliment Agreement on file with us One Provida Admrestrator owed to regester for each enccliment patema on file Ge Proweder Admeruitrators succedstul
3. ta very your pifia Once you very your pohe you may log sor e a e SS Welcome to Online Provider Services Tou are Scceceng a US Government miarmation eyatem The Centers for Medeare A Meckcaed Sernces CMS maintand oanershep and responmsbilty for this computer system and has allowed CGS to provide the seraces of this system Users of this system must adhere to CMS information secunty pokes standards and procedures Your usage of thes system may be monitored recorded and Sudted Your ube of this information system established your consent to any aod all moctenng and receding of pour mirties Unauthonzed user is prohibited and subject to cumanal and ceal penalies Refer to the Terms of Use Returning User New User G5 is pleased to offer secure and fast access to your Medicare Enter your User 10 and password to access your account information through cur myCGS System Through this system fou can wew beneficary eligihdity daims status onkine renmuttances and financal information UserID feo i O Password THRE J Oos offers our myOGS program te providers who have an EDI Enrollment Agreement n fle with ut One Prowder Adminstrator is allowed to register for each enrollment agreement on file Once Provider ddimmistrators puccesshully Once your registration has been submitted successfully a validation e mail will be sent from mycgs no reply onlineproviderservices com to the e mail address indicated on your re
4. unavadabie Bimal dere will ba restered gece Thank you for eicesaing out Internet paetahi GH CGS FE rameroson chek here to try myCGS again chek here to try OPS again myCGS Support For questions or assistance with myCGS contact the EDI Help Desk based on your line of business EDI Help Desk staff is available 7 00 a m 4 30 p m Central Time 8 00 a m 5 30 p m Eastern Time myCGS User Manual Page 3 CHAPTER 1 Overview of myCGS EDI Help Desk e Part A 1 866 590 6703 Option 2 e Part B 1 866 276 9558 Option 2 e Home Health and Hospice 1 877 299 4500 Option 2 Within myCGS there are Help buttons on each screen which link you to the myCGS User Manual with more information about myCGS GS ces Home Clsims Remittance Eligibility Financial Tools Hersaging Forma Support You have O anread message s and O alerts Heip Provider Administrator and Provider User Roles Each provider PTAN NPI combination must identify and assign an individual to be their Provider Administrator when registering for myCGS Only one Provider Administrator per EDI Enrollment Agreement related to a PTAN NPI combination should register for myCGS The Provider Administrator will be responsible for creating deleting and granting permissions to additional users related to that PTAN NPI combination Additional users may include Provider Users or additional Provider Administrators Th
5. 4 T myCGS User Manual Page 2 CHAPTER 1 Overview of myCGS Introduction to myCGS myCGS is an Internet based provider self service secure application CGS s goal is to give providers secure fast access to their Medicare information seamlessly via our website through the myCGS application The myCGS application provides access through the Internet to the following types of information e Beneficiary Eligibility e Checking Claims Status e View and print Remittance Advices e Financial Information including payment floor and last three checks paid e Submit redetermination requests and status checks There is no cost to providers for registering and using myCGS myCGS Availability The myCGS application is generally available 24 hours a day seven days a week However the availability of some functions within myCGS is dependent upon other systems and therefore not all functions may be available 24 7 Our goal is to avoid any service interruptions during normal operating hours However periodic unscheduled maintenance may be necessary in order to immediately address system security threats or performance issues When you access the myCGS website and it is not available you will see a message that indicates maintenance is in progress Maintenance Alert _ MEDICARE HOME COAMTACT US E This system is currently down for maintenance A We apelogire for tha error but myOGS and ning Prowder Sernces OFS ara termporanty
6. Data Interchange EDI Enrollment Agreement on file with CGS The EDI Enrollment Agreement is included in the EDI Enrollment Packet which is located on the CGS website If you do not already have an EDI Enrollment Agreement on file with CGS you can access the form at http www cgsmedicare com pdf EDI_ Enroll Packet pdf The person selected to be your Provider Administrator must register by going to the myCGS homepage http www cgsmedicare com mycgs index html and clicking on the Register for myCGS link ccs Welcome to myCGS myCGS Capabilities gt Log In gt Forgot your password gt Log in help Your password should be changed every 30 days Your ID will be disabled if you do not log in for 90 days or your password is entered incorrectly four times Who Can Register for myCGS We IM PACT L i Z ves Looking for Another Website gt Centers for Medicare amp CENTERS FOR MEDICARE amp MEDICAID SERVICES Medicaid Services CMS ces A CELERIAN GROUP COMPANY Jurisdiction 15 A B MAC providers and billing companies Register for Wees The myCGS Registration screen will appear myCGS User Manual Page 5 CHAPTER 1 ccs Overview of myCGS i myCGsS Registration Provider Name Contact Name E mail Address Phone Number Extension I amwork for i Tax ID Most Recent Medicare Payment Qumount Received Line of Business Billing Service C
7. add you again as a new user You will receive a new user ID from your Provider Administrator If you are a Provider Administrator you must register for myCGS again You will receive anew myCGS user ID You must also add any Provider Users to myCGS as new users Logging Out of myCGS You must log out when you are done using myCGS to end your session To logout click on the logout link which is located in the upper right of any screen in myCGS Financial Tools Messages Forms If you do not log out your User ID will be locked for 30 minutes CGS is unable to unlock accounts that are in the 30 minute lock out period If you are unable to sign in after the three hour lockout period has passed and You are a Provider User contact your Provider Administrator to verify your identity and regain access e You are a Provider Administrator contact the EDI Help Desk myCGS User Manual Page 14
8. e Provider Administrator is also responsible for creating temporary passwords for the additional users and for giving the additional users their User IDs and temporary passwords The Provider Administrator has access to all functions within myCGS including the ability to modify or delete the original Provider Administrator Therefore it is important that the person who registers as your Provider Administrator for myCGS be an individual who has the authority within your group agency to grant such access Important Note The Provider Administrator must sign into myCGS at least once every 30 days If the Provider Administrators access is revoked all additional Provider Users associated with that Provider Administrator are also revoked Provider Users are established by the Provider Administrator and are granted rights to some all tabs within myCGS The Provider Administrator determines what access each Provider User should have CGS does not determine access or security for Provider Users There is no limit to the number of Provider Users that can be established under the Provider Administrator myCGS User Manual Page 4 CHAPTER 1 Overview of myCGS For additional information about the Provider Administrator and using the Administration tab to create additional User IDs refer to the myCGS User Manual Chapter 7 Administration Tab Registering for myCGS You can participate in myCGS if you have a signed Electronic
9. egin with what appears to be the letter O Please note this is the number zero 0 Using the letter O instead of the number 0 will not allow you access to myCGS You will then be asked to choose your password and answer your security questions see the User ID Passwords and User ID Security Questions sections below Once the Provider Administrator has established his her security the Provider Administrator can create additional User IDs for additional staff to access myCGS Creating Additional User IDs The Provider Administrator is responsible for creating additional User IDs referred to as Provider Users for other staff to access myCGS In addition your Provider Administrator can also create additional Provider Administrators For security purposes each myCGS user must have a unique User ID and password This means each User ID must be created with the user s actual first and last name Generic first and last names are not permitted User IDs and passwords should never be shared Examples of unacceptable user names e Front Desk e Account Coordinator Billing Department e User A e ABC Office Important User IDs will be deactivated after 60 days of inactivity We strongly suggest that each user log into myCGS at least once every 30 days to maintain access This is especially important for Provider Administrators If the Provider Administrator s ID is deactivated all of the additiona
10. ettings to help make myCGS work better In your browser from the top menu click on Tools e Then click on Compatibility View Settings At the bottom of the screen click the box that says display all websites in Compatibility View If you are a returning user and do not remember your password you will need to reset your password See the User ID Passwords section for additional information If you attempt to login three times unsuccessfully you will be locked out for 30 minutes After the 30 minute lockout period you may try to login again If you are locked out three times in a row your access will be revoked Provider Administrator whose access has been revoked must contact the EDI Help Desk for assistance If you are a Provider User and unable to log in contact your Provider Administrator myCGS Session Timeout For security purposes all myCGS sessions will timeout if they have been idle no activity for 15 minutes Users are notified 5 minutes before the session timeout via a pop up notification Message from webpage Your application will time out in 5 minutes as of 09 17 30 CDT For your safety and protection your online portal session is about to be timed out and redirected to the login page if there is no additional activity Selecting OF will extend your portal session for 15 minutes As long as you are active in the application you will remain logged in Selecting Cancel will not extend y
11. ew Password field Ensure that your new password complies with the required password format rules See the You must also re enter your new password in the Re enter New Password field and Note You cannot change your password more than once in a 24 hour period GS Page 10 CHAPTER 1 Overview of myCGS Password Change User ID Security Questions In addition to a password each myCGS user must create security questions These security questions will allow the system to verify your identity in the event that you forget or need to reset your password You must answer six security questions You have several questions to choose from Answers to your security questions are case sensitive and include spaces Enter your answer carefully You must answer a random combination of these questions exactly as you entered them initially to change or reset your password You can verify or change your security questions and answers through the My Account Tab once you are logged in myos L gin Regestration Home Lear ID Viidston Questan l VWahdation Anga l Validation Question 2 i Valdatien Andwer 2 Validation Question SELECT A QUESTION Valdanen Angi 3 ee Vaidabon Quasbon d SELECT A QUESTION Waldanen Anawa d Lel validation Questions SELECTAQUESTON Hj Validation Anawe 5 Valdatan Guile SELECT A QUESTION Valdanon Anawer 6 Enter fiw Padawerd
12. gistration You must access the e mail and click on the validation link to complete the registration process NOTE If you try to log onto myCGS before you have accessed the validation link you will see the profile screen where you can update or correct your e mail address if needed If your e mail address is correct you may click on the link to request a new e mail Verify that your e mail address is correct on your profile before calling the EDI Help Desk for assistance If you are sure your e mail address is correct but you do not receive your e mail your company s e mail security settings may need to be updated to allow incoming e mails from myCGS Unsuccessful Registration If you have entered registration information in an incorrect format the myCGS application will display an error message in red at the top of the screen Carefully read that error message and enter the information again If you have verified the information entered is correct and you are still unable to register ensure that you have an EDI enrollment agreement on file with CGS You must have an EDI Enrollment Agreement on file with CGS in order to register for myCGS User ID Assignment If the information you entered on the myCGS Registration screen is complete and you have an EDI Enrollment Agreement on file you will be assigned a Provider Administrator User ID myCGS User Manual Page 7 CHAPTER 1 Overview of myCGS In some cases a User ID will b
13. l users associated with that Provider Administrator will also be deactivated See the User ID Expired section User ID Passwords Establishing Your Password Once your User ID has been established users will be allowed to choose their own password Passwords are case sensitive and Must be at least 8 characters long Must contain an upper case letter Must contain a lower case letter Must have at least one special character such as or Must contain numbers 0 9 and letters A Z a z Must start with a letter No leading portion of first or last names may occur myCGS User Manual Page 8 CHAPTER 1 Overview of myCGS Must be changed every 60 days e Cannot contain spaces e Cannot use same password as the previous thirteen passwords e Must contain at least 4 different characters than the previous password More secure passwords are those which are based on pass phrases and or non dictionary words including nonsense words combined with obscure character substitutions Use the following guidelines to protect your password and your information Don t use something easily identifiable such as your birthday child s birthday phone number or street address Don t use letters or numbers that are near each other on the keyboard e g hjkl or appear in a logical sequence e g 123456 or abcdefg e Never share your password with anyone else Don t leave your password written down in any place where s
14. laaringHouse Name Company amp ddress 1 Company Address 2 1 Company City Company State Company Zip Code O C 1 agree to the Terms of Use To complete your registration for myCGS enter the information listed below Provider Name Contact Name Last and First E Mail Address Phone Number Extension I am work for select Provider Billing Service or Clearinghouse PTAN This is your Provider Transaction Access Number also known as your Medicare provider number NPI This is your National Provider Identifier number Tax ID This is your Tax Identification number Most Recent Medicare Payment Amount Received If you received more than one payment on the same day use the amount with the highest check number Line of business Select Part A Ohio Part A Kentucky Part B Ohio Part B Kentucky or Region B HHH Billing Service Clearinghouse information if applicable You must also check the box I agree to the Terms of Use and click Submit myCGS User Manual Page 6 CHAPTER 1 Overview of myCGS Successful Registration If you have successfully entered your registration information you will see the Welcome to Online Provider Services screen with a message advising you to check your e mail for a link to verify your profile Your accourt mormmanen has beer succecsiully updated Please oo fo your emal accu and check the bnk in the emal
15. ly raster hey Can grant access to kher aeiomates Get started by ciclang the Register Mow button Learn More gt gt Fong or Change Your Password Need Help CGS recommends that all Provider Administrators and all Provider Users sign into myCGS at least once every 30 days For more information refer to the User ID Expired section If you were assigned a password by your Provider Administrator and this is the first time you have logged in you will be prompted to agree to the terms of use change your password and choose your security question and answer See the User ID Passwords and User ID Security Questions sections in this Manual Once you are successfully logged into myCGS you will see the various tabs that are available through myCGS If you are the Provider Administrator you will have access to all of the myCGS functions If you experience problems accessing any of the tabs contact the EDI Help Desk If you are a Provider User you will only have access to those tabs that you were granted access to by your Provider Administrator Those tabs for which you have not been granted access will be grayed out and will not be accessible to you If you need access to tabs which are greyed out you must seek access from your Provider Administrator myCGS User Manual Page 12 CHAPTER 1 Overview of myCGS Tip If you are using Internet Explorer 8 0 please make sure you have selected the compatibility s
16. nswer 2 same feen Need Help Return to Login Establishing Your Password section then click Submit myCGS User Manual You will then see the Password Reset screen Enter your User ID in the Enter User New User COS is pleased to offer secure and fast access to your Medicare information throwgh our myOGS System Threwgh this system you can view beneficiary eligibility claims status online remittances and nancial informacion CGS offers our myOGS program to providers who have an EDI Enrollment on file with us One Provider Administrator is allowed to register for gach enrollment agreement on fle Once Provider Administrators successfully register they can grant access to their associates Get started by clicking the Register Now button Learn More gt gt Apacer Mine Heed Help Return te Lagin The Password Reset Validate screen will appear with the User ID security questions you established Enter your correct responses in the corresponding Validation Answer fields and click Submit You must answer your security question correctly to reset your password See the User ID Passwords section Validation Question 1 What was the make of your first car Validation Answee a d What was the name of your first Once the answers to the security questions are validated the Password Change screen will appear Enter your new password in the Enter N
17. omeone could find it If you absolutely must write down your passwords keep them in a secure locked place If your browser supports password storage you may want to disable this feature for security purposes Do not leave the myCGS system accessible on your computer when you are away from the computer Log off and close your browser every time you exit the system When entering your password you must enter it exactly as it was entered when you chose it Changing or Resetting Your Password If you forgot your password you can use the Forgot your password link on the Log In screen or the Forgot or Change Your Password link on the Returning User screen myCGS Capabilities gt Log In gt Forgot your password gt Log in help Your password should be changed every 30 days Your ID will be disabled if you do not log in for 90 days or your password is entered incorrectly four times lt Who Can Register for myces We IMP ACT Jurisdiction 15 A B MAC providers Liv and billing companies es myCGS User Manual Page 9 Returning User Enter your User 0 and password to access your account use id Passwords O oo Forgot or Change Your Password Need Help ID field and click Submit Password Reset G Enter UserID Joox E ga Password Reset Validate Weer ID Diodo Validation Question 2 s ayiriend oiriiriend Vahdation A
18. our portal session and you will be logged out in 5 minutes unless you become active in the application again If you wish to continue your session click OK and your session will be extended User ID Expired CGS and CMS are dedicated to keeping your information safe To achieve this access to myCGS must be limited to users who use the system on a regular basis As a result a user ID will expire and be disabled when it has not been used in 60 days For this reason CGS recommends that all Provider Administrators and all Provider Users sign into myCGS at least once every 30 days This is especially important for Provider Administrators If a Provider Administrator ID has expired not only is the Provider Administrator s access disabled but all Provider User IDs established by that Provider Administrator are also disabled myCGS User Manual Page 13 CHAPTER 1 Overview of myCGS IMPORTANT To ensure your myCGS access is current log into myCGS at least once every 30 days If your User ID has been disabled you will receive the following message Your myCGS access has expired and your user ID is now invalid If you are a provider administrator please register again If you are a Provider User please contact your Provider Administrator for access You must login at least once every 60 days to keep your user ID valid If you are a Provider User contact your Provider Administrator Your Provider Administrator must
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