Health Insurance Oversight System (HIOS) Technical Instructions
Contents
1. Authorized Usina dvideieeiis insta A abad 7 Figure 11 Access HIOS Plan Management Landing Page ocococcoconcnccnnoncncoconcnncnnnncnnonnnnoncnnincnneninnines 8 hise 12 2 FOS Homo Paro ado 8 Figure 13 CMS Enterprise Portal Page New User ReglstratlON ocoococconoccoconcocononnoncnnoncnnoninnencnninnnnnnos 9 igure 14 Conmrimauon Os 9 Peur TSSM ACeS Page a4 cesses N RS 10 Figure 16 Request New Application Access screen II cooccocnnnnannncaninnnncaronnrornarnnrnnr DR DR Dana Dana Dan Rao 10 Figure 17 RequestNew Application ACCESS id 11 Fisure TSTS Re cistration Fonda 11 Figure 19 New HIOS User Enter Authorization Code screen oococcoccnconcnnnoncnnnnnonnnnnnnrnconcnnnonnnnrnnenannss 12 Fisure 20 Request Acknowledgement Screen 12 NU e OSEA A eee eT a eae ee ee eee oes ee 13 Poue 22 HOS Portal Home Laurie 13 Figure 237 Register OreamiZ so Gen 14 figure 24 Register ar Organiza O dl 15 Figure 25 Organization Registration page No company fOuUNC cccecceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeseenees 15 Figur 20 Register New Company slip da e a sues once A AAA AE ia ais 16 Figure 27 gt Review Company Informal N ea A aa ad 16 Figure 28 New Company ConNfiMAliOD ococcoccononnnnnonnnnenconnnnrnronrrnnnnrnnrnnrnrrnrrnnrnrnrrnrrnnnnrrnrnrrnrenneninnss 17 Fiore 29 Organization Re STA dA UVAS E idas 18 Fisure 30 Register New Issuer Dal Un da aa A A a aa a o da AS 19 Pisce FRO Requests ii DoS 20 Health Insurance Oversight System P2. SEG MA OUT Wee Pessa Foe it Register New Issuer Pie fill imn the form below with yor Issuers mtonms tom Note Indicetes a required field Teaser Legal Hame Any Insurance Company Regata Stat 3 Federal EDN LED EDk B d MAC Company Come ESA se and 4400 A4nodHier ls auer Below sore he Tees That you haw requested do crate To memore an Issuer from the Lalblde you may HT the Delete bok om that wor Subm it o ei Data Sas cf Se eee eo oem U S Deere of Seen amp Human SDE 200 nO Swen Marton DC Bo 7 Complete the fields and confirm you have selected the Registered State of the new issuer All required fields are marked with an asterisk When complete select the Save and Add Another Issuer button 9 When all new issuer requests are completed confirm the accuracy of the issuer details in the summary table at the bottom of the page and then select the Submit button oo The requests will be submitted for approval The requesting user will receive an email once the new issuer has been approved 19 Health Insurance Oversight System Portal User Manual 4 Role Request All modular access and role requests are to be completed in the Role Request functionality The user will be able to submit module access permission request and cross reference request to registered companies issuers and state for state users only all in one location Users will also be able to view their exis
3. hen arole to regussat Arter Appbeation Description 6 In the Application Description field select HIOS HIOS Application 7 In the Role field select HIOS Issuer 10 Health Insurance Oversight System Portal User Manual Figure 17 Request New Application Access Portal Help amp FAQs amp Print Log Out Welcome Cheryl Carter v CMS Enterprise Portal CMS Portal gt My Access My Access Request New Application Access Request New Application Access i Select an application and then a role to request access View and Manage My Access Application Description a Role Enter validation data Please enter a valid Authorization Code i e HIOS Issuer or Company FEIN to continue with the role reque Y you are an existing HIOS user an O no ave access to a valid Authorization Code please contact the Exchange Operations Support Center Phone 855 267 1515 Emad CMS_FEPS CMS HHS GOV s of Oper 8 The screen will add an Enter Validation Data section to the page Select the https www insuranceoversight hhs zov HIOS RequestHlOS Account aspx link on the screen Figure 18 HIOS Registration Form Health Insurance Oversight System Thursday February 21 2013 SIGN IN Request HIOS Account Please note that you are applying for access to the Health Insurance Oversight System HIOS If you have any questions please contact the HIOS Helpdesk at Phone 1 877 343 6507 or Email insuranceoversight
4. 1001 and 1030 We encourage you to read the HHS Rules of Behavior for more details Protecting Your Privacy to EIDM Protecting your Privacy is atop paonty at CMS We are committed to ansunng the securty and confidertiality of the user reqistenng t Please road the CMS macy Ac whch describes how we use the information you prowde Collection Of Personal Identifiable Information Pl Personal information is described as data that is unique to an indnidual such s a name address telephone number social security number and date of birth DOB CMS rs very aware of the pracy concems around Pil data in fact we share your concems We will only collect personal information to venfy your sdentay when you set up an account Your eformnation will be disclosed to E xperan an external authentoetion semce pronder to help us venfy your entity We will share your Social Secunty number wih Expenan only for the purposes of venftyng your dertty Exper the r vrmabion you ove us gamsi thee records Vie may also use your answers to the challenge questions and other Pi to later entity you in case you forget or misplace your User ID Password have read the MHS Rules of Behavior HHS RoD version 2010 0002 0015 dated August 26th 2010 and understand and agree to comply with s provisions understand that wolations of the MHS RoB or information security pobcies and standards may lead to dsciplinary action up to and including termnati n of employment removal or
5. Company Group NAIC Group Code Group Name Any Insurance Company Back Submit 8 Confirm the accuracy of the information provided Select Back to correct any information or Submit to complete the request Health Insurance Oversight System Portal User Manual Figure 28 New Company Confirmation Health Insurance Oversight System Thursday February 21 2013 HOME FAQ CONTACT US SIGN OUT Welcome Jessica Rabbit New Company Confirmation Your request to register the Company below has been submitted for approval Once approved you shall receive a notification email Company Company Legal Registered Federal pa AM Best bi o Address Address 3 E Company or gt City State Name State EIN Code Number Profit Op Line 1 Line 2 Any Insurance pe 0001122 123 Main Str Company 22 eet Company Group NAIC Group Code Group Name Any Insurance Company 9 Select the Continue button to return to the HIOS Portal Home Page The requests will be submitted for approval The requesting user will receive an email once the new company has been approved 17 3 2 Health Insurance Oversight System Portal User Manual Before creating a new issuer within HIOS an associated company must be registered and approved in the system The user must perform a Federal EIN Search to ensure the company is already registered within HIOS If any of the details of the company are incorrect please contact
6. Line 1 123 Mam Terrace Home Address Line 2 State ZipCode Zip Code Extension C ty Manassas wi 20112 8 Some information will be pre populated for you Complete any additional information requested Please note The information will be verified against Experian s credit information If any of your information has recently changed 1 e change of name or address within 1 6 months your information may still reflect your previous information You may be directed to contact the credit agency for verify your identity Health Insurance Oversight System Portal User Manual Figure 7 Identity Verification Screen 1 Verify Identity a You may hire opened an sudo loan moor around September 2072 Please select the bender los this account If you do not have such an auto loan select WOME OF THE ABOVE DDOES NOT APPLY FORO CAFO TAA DAMIER PLA Tsis ATOR CATO T AMECA BRA FUDAMCLAL AVES MOME OF THE ARCADES MOT APPLY Please select the Lem of your auto loan in months horn the followarg chocas M your aulo loan or awig lease beirn 16 not one of ibe choices please select NOME OF THE ABOVE za j n g MOHE OF THE ABONE eo You may Rant opened a BANK OF AMERICA credit card Please sebect ihe ear in which your account was opened Jais 300r 206 2011 HOGHE OF THE ABOVE You currently or prewoushy resided on one of the following streets Please select lhe street name om the following choices LOCH AT POST FALB
7. MOS Plan Management and Market Wide Functions Lorem ipsum dolor sit amet iisque commune perfecto ex usu Vel integre sanctus ad Est graece euismod ea sit unum autem sententiae el Vim te aeque viderer repudiare Nec ea denique imellegebat Access Plan Management amp Market Wide Functions LO Alederal goverment website managed by the Ceeters lor Medicare amp Mudicad Seces 7500 Security Soutevand Baltimore MO 21244 21 Select the HIOS tab 22 Select the Access HITOS link Figure 22 HIOS Portal Home Page Health Insurance Oversight System Thursday February 21 2013 HOME FAQ CONTACT US SIGN OUT Welcome Jessica Rabbit HIOS Portal Home Page Manage Account Announcements The Center for Consumer Information and Insurance Oversight CCIIO has launched the Form Filing sub module within the Document Collection module of the Health Insurance Oversight Register an System HIOS Orga nization If you have been notified by CCIIO that the requirement to submit form filings applies to you please access the User Registration Form from CCIIO s website here A completed User Registration Form must be submitted to the HIOS Role help desk at insuranceoversight hhs gov Ma nagement For general questions please send an email to formfiling cms hhs gov For questions related to HIOS or technical issues please send an email to insuranceoversight hhs gov New accounts will not have any organizational associations or role
8. obtain a CMS Enterprise Portal User ID and Password to access the CMS Enterprise Portal Pre Requisites for HIOS Access e All users will be required to complete the Enterprise Portal registration process which includes Identity Verification 1D Proofing e ID Proofing verifies that the individual referenced in the account is the same person creating the account e Additional information collected includes the following Personally Identifiable Information PID for purposes of the ID Proofing Process Social Security Number Date of Birth Home Address and Primary Phone Number Health Insurance Oversight System Portal User Manual 2 HIOS System Access Starting March 28 2013 users will be able to access HIOS by navigating to the CMS Enterprise Portal Site at https portal cms gov Users will be required to enter their CMS Enterprise Portal credentials and then access HIOS Figure 1 CMS Enterprise Portal Main Screen CMS gov Enterprise Portal Home Abou CMS Newsroom Archive 4D Helo FAQs CC Emai dd Brint Centers for Medicare Medicaid Services Leam abow your healthcare optians Search CMS por a7 CHI CMS Portal gt Welcome to CMS Portal CMS Secure Portal Welcome to CMS Enterprise Portal The CMS Enterprise Portal is a gateway being offered to allow the public to access a number of systems related to Medicare Advantage Prescription Drug and other CMS programs To log into the CVS Port
9. permissions Those requests must be made separately 13 Health Insurance Oversight System Portal User Manual 3 Register an Organization Register an Organization module allows the user to verify a company existence in HIOS or create a new company or issuer within HIOS The organization must be actively registered in HIOS in order for a user to request access to the account or role permissions to the account Most of the modules within and controlled by HIOS will require the user to be cross referenced or associated to at least one organization company issuer or state for state modules only before a user can even have access to the module The user will not have the module s access button until the user has an approved role request to an existing or approved new organization Figure 23 Register Organization Health Insurance Oversight System Thursday February 21 2013 HIE FAC CONTATT US SICH GUT Welcome sica Rabhi HIOS Portal Home Page Manage Account Announcements The Center for Consumer Information and Insurance Oversight GCG has launched the Form Filing sub module within the Document Collection module of the Health Insurance Oversight Register an system H105 Organization If you have been notified by CCHO that the requirement to submit form filings apolles to you please access the User Registration Form from CC1IO s website here A completed User Pagin ran hori be submitted to the HIOS Role help desk
10. the Help Desk to submit corrections Figure 29 Organization Registration Health Insurance Oversight System Thursday February 21 2013 HOME FAQ CONTACTUS SIGN OUT Welcome Jessica Rabbit Organization Registration Please enter your company s 9 digit Federal EIN below and select Search to determine if your company currently exists in HIOS Federal EIN 1000112222 Company Any Insurance 123 Main Company 000112222 Street Anytown MD 21200 Issuers There are no Issuers currently registered in HIOS for your company Back Accessibility Rules of Behavior Web Policies File Formats and Plug Ins U S Department of Health amp Human Services 200 Independence Avenue S W Washington D C 20201 To search for an FEIN complete the following steps 1 2 3 4 Select Register an Organization link from the HIOS Portal Home Page Key in the company s Federal EIN Select the Search button If the company is not found the user must create the company first See Section 4 1 to set up a new company If the company is found in the search results check the existing list of Issuers associated to the company to ensure the issuer does not already exist If the issuer does not already exist select the Add Issuer button 18 Health Insurance Oversight System Portal User Manual Figure 30 Register New Issuer page Health Insurance Oversight System Thursday February 21 2013 HO ME Fag OM Taal T UNS
11. 1515 or email them at CMS_FEPS CMS HHS gov Upon logging into the Enterprise Portal HIOS users will be required to provide additional information that is not currently in HIOS to complete the registration process Once registration is complete users will be able to access HIOS Here is the sequence of screens below Health Insurance Oversight System Portal User Manual Figure 2 CMS Enterprise Portal Main Screen Login CMS gov Enterprise Portal tame About CHS tremor Archie E ed Eana SS Ema db Prt Centers for Medicare amp Medcaid Sendas beam abou your heate we opbons Banco CMS que 3 RA LA x wnat Provider Resources CMS Portal Waktoe te CMS Portal Welcome to CMS Enterprise Portal CMS Secure Portal The CMS Enterprise Portal la a gateway being offered to TO log inte ihe GMS Portal a CMS user account i allow the public to access a number of systems related to pren tes i A you are unable lo loq rio Fe CMS Pital vai Medicare Advantage Presciption Drug and other CMS v k your CMS user account please contar Ine CMS programa Fi helpdesk al SE Login to CMS Secure Portal Forged User IO Pego Parana Her ar R e Sree CMS Provides Health Coverage for 100 Million i Medicion Dani 2088 eens an bene fis People to enpinent_and benefits CMS News re isforma ion dor chadren up do fe Pas AENA e ol PA ore States Mowing Forward io ment Heath Lone Set Navigate to the CMS Enterprise
12. Gebarment from work on Federal Contracts or projects and or revocation of access to Federal information information systems and or facitis and may also include commal penaRies and or imprisonment understand that exceptions to the HHS RoB must be authonzed in advance in writing by the OPDIV Chief Information Officer or his her designee also understand that volation of laws such as the Pracy Act of 1974 copynght law and 18 USC 2071 which the HHS Reb draw upon Can result in monetary nes and or crirmnal charges that moy result in monsonment understand that the Jertity proofing semces being requested are regulated by the Faw Credt Reporimg Act and that my explicil consent 1s requeed to use these sernces understand thal any special procedures established by CMS for identity proobmg using Experian have been met and the services requested by CMS to Expenan will be used solely to confiren the applicant s entry to soid tavdulent transactions im the apebcant s name agree to the torms and conditions A 6 In the Welcome to EIDM window select Next 7 Click to place a checkmark in the agree to the Terms and Conditions box then select Next Health Insurance Oversight System Portal User Manual Figure 6 Your Information Page Van rioematbor Your Information First Name Middle Name E mail Address Social Security Number Date of Birth NADA DO YYYY Home Address Line 1 Home Address Line 2 City Home Address
13. HER MOUNTAIN narm imini HOGHE OF THE ABOVE 9 User information is submitted to Experian whereby four unique questions and answers are provided to each user to respond to for Identity Verification Answer each question given as accurately as possible Figure 8 Identity Verification Screens 2 Learn about your healihcare optic Search CUS gov CMS gov Enterprise Portal Home About CMS Newsroom Archive Helo amp FAQs 3 Email amp Print Centers for Medicare amp Medicaid Services h k e Provider Resources CMS Portal gt Registration User IO and Password 10 Once successfully verified users must reset their password and setup challenge questions to assist with future password resets and identity verification 11 After customizing the selected security questions and entering answers select Next Health Insurance Oversight System Portal User Manual Registration Complete You have now successfully completed your verification process Please log out and login again in order for your profile update to take affect Ak 12 Once the EIDM registration is complete existing users will need to log out of the system for their profile updates to take effect Figure 9 CMS Enterprise Portal Page Login with EIDM Credentials RM AA your bene per OOO Bore CMS ger MS gov Enterprise Portal laca Ge CMS iasa Actas Die A Esad ls Eses Centers tor Medicare Medica Services Welcom
14. Health Insurance Oversight System HIOS Portal User Manual CATS CENTERS for MEDICARE amp MEDICAID SERVICES Last updated March 27 2013 4 2 3 4 5 2 1 2 2 3 1 3 2 4 1 4 2 4 3 5 1 5 2 Health Insurance Oversight System Portal User Manual Table of Contents A Peon ae ta 1 RIOS SV SEM PCC CSS sti E 2 EXISTING PIOS USCIS o a eos 2 New Users Registration ccccsecccsscccececeeecceeeceeeceucecuecceeecsueeseeessuecsusessueeeseesusenseeseas 9 Redister an Org ANIZATOM arta hala N RUTA DEDI ON EA DATA non E ADE DO die 14 COMPA bdes 15 SE PP PE e ES 18 ROIS EU e cai 20 Module Description Ona crasas atico 21 MEW EXISTING AO Saa e 22 Requesting a Oli iaa 23 Troubleshooting and FAQ tai 25 APP OR 25 UO O il PAPE ETTA PP 25 Health Insurance Oversight System Portal User Manual List of Figures Figure ENS Enterprise Portal Mam Screen iia 2 Figure 2 CMS Enterprise Portal Main Screen Lo A eee ae ae 3 Figure 3 Terms and Conditions Pace ia ica 3 Fretre 4 CMS Enterprise Portal Login PASE taa a a 4 igure 5 2 BID ID Properties 4 Figure G Xou Information Parts a NINA A AA DUPLA DUNAS Aida IES TO ada DIN GR ne GRADAS 5 Figure 7 Identity Verification Screen li AA ERER ANA 6 Figure S Identity Vertication Screens aid da 6 Figure 9 CMS Enterprise Portal Page Login with EIDM CredentialS ocoococcononcocncnccoccnnoncnnnnnnnininnnnos 7 Figure 10 HIOS Landing Page
15. Portal URL included in the CMS Enterprise Portal Account email or go directly to https portal cms gov Select the Login to CMS Secure Portal button Figure 3 Terms and Conditions Page Home About OMS Newsroom Archive E Portal Help 3 Face E Eman dl Print Enterprise Portal CMS gov Centers for Medicare amp Medicaid Services gas o A ra z a pa Terms and Conditions You are acon g a U S Gowenment indormalion system which includes 1 thie computer 2 this computer nebwork E all compulers connected to his nebwork and 4 all devices and storage media a achied to this network or lo a computer on this network This information system ls provided for U S Government authonzed use only Unauthorized or improper use ofthis system may result in disciplinar action as well as chal and criminal penalties By wing his information sysbern pou understand and consent to lhe following You have no reasonable expectation of privacy regarding any communication or data ransiting or stored on this information system Al any Umie and for any lawtul Sovernment purpose he government may Monitor intercept and search and seme any communication oF data ransiing or stored on his information syaldern Any commu nicalio n or dato transiting or stored on his information system mary be disdosed or used for an kr Garren purpose To continue you must accept the termo and conditions If you decline your login will automatically be cancelle
16. al a CMS user account is fequined if yau are unable to log into the CMS Portal using your CMS user iC please contact ihe CMS Nepdesk al 1 500 5b2 1563 4 Login to CMS Secure Portal z Forgot Wiser ID CMS Enterpress Portal Medicod CH f Medicare Shared Savings Program Forgol Password Hew User RSS bration CMS Provides Health Coverage for 100 Million encolment And benens People CMS News niprmaton for children up to he age or 19 in need of health care reds a moi s thraugh Medicare Medicaid and lhe Children s Health Insurance Program And wih slates Moving Forward te Implenen Heath coverage Reform health insurance reforms and health care exchanoes we are mirovina health care and Existing HIOS users will be pre registered into the CMS Enterprise Portal but will be required to provide some additional information specific to identity verification New HIOS users will be able to access the system but will be required to register for a CMS Enterprise Portal account register for a HIOS account and then tie the two accounts together 2 1 Existing HIOS Users All existing HIOS users will automatically receive a CMS Enterprise Portal account to log into the CMS Enterprise Portal Emails with the new CMS Portal credentials were sent to all registered HIOS users If you are an existing HIOS user who did not receive the CMS Portal credentials please contact the Exchange Operations Support Center at 1 855 CMS
17. at j i Management far general questions please send an email to i For questions related to HIGOS or technical peme EPE send an emall to insuran 14 Health Insurance Oversight System Portal User Manual 3 1 Company Before creating a new company the user must perform a Federal EIN Search to ensure the company 1s not already registered within HIOS If any of the details of the company are incorrect please contact the Help Desk to submit corrections Figure 24 Register an Organization Health Insurance Oversight System Thursday February 21 2013 HOME FAQ CONTACT US SIGN OUT Welcome Jessica Rabbit Organization Registration Please enter your company s 9 digit Federal EIN below and select Search to determine if your company currently exists in HIOS Federal EIN The user must complete the steps below to register a company 1 Select Register an Organization link on the HIOS Portal Home Page 2 Key in the company s Federal EIN 3 Select the Search button Figure 25 Organization Registration page No company found Organization Registration Please enter your company s 9 digit Federal EIN below and select Search to determine if your company currently exists in HIOS Federal EIN 000113333 Search Company No Company Found You may register your company in HIOS by selecting the Create Company button below to enter your company s information Create Compan
18. cements Register an Organization Role Management HIOS Functions Health Plan and Other Entity Enumeration System Health Insurance Oversight System Portal User Manual 2 2 New Users Registration New users to CMS Enterprise Portal and HIOS will be required to complete three parts to set up their account e Register within CMS Enterprise Portal for an account e Register within HIOS e Associate the two accounts to enable single sign on from the Enterprise Portal directly into HIOS Figure 13 CMS Enterprise Portal Page New User Registration me MS gov Enterprise Portal tiome Abou GMS Newsroom Archive tinin A EAS E3 Email dd Erin Centers for Medicare amp Medicaid Services Leam about your nesticare options Search CMS gov CMS Secure Portal Welcome to CMS Enterprise Portal To log into the OMS Portal a CMS user accourt 1 The CMS Enterprise Portal is a gateway being offered to is requires allow the public to access a number of systems related 3 you are unable to log into the CMS Portal using y ee your CMS user account please contact the CMS to Medicare Advantage Prescription Drug and other a helpdesk at 1 300 562 1963 ul E Medicaid CHIP E Medicare Shared Savings Program CMS programs JA m 4 a Login to CMS Secure Portal Y Forgot User in A Lise t y on CMS Provides Health Coverage for 100 Million People States Movin TO through Medicare Medicaid an
19. d Accepi I Dectine Read the Terms and Conditions for using the CMS Enterprise Portals Users must select I Accept to proceed into the portal Health Insurance Oversight System Portal User Manual Figure 4 CMS Enterprise Portal Login Page Home About CMS Newsroom Archive E Portal Help 8 FAQs 2 Email E Print CMS ja gov Enterprise Portal Centers for Medicare amp Medicaid Services Welcome to CMS Enterprise Portal To log into the CMS Portal a CMS user account is required If you are unable to log into the CMS Portal using your CMS user account please contact the CMS helpdesk at 1 800 562 1963 User ID Gs Password A Forgot Password Forgot User ID Need an account Click the link New user registration 4 Enter the User ID and Password credentials included in the email 5 Select the Log In button Figure 5 EIDM ID Proofing Screens Welcome to EIDM You are logging into the system for the first time The system needs to verify your identity in order to complete the registration process and grant access to the requested application Select Next to proceed A Terms and Conditions Consent To Monitoring By logging omo this website you consent to be monitored Unauthorized attempts to upload information and or change information on this web ste are stnetly prohibited and are subject to prosecution under the Computer Fraud and Abuse Act of 1986 and Title 18 U S C Sec
20. d the Children s Health Insurance Program And Roster ereCone Jungs Canisters mean more time with nanante ros savings wath health insurance reforms and health care exchanges we are improving heath OTTAVO N 10 Lake NEGO Care care and ensuring coverage for all Amencars Health into your gen hands explore Core insurance COMPETIDO options 105 pa New users will navigate to the Enterprise Portal at https portal cms gov 2 Complete steps 7 13 in the previous section 2 1 Existing HIOS Users to complete the registration form and identity verification 3 When the user receives a Registration Complete confirmation screen select the OK button Figure 14 Confirmation Screen CMG Porte gt Ragiti sia Registration Complete Health Insurance Oversight System Portal User Manual 4 Users will receive an email acknowledging successful registration and the email will include the CMS Enterprise Portal User ID Figure 15 My Access Page 1 any Enterprise Portal CMS Portal gt My Aces My Access View And Manage My Access 5 Forusers who do not have a HIOS account one the My Portal page select the Request New Application Access link in the My Access navigation panel Figure 16 Request New Application Access screen 257 Enterprise Portal yP o A tal LMS Portal gt My access My Access Request New Application Access ora 3 AAR aA a a ao PA e ag gs a etc an appeal and
21. e 34 Request a Role Health Insurance Oversight System Friday February 22 2013 HOME FAQ CONTACT US SIGN OUT View Existing Roles Request Role Request Role Welcome Jessica Rabbit Please select a Module from the drop down list below and follow the prompts to submit a role request For a description of each module select Module Descriptions Module Requested Role User Type Small Group Market Submitter User Sub Type Backup Contact Issuer Association Please enter the HIOS Issuer ID below Issuer ID Search Result 85511 ACME Insurance Company DC Accessibility Rules of Behavior Web Policies File Formats and Plug Ins U S Department of Health 6 Human Services 200 Independence Avenue S W Washington D C 20201 To request a role complete the following steps 1 2 3 A SA From the HIOS Portal Home Page select the Role Request button Select the Request Role tab Select the Module needed Select the Requested Role The system will only display the specific roles that apply to the module selected If applicable for the module selected select the User Type from the drop down menu If applicable for the module selected selected the User Sub Type from the drop down menu If the module requires a cross reference to a company issuer or state enter the information and select Search If a Search Result is not displayed the user must register the organization first or verify that
22. e to CMS Enterprise Portal The CMS Enterprise Portal is a gateway being offered to alow the public to nocess a number of systems related to Medicare Advantage Prescriptos Drug and other CAS programs CMS Provides Health Coverage for 100 Million People Mecca enc De Chiirers beet FILTRO ho ron are Peet care carrer gos vo ae NIN Cove ap fer A AMARA 13 Log into the CMS Enterprise Portal using the credentials just created Figure 10 HIOS Landing Page Authorized User Portal Help FAGs i Prini Logout Welcome CMS Enterprise Portal CMS News i Gales Movina Fonera lo implement Heanh ro one Pacer eleclbona fends raren menan more Medicaid amp CHIP Program System time win paberts and cost HMJ as ain Peete dare Professionals Seleclea as ne at cae mitin Asoc will impera Gare 10 009 Pegpie en Megrare Can Gel Most Care al Home with Demonii de Hean oysters Riedy 10 improve Care Saning up io 51 1 Bien q y information Tor pannia with CMS Provides Health Coverage for 100 Medicare Meck are open A Million People Ml Seen ees Health Insurance Oversight System Portal User Manual 14 Users that have registered in the CMS Enterprise Portal registered in HIOS and acquired access to HIOS in the portal will be directed to the My Portal landing page Select the HIOS tab Figure 11 Access HIOS Plan Management Landing Page CB Esterpese Postal PIDA Mona Fritas WF ca Erierpo
23. hhs gov Indicates a required field First Name Middle Name 1985 R A D RIS 2 m 1 3 3 R 2 Job Title Organization Name Email Address Phone Type Phone Format 123 456 7390 Phone Ext Address Type Address Line 1 Address Line 2 NIHIO Sifts vu y ug AA 6 e a Accessibility Rules of Behavio Web Policies File Formats and Plug Ins U S Department of Health amp Human Services 200 Independence Avenue S W Washington D C 20201 9 Users will need to complete the Request HIOS Account form and submit for approval 11 Health Insurance Oversight System Portal User Manual 10 Once approved users will receive an email with their HIOS account information and an Authorization Code to request access to HIOS within the Enterprise Portal Figure 19 New HIOS User Enter Authorization Code screen CMS Enterprise Portal aie CMS Portal gt My Access My Access Request New Application Access 11 Navigate back to the My Access section of My Portal within the CMS Enterprise Portal 12 Select the Request New Application Access link 13 In the Application Description field select HIOS HIOS Application 14 In the Role field select HIOS Issuer 15 Enter the Authorization Code provided within the HIOS Account Request Approved email received 16 Select the Submit button Figure 20 Request Acknowledgement Screen CMS Enterprise Portal OMS Portal M
24. king for within a specific module What should I do Answer Refer to User Role Request instructions 5 2 Support CMS Help Desk For additional assistance please call the Exchange Operations Support Center XOSC at 1 855 CMS 1515 or email them O CMS_FEPS CMS HHS gov 20
25. ogram CAP is used by states and its case workers to provide beneficiaries and consumers insurance related guidance and assistance Provide state users with the capability to collect manage and submit information about the various Role Functionality State Users The state representative can view all the issuer organizations assigned to that state Issuer Users Submitter user is a representative of an organization who can submit and view issuer data Primary Submitter contact The primary submutter is the pomary contact for the submission issues Backup Submitter contact The backup submitter is the backup contact for the submission issues Validator user is a representative of an orgamzation who can Validate the data submutted by the issuer Primary Validation contact The primary Validator is the primary contact for validation issues Backup Validation contact The backup Validator 15 the backup contact for the validation issues Attestation User An official within an organization usually CEO or CFO who attests the data submitted Administrator User An official within CCOO who can access and view all issuer submitted data and state data Install CAP System Installer has the ability System setup for user authorized ability Data Collection Upload Process Submitter Reported Data 21 Health Insurance Oversight System Portal User Manual 4 2 View Existing Roles The user can view their exi
26. ortal User Manual Figure 32 Module Description hato idea2l route 33 View Existi o Roles tddi 22 Prune 34K EqUCSE A Rol o ee Le LO 23 Rreute 395 Request Role Connirimal Ol Pace aorta 24 Health Insurance Oversight System Portal User Manual 1 Introduction The Center for Consumer Information and Insurance Oversight CCIIO a division of the Department of Health and Human Services HHS 1s charged with helping implement many provisions of the Affordable Care Act CCHO oversees the implementation of the provisions related to private health insurance including providing oversight for the issuer based data exchanges that populate http www healthcare gov These technical instructions explain how the HIOS application works within any compatible Internet browser application such as 1 Internet Explorer version 7 or higher 2 Mozilla Firefox version 5 or higher 3 Chrome version 9 0 or higher CMS Enterprise Portal CMS Enterprise web portal will be used for accessing CMS systems Various CMS systems will be integrated with the portal in the coming months HIOS will be integrated with the Enterprise Portal and will only be accessible through the portal on March 28 Enterprise Identity Management System EIDM Enterprise Identity and Access Management System EIDM provides Authentication and Authorization capabilities and 1s tightly integrated with the CMS portal Users will need to register for an EIDM account and
27. re Portal MOA errante fc e Gaig do e P m po TA n a hn Herr RBG P1 Go bo your amal C Redilarpat Log O Welcome vouthecide lib Most viited Q Portal Hepa rans Print igon Welcome J Buren E Enterprise Portal o h EXIS CMS Portal Hid Page Title Welcome Loren gawn dolor sd Amd que comme pna a uia Vel Pepe Anc lu ad EA pete ee ea U en dem bandari el V de egie viaa jeje Nec 24 Genie Pieiegete in mea tia ca evel An cani prima postulan sea Enada pondera democrtum vis el de modo Greet SOCIE va urail copara epelende dd cum dolor esper operaia ks a dicam perciba pocie sam ea Wim in boga ablar Pete 204 Cu well legal eee Health Insurance Oversight Svstem HIOS L epg comms porterlo ds um Vol ro Aarla od bel grace uama da AA acum a o Sonoro El Wm o oquo more repudio Mee oa Gonigus rsologo tas agement and Market Wide Functions Locen igram dolor st amel gue Commune piri ex use Wel meget sancius ad Est greece euismod a Geen acom sen enie el Vim be aeque ideer repudiare Nec ca denique insellegebal Arcs Pan Management A Ware iiias Fort pina MED cos g0v liniers oro 15 On the HIOS tab select the Access HIOS link to navigate to the HIOS Home Page No additional authentication will be needed Figure 12 HIOS Home Page Health Insurance Oversight System HOME FAQ CONTACT US SIGN OUT Welcome Organization Management amp Administrative Functions HIOS Home Page Manage Account Announ
28. sting roles and access permissions on the View Existing Roles tab as displayed below in Figure 19 Figure 33 View Existing Roles Health Insurance Oversight System Thursday February 21 2013 HOME FAQ CONTACTUS SIGN OUT Welcome Jessica Rabbit View Existing Roles Request Role View Existing Roles Username jessicarabbit cgitest yahoo com Plan Finder Module PF Association Typ p Be 85511 ACME Insurance Company DC a ra small Group 85511 ACME Insurance Company DC Market Submitter Rate Benefits Information System RBIS Association Association 25511 ACME Insurance Company DC 25511 ACME Insurance Company DE Market Submitter Accessibility Rules of Behavior Web Policies File Formats and Plug Ins U S Department of Health amp Human Services 200 Independence Avenue S W Washington D C 20201 To view existing roles complete the following steps 1 From the HIOS Portal Home Page select the Role Request button 2 Select the View Existing Roles tab 22 4 3 Health Insurance Oversight System Portal User Manual Requesting a Role To request an additional role or module access a role request must be submitted Be sure to review the Module Descriptions chart to ensure the user requests the correct module and role within the module Figur
29. the issuer or state reference provided 1s accurate Select the Review Continue button 23 Health Insurance Oversight System Portal User Manual Figure 35 Request Role Confirmation page Health Insurance Oversight System Friday February 22 2013 HOME FAQ CONTACTUS SIGN OUT Welcome Jessica Rabbit View Existing Roles Request Role Request Role Please review your selections below and select Submit to submit the new role request for approval or select Back to make changes Module Rate amp Benefits Information System RBIS Requested Role Issuer User Type Small Group Market Submitter User Sub Type Backup Contact Selected Issuer 85511 ACME Insurance Company DC Back 9 Select the Submit button The Back button is also an option if the user needs to make changes to prior to this page 24 Health Insurance Oversight System Portal User Manual 5 Trouble shooting and FAQ 51 FAQ Question 1 I forgot my password What do I do Answer Select the Forgot Password link on the CMS Enterprise Portal Question 2 I do not see the module access button for the application I would like access What do I do Answer Refer user to User Role Request Question 3 received an error stating that I am locked out of my account What should I do Answer Contact the Exchange Operations Support Center XOSC Question 4 I do not see the specific issuer or company information I am loo
30. ting roles and access status Figure 31 Role Request Health Insurance Oversight System Thursday February 21 2013 HOME FAQ CONTACTUS SIGN OUT Welcome Jessica Rabbit View Existing Roles Mia Request Role Please select a Module from the drop down list below and follow the prompts to submit a role request For a description of each module select Module Descriptions Module Select Module Accessibility Rules of Behavior Web Policies File Formats and Plug Ins U S Department of Health 6 Human Services 200 Independence Avenue S W Washington D C 20201 20 4 1 Health Insurance Oversight System Portal User Manual Module Description Chart Before requesting a role or access to a module it is important to review the Module Description chart to ensure the user only requests access to the modules needed Select the Module Description link to view the chart Acronym Product Data Collection Figure 32 Module Description chart Module Name Module Purpose Plan Finder collects State Issuer and Product industry For State users Plan Finder collects data regarding the insurance compames within that state and the products sold to individual and small group markets to compare to the data filings of those issuers Issuer Submission users can download a pre populated template update product information then upload the file on the Upload Finalized Data Template tab The Consumer Assistance Pr
31. y 4 If the company is found in the search results the user may proceed to Section 4 2 to set up a new Issuer if needed 5 If the company is not found select the Create Company button 15 Health Insurance Oversight System Portal User Manual Figure 26 Register New Company Health Insurance Oversight System Thursday February 21 2013 HOME FAQ CONTACT US SIGN OUT Welcome Jessica Rabbit Register New Company Please fill in the form below with your Company s information Note Indicates a required field Company Legal Name Any Insurance Company Incorporated State Dc Federal EIN 0001127222 NAIC Company Code PP NAIC Group Code pp 7 Group Name Any Insurance Company AM Best Number 3 Not For Profit m Co Op r Domiciliary Address Address Line 1 123 Main Street Address Line 2 ho City Anytown i S State MD Z1P code 212 ZIP Plus 4 Review Continue 6 Enter in the details of the company Be sure to complete required fields which are marked with an asterisk 7 Select the Review Continue button Figure 27 Review Company Information Review Company Information Company ZIP City State a Plus 4 Company Legal Registered Federal were AM Best ae Co Address Line Address Line ode ompany Name State EIN Code Number Profit Op 1 Any Insurance C DC 00011222 No No 123 Main Str Anyto MD 2120 ompany 2 eet wn 0
32. y Access My Access Request Acknowledgement 7 now be ab 1 rene 1 placi DK 1 a Y Arrau o Bagani Her Appear tines en and Sanaga liiy 17 Select OK on the Request Acknowledgement screen 18 Logout of the CMS Enterprise Portal 19 Wait approximately 2 minutes and log back in 20 Users must log into the Enterprise Portal to request access to HIOS 12 Health Insurance Oversight System Portal User Manual Figure 21 HIOS Tab OMS Enterprise Portal HIOS Monika Fwelor Home Heath Insurance Oversight S Home REIS 1 Go to your email RedCarget Login Welcome YouDecide 2 Most Visited Portal Help A FAQs Logout Welcome J Buron CMS My Proe COV Enterprise Portol nl Page Title Welcome Lorem ipsum Golor sit amet lisque Commune perfecto ex usu Vel imiegre sanctus ad Est gracce cusmod ea sit unum autem sententac el Vim te acque viderer repudiare Nec ea denique imelegebal in mea sint cita everti An diant primis postulant sea Eva ponderum democritum vis s le modo graeco accusata vis luvarel corpora expetends id cum dolor engut v uperala us eu dicam pencias repudiare nam ea Vim in fugii labi lur recusabo 60S cu wisi feugall assueverit Health Insurance Oversight System HITOS Lorem ipsum Golor sit amet lisque Commune perfecto ex usu Vel integre sanctus ad Est graece eusmod ea sit unum aulem sententias el Vim te aeque viderer repudiare Nec es Genkjue intellegebal Access
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