myCGS Registration Guide
Contents
1. Use Email X Use Text o Email Address Phone Number Make any necessary changes to your information and press the SUBMIT button NOTE If you change cell phone carriers you must update your Service Provider to reflect your current carrier in order to continue to receive myCGS MFA text messages even if your cell phone number remains unchanged If you use a cell phone carrier other than one of the four service providers listed AT amp T Sprint T Mobile or Verizon choose the service provider network which is used by your carrier to provide service If you are unsure of the network please contact your carrier If you choose the wrong service provider you will not receive MFA text messages Update Security Challenge Questions amp Answers If you wish to update or change your security challenge questions and answers go to the Update Security Questions screen To access the Security Questions screen select the My Account menu found in the top right corner of your screen and choose Update Security Questions PAGE 19 Originated July 1 2016 Revised December 3 2018 2018 Copyright CGS Administrators LLC PAGE 20 Help Feedback Contact Us Log Out myCGS REGISTR fpe DE Change Password Update MFA Options Provider Profile User Account View NPI PTAN Update Security Questions Choose questions from each of the three drop down menus and answer them accurately Be sure to choos2. Example Your old password is Portal 84 If you attempt to change to a new password of Books 92 myCGS amp will give you an error message stating that you need to use different characters for your password This is due to the fact that the letter o exists in both your old and new passwords Change Password To change your myCGS password use the Change Password link found on the initial myCGS splash page before you log in PAGE 16 Originated July 1 2016 Revised December 3 2018 2018 Copyright CGS Administrators LLC myCGS REGISTRATION GUIDE Log In Log Into DME myCGS gt Register formyCGS gt Log In Help Change Password Your passwon qu d be changed eve Use the Change Passwor to update your myCGS password After pressing the Change Password link you will be taken to the Change Password screen Enter your myCGS User ID and previous old password and then enter your new password twice Press the SUBMIT button to complete your password change Change Password After successfully changing your password you will be immediately taken back to the login screen User ID Old Password New Password Reenter password to confirm Note Passwords must be at least 8 characters long must start with a letter and must contain each of the following One upper case letter one lower case letter one special character and one number SUBMIT EXIT Forgot Password If you don
3. 3 Onthe Change Password screen enter your User ID temporary password in the Old Password field and a new password of your choosing then press Submit Change Password After successfully changing your password you will be immediately taken back to the login screen Update your password information in the form below User ID Em Old Password New Password Reenter password to confirm Note Passwords must be at least 8 characters long must start with a letter and must contain each of the following One upper case letter one lower case letter one special character and one number SUBMIT EXIT 4 After successfully changing your password you will be taken back to the login screen Log in using your User ID and the password you just created 5 Next you will need to set your Multi Factor Authentication MFA preferences You have the option of receiving MFA security codes via text or email or both We recommend that you set up both text and email so that you always have a backup If you choose to use Text as one of your MFA options you must enter your 10 digit cell phone number and choose your cell phone service provider AT amp T Sprint T Mobile or Verizon NOTE If you use a cell phone carrier other than one of the four service providers listed choose the service provider network which is used by your carrier to provide service If you are unsure of the network please contact your carrier
4. NOTE If you do not have the ability to fax you can mail your form to CGS ATTN myCGS Registration PO Box 20010 Nashville TN 37202 Once we have processed the form we will add the additional Tax ID to the DA s myCGS profile and will be available within 5 to 10 business days In doing so all End Users who have previously been approved by the DA will also receive access to the additional Tax ID and all associated NPI PTAN combinations automatically SECTION 3 Security and Account Maintenance Passwords Passwords are an important part of securing both beneficiary data and your company s data Your myCGS password should be kept up to date changed every 30 days and should be known only to you Your ID will be disabled if you do not log in for 30 consecutive days Your account will be locked if you enter your password incorrectly three consecutive times within a 120 minute period NOTE In order to qualify as an active login you must successfully complete the entire myCGS login process including use of your MFA code If you do not log in for 30 consecutive days your account will be suspended in order to reactivate your account you must call our Provider Contact Center If you do not log in for 90 consecutive days your account will be deactivated and you will need to re register for myCGS myCGS keeps count of consecutive invalid login attempts within a 120 minute period until there is a successful login Once your account is lock
5. iv SUBMIT NOTE The security question answers are case sensitive Be sure to remember if you use capital vs lower case letters in your answers Once you have selected your questions and entered your answers press the Submit button PAGE 5 Originated July 1 2016 Revised December 3 2018 2018 Copyright CGS Administrators LLC myCGS REGISTRATION GUIDE Congratulations you have now successfully completed myCGS registration You are now ready to use myCGS and approve or reject End Users for your company For instructions on using myCGS to find beneficiary eligibility claim status and all the other great features myCGS offers refer to the myCGS User Manual After you or another Designated Approver from your company have successfully completed myCGS registration End Users from your company may also register for myCGS When an End User has submitted a registration request under your Tax ID you will receive an email informing you that you have pending approvals For instructions on approving and managing End Users from your company refer to SECTION 2 USER MANAGEMENT of this guide How to Register as an End User Follow these steps to register for myCGS as an End User 1 Goto myCGS at https mycgsportal com 2 Press the Register for myCGS button 3 Select End User as your Role from the drop down menu New User Registration Please choose the correct role for your access 4 Once you have selected your r
6. Text as one of your MFA options you must enter your 10 digit cell phone number and choose your cell phone service provider AT amp T Sprint T Mobile or Verizon NOTE If you use a cell phone carrier other than one of the four service providers listed choose the service provider network which is used by your carrier to provide service If you are unsure of the network please contact your carrier If you choose the wrong service provider you will not receive MFA text messages Set Multifactor Authentication MFA Preferences Choose at least one option below and enter its settings When myCGS prompts for MFA code entry you may choose either or both selections to receive your code Use Email m Use Text m Email Address Phone Number Confirm Email Address Select Your Carrier Please Select One 11 After setting up your MFA you will immediately need to log in again and use an MFA security code to continue On the MFA page press the Text Me Email Me or Both button depending on how you wish to receive your MFA security code Note that you can use your keyboard T for text E for email or B for both to select and generate your MFA code Once you receive the code enter it in the MFA Code Entry field and press Submit or press Enter on your keyboard Multifactor Authentication MFA Enter Security Code A Security Code is required to complete your login s f Q TEXTME i EMAILME AX BOTH To retrieve
7. access the User Permissions screen from the User Management screen of myCGS press the User Management button ft Home DA User Management User Management To access the User Permissions screen from the functionality section of myCGS choose User Management from the User Management menu Searching for Users To modify a user first you need to search for the user myCGS allows you to search for users by entering any of the following four pieces of user information User ID User Name NPI or PTAN You can use as many of the search criterion fields as you wish In the User ID and User Name field you can enter as few or as many characters as you want For instance if you enter smith in the User Name field leaving the other fields blank myCGS will return any user who has smith in their name be it Jill Smith Stan Smith Karen Smithson or Smith Jones Once you have entered the appropriate search criteria press the SEARCH button Modifying Users After performing your search myCGS will display the profile information for any users who match your search criteria Note that if you have more than one NPI PTAN multiple rows may exist for a single user who shares the same multiple NPI PTAN information Changes made to user permissions are made on an individual NPI PTAN basis To add or remove permissions to the Beneficiary Information Claim Preparation Claims Finance and Reprocessing menus within myCGS check or unche
8. beneficiary eligibility claim status and all the other great features myCGS offers refer to the myCGS User Manual https www cgsmedicare com ic mycgs pdf mycgs_UserManual pdf Update Trading Partner IDs After you have successfully completed myCGS registration as a CHBA you may need to add more Trading Partner IDs for instance if your company represents more than 10 IDs To do so follow the steps below NOTE This functionality only exists for myCGS users who are registered in the CHBA role If you are an End User or Designated Approver you do not have access to the Update Trading Partner IDs screen 1 Log in to myCGS at https mycgsportal com 2 Inthe My Account menu found in the top right corner of your screen select Update Trading Partner IDs PAGE 11 Originated July 1 2016 Revised December 3 2018 2018 Copyright CGS Administrators LLC myCGS REGISTRATION GUIDE Help Feedback Contact Us Log Out 2 HE Clearing House Billing Agency My Account TPID a NP Change Password ty MBI Lookup rewan Update MFA Options Provider Profile User Account View NPI PTAN Update Security Questions Update Trading Partner IDs 3 The Update Trading Partner IDs screen will be displayed On this page you will see a list of your current IDs To add a new Trading Partner ID first press the Add Trading Partner ID button and then enter the Trading Partner ID that you need to add to your account in the
9. for and view all End Users registered under your Tax ID e Modify existing End User permissions e Deactivate existing End Users Navigation If you are in the User Management section of myCGS you will see the following menu choices ft Home DA User Management User Management Home The Home button will take you to the End User portion of myCGS where you can find Eligibility Claim Status and all the other great features myCGS offers For instructions refer to the myCGS User Manual In order to return to the User Management section of myCGS select the My Account menu and then choose User Management DA User Management Go here to approve deny and recertify End Users User Management Go here to manage the permissions of your End Users by specific NPI PTAN combination PAGE 12 Originated July 1 2016 Revised December 3 2018 2018 Copyright CGS Administrators LLC myCGS REGISTRATION GUIDE If you are using the End User portion of myCGS and need to return to the User Management section choose the appropriate screen from the User Management menu which will be the right most menu option on your navigation bar ftHome Beneficiary Information Claims Claim Preparation Finance Reprocessing MBI Lookup News amp Information User Management User Management Notices amp Updates Approve Deny Users Recertify Users DA User Management Approve Deny Users When a new End User sub
10. full and Options for Designated Approvers 12 access to myCGS and have the ability to approve and manage other myCGS users DA User Management Approve Deny Users i 13 3 Other users from the supplier Known as End Users register for myCGS and are approved by their DA Once approved End Users will have full DA User Management access to myCGS Recertify Users n 14 User Permissions ooe 15 NOTE The steps above ale for DMEPOS suppliers myCGS also offers the ability to register as a third party biller via the Clearing House Billing Searching IOMIS Clic mE ea 15 Agent CHBA role Refer to the CHBA sections in this guide for instructions Adding Additional Tax IDS oo 15 on registering as a CHBA SECTION 3 Security and The first person to register in myCGS for any supplier must be the DA Account Maintenance E A AN E ASAAN 16 No other users for your company can use myCGS until the DA has been RaSSWONGS ao ee ren ae eee ere 16 registered and approved econ 1 NOTE There is no limit to the number of DAs that the AO may designate for Update MFA Options 0 000000 19 your organization If desired the AO may designate themselves as a DA Update Security Challenge Questions amp Answers a 19 O Originated July 1 2016 Revised December 3 2018 CG S PAGE 1 2018 Copyright CGS Administrators LLC A CELERIAN GROUP COMPANY CMS CENTERS FOR MEDICARE amp MEDICAID SERVICES myCGS REGISTRATION GUIDE Registration for myC
11. the four service providers listed choose the service provider network which is used by your carrier to provide service If you are unsure of the network please contact your carrier If you choose the wrong service provider you will not receive MFA text messages Set Multifactor Authentication MFA Preferences Choose at least one option below and enter its settings When myCGS prompts for MFA code entry you may choose either or both selections to receive your code Use Email m Use Text m Email Address Confirm Email Address SUBMIT EXIT 6 After setting up your MFA you will immediately need to log in again and use an MFA security code to continue On the MFA page press the Text Me Email Me or Both button depending on how you wish to receive your MFA security code Note that you can use your keyboard T for text E for email or B for both to select and generate your MFA code Once you receive the code enter it in the MFA Code Entry field and press Submit or press Enter on your keyboard Originated July 1 2016 Revised December 3 2018 2018 Copyright CGS Administrators LLC PAGE 8 myCGS REGISTRATION GUIDE Multifactor Authentication MFA Enter Security Code A Security Code is required to complete your login Q TEXTME X EMAILME QX BOTH To retrieve a Security Code please select the Mobile Phone or E mail that you registered as your Multi Factor Authentication MFA device wh
12. to register for your organization for myCGS Once successfully registered the DA is responsible for approving and maintaining other users from their company in myCGS DAs also have access to all of the features in myCGS that End Users use beneficiary eligibility claim status etc An End User is a regular non approver user of myCGS End Users are able to use all of the main functionality within myCGS including beneficiary eligibility claim status claim preparation information and more but do not have the approver ability of a DA End Users are approved and maintained by their DA Once an End User has submitted a registration request in myCGS a DA must approve the individual for use of the company s Tax ID and all associated NPIs PTANs in myCGS A Clearing House Billing Agent CHBA is a third party biller who provides authorized services to a DMEPOS supplier CHBAs are able to use the main functionality within myCGS on behalf of the suppliers they represent CHBAs are approved for myCGS based on a supplier s Trading Partner Agreement with CEDI which provides both a Trading Partner ID used in registration as well as defined access within the portal For this reason the DMEPOS supplier must authorized the CHBA by submitting a CEDI Supplier Authorization Form to CEDI BEFORE a CHBA is able to register for myCGS For instructions on submitting the form refer to the CEDI website https www ngscedi com For instructions on regis
13. GS is completed based on your organization s Tax ID TIN Once you have successfully registered under your Tax ID all of your associated NPI PTAN combinations will automatically be tied to your account and available for use in myCGS If your organization has more than one Tax ID you will need to add your additional Tax IDs by following the instructions in the Adding Additional Tax IDs section found below This guide provides details of each part of the registration and user management process It is divided into three main sections e Section 1 details user registration e Section 2 includes instructions for Designated Approvers on how to manage users in myCGS e Section 3 includes information about maintaining your myCGS account For instructions on using myCGS to obtain beneficiary eligibility claim status and all the other features that myCGS offers refer to the myCGS User Manual https www cgsmedicare com jc mycgs pdf mycgs_UserManual pdf SECTION 1 Registration Roles amp Definitions What is an Authorized Official What is a Designated Approver What is an End User What is a CHBA An Authorized Official AO is the individual listed as the company representative in PECOS https pecos cms hhs gov pecos login do A Designated Approver DA is an individual designated by their organization s AO as being responsible for approving and managing your organization s employees within myCGS A DA must be the first person
14. If you choose the wrong service provider you will not receive MFA text messages Set Multifactor Authentication MFA Preferences Choose at least one option below and enter its settings When myCGS prompts for MFA code entry you may choose either or both selections to receive your code Use Email m O Use Text o Email Address Phone Number 6 After setting up your MFA you will immediately need to log in again and use an MFA security code to continue On the MFA page press the Text Me Email Me or Both button depending on how you wish to receive your MFA security code Note that you can use your keyboard T for text E for email or B for both to select and generate your MFA code Once you receive the code enter it in the MFA Code Entry field and press Submit or press Enter on your keyboard PAGE 10 Originated July 1 2016 Revised December 3 2018 2018 Copyright CGS Administrators LLC myCGS REGISTRATION GUIDE Multifactor Authentication MFA Enter Security Code A Security Code is required to complete your login f i Q TEXTME X EMAILME QX BOTH To retrieve a Security Code please select the Mobile Phone or E mail that you registered as your Multi Factor Authentication MFA device when you originally requested access from the MFA Device Type s MFA Code Entry for shown How would you like to receive your verification code When you receive your code enter it into the box below Need to Register a
15. Once we have received and processed the myCGS Approver Designation Form we will email an authorization code to the appropriate DA If you are the DA who receives this email follow the instructions in the sections below carefully in order to register for myCGS After you have been approved as a DA other users from your company may register for myCGS as End Users As a DA you will be responsible for approving and managing your company s End Users Refer to the Approving End Users section below for instructions You will also have full access to all of the functions and features within myCGS such as beneficiary eligibility claims status and much more For instructions on using myCGS refer to the myCGS User Manual https www cgsmedicare com jc mycgs pdf mycgs_UserManual pdf NOTE Email correspondence from CGS regarding myCGS registration including the registration authorization code is sent from a do not reply email address If your company has a firewall that blocks emails from do not reply addresses then you may not receive the authorization code and your request will expire The authorization code is valid for 60 days before it expires If you are having issues receiving our emails please contact your internal IT department and ask that they allow emails from CGS DO NOT REPLY MYCGS cgsadmin com How to Register as a Designated Approver Follow these steps to register for myCGS as a Designated Approver NOTE You can
16. REGISTRATION amp ACCOUNT MANAGEMENT iM ES LENE ra SA YN B amp JURISDICTION C hO TU S DME MAC JURISDICTI Overview Contents l Welcome to the myCGS Registration and Account Management Guide OvervieW aaraa ireren 1 This guide provides an overview of the registration and account management SECTION 1 Registration 0 2 process that DME MAC Jurisdiction B and C suppliers must follow in order oe to use myCGS Roles amp Definitions een 2 Designated Approver There are three main steps in registering your company for myCGS Selection and Approval a 2 p 1 The supplier s Authorized Official AO assigns a Designated How to Register as a Approver DA to represent their organization The DA will be Designated Approver a a 3 responsible for approving and managing other users for the supplier How to Register as an End User 6 l The AO must be the person listed as the Authorized Official or Delegate How to Register as a Clearing in the Medicare Provider Enrollment Chain and Ownership System House Billing Agent CHBA 8 PECOS for the supplier s Tax ID NPI PTAN To see who is listed as Update Trading Partner IDS 11 your AO access PECOS at https pecos cms hhs gov pecos login do SECTION 2 User Management 12 2 The DAcompletes myCGS registration following the instructions User Management Navigation in this guide Once completed and approved the DA will have
17. a Security Code please select the Mobile Phone or E mail that you registered as your Multi Factor Authentication MFA device when you originally requested access from the MFA Device Type s MFA Code Entry for shown How would you like to receive your verification code When you receive your code enter it into the box below Need to Register an MFA Device If you have not registered an MFA device and would like to do so now you may use the Register MFA Device link For security purposes you will be prompted to login again and answer your challenge questions before registering an MFA device Security Codes expire Be sure to enter your Security Code promptly 12 As the final step in completing myCGS registration you will be asked to set up your security challenge questions and answers Choose questions from each of the three drop down menus and answer them accurately Be sure to choose questions and answers that are personal to you and that you will remember You will need to be able to answer the challenge questions should you forget your password and need to have it reset Security Questions Please select 3 security questions from the lists below and enter your answers in the provided boxes Question 1 Answer In which city was your father born iv Question 2 What was the name of your maternal grandmother your mother s mother v Question 3 What was the name of your first roommate during college
18. box that appears on the screen myCGS will immediately validate whether or not the ID entered is valid and approved for CHBA use by the DMEPOS supplier Repeat this process for each ID you need to enter Once you have entered all of the appropriate Trading Partner IDs press the Submit button Trading Partner ID Editor First press the Add Trading Partner ID button Below are your current Trading Partner IDs Edit add or remove in the boxes below Then add your Y TRADING PARTNER ID eu new Trading Partner ID All billing ID s verified SUBMIT ADD TRADING PARTNER ID After adding your company s Trading Partner IDs you will have access in myCGS to the NPIs PTANs associated with each ID Note that jurisdictional and functional permissions for each Trading Partner ID are granted by the DMEPOS supplier in their CEDI authorization agreement If the supplier did not grant CHBAs to have access to a specific jurisdiction B or C or function eligibility claims finance etc then you will not be able to access those jurisdictions functions in myCGS for the associated NPI PTAN SECTION 2 User Management User Management Navigation and Options for Designated Approvers When you log into myCGS as a Designated Approver you are immediately taken to the User Management section of myCGS Within User Management you can perform the following tasks e Approve or deny new End User registration requests e Recertify End Users e Search
19. ck the appropriate checkbox a check means the user has permission to use the function menu unchecked means they are not permitted to use the menu To de activate a user entirely from myCGS check the Deny checkbox and enter a rejection reason in the text field Once you have made the appropriate changes to the user s profile press the UPDATE button Use the function boxes to give or remove To remove a user s permissions to a specific access to a specific function within myCGS NPI PTAN uncheck the Active box r Beneficiary Claim E Eligibility Preparation Claims Adding Additional Tax IDs myCGS registration is based around a supplier s Tax ID All NPI PTAN combinations that are associated with your Tax ID are automatically added to your myCGS account upon successful registration Some suppliers however may have multiple Tax IDs with different NPI PTAN combinations under each Tax ID If your company has more than one Tax ID then your Authorized Official AO will need to assign the additional Tax ID to the existing Designated Approver DA To do so the AO must complete the myCGS Additional Tax ID Request Form which is found on our PAGE 15 Originated July 1 2016 Revised December 3 2018 2018 Copyright CGS Administrators LLC myCGS REGISTRATION GUIDE website at https www cgsmedicare com jc forms pdf mycgs_additional_tax_id pdf The completed and signed form must be faxed to us at 1 615 664 5994
20. dress in your MFA settings and vice versa If your email address has changed you must update it on both screens Refer to the Update Your MFA Settings section below PAGE 18 Originated July 1 2016 Revised December 3 2018 2018 Copyright CGS Administrators LLC myCGS REGISTRATION GUIDE User Account Requestor First Name Ez Requestor Middle Initial Requestor Last Name Requestor Suffix eg Sr Jr tl Organization Name Organization Address 1 Organization Address 2 Organization City Organization State Organization Zip Code Organization Telephone Organization FAX Organization Email E Update MFA Options If you need to update or change your cell phone or email information that is associated with your Multi Factor Authentication MFA settings go to the MFA Options screen To access the MFA Options screen select the My Account menu found in the top right corner of your screen and choose Update MFA Options Help Feedback Contact Us Log Out 2 E End User My Account NPI Change Password Update MFA Options Provider Profile User Account View NPI PTAN Update Security Questions On the MFA Options screen you can add or alter your MFA email address and or cell phone number and carrier Set Multifactor Authentication MFA Preferences Choose at least one option below and enter its settings When myCGS prompts for MFA code entry you may choose either or both selections to receive your code
21. e correct role for your access Please select 4 Once you have selected your role you will be asked to enter the Trading Partner IDs up to 10 of the DMEPOS suppliers your company represents and your personal information including your name email phone date of birth and the last four digits of your Social Security Number When you enter the appropriate Trading Partner IDs myCGS will immediately validate whether or not they are valid and approved for use by a CHBA You must enter at least one valid Trading Partner ID in order to complete myCGS registration as a CHBA Note that jurisdictional and functional permissions for each Trading Partner ID are granted by the DMEPOS supplier in their CEDI authorization agreement If the supplier did not grant CHBAs to have access to a specific jurisdiction B or C or function eligibility claims finance etc then you will not be able to access those jurisdictions functions in myCGS for the associated NPI PTAN NOTE If your company represents more than 10 Trading Partner IDs you can add the rest of the IDs after completing your initial myCGS registration Refer to the Update Trading Partner IDs section below for instructions Please choose the correct role for your access Clearing House Billing Agency Please enter up to 10 trading partner IDs in the boxes below After successful registration please refer to the myCGS Registration Guide for information on adding additional Tradin
22. e questions and answers that are personal to you and that you will remember You will need to be able to answer the challenge questions should you forget your password and need to have it reset Security Questions Please select 3 security questions from the lists below and enter your answers in the provided boxes Question 1 In which city was your father born Question 2 What was the name of your maternal grandmother your mother s mother Question 3 What was the name of your first roommate during college SUBMIT For further information about myCGS refer to the User Manual https www cgsmedicare com jc mycgs pdf mycgs_UserManual pdf Originated July 1 2016 Revised December 3 2018 2018 Copyright CGS Administrators LLC
23. ed you must call our Provider Contact Center in order to have your account unlocked We recommend that if you have two consecutive unsuccessful login attempts that you do one of the following to prevent being locked out e Wait 120 minutes and then try to log in again OR e Use the Forgot Password link on the login screen to generate a temporary password Passwords in myCGS must be at least eight characters long must start with a letter and must contain at least one of each of the following e Upper case letter e Lower case letter Special character e Number When you change your password you cannot reuse any of your previous 12 passwords Additionally your new password cannot reuse any of the same characters as your previous most recent password for passwords up to 12 characters in length For instance if you use the number 7 in your current password you cannot use a 7 anywhere in your next password Note that if you use a password that is greater than 12 characters at least 12 of the characters must be new not in your last password For example if you use a 15 character password 12 characters must be new while three characters may be repeated from your old password Also note that this rule applies to temporary passwords If you have had your password reset through a temporary password when you create your new password you cannot repeat any characters from your temporary password in the new password
24. en you originally requested access from the MFA Device Type s MFA Code Entry for shown How would you like to receive your verification code When you receive your code enter it into the box below Need to Register an MFA Device If you have not registered an MFA device and would like to do so now you may use the Register MFA Device link For security purposes you will be prompted to login again and answer your challenge questions before registering an MFA device Security Codes expire Be sure to enter your Security Code promptly 7 As the final step in completing myCGS registration you will be asked to set up your security challenge questions and answers Choose questions from each of the three drop down menus and answer them accurately Be sure to choose questions and answers that are personal to you and that you will remember You will need to be able to answer the challenge questions should you forget your password and need to have it reset Security Questions Please select 3 security questions from the lists below and enter your answers in the provided boxes Question 1 In which city was your father born Question 2 What was the name of your maternal grandmother your mother s mother Question 3 What was the name of your first roommate during college SUBMIT EXIT NOTE The security question answers are case sensitive Be sure to remember if you use capital vs lower case letters in your answe
25. g Partner IDs TRADING PARTNER ID 1 TRADING PARTNER ID 2 TRADING PARTNER ID 3 TRADING PARTNER ID 4 TRADING PARTNER ID 5 TRADING PARTNER ID 6 TRADING PARTNER ID 7 TRADING PARTNER ID 8 TRADING PARTNER ID 9 TRADING PARTNER ID 1C The following image shows an unapproved Trading Partner ID X23423 x lt TRADING PARTNER ID 16 All billing ID s verified 1 was incorrect Please re enter After entering the Trading Partner IDs scroll down and enter your personal information Your Information Indicates field is required Enter your legal first and last name as it may be required for Identity Verification First Name Middle Initial Last Name Suffix Date of Birth mm dd yyyy After entering all the appropriate information press the Submit button PAGE 9 Originated July 1 2016 Revised December 3 2018 2018 Copyright CGS Administrators LLC myCGS REGISTRATION GUIDE After entering your information and submitting you will receive a message stating that your submission was successful You will then receive two emails one email with your myCGS ID and one with your temporary password Once you have received these emails complete your myCGS registration by following these steps 1 Goto myCGS https mycgsportal com and press the Log In to myCGS button 2 Enter your myCGS User ID and temporary password and press Submit You will then immediately be asked to change your password
26. heckbox in the Approve field of the user s row Press the Apply Selected Actions button To deny an End User Select the checkbox in the Deny field of the user s row Enter a reason for denial The text you enter here will be sent to the End User via email Press the Apply Selected Actions button Approve Deny Users Filter the list by entering any part of the text you are searching To recertify users select DA User Management in the menu above Then select Recertify Users from the listing User Last Name Role CLEAR FILTER REFRESH USER LIST APPLY SELECTED ACTIONS Show 25 v entries Enter a reason for denial if checked End User SUSPEND End User SUSPEND End User SUSPEND Showing 1 to 3 of 3 entries APPLY SELECTED ACTIONS Once you have approved or denied an End User an email will be automatically generated and sent to the End User informing them of your approval denial If approved the End User can log in and use myCGS immediately PAGE 13 Originated July 1 2016 Revised December 3 2018 2018 Copyright CGS Administrators LLC myCGS REGISTRATION GUIDE DA User Management Recertify Users All myCGS users must be recertified every 90 days The recertification process ensures that myCGS access is limited to only those individuals who currently have a business need to use myCGS You will receive a notification email from myCGS when an annual recert
27. ification for a user who is registered under your company s Tax ID is due in 60 days You will receive a second notification email when a recertification is due in 30 days If you do not recertify the user before their certification due date then the user will be suspend and their access to myCGS will be revoked DA User Management Approve Deny Users Recertify Users To recertify a user follow these steps 1 Login to myCGS at https mycgsportal com 2 From the DA User Management menu select Recertify Users 3 On the Recertify Users screen your users will be shown in order of those nearest to their recertification due date along with the following information First Name Role Status active or suspended Last Name User ID Days Until Certification You can use the search filters User ID Last Name and Role to search for a specific user You can use as many or as few of the search filters as you wish 4 Verify whether or not the user is still an active member of your organization and requires myCGS access To approve the user for continued myCGS access press the Recertify button Once recertified the user s recertification due date will reset to 90 days If the user is no longer a member of your organization press the Deny button The user s access to myCGS will immediately be terminated NOTE This action will permanently disable the individual s myCGS User ID This action cannot be overtu
28. mits a request to register for myCGS the request must be approved by a Designated Approver If you are a Designated Approver DA you will receive an email informing you that a new request has been submitted that needs your approval You or another DA at your company must log in to myCGS and approve the request before the user is granted access to myCGSs To approve a user request follow the steps below 1 Login to myCGS at https mycgsportal com 2 Asa Designated Approver the first screen you will see when you log in is the Approve Deny Users tab in the DA User Management screen where any pending registration requests under your Tax ID will be shown If you want to search for a specific user who needs to be approved denied enter the user s last name in the User Last Name field Any user who matches your name search will be displayed The Approver Deny Users tab will show the name role temporary ID and status of End Users who have a pending registration request Be sure to review the information of all End User request carefully before approving denying When you approve an End User they will have access to your company s information Tax ID NPI PTAN such as claims submitted check amounts and more in myCGS Only approve valid employees of your company who have a business need to use myCGS To approve an End User Review the user s information and ensure that they are valid employees of your company Select the c
29. n MFA Device If you have not registered an MFA device and would like to do so now you may use the Register MFA Device link For security purposes you will be prompted to login again and answer your challenge questions before registering an MFA device Security Codes expire Be sure to enter your Security Code promptly 7 As the final step in completing myCGS registration you will be asked to set up your security challenge questions and answers Choose questions from each of the three drop down menus and answer them accurately Be sure to choose questions and answers that are personal to you and that you will remember You will need to be able to answer the challenge questions should you forget your password and need to have it reset Security Questions Please select 3 security questions from the lists below and enter your answers in the provided boxes Question 1 In which city was your father born Question 2 What was the name of your maternal grandmother your mother s mother Question 3 What was the name of your first roommate during college NOTE The security question answers are case sensitive Be sure to remember if you use capital vs lower case letters in your answers Once you have selected your questions and entered your answers press the Submit button Congratulations you have now successfully completed myCGS registration You are now ready to use myCGS For instructions on using myCGS to find
30. not register for myCGS as a Designated Approver until you have received an authorization code from CGS via email Refer to the Designated Approver Selection and Approval section Step One above 1 Goto myCGS at https mycgsportal com 2 Press the Register for myCGS button 3 Select Designated Approver as your Role from the drop down menu New User Registration Please choose the correct role for your access Please select 4 Once you have chosen your role you will be asked to enter your personal information including your name email phone date of birth the last four digits of your Social Security Number the Tax ID of your organization and your Authorization Code After entering all the appropriate information press the Submit button PAGE 3 Originated July 1 2016 Revised December 3 2018 2018 Copyright CGS Administrators LLC myCGS REGISTRATION GUIDE New User Registration Please choose the correct role for your access Designated Approver Your Information Indicates field is required Enter your legal first and last name as it may be required for Identity Verification First Name Middle Initial min dd yyyy If your information matches the information we have on file you will receive a Submission Successful message 5 You will then receive two emails one email with your myCGS User ID and one with a temporary password 6 Go back to myCGS https mycgsportal com and press
31. ole you will be asked to enter your personal information including your name email phone date of birth the last four digits of your Social Security Number and the Tax ID of your organization After entering all the appropriate information press the Submit button New User Registration Please choose the correct role for your access End User Your Information Indicates field is required Enter your legal first and last name as it may be required for Identity Verification First Name Middle Initial After entering your information and submitting you will receive a message stating that your submission was successful NOTE If a Designated Approver has not already successfully registered for myCGS with your company s Tax ID then your submission will not be accepted you will receive an error message You must wait until a Designated Approver has successfully completed registration before you can register Your Designated Approver will then need to review your request and approve or deny it Originated July 1 2016 Revised December 3 2018 2018 Copyright CGS Administrators LLC PAGE 7 myCGS REGISTRATION GUIDE When your request has been approved by your Designated Approver you will receive two emails one email with your myCGS ID and one with your temporary password Once you have received your approval emails complete your myCGS registration by following these steps 1 Goto myCGS https mycgspo
32. rned If you deny a user in error they will need to re register for myCGS and receive a new User ID If you do not recertify a user before their recertification due date the user s account will be suspended and their access to myCGS will be disabled until you approve their recertification Recertify Users Filter the list by entering any part of the text you are searching To approve deny users select DA User Management in the menu above Then select Approve Deny Users from the listing User ID Last Name Press the Recertify button to approve and complete the user s annual certification CLEAR FILTER REFRESH USER LIST Show 25 entries Days Until FirstName Last Name User ID Status B y Certification Active RECERTIFY DENY Active DENY PAGE 14 Originated July 1 2016 Revised December 3 2018 2018 Copyright CGS Administrators LLC myCGS REGISTRATION GUIDE User Permissions The User Permissions screen allows you to make changes to the user accounts of the individuals who are registered in myCGS under your company s Tax ID When a new user first registers for myCGS they automatically have full access to all of the NPI PTANs associated with their approved Tax ID If for any reason you wish to limit a user s access to certain functions or specific NPI PTANs then you can do so on the User Permissions screen You can also use this screen to de activate users who are no longer employed by your company To
33. rs Once you have selected your questions and entered your answers press the Submit button Congratulations you have now successfully completed myCGS registration You are now ready to use myCGS For instructions on using myCGS to find beneficiary eligibility claim status and all the other great features myCGS offers refer to the myCGS User Manual https www cgsmedicare com jc mycgs pdf mycgs_UserManual pdf How to Register as a Clearing House Billing Agent CHBA Before you can register as Clearing House Billing Agent CHBA the supplier s your company represents must authorize your company s usage of DME MAC web portals on their behalf by completing a CEDI Supplier Authorization Form The authorization is based on the supplier s Trading Partner Agreement As a result of that process your company will receive a Trading Partner ID which you will need in order to complete myCGS registration For information about the authorization form visit the CEDI website Once your company has been authorized by a DMEPOS supplier to use their Trading Partner ID follow these steps to register for myCGS as a CHBA 1 Goto myCGS at https mycgsportal com 2 Press the Register for myCGS button 3 Select Clearing House Billing Agency as your Role from the drop down menu Originated July 1 2016 Revised December 3 2018 2018 Copyright CGS Administrators LLC myCGS REGISTRATION GUIDE New User Registration Please choose th
34. rtal com and press the Log In to myCGS button 2 Enter yourmyCGS User ID and temporary password and press Submit You will then immediately be asked to change your password 3 Onthe Change Password screen enter your User ID temporary password in the Old Password field and a new password of your choosing then press Submit Change Password After successfully changing your password you will be immediately taken back to the login screen Update your password information in the form below User ID aa Old Password New Password Reenter password to confirm Note Passwords must be at least 8 characters long must start with a letter and must contain each of the following One upper case letter one lower case letter one special character and one number SUBMIT EXIT 4 After successfully changing your password you will be taken back to the login screen Log in using your User ID and the password you just created 5 Next you will need to set your Multi Factor Authentication MFA preferences You have the option of receiving MFA security codes via text or email or both We recommend that you set up both text and email so that you always have a backup If you choose to use Text as one of your MFA options you must enter your 10 digit cell phone number and choose your cell phone service provider AT amp T Sprint T Mobile or Verizon NOTE If you use a cell phone carrier other than one of
35. t remember your myCGS password and need to have it reset follow these steps 1 Goto myCGS https mycgsportal com and press the Log In to myCGS button 2 On the login screen press the Forgot Password link If you don t remember your password use the Forgot Password link SUBMIT CANCEL Forgot User ID Forgot Password Change Password 3 You will be prompted to enter your User ID Enter your ID and press Next Forgot Password First enter your user ID SUBMIT QUERY 4 Next you will need to answer your security challenge questions Enter the answers to all three questions and press SUBMIT Forgot Password Security Questions Security Question Your Answer What was the name of your first pet What was the make of your first car What was the mascot of your last high school PAGE 17 Originated July 1 2016 Revised December 3 2018 2018 Copyright CGS Administrators LLC myCGS REGISTRATION GUIDE 5 After answering the questions correctly you will receive an email with instructions for your temporary password Follow the instructions in the email to get your temporary password 6 Go back to the myCGS login page and log in with your User ID and the temporary password you received via email You will then be prompted to update your password 7 On the Change Password screen enter your User ID temporary password which you received via email in the Old Password field and a new pass
36. tering for myCGS as a DA End User or CHBA refer to the sections below Designated Approver Selection and Approval Step One Authorized Official Chooses a Designated Approver The first step in getting your organization registered for myCGS must be completed by your organization s Authorized Official AO The AO must choose a Designated Approver DA who will be responsible for approving and managing other myCGS users in your organization The DA can be any member of your organization including the AO as long as they are designated by the AO listed in PECOS The AO may assign as many DAs for your organization as they like there is no limit Once a Designated Approver has successfully registered for myCGS End Users from your organization may begin to register PAGE 2 Originated July 1 2016 Revised December 3 2018 2018 Copyright CGS Administrators LLC myCGS REGISTRATION GUIDE To designate a DA the AO must complete the myCGS Approver Designation Form available on our website at https www cgsmedicare com jc forms pdf mycgs_approver_designation_form pdf The completed and signed form must be faxed to us at 1 615 664 5994 Once we have processed the form we will send an authorization code and instructions to the DA via email NOTE If you do not have the ability to fax you can mail your form to CGS ATTN myCGS Registration PO Box 20010 Nashville TN 37202 Step Two Designated Approver Completes Registration in myCGS
37. the Log In to myCGS button 7 Enter your myCGS User ID and temporary password and press Submit You will then immediately be asked to change your password 8 On the Change Password screen enter your User ID temporary password in the Old Password field and a new password of your choosing then press Submit Change Password After successfully changing your password you will be immediately taken back to the login screen Update your password information in the form below User ID aay Old Password New Password Reenter password to confirm Note Passwords must be at least 8 characters long must start with a letter and must contain each of the following One upper case letter one lower case letter one special character and one number SUBMIT EXIT If your information matches the information we have on file you will receive a Submission Successful message 9 After successfully changing your password you will be taken back to the login screen Log in using your User ID and the password you just created 10 Next you will need to set your Multi Factor Authentication MFA preferences You have the option of receiving MFA codes via text or email or both We recommend that you set up both text and email so that you always have a backup PAGE 4 Originated July 1 2016 Revised December 3 2018 2018 Copyright CGS Administrators LLC myCGS REGISTRATION GUIDE If you choose to use
38. word of your choosing Press SUBMIT to complete your password change Change Password After successfully changing your password you will be immediately taken back to the login screen Update your password information in the form below User ID a Old Password New Password Reenter password to confirm Note Passwords must be at least 8 characters long must start with a letter and must contain each of the following One upper case letter one lower case letter one special character and one number SUBMIT EXIT User Account The User Account screen allows you to update your last name and email address It is important to keep your email address up to date so that we can contact you with important messages about myCGS including password resets To access the User Account screen select the User Account option in the My Account menu found in the top right corner of the screen Help Feedback Contact Us Log Out 2 ME End User My Account NPI Change Password Update MFA Options Provider Profile User Account View NPI PTAN Update Security Questions On the User Account screen you can update your last name and or email address using the available text boxes Make your changes and press the UPDATE button NOTE The email address listed under User Account is separate from the email address listed in your MFA settings Changing the email address your User Account does not affect the email ad
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