Access and Recertification

CMS Identity Management (IDM) USER ACCOUNT REGISTRATION

1. Introduction

The Centers for Medicare & Medicaid Services (CMS) is a federal agency that ensures health care coverage for more than 100 million Americans. CMS administers Medicare and provides funds and guidance for all of the 50 states in the nation, for their Medicaid programs and Children’s Health Insurance Program (CHIP). CMS works together with the CMS community and organizations in delivering improved and better coordinated care.

What is IDM?

CMS has established an Identity Management (IDM) system to provide our Business Partners with a means to apply for, obtain approval, and receive a single User ID they can use to access one or more CMS applications.

What You May Need Before You Begin

Prior to requesting access, you should have received instructions from your organization or CMS contact. The instructions should include application-specific information you may need to complete the request, such as:

• Social Security Number (SSN) / Taxpayer Identification Number (TIN)

• Legal Business Name (LBN) or Organization

• Application Name

• Application Role

• Other information specific to your application, for example, Contract Number, Gentran Mailbox, National Provider Identifier (NPI), Organization number.

• You will have to create a user ID and password of your choosing if you do not already have a user ID and password. EIDM allows you to create a User ID up to 74 characters. However, some applications have restrictions on the number of characters, and special characters, you can have in the User ID you create. Check with your CMS point of contact to identify restrictions for your application.

• Not every CMS application requires the same information, so it is important to get the specifics directly from your organization or CMS contact.

2. User Instructions

How to Register and Create a User ID and Password

This section provides information on how to register and create a user ID and password. The following are the basic step-by-step instructions.

Step	Action
Step 1	Navigate to https://portal.cms.gov. The CMS Enterprise Portal page is displayed, as illustrated below.
Step 2	Select the New User Registration link.
Step 3	Select your application from the dropdown. Read the Terms and Conditions, select I agree to the terms and conditions, and then select Next to continue with the registration process.
Step 4	The Your Information page is displayed. Provide the information requested on the Your Information page. The fields with an asterisk (*) are required fields and have to be completed. After all required information has been provided, select Next to continue. Note: You may select Cancel at any time to exit out of the registration process. New information or changes entered will not be saved.
Step 5	After providing the required information on the Your Information page, the Create User ID, Password & Security Question/Answer page is displayed. Create and enter a user ID of your choice, based on the requirements for creating a user ID. Note: IDM will display instructions on what you are required to include in your user ID.
Step 6	Create and enter a password of your choice. Note: IDM will display instructions on what you are required to include in your password. Enter the same password in the Confirm Password field. Note: The passwords must match before you can continue.
Step 7	After entering the user ID and password you have created, select a question of your choice in the Select your Security Question and Answer section and enter the answer you want to be saved with the question. Select Next to complete the registration process. Note: You may select Cancel to exit out of the registration process. New information or changes entered will not be saved.
Step 8	After selecting Next, the New User Registration Summary page is displayed and informs you that you will receive an E-mail acknowledging your successful registration and will include your user ID. Select Submit User to close the Registration Complete page.

How to Login

This section provides information on how to Login using your user ID and password. The following are the basic step-by-step instructions.

Step	Action
Step 1	Navigate to https://portal.cms.gov. The CMS Enterprise Portal page is displayed, as illustrated below. This
Step 2	Enter the UserID and Password. Read the Terms and Conditions and select I Accept to continue and then select Login.
Step 3	After logging in, the Welcome to CMS Enterprise Portal page is displayed.

Identity Verification

Depending on the role and the information you provide, the system may take you to the Identity Verification page. The Identity Verification process, also known as Remote Identity Proofing (RIDP), is necessary for roles that require a higher level of security to access. Identity Verification is done by asking you questions based on your personal information.

Note: CMS uses credit reporting agencies like Experian to verify identity information. This is only an inquiry and will not affect your credit score.

To begin the Identity Verification process, follow these steps:

Step	Action
Step 1	If you select a role that requires identity verification, you will first be directed to the Identity Verification page. Select Launch, to begin the Identity Verification process.
Step 2	The Identity Verification Overview page is displayed, click next to continue… Read the important Terms and Conditions information on this screen and indicate your agreement by selecting the I agree to the terms and conditions checkbox. Select the Next button to continue.
Step 3	Enter your information into the required fields of the Your Information page. Confirm that you have read and agreed to the information Select Next to continue the Identity Verification process.
Step 4	Depending on the information you provided, the Verify Your Identity page may be displayed. You will be required to answer several questions about information that may be in your personal records. Please answer the questions to the best of your ability. Select the Next button to submit the request. If you wish to terminate the request, select Cancel.
Step 5	After submitting the request, the Identity Verification confirmation will be displayed. Select the Next button to continue with the role request process. Note: If the role auto-approves, the role is granted; log out and log back in to access it.

Identity Cannot Be Verified

If you receive an error message that your identity cannot be verified, it may simply mean that the information you provided could not be matched with the information available in the electronic records used for verification. You may need to take some additional steps to verify your identity.

Please follow the steps below.

Step	Action
Step 1	Check your personal information before trying again to register with the system.
Step 2	If you have entered the correct information and still cannot be verified, you will be instructed to call the Experian Help Desk and provide the Review Reference Number displayed on the screen so the help desk representative can help you verify your identity. Experian is the contractor CMS uses to complete the Identity Verification process.
Step 3	After you have contacted Experian login to CMS Enterprise Portal and proceed again through Role Request process (see How to Request a Role for the steps).
Step 4	On the Your Information screen, select the check box if you have contacted Experian and completed the identity verification process over the phone with the Experian Support personnel. Note: Selecting this checkbox will instruct the system to retrieve your identity verification results from Experian based on the phone verification process. You do have the option of not selecting the checkbox and continuing as you did in your original attempt of Identity Verification, prior to contacting Experian. Enter your information in the required fields.
Step 5	If your identity cannot not be verified by Experian, please contact your Application Help Desk for the next steps. Note: Depending on the type of role you requested, you may not be granted the role you requested until you have successfully undergone ID proofing.

How to Request a Role

The following are the basic step-by-step instructions on how to request access to an application and a role, when you currently do not have a role in the application.

• ASETT

• ASP

• EPPE

• ESD

• FFM/Training– Agents/Brokers/Assisters

• IC

• IDHD

• MACPro

• MCU

• MLMS

• Open Payments

• SHIM

• T-MSIS

• zONE

To request a role for all other applications, please follow these steps:

Step	Action
Step 1	Navigate to https://portal.cms.gov. The CMS Enterprise Portal page is displayed, as illustrated below.
Step 2	Enter the UserID and Password. Read the Terms and Conditions and select I Accept to continue and then select Login.
Step 3	After logging in, the Welcome to CMS Enterprise Portal page is displayed. You may request access to applications by selecting "Add Application" button. The Request Application Access page is displayed
Step 4	Locate the application from the drop down list and select next. In the example below, we will select Bundled payments Note: If you currently have access to one or more applications, those applications are displayed in the My Access section. If you have pending requests, they are displayed in the My Pending Requests section.
Step 5	Select a role and click next . In the example below, we will selected Help Desk
Step 6	Enter the Business Contact Information and click next
Step 7	Provide the reason for your request and click submit.
Step 8	Click Ok
Step 9	After selecting Submit, the Request New Application Access Acknowledgement page is displayed. The acknowledgement page displays the tracking number for the request and informs you that you will receive an E-mail when the request has been processed. Select OK to close the acknowledgment page.