CMS-855I, Medicare Enrollment Application for Physicians and Non-Physician Practitioners Instructions
This form contains 513 fields organized into 114 sections. Below is a complete list of every field, its type, and what information is expected.
| Field Name | Type | Description |
|---|---|---|
| Active Certification Information | ||
| Active Certification | Checkbox |
Check this box if you have an active certification relevant to your primary or secondary specialty. Fill only if 'Practitioner Specific Information' is 'Yes'.
|
| Not Applicable | Checkbox |
Check this box if no active certification information is applicable for your primary or secondary specialty. Fill only if 'Practitioner Specific Information' is 'Yes'.
|
| 2nd Active Certification Number | Text |
Enter the certification number for this active certification. Fill only if 'Active Certification' is 'Yes'.
Depends on:
Active Certification
|
| 2nd Active Certification Effective Date | Date |
Provide the effective date of this active certification. Fill only if 'Active Certification' is 'Yes'.
Depends on:
Active Certification
|
| 2nd Active Certification Certifying Entity | Text |
Enter the name of the entity that issued this active certification, such as a Specialty Board or State. Fill only if 'Active Certification' is 'Yes'.
Depends on:
Active Certification
|
| 2nd Active Certification State Where Issued | Text |
Enter the state where this active certification was issued, or 'all' if certified by a national entity. Fill only if 'Active Certification' is 'Yes'.
Depends on:
Active Certification
|
| Active License Information | ||
| 1. Active License | Checkbox |
Check this box to indicate that you are providing information for an active license. Fill only if 'Practitioner Specific Information' is 'Yes'.
|
| 1. Not Applicable | Checkbox |
Check this box if the active license information section is not applicable to you. Fill only if 'Practitioner Specific Information' is 'Yes'.
|
| Active License Number | Text |
Enter the active license number. Fill only if '1. Active License' is 'Yes'.
Depends on:
1. Active License
|
| Active License Effective Date | Date |
Enter the effective date of the active license. Fill only if '1. Active License' is 'Yes'.
Depends on:
1. Active License
|
| Active License State Where Issued | Text |
Enter the state where the active license was issued. Fill only if '1. Active License' is 'Yes'.
Depends on:
1. Active License
|
| Compact License Yes | Checkbox |
Check this box if your license is a compact license. Fill only if '1. Active License' is 'Yes'.
Depends on:
1. Active License
|
| Compact License No | Checkbox |
Check this box if your license is not a compact license. Fill only if '1. Active License' is 'Yes'.
Depends on:
1. Active License
|
| Acupuncture Services Provision Question | ||
| 1. Does the physician identitied in section 2A provide acupuncture services and meet all state laws and requirements regarding such services? Yes | CheckBox | |
| No | CheckBox | |
| Acupuncture Services Status | ||
| Acupuncture Services Status: No | Checkbox |
Check this box if the physician assistant, nurse practitioner, or clinical nurse specialist does not provide acupuncture services. Fill only if 'Clinical Nurse Specialist (CNS)', 'Nurse Practitioner', 'Physician Assistant' is checked, any.
Depends on:
Clinical Nurse Specialist (CNS), Nurse Practitioner, Physician Assistant
|
| Acupuncture Services Status: Yes | Checkbox |
Check this box if the physician assistant, nurse practitioner, or clinical nurse specialist provides acupuncture services and meets the degree and licensing requirements mentioned. Fill only if 'Clinical Nurse Specialist (CNS)', 'Nurse Practitioner', 'Physician Assistant' is checked, any.
Depends on:
Clinical Nurse Specialist (CNS), Nurse Practitioner, Physician Assistant
|
| Address Information Details | ||
| Correspondence Mailing Address | CheckBox |
Depends on:
Address Information
|
| Medical Record Correspondence Mailing Address | CheckBox |
Depends on:
Address Information
|
| Remittance Notices/Special Payment Mailing Address | CheckBox |
Depends on:
Address Information
|
| Medicare Beneficiary Medical Records Storage Address | CheckBox |
Depends on:
Address Information
|
| Practice Location Address | CheckBox |
Depends on:
Address Information
|
| Adverse Legal Action Documentation | ||
| Copy(s) of all final adverse legal action documentation | Checkbox |
Check this box if you are submitting copies of all final adverse legal action documentation, such as notifications, resolutions, or reinstatement letters. Fill only if 'Have you, under any current or former name, had a final adverse legal action listed above imposed against you?' is 'Yes'.
Depends on:
Adverse Legal Action History Confirmation Yes
|
| Adverse Legal Action History Confirmation | ||
| Adverse Legal Action History Confirmation No | Checkbox |
Check this box if you have NOT had a final adverse legal action listed above imposed against you, and you will skip to section 4. Fill only if 'You are voluntarily terminating your Medicare enrollment' is 'No'.
Depends on:
7. Voluntarily Terminating Medicare Enrollment
|
| Adverse Legal Action History Confirmation Yes | Checkbox |
Check this box if you have had a final adverse legal action listed above imposed against you, and you need to continue to report details below. Fill only if 'You are voluntarily terminating your Medicare enrollment' is 'No'.
Depends on:
7. Voluntarily Terminating Medicare Enrollment
|
| Adverse Legal Action History Question | ||
| Yes, continue below | Checkbox |
Check this box if your business has had a final adverse legal action imposed against it, and you will provide details in part 'b'. Fill only if 'If you do NOT have a private practice but you reassign ALL of your benefits to an organization/group or individual' is 'No'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| No, skip to section 4 | Checkbox |
Check this box if your business has NOT had any final adverse legal action imposed against it, and you can skip to section 4. Fill only if 'If you do NOT have a private practice but you reassign ALL of your benefits to an organization/group or individual' is 'No'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| No, skip to section 8 | Checkbox |
Check this box if the individual has not had a final adverse legal action imposed against them and you wish to skip to section 8. Fill only if 'Reassign ALL of your benefits to an organization/group or individual' is 'No'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Yes, continue below | Checkbox |
Check this box if the individual has had a final adverse legal action imposed against them and you need to continue to provide details in the subsequent section. Fill only if 'Reassign ALL of your benefits to an organization/group or individual' is 'No'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Billing Agency/Agent Contact Information | ||
| Billing Agency/Agent Telephone Number | Text |
Please enter the telephone number for the billing agency or agent. Fill only if 'Section Not Applicable' is 'No'.
Depends on:
Section Not Applicable
|
| Billing Agency/Agent Fax Number | Text |
Please enter the fax number for the billing agency or agent, if applicable. Fill only if 'Section Not Applicable' is 'No'.
Depends on:
Section Not Applicable
|
| Billing Agency/Agent E-mail Address | Text |
Please enter the e-mail address for the billing agency or agent, if applicable. Fill only if 'Section Not Applicable' is 'No'.
Depends on:
Section Not Applicable
|
| Billing Agency/Agent Name and Address | ||
| Billing Agency/Agent Legal Name | Text |
Enter the legal business name as reported to the IRS or the individual's name as reported to the Social Security Administration for the billing agency or agent. Fill only if 'Section Not Applicable' is 'No'.
Depends on:
Section Not Applicable
|
| Individual Billing Agent Date of Birth | Date |
Provide the date of birth for the individual billing agent. Fill only if 'Section Not Applicable' is 'No' and the agent is an individual.
Depends on:
Section Not Applicable
|
| Billing Agency/Agent Tax ID/SSN | Text |
Enter the required Tax Identification Number for the billing agency or the Social Security Number for the billing agent. Fill only if 'Section Not Applicable' is 'No'.
Depends on:
Section Not Applicable
|
| Billing Agency/Agent Doing Business As Name | Text |
Provide the 'Doing Business As' name for the billing agency or agent, if applicable. Fill only if 'Section Not Applicable' is 'No'.
Depends on:
Section Not Applicable
|
| Billing Agency/Agent Address Line 1 | Text |
Enter the street name and number for the billing agency or agent's address. Fill only if 'Section Not Applicable' is 'No'.
Depends on:
Section Not Applicable
|
| Billing Agency/Agent Address Line 2 | Text |
Enter any additional address details such as suite, room, or apartment number for the billing agency or agent. Fill only if 'Section Not Applicable' is 'No'.
Depends on:
Section Not Applicable
|
| Billing Agency/Agent City/Town | Text |
Provide the city or town for the billing agency or agent's address. Fill only if 'Section Not Applicable' is 'No'.
Depends on:
Section Not Applicable
|
| Billing Agency/Agent State | Text |
Enter the state for the billing agency or agent's address. Fill only if 'Section Not Applicable' is 'No'.
Depends on:
Section Not Applicable
|
| Billing Agency/Agent ZIP Code | Text |
Enter the ZIP Code, including the +4 extension, for the billing agency or agent's address. Fill only if 'Section Not Applicable' is 'No'.
Depends on:
Section Not Applicable
|
| Billing Rights | ||
| Billing Rights No | Checkbox |
Check this box if you do not have the right to bill directly, or to collect and retain the fee for your services. Fill only if 'Psychologist Billing Independently' is 'Yes'.
Depends on:
Psychologist Billing Independently
|
| Billing Rights Yes | Checkbox |
Check this box if you have the right to bill directly, and to collect and retain the fee for your services. Fill only if 'Psychologist Billing Independently' is 'Yes'.
Depends on:
Psychologist Billing Independently
|
| Business Identification | ||
| Legal Business Name | Text |
Enter the legal name of your business as it is reported to the Internal Revenue Service. Fill only if 'If you do NOT have a private practice but you reassign ALL of your benefits to an organization/group or individual' is 'No'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Tax Identification Number | Text |
Enter the Tax Identification Number (TIN) for your business. Fill only if 'If you do NOT have a private practice but you reassign ALL of your benefits to an organization/group or individual' is 'No'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Medicare Identification Number (PTAN) | Text |
Enter your Medicare Identification Number (Provider Transaction Access Number), if one has been issued. Fill only if 'If you do NOT have a private practice but you reassign ALL of your benefits to an organization/group or individual' is 'No'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| NPI (Type 2 - Organization) | Text |
Enter the National Provider Identifier (NPI) for your organization (Type 2). Fill only if 'If you do NOT have a private practice but you reassign ALL of your benefits to an organization/group or individual' is 'No'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Business Structure Information | ||
| Proprietary | Checkbox |
Check this box if your business is registered as Proprietary with the IRS. Fill only if 'If you do NOT have a private practice but you reassign ALL of your benefits to an organization/group or individual' is 'No'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Non-Profit | Checkbox |
Check this box if your business is registered as Non-Profit and requires submitting IRS Form 501(c)(3). Fill only if 'If you do NOT have a private practice but you reassign ALL of your benefits to an organization/group or individual' is 'No'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Disregarded Entity | Checkbox |
Check this box if your business is registered as a Disregarded Entity and requires submitting IRS Form 8832. Fill only if 'If you do NOT have a private practice but you reassign ALL of your benefits to an organization/group or individual' is 'No'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| C. NEW PATIENT INFORMATION | ||
| New Patient Information - Yes | Checkbox |
Check this box if you are currently accepting new Medicare patients.
|
| New Patient Information - No | Checkbox |
Check this box if you are not currently accepting new Medicare patients.
|
| Change Information | ||
| Change | Checkbox |
Check this box if you are updating or changing previously reported information regarding services rendered in patients' homes. Fill only if 'Do you ONLY render PT/OT services in the patients' homes?' is 'Yes'.
Depends on:
J. Physical/occupational therapist Information. Physical Therapists/Occupational Therapists in Private Practice (P.T./O.T.). 1. Do you ONLY render P.T./O.T. services in the patients’ homes? Yes
|
| Change Effective Date | Date |
Provide the effective date for the reported change. Fill only if 'Change' is 'Yes'.
Depends on:
Change
|
| Change of Remittance Notice/Special Payments Mailing Address | ||
| Change | Checkbox |
Check this box if you are reporting a change to your Remittance Notice/Special Payments Mailing Address and then furnish the effective date. Fill only if 'Mail to Practice Location Address', 'Mail to Correspondence Address' is 'No' for all dependency fields.
Depends on:
Mail to Practice Location Address, Mail to Correspondence Address
|
| Change Effective Date | Date |
Enter the effective date for the change of remittance notice or special payments mailing address. Fill only if 'Change' is 'Yes'.
Depends on:
Change
|
| Comments/Special Circumstances | ||
| Comments/Special Circumstances | Text |
Provide details on any unique circumstances concerning your practice location(s) or the method of rendering health care services. Fill only if 'Do you ONLY render PT/OT services in the patients' homes?' is 'Yes'.
Depends on:
J. Physical/occupational therapist Information. Physical Therapists/Occupational Therapists in Private Practice (P.T./O.T.). 1. Do you ONLY render P.T./O.T. services in the patients’ homes? Yes
|
| Correspondence Contact Information | ||
| Telephone Number (if applicable) | Text | |
| Fax Number (if applicable) | Text | |
| E-mail Address (if applicable) | Text | |
| Correspondence Mailing Address | ||
| Attention | Text |
Enter the name of the person or department to whose attention the correspondence should be directed. Fill only if 'Correspondence Mailing Address' is 'Yes'.
Depends on:
Correspondence Mailing Address
|
| Address Line 1 | Text |
Provide the first line of the correspondence mailing address, which can include a P.O. Box or street name and number. Fill only if 'Correspondence Mailing Address' is 'Yes'.
Depends on:
Correspondence Mailing Address
|
| Address Line 2 | Text |
Provide the second line of the correspondence mailing address, such as a suite number, room number, or apartment number. Fill only if 'Correspondence Mailing Address' is 'Yes'.
Depends on:
Correspondence Mailing Address
|
| City/Town | Text |
Enter the city or town for the correspondence mailing address. Fill only if 'Correspondence Mailing Address' is 'Yes'.
Depends on:
Correspondence Mailing Address
|
| State | Text |
Enter the state for the correspondence mailing address. Fill only if 'Correspondence Mailing Address' is 'Yes'.
Depends on:
Correspondence Mailing Address
|
| ZIP Code + 4 | Text |
Enter the ZIP code, including the +4 extension, for the correspondence mailing address. Fill only if 'Correspondence Mailing Address' is 'Yes'.
Depends on:
Correspondence Mailing Address
|
| Correspondence Mailing Address Change | ||
| Change | Checkbox |
Check this box if you are reporting a change to your Correspondence Mailing Address. Fill only if 'Correspondence Mailing Address' is 'Yes'.
Depends on:
Correspondence Mailing Address
|
| Correspondence Mailing Address Change Effective Date | Date |
Enter the effective date for the correspondence mailing address change. Fill only if 'Change' is checked.
Depends on:
Change
|
| Date Signed | ||
| Date Signed | Date |
Provide the date the form was signed.
|
| Delegated Official Date Signed | Date |
Enter the date the delegated or authorized official signed this form. Fill only if 'Reassignment of Benefits information in Section 4F' is being accepted, terminated, or changed
Depends on:
Terminate, Add, Change, Organization/Group Terminate Action, Organization/Group Add Action, Organization/Group Change Action
|
| Delegated or Authorized Official's Printed Name | ||
| Delegated Official's First Name | Text |
Enter the first name of the delegated or authorized official. Fill only if 'Reassignment of Benefits information in Section 4F' is being accepted, terminated, or changed
Depends on:
Terminate, Add, Change, Organization/Group Terminate Action, Organization/Group Add Action, Organization/Group Change Action
|
| Delegated Official's Middle Initial | Text |
Enter the middle initial of the delegated or authorized official. Fill only if 'Reassignment of Benefits information in Section 4F' is being accepted, terminated, or changed
Depends on:
Terminate, Add, Change, Organization/Group Terminate Action, Organization/Group Add Action, Organization/Group Change Action
|
| Delegated Official's Last Name | Text |
Enter the last name of the delegated or authorized official. Fill only if 'Reassignment of Benefits information in Section 4F' is being accepted, terminated, or changed
Depends on:
Terminate, Add, Change, Organization/Group Terminate Action, Organization/Group Add Action, Organization/Group Change Action
|
| Delegated Official's Suffix | Text |
Enter any applicable suffix for the delegated or authorized official (e.g., Jr., Sr., M.D.). Fill only if 'Reassignment of Benefits information in Section 4F' is being accepted, terminated, or changed
Depends on:
Terminate, Add, Change, Organization/Group Terminate Action, Organization/Group Add Action, Organization/Group Change Action
|
| Deletion Entire State | ||
| Deletion Entire State | Checkbox |
Check this box if you are deleting an entire state.
|
| Deletion Entire State | Text |
Enter the name of the state that is being entirely deleted. Fill only if 'Deletion Entire State' is 'Yes'.
Depends on:
Deletion Entire State
|
| Doctoral Psychology Degree Type | ||
| Doctoral Psychology Degree Type | Text |
Provide the specific type of your doctoral psychology degree. Fill only if 'Psychologist, Clinical' is checked.
Depends on:
Psychologist, Clinical
|
| Drug Enforcement Agency (DEA) Registration Information | ||
| Active DEA Registration | Checkbox |
Check this box if you have an active Drug Enforcement Agency (DEA) registration. Fill only if 'Practitioner Specific Information' is 'Yes'.
|
| Not Applicable | Checkbox |
Check this box if Drug Enforcement Agency (DEA) registration information is not applicable to you. Fill only if 'Practitioner Specific Information' is 'Yes'.
|
| DEA Registration Number | Text |
Enter the Drug Enforcement Agency (DEA) registration number. Fill only if 'Active DEA Registration' is 'Yes'.
Depends on:
Active DEA Registration
|
| DEA Registration Effective Date | Date |
Provide the effective date of the Drug Enforcement Agency (DEA) registration. Fill only if 'Active DEA Registration' is 'Yes'.
Depends on:
Active DEA Registration
|
| DEA Registration State Where Issued | Text |
Enter the state where the Drug Enforcement Agency (DEA) registration was issued. Fill only if 'Active DEA Registration' is 'Yes'.
Depends on:
Active DEA Registration
|
| Effective Date of Termination | ||
| Effective Date of Termination | Date |
Provide the effective date when the Medicare enrollment was terminated. Fill only if '7. Voluntarily Terminating Medicare Enrollment' is 'Yes'.
Depends on:
7. Voluntarily Terminating Medicare Enrollment
|
| Eighth Initial Reporting Location | ||
| CITY/TOWN_Row_8 | Text |
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| COUNTY_Row_8 | Text |
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| STATE/TERRITORY_Row_8 | Text |
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| ZIP CODE_Row_8 | Text |
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| Electronic Records Storage Site | ||
| Site where electronic records are stored | Text |
Depends on:
2. Electronic Storage. Do you store your patient medical records electronically? Yes
|
| Electronic Storage Confirmation | ||
| No | CheckBox | |
| 2. Electronic Storage. Do you store your patient medical records electronically? Yes | CheckBox | |
| Eleventh Initial Reporting Location | ||
| Eleventh Initial Reporting Location City/Town | Text |
Enter the city or town for the eleventh initial reporting location. Fill only if '1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state' is 'No'.
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| Eleventh Initial Reporting Location County | Text |
Enter the county for the eleventh initial reporting location. Fill only if '1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state' is 'No'.
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| Eleventh Initial Reporting Location State/Territory | Text |
Enter the state or territory for the eleventh initial reporting location. Fill only if '1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state' is 'No'.
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| Eleventh Initial Reporting Location ZIP Code | Text |
Enter the ZIP code for the eleventh initial reporting location. Fill only if '1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state' is 'No'.
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| Employee Relationship with Practitioner | ||
| 1. What is the above individual’s relationship with the practitioner in section 2A? Contracted Managing Employee | CheckBox | |
| W-2 Managing Employee | CheckBox | |
| Exclusive Use of Private Office Space Status | ||
| Question 4: Exclusive Use No | Checkbox |
Check this box if your private office space is not used exclusively for your private practice. Fill only if 'Physical Therapist in Private Practice' is 'Yes'.
Depends on:
Physical Therapist in Private Practice
|
| Question 4: Exclusive Use Yes | Checkbox |
Check this box if your private office space is used exclusively for your private practice. Fill only if 'Physical Therapist in Private Practice' is 'Yes'.
Depends on:
Physical Therapist in Private Practice
|
| External Patient Services Status | ||
| 2 No | Checkbox |
Check this box if your private practice does not render services to patients from outside the institution or facility where your office is located. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| 2 Yes | Checkbox |
Check this box if your private practice renders services to patients from outside the institution or facility where your office is located. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| External PT/OT Services Status | ||
| 5 No | Checkbox |
Check this box if you do not provide Physical Therapy or Occupational Therapy services outside of your office and/or patients' homes. Fill only if 'Physical Therapist in Private Practice' is 'Yes'.
Depends on:
Physical Therapist in Private Practice
|
| 5 Yes | Checkbox |
Check this box if you provide Physical Therapy or Occupational Therapy services outside of your office and/or patients' homes. Fill only if 'Physical Therapist in Private Practice' is 'Yes'.
Depends on:
Physical Therapist in Private Practice
|
| Fifth Initial Reporting Location | ||
| CITY/TOWN_Row_5 | Text |
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| COUNTY_Row_5 | Text |
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| STATE/TERRITORY_Row_5 | Text |
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| ZIP CODE_Row_5 | Text |
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| Financial and Payment Documentation | ||
| Completed Form CMS-588 | Checkbox |
Check this box if you are submitting a completed Form CMS-588, Electronic Funds Transfer Authorization Agreement, along with a voided check or bank letter, unless you are currently receiving electronic payments and not changing banking information, or reassigning all payments to another entity. Fill only if 'If you DO have a private practice and ONLY render services in your own private practice' is 'Yes'.
Depends on:
DO have private practice, ONLY render services in own practice
|
| If Medicare payments due to you are being sent to a bank (or similar financial institution) where you have a lending relationship (that is, any type of loan), you must provide a statement in writing from the bank (which must be in the loan agreement) that the bank has agreed to waive its right of offset for Medicare receivables | CheckBox | |
| First Deletion Location | ||
| First Deletion City/Town | Text |
Enter the city or town for the first location where services are no longer provided. Fill only if 'Deletion Entire State' is 'No'.
Depends on:
Deletion Entire State
|
| First Deletion County | Text |
Enter the county for the first location where services are no longer provided. Fill only if 'Deletion Entire State' is 'No'.
Depends on:
Deletion Entire State
|
| First Deletion State/Territory | Text |
Enter the state or territory for the first location where services are no longer provided. Fill only if 'Deletion Entire State' is 'No'.
Depends on:
Deletion Entire State
|
| First Deletion Zip Code | Text |
Enter the ZIP code for the first location where services are no longer provided. Fill only if 'Deletion Entire State' is 'No'.
Depends on:
Deletion Entire State
|
| First Final Adverse Legal Action | ||
| First Final Adverse Legal Action | Text |
Enter the details of the first final adverse legal action. Fill only if 'Adverse Legal Action History Confirmation Yes' is 'Yes'.
Depends on:
Adverse Legal Action History Confirmation Yes
|
| First Final Adverse Legal Action Date | Date |
Provide the date when the first final adverse legal action occurred. Fill only if 'Adverse Legal Action History Confirmation Yes' is 'Yes'.
Depends on:
Adverse Legal Action History Confirmation Yes
|
| First Final Adverse Legal Action Taken By | Text |
Enter the federal or state agency, court, or administrative body that imposed the first final adverse legal action. Fill only if 'Adverse Legal Action History Confirmation Yes' is 'Yes'.
Depends on:
Adverse Legal Action History Confirmation Yes
|
| First Final Adverse Legal Action | Text |
Enter the details of the first final adverse legal action. Fill only if 'Yes, continue below' is 'Yes'.
Depends on:
Yes, continue below
|
| First Final Adverse Legal Action Date | Date |
Enter the date when the first final adverse legal action occurred. Fill only if 'Yes, continue below' is 'Yes'.
Depends on:
Yes, continue below
|
| First Final Adverse Legal Action Taken By | Text |
Enter the federal or state agency, court, or administrative body that imposed the first final adverse legal action. Fill only if 'Yes, continue below' is 'Yes'.
Depends on:
Yes, continue below
|
| If yes, report each final adverse legal action, when it occurred, and the federal or state agency or the court/administrative body that imposed the action. FINAL ADVERSE LEGAL ACTION_Row_1 | Text |
Depends on:
Yes, continue below
|
| DATE_Row_1 | Text |
Depends on:
Yes, continue below
|
| ACTION TAKEN BY_Row_1 | Text |
Depends on:
Yes, continue below
|
| First Initial Reporting Location | ||
| If services are only provided in selected cities/towns or counties, provide the locations below. Only list ZIP codes if you are not servicing the entire city/town or county. CITY/TOWN_Row_1 | Text |
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| COUNTY_Row_1 | Text |
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| STATE/TERRITORY_Row_1 | Text |
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| ZIP CODE_Row_1 | Text |
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| Fourth Deletion Location | ||
| Fourth Deletion City/Town | Text |
Enter the city or town of the fourth location to be deleted from service. Fill only if 'Deletion Entire State' is 'No'.
Depends on:
Deletion Entire State
|
| Fourth Deletion County | Text |
Enter the county of the fourth location to be deleted from service. Fill only if 'Deletion Entire State' is 'No'.
Depends on:
Deletion Entire State
|
| Fourth Deletion State/Territory | Text |
Enter the state or territory of the fourth location to be deleted from service. Fill only if 'Deletion Entire State' is 'No'.
Depends on:
Deletion Entire State
|
| Fourth Deletion ZIP Code | Text |
Enter the ZIP code of the fourth location to be deleted from service. Fill only if 'Deletion Entire State' is 'No'.
Depends on:
Deletion Entire State
|
| Fourth Initial Reporting Location | ||
| CITY/TOWN_Row_4 | Text |
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| COUNTY_Row_4 | Text |
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| STATE/TERRITORY_Row_4 | Text |
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| ZIP CODE_Row_4 | Text |
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| General | ||
| Pracitioner Signature (First, Middle, Last Name, Jr., Sr., M.D., etc.) | Signature | |
| Delegated or Authorized Official’s Signature (First, Middle, Last Name, Jr., Sr., M.D., etc.) | Signature | |
| Home PT/OT Services Status | ||
| Home PT/OT Services Status: No | Checkbox |
Check this box if you do not ONLY render Physical Therapy (PT) or Occupational Therapy (OT) services in the patients' homes. Fill only if 'Physical Therapist in Private Practice' is 'Yes'.
Depends on:
Physical Therapist in Private Practice
|
| J. Physical/occupational therapist Information. Physical Therapists/Occupational Therapists in Private Practice (P.T./O.T.). 1. Do you ONLY render P.T./O.T. services in the patients’ homes? Yes | CheckBox | |
| Hospital or Facility Name and Address | ||
| F. RESIDENT INFORMATION. 1. Provide the name and address of the hospital/facility where you are a resident. Name of Hospital Facility | Text | |
| Street Address | Text | |
| City/Town | Text | |
| State | Text | |
| State | Text | |
| Independent Responsibility for Services | ||
| Independent Responsibility for Services - No | Checkbox |
Check this box if you do not render services of your own responsibility free from the administrative control of an employer such as a physician, institution, or agency. Fill only if 'Psychologist Billing Independently' is checked.
Depends on:
Psychologist Billing Independently
|
| Independent Responsibility for Services - Yes | Checkbox |
Check this box if you render services of your own responsibility free from the administrative control of an employer such as a physician, institution, or agency. Fill only if 'Psychologist Billing Independently' is checked.
Depends on:
Psychologist Billing Independently
|
| Individual Practitioner Action Details | ||
| Action Effective Date | Date |
Enter the effective date for the individual practitioner's action. Fill only if 'Terminate', 'Add', 'Change' is selected, any.
Depends on:
Change, Add, Terminate
|
| Terminate | Checkbox |
Check this box if the reassignment of benefits for the individual practitioner is being terminated. Fill only if 'If you do NOT have a private practice but you reassign ALL of your benefits to an organization/group or individual' is 'Yes'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Add | Checkbox |
Check this box if a new reassignment of benefits for the individual practitioner is being added. Fill only if 'If you do NOT have a private practice but you reassign ALL of your benefits to an organization/group or individual' is 'Yes'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Change | Checkbox |
Check this box if there is a change in the reassignment of benefits information for the individual practitioner. Fill only if 'If you do NOT have a private practice but you reassign ALL of your benefits to an organization/group or individual' is 'Yes'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Individual Practitioner Identification Numbers | ||
| Social Security Number | CheckBox | |
| Individual Practitioner SSN | Text |
Enter the Social Security Number (SSN) of the individual practitioner, if applicable. Fill only if 'If you do NOT have a private practice but you reassign ALL of your benefits to an organization/group or individual' is 'Yes'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Employer Identitifcation Number (E.I.N.) | CheckBox | |
| Individual Practitioner EIN | Text |
Enter the Employer Identification Number (EIN) of the individual practitioner, if applicable. Fill only if 'If you do NOT have a private practice but you reassign ALL of your benefits to an organization/group or individual' is 'Yes'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Individual Practitioner Medicare ID Number (PTAN) | Text |
Enter the Medicare Identification Number (PTAN) for the individual practitioner, if one has been issued; otherwise, write 'pending' if the initial enrollment application is being submitted concurrently. Fill only if 'If you do NOT have a private practice but you reassign ALL of your benefits to an organization/group or individual' is 'Yes'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Individual Practitioner NPI | Text |
Enter the National Provider Identifier (NPI) for the individual practitioner. Fill only if 'If you do NOT have a private practice but you reassign ALL of your benefits to an organization/group or individual' is 'Yes'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Individual Practitioner Name | ||
| First Name | Text |
Enter the individual practitioner's first name. Fill only if 'If you do NOT have a private practice but you reassign ALL of your benefits to an organization/group or individual' is 'Yes'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Middle Initial | Text |
Enter the individual practitioner's middle initial. Fill only if 'If you do NOT have a private practice but you reassign ALL of your benefits to an organization/group or individual' is 'Yes'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Last Name | Text |
Enter the individual practitioner's last name. Fill only if 'If you do NOT have a private practice but you reassign ALL of your benefits to an organization/group or individual' is 'Yes'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Suffix or Title | Text |
Enter any suffix, such as Jr. or Sr., or professional titles like M.D., if applicable, for the individual practitioner. Fill only if 'If you do NOT have a private practice but you reassign ALL of your benefits to an organization/group or individual' is 'Yes'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Information Change Details | ||
| Information Change Effective Date | Date |
Enter the effective date of the information change. Fill only if 'Section Not Applicable', 'Add', 'Remove', 'Change' is 'No' and any of checkboxes 17, 15, 16 is selected.
Depends on:
Section Not Applicable, Change, Add, Remove
|
| Add | Checkbox |
Check this box if you are adding new billing agency/agent information. Fill only if 'Section Not Applicable' is 'No'.
Depends on:
Section Not Applicable
|
| Remove | Checkbox |
Check this box if you are removing billing agency/agent information. Fill only if 'Section Not Applicable' is 'No'.
Depends on:
Section Not Applicable
|
| Change | Checkbox |
Check this box if you are changing information about your current billing agency/agent. Fill only if 'Section Not Applicable' is 'No'.
Depends on:
Section Not Applicable
|
| Initial Reporting Entire State | ||
| specify the State | Text |
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| 1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state | CheckBox | |
| IRS Business Registration Documentation | ||
| IRS TIN & Legal Business Name Confirmation | Checkbox |
Check this box if you are providing written confirmation from the IRS confirming your Tax Identification Number and Legal Business Name, as required for certain entity types or sole proprietors using an EIN. Fill only if 'If you are a sole proprietor and want Medicare payments to be paid under your EIN, please check this box and fill in the EIN information below' is 'Yes'.
Depends on:
Medicare payments under EIN
|
| IRS LLC Disregarded Entity Confirmation | Checkbox |
Check this box if you are providing written confirmation from the IRS that your Limited Liability Company (LLC) is automatically classified as a Disregarded Entity. Fill only if 'Disregarded Entity' is 'Yes'.
Depends on:
Disregarded Entity
|
| IRS Non-Profit Determination Letter | Checkbox |
Check this box if you are providing a copy of your IRS Determination Letter confirming your non-profit status. Fill only if 'Non-Profit' is 'Yes'.
Depends on:
Non-Profit
|
| Managing Employee Contact Information | ||
| Telephone Number | Text | |
| Fax Number (if applicable) | Text | |
| E-mail Address (if applicable) | Text | |
| Managing Employee Declaration | ||
| I am the managing employee | Checkbox |
Check this box if you are the managing employee described in this section, and you will then skip to section 8. Fill only if 'Reassign ALL of your benefits to an organization/group or individual' is 'No'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Managing Employee Identification Numbers | ||
| Medicare Identification Number (if issued) | Text | |
| N P I (if issued) | Text | |
| Managing Employee Name | ||
| First Name | Text | |
| Middle Initial | Text | |
| Last Name | Text | |
| Jr., Sr., M.D., etc | Text | |
| Managing Employee Personal Information | ||
| Social Security Number | Text | |
| Date of Birth. 2 digit month, 2 digit day, 4 digit year | Text | |
| Managing Employee Update Information | ||
| Effective Date | Date |
Provide the date when the change, addition, or removal of the managing employee becomes effective. Fill only if 'Add', 'Remove', 'A. MANAGING EMPLOYEE IDENTIFYING INFORMATION. If you are changing information about your current managing employee or adding or removing a managing employee, check the applicable box, furnish the effective date, and complete the appropriate fields in this section. Change' is checked, any.
Depends on:
A. MANAGING EMPLOYEE IDENTIFYING INFORMATION. If you are changing information about your current managing employee or adding or removing a managing employee, check the applicable box, furnish the effective date, and complete the appropriate fields in this section. Change, Add, Remove
|
| Add | CheckBox | |
| Remove | CheckBox | |
| A. MANAGING EMPLOYEE IDENTIFYING INFORMATION. If you are changing information about your current managing employee or adding or removing a managing employee, check the applicable box, furnish the effective date, and complete the appropriate fields in this section. Change | CheckBox | |
| Medical Record Address Option | ||
| E. MEDICAL RECORD CORRESPONDENCE ADDRESS. Check here if your Medical Record Correspondence Address should be mailed to your Correspondence Address in section 2D above and skip this section | CheckBox | |
| Medical Record Contact Information | ||
| Telephone Number (if applicable) | Text |
Depends on:
E. MEDICAL RECORD CORRESPONDENCE ADDRESS. Check here if your Medical Record Correspondence Address should be mailed to your Correspondence Address in section 2D above and skip this section
|
| Fax Number (if applicable) | Text |
Depends on:
E. MEDICAL RECORD CORRESPONDENCE ADDRESS. Check here if your Medical Record Correspondence Address should be mailed to your Correspondence Address in section 2D above and skip this section
|
| E-mail Address (if applicable) | Text |
Depends on:
E. MEDICAL RECORD CORRESPONDENCE ADDRESS. Check here if your Medical Record Correspondence Address should be mailed to your Correspondence Address in section 2D above and skip this section
|
| Medical Record Correspondence Address | ||
| Attention optional | Text |
Depends on:
E. MEDICAL RECORD CORRESPONDENCE ADDRESS. Check here if your Medical Record Correspondence Address should be mailed to your Correspondence Address in section 2D above and skip this section
|
| Medical Record Correspondence Address Line 1 (P.O. Box or Street Name and Number | Text |
Depends on:
E. MEDICAL RECORD CORRESPONDENCE ADDRESS. Check here if your Medical Record Correspondence Address should be mailed to your Correspondence Address in section 2D above and skip this section
|
| Medical Record Correspondence Address Line 2 (Suite, Room, Apt. #, etc | Text |
Depends on:
E. MEDICAL RECORD CORRESPONDENCE ADDRESS. Check here if your Medical Record Correspondence Address should be mailed to your Correspondence Address in section 2D above and skip this section
|
| City/Town | Text |
Depends on:
E. MEDICAL RECORD CORRESPONDENCE ADDRESS. Check here if your Medical Record Correspondence Address should be mailed to your Correspondence Address in section 2D above and skip this section
|
| State | Text |
Depends on:
E. MEDICAL RECORD CORRESPONDENCE ADDRESS. Check here if your Medical Record Correspondence Address should be mailed to your Correspondence Address in section 2D above and skip this section
|
| 5 digit Zip code +4 digits | Text |
Depends on:
E. MEDICAL RECORD CORRESPONDENCE ADDRESS. Check here if your Medical Record Correspondence Address should be mailed to your Correspondence Address in section 2D above and skip this section
|
| Medical Record Correspondence Address Change | ||
| Change | CheckBox |
Depends on:
E. MEDICAL RECORD CORRESPONDENCE ADDRESS. Check here if your Medical Record Correspondence Address should be mailed to your Correspondence Address in section 2D above and skip this section
|
| Effective date. 2 digit month, 2 digit day, 4 digit year | Text |
Depends on:
E. MEDICAL RECORD CORRESPONDENCE ADDRESS. Check here if your Medical Record Correspondence Address should be mailed to your Correspondence Address in section 2D above and skip this section, Change
|
| Medicare Participation Agreement | ||
| Completed Form CMS-460 | Checkbox |
Check this box if you have completed and are submitting Form CMS-460 for initial enrollment or reactivation, indicating your intention to be a Participating Practitioner in Medicare. Fill only if 'You are a new enrollee in Medicare' is 'Yes'.
Depends on:
1. New Enrollee in Medicare
|
| Ninth Initial Reporting Location | ||
| Ninth Initial Reporting City/Town | Text |
Enter the city or town for the ninth initial reporting location where healthcare services are rendered in patients' homes. Fill only if '1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state' is 'No'.
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| Ninth Initial Reporting County | Text |
Enter the county for the ninth initial reporting location where healthcare services are rendered in patients' homes. Fill only if '1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state' is 'No'.
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| Ninth Initial Reporting State/Territory | Text |
Enter the state or territory for the ninth initial reporting location where healthcare services are rendered in patients' homes. Fill only if '1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state' is 'No'.
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| Ninth Initial Reporting ZIP Code | Text |
Enter the ZIP code for the ninth initial reporting location where healthcare services are rendered in patients' homes. Fill only if '1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state' is 'No'.
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| Non-Physician Specialty Type | ||
| Anesthesiology Assistant | Checkbox |
Check this box if your non-physician specialty type is Anesthesiology Assistant.
|
| Certified Nurse Midwife (CNM) | Checkbox |
Check this box if your non-physician specialty type is Certified Nurse Midwife (CNM).
|
| Certified Registered Nurse Anesthetist (CRNA) | Checkbox |
Check this box if your non-physician specialty type is Certified Registered Nurse Anesthetist (CRNA).
|
| Clinical Nurse Specialist (CNS) | Checkbox |
Check this box if your non-physician specialty type is Clinical Nurse Specialist (CNS).
|
| Clinical Social Worker | Checkbox |
Check this box if your non-physician specialty type is Clinical Social Worker.
|
| Mass Immunization Roster Biller | Checkbox |
Check this box if your non-physician specialty type is Mass Immunization Roster Biller.
|
| Nurse Practitioner | Checkbox |
Check this box if your non-physician specialty type is Nurse Practitioner.
|
| Occupational Therapist in Private Practice | Checkbox |
Check this box if your non-physician specialty type is Occupational Therapist in Private Practice.
|
| Physical Therapist in Private Practice | Checkbox |
Check this box if your non-physician specialty type is Physical Therapist in Private Practice.
|
| Physician Assistant | Checkbox |
Check this box if your non-physician specialty type is Physician Assistant.
|
| Psychologist, Clinical | Checkbox |
Check this box if your non-physician specialty type is Psychologist, Clinical.
|
| Psychologist Billing Independently | Checkbox |
Check this box if your non-physician specialty type is Psychologist Billing Independently.
|
| Qualified Audiologist | Checkbox |
Check this box if your non-physician specialty type is Qualified Audiologist.
|
| Qualified Speech Language Pathologist | Checkbox |
Check this box if your non-physician specialty type is Qualified Speech Language Pathologist.
|
| Registered Dietitian or Nutrition Professional | Checkbox |
Check this box if your non-physician specialty type is Registered Dietitian or Nutrition Professional.
|
| Undefined Non-Physician Practitioner Specialty | Checkbox |
Check this box if your non-physician specialty type is an Undefined Non-Physician Practitioner Specialty.
|
| Undefined Non-Physician Practitioner Specialty | Text |
Enter the specific type of undefined non-physician practitioner specialty. Fill only if 'Undefined Non-Physician Practitioner Specialty' is checked.
Depends on:
Undefined Non-Physician Practitioner Specialty
|
| Office Confinement Status | ||
| 1. Office Confined - No | Checkbox |
Check this box if your private practice office is not confined to a separately identified part of the institution/facility, or if it can be construed as extending throughout the entire facility. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| 1. Office Confined - Yes | Checkbox |
Check this box if your private practice office is confined to a separately identified part of the institution/facility and is used solely as your office, not extending throughout the entire facility. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Organization/Group Action Details | ||
| 2. Organization/Group Effective Date | Date |
Provide the effective date for the organization or group action. Fill only if 'Organization/Group Terminate Action', 'Organization/Group Add Action', 'Organization/Group Change Action' is selected, any.
Depends on:
Organization/Group Change Action, Organization/Group Add Action, Organization/Group Terminate Action
|
| Organization/Group Terminate Action | Checkbox |
Check this box if the organization/group is terminating a currently established reassignment of Medicare benefits. Fill only if 'If you do NOT have a private practice but you reassign ALL of your benefits to an organization/group or individual' is 'Yes'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Organization/Group Add Action | Checkbox |
Check this box if the organization/group is accepting a new reassignment of Medicare benefits from an individual practitioner. Fill only if 'If you do NOT have a private practice but you reassign ALL of your benefits to an organization/group or individual' is 'Yes'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Organization/Group Change Action | Checkbox |
Check this box if you are making a change in the reassignment of Medicare benefit information for the organization/group. Fill only if 'If you do NOT have a private practice but you reassign ALL of your benefits to an organization/group or individual' is 'Yes'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Organization/Group Identification Numbers | ||
| Organization/Group Tax Identification Number (TIN) | Text |
Enter the Tax Identification Number (TIN) for the organization or group. Fill only if 'If you do NOT have a private practice but you reassign ALL of your benefits to an organization/group or individual' is 'Yes'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Organization/Group Medicare Identification Number (PTAN) | Text |
Enter the Medicare Identification Number (PTAN) for the organization or group, if issued. Fill only if 'If you do NOT have a private practice but you reassign ALL of your benefits to an organization/group or individual' is 'Yes'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Organization/Group National Provider Identifier (NPI) | Text |
Enter the National Provider Identifier (NPI) for the organization or group. Fill only if 'If you do NOT have a private practice but you reassign ALL of your benefits to an organization/group or individual' is 'Yes'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Organization/Group Legal Business Name | ||
| Organization/Group Legal Business Name | Text |
Enter the legal business name of the organization or group as reported to the Internal Revenue Service. Fill only if 'If you do NOT have a private practice but you reassign ALL of your benefits to an organization/group or individual' is 'Yes'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Other Name | ||
| Other Name, First Name | Text |
Enter the first name for the other name being provided. Fill only if 'You are reporting a change to your Medicare enrollment information' is 'Yes'.
Depends on:
6. Reporting Enrollment Change
|
| Other Name, Middle Initial | Text |
Enter the middle initial for the other name being provided. Fill only if 'You are reporting a change to your Medicare enrollment information' is 'Yes'.
Depends on:
6. Reporting Enrollment Change
|
| Other Name, Last Name | Text |
Enter the last name for the other name being provided. Fill only if 'You are reporting a change to your Medicare enrollment information' is 'Yes'.
Depends on:
6. Reporting Enrollment Change
|
| Other Name, Suffix | Text |
Enter any suffix or title, such as Jr., Sr., or M.D., for the other name being provided. Fill only if 'You are reporting a change to your Medicare enrollment information' is 'Yes'.
Depends on:
6. Reporting Enrollment Change
|
| Page 22 | ||
| Assign Section 2A Individual as Contact Person | Checkbox |
Check this box to designate the individual listed in section 2A of this application as the contact person.
|
| Effective Date | Date |
Enter the effective date.
|
| First Name | Text |
Enter the first name of the contact person.
|
| Middle Initial | Text |
Enter the middle initial of the contact person.
|
| Last Name | Text |
Enter the last name of the contact person.
|
| Suffix | Text |
Enter any applicable suffix such as Jr., Sr., MD, etc.
|
| Address Line 1 | Text |
Enter the street name and number for contact person's address.
|
| Address Line 2 | Text |
Enter the suite, room, or apartment number for contact person's address.
|
| City/Town | Text |
Enter the city or town of the contact person's address.
|
| State | Text |
Enter the state of the contact person's address.
|
| ZIP Code + 4 | Text |
Enter the ZIP Code and the optional four-digit extension.
|
| Telephone Number | Text |
Enter the contact person's telephone number.
|
| Fax Number | Text |
Enter the contact person's fax number, if applicable.
|
| Email Address | Text |
Enter the contact person's email address, if applicable.
|
| Relationship or Affiliation | Text |
Enter the relationship or affiliation of the contact person to the individual or organization/group.
|
| Add Contact Person | Checkbox |
Check this box to add a new contact person.
|
| Remove Contact Person | Checkbox |
Check this box to remove the current contact person.
|
| Change Contact Person | Checkbox |
Check this box to indicate that there is a change to the contact person's details.
|
| Paper Storage Confirmation | ||
| No | CheckBox | |
| 1. Paper Storage. Do you store your patient medical records in a physical location? Yes | CheckBox | |
| Paper Storage Facility Address | ||
| Paper Storage Facility Name | Text |
Enter the name of the paper storage facility. Fill only if '1. Paper Storage. Do you store your patient medical records in a physical location? Yes' is 'Yes'.
Depends on:
1. Paper Storage. Do you store your patient medical records in a physical location? Yes
|
| Paper Storage Address Line 1 | Text |
Enter the street name and number for the paper storage facility address. Fill only if '1. Paper Storage. Do you store your patient medical records in a physical location? Yes' is 'Yes'.
Depends on:
1. Paper Storage. Do you store your patient medical records in a physical location? Yes
|
| Paper Storage Address Line 2 | Text |
Enter the suite, room, or apartment number, or any additional address details for the paper storage facility. Fill only if '1. Paper Storage. Do you store your patient medical records in a physical location? Yes' is 'Yes'.
Depends on:
1. Paper Storage. Do you store your patient medical records in a physical location? Yes
|
| Paper Storage City/Town | Text |
Enter the city or town for the paper storage facility address. Fill only if '1. Paper Storage. Do you store your patient medical records in a physical location? Yes' is 'Yes'.
Depends on:
1. Paper Storage. Do you store your patient medical records in a physical location? Yes
|
| Paper Storage State | Text |
Enter the state for the paper storage facility address. Fill only if '1. Paper Storage. Do you store your patient medical records in a physical location? Yes' is 'Yes'.
Depends on:
1. Paper Storage. Do you store your patient medical records in a physical location? Yes
|
| Paper Storage ZIP Code + 4 | Text |
Enter the ZIP code including the +4 extension for the paper storage facility address. Fill only if '1. Paper Storage. Do you store your patient medical records in a physical location? Yes' is 'Yes'.
Depends on:
1. Paper Storage. Do you store your patient medical records in a physical location? Yes
|
| Patient Treatment Status | ||
| Treat Own Patients - No | Checkbox |
Check this box if you do not treat your own patients. Fill only if 'Psychologist Billing Independently' is checked.
Depends on:
Psychologist Billing Independently
|
| Treat Own Patients - Yes | Checkbox |
Check this box if you treat your own patients. Fill only if 'Psychologist Billing Independently' is checked.
Depends on:
Psychologist Billing Independently
|
| Payment Arrangement | ||
| Medicare payments under SSN | Checkbox |
Check this box if you want your Medicare payments to be paid under your Social Security Number. Fill only if 'Do not have a private practice and reassign all benefits' is 'No'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Medicare payments under EIN | Checkbox |
Check this box if you are a sole proprietor and want your Medicare payments to be paid under your Employer Identification Number. Fill only if 'Do not have a private practice and reassign all benefits' is 'No'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Payment Arrangement EIN | Text |
Provide the Employer Identification Number (EIN) for this payment arrangement. Fill only if 'Medicare payments under EIN' is 'Yes'.
Depends on:
Medicare payments under EIN
|
| Physician Specialty Selection | ||
| G. Physician Specialty. Designate your primary specialty and all secondary specialty(s) below using: P=Primary S=Secondary. Addiction Medicine | Text | |
| Adult Congenital Heart Disease | Text | |
| Advanced Heart Failure and Transplant Cardiology | Text | |
| Allergy/Immunology | Text | |
| Anesthesiology | Text | |
| Cardiac Electrophysiology | Text | |
| Cardiac Surgery | Text | |
| Cardiovascular Disease (Cardiology) | Text | |
| Chiropractic | Text | |
| Colorectal Surgery (Proctology) | Text | |
| Critical Care Intensivists | Text | |
| Dentist | Text | |
| Dermatology | Text | |
| Diagnostic Radiology | Text | |
| Emergency Medicine | Text | |
| Endocrinology | Text | |
| Family Medicine | Text | |
| Gastroenterology | Text | |
| General Practice | Text | |
| General Surgery | Text | |
| Geriatric Medicine | Text | |
| Geriatric Psychiatry | Text | |
| Gynecological Oncology | Text | |
| Hand Surgery | Text | |
| Hematology | Text | |
| Hematology/Oncology | Text | |
| Hematopoietic Cell Transplantation and Cellular Therapy | Text | |
| Hospice/Palliative Care | Text | |
| Hospitalist | Text | |
| Infectious Disease | Text | |
| Internal Medicine | Text | |
| Interventional Cardiology | Text | |
| Interventional Pain Management | Text | |
| Interventional Radiology | Text | |
| Maxillofacial Surgery | Text | |
| Medical Genetics and Genomics | Text | |
| Medical Oncology | Text | |
| Medical Toxicology | Text | |
| Micrographic Dermatologic Surgery | Text | |
| Nephrology | Text | |
| Neurology | Text | |
| Neuropsychiatry | Text | |
| Neurosurgery | Text | |
| Nuclear Medicine | Text | |
| Obstetrics/Gynecology | Text | |
| Ophthalmology | Text | |
| Optometry | Text | |
| Oral Surgery | Text | |
| Orthopedic Surgery | Text | |
| Osteopathic Manipulative Medicine | Text | |
| Otolaryngology | Text | |
| Pain Management | Text | |
| Pathology | Text | |
| Pediatric Medicine | Text | |
| Peripheral Vascular Disease | Text | |
| Physical Medicine and Rehabilitation | Text | |
| Plastic and Reconstructive Surgery | Text | |
| Podiatry | Text | |
| Preventive Medicine | Text | |
| Psychiatry | Text | |
| Pulmonary Disease | Text | |
| Radiation Oncology | Text | |
| Rheumatology | Text | |
| Sleep Medicine | Text | |
| Sports Medicine | Text | |
| Surgical Oncology | Text | |
| Thoracic Surgery | Text | |
| Undersea and Hyperbaric Medicine | Text | |
| Urology | Text | |
| Vascular Surgery | Text | |
| Undefined Physician Specialty | Text | |
| Undefined Physician Specialty, Specify | Text |
Depends on:
Undefined Physician Specialty
|
| Practice Location Action | ||
| Practice Location Action Effective Date | Date |
Enter the effective date for the practice location action. Fill only if 'Add Practice Location', 'Change Practice Location', 'Remove Practice Location' is 'Yes' for any.
Depends on:
Add Practice Location, Change Practice Location, Remove Practice Location
|
| Add Practice Location | Checkbox |
Check this box if you are adding a new practice location. Fill only if 'Do not have a private practice and reassign all benefits' is 'No'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Change Practice Location | Checkbox |
Check this box if you are changing information about a currently reported practice location. Fill only if 'Do not have a private practice and reassign all benefits' is 'No'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Remove Practice Location | Checkbox |
Check this box if you are removing a practice location. Fill only if 'Do not have a private practice and reassign all benefits' is 'No'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Practice Location Information | ||
| Practice Location Name | Text |
Enter the legal or "Doing Business As" name of the practice location. Fill only if 'Do not have a private practice and reassign all benefits' is 'No'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Practice Location Street Address Line 1 | Text |
Enter the first line of the street address for the practice location, excluding P.O. Box numbers. Fill only if 'Do not have a private practice and reassign all benefits' is 'No'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Practice Location Street Address Line 2 | Text |
Enter the second line of the street address, including suite, room, or apartment numbers if applicable. Fill only if 'Do not have a private practice and reassign all benefits' is 'No'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| City/Town | Text |
Enter the city or town of the practice location. Fill only if 'Do not have a private practice and reassign all benefits' is 'No'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| State | Text |
Enter the two-letter abbreviation for the state of the practice location. Fill only if 'Do not have a private practice and reassign all benefits' is 'No'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| ZIP Code + 4 | Text |
Enter the five-digit ZIP code for the practice location, optionally followed by the four-digit extension. Fill only if 'Do not have a private practice and reassign all benefits' is 'No'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Telephone Number | Text |
Enter the primary telephone number for the practice location. Fill only if 'Do not have a private practice and reassign all benefits' is 'No'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Fax Number | Text |
Enter the fax number for the practice location, if applicable. Fill only if 'Do not have a private practice and reassign all benefits' is 'No'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| E-mail Address | Text |
Enter the e-mail address for the practice location, if applicable. Fill only if 'Do not have a private practice and reassign all benefits' is 'No'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Medicare Identification Number (PTAN) | Text |
Enter the Medicare Identification Number (PTAN) for this practice location, if one has been issued. Fill only if 'Do not have a private practice and reassign all benefits' is 'No'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| First Medicare Patient Date | Date |
Enter the date you saw or expect to see your first Medicare patient at this practice location. Fill only if 'Do not have a private practice and reassign all benefits' is 'No'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Practice Location Storage Confirmation | ||
| Records stored at practice location | Checkbox |
Check this box if all Medicare beneficiary medical records are stored at the practice location reported in section 4B. Fill only if 'If you DO have a private practice and ONLY render services in your own private practice' is 'Yes'.
Depends on:
DO have private practice, ONLY render services in own practice
|
| Practitioner Name | ||
| Practitioner First Name | Text |
Provide the first name of the practitioner.
|
| Practitioner Middle Initial | Text |
Provide the middle initial of the practitioner.
|
| Practitioner Last Name | Text |
Provide the last name of the practitioner.
|
| Practitioner Suffix/Title | Text |
Provide any applicable suffix or professional title for the practitioner, such as Jr., Sr., M.D., etc.
|
| Primary Practice Location | ||
| No | Checkbox |
Check this box if this is not your primary practice location. Fill only if 'If you do NOT have a private practice but you reassign ALL of your benefits to an organization/group or individual' is 'No'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Yes | Checkbox |
Check this box if this is your primary practice location. Fill only if 'If you do NOT have a private practice but you reassign ALL of your benefits to an organization/group or individual' is 'No'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Effective date. 2 digit month, 2 digit day, 4 digit year | Text |
Depends on:
Remove, a. Primary Practice Location. If you are changing information about a currently reported primary practice location or adding or removing an additional practice location information, check the applicable box, furnish the effective date, and complete the appropriate fields in this section. Change, Add
|
| Practice Location Name (“Doing Business As” Name | Text |
Depends on:
Remove, a. Primary Practice Location. If you are changing information about a currently reported primary practice location or adding or removing an additional practice location information, check the applicable box, furnish the effective date, and complete the appropriate fields in this section. Change, Add
|
| Practice Location Street Address Line 1 (Street Name and Number – NOT a P.O. Box | Text |
Depends on:
Remove, a. Primary Practice Location. If you are changing information about a currently reported primary practice location or adding or removing an additional practice location information, check the applicable box, furnish the effective date, and complete the appropriate fields in this section. Change, Add
|
| Practice Location Street Address Line 2 (Suite, Room, Apt. #, etc | Text |
Depends on:
Remove, a. Primary Practice Location. If you are changing information about a currently reported primary practice location or adding or removing an additional practice location information, check the applicable box, furnish the effective date, and complete the appropriate fields in this section. Change, Add
|
| City/Town | Text |
Depends on:
Remove, a. Primary Practice Location. If you are changing information about a currently reported primary practice location or adding or removing an additional practice location information, check the applicable box, furnish the effective date, and complete the appropriate fields in this section. Change, Add
|
| State | Text |
Depends on:
Remove, a. Primary Practice Location. If you are changing information about a currently reported primary practice location or adding or removing an additional practice location information, check the applicable box, furnish the effective date, and complete the appropriate fields in this section. Change, Add
|
| ZIP Code + 4 | Text |
Depends on:
Remove, a. Primary Practice Location. If you are changing information about a currently reported primary practice location or adding or removing an additional practice location information, check the applicable box, furnish the effective date, and complete the appropriate fields in this section. Change, Add
|
| Medicare Identification Number for this location – P.T.A.N. (if issued) | Text |
Depends on:
Remove, a. Primary Practice Location. If you are changing information about a currently reported primary practice location or adding or removing an additional practice location information, check the applicable box, furnish the effective date, and complete the appropriate fields in this section. Change, Add
|
| National Provider Identifier (N.P.I.) | Text |
Depends on:
Remove, a. Primary Practice Location. If you are changing information about a currently reported primary practice location or adding or removing an additional practice location information, check the applicable box, furnish the effective date, and complete the appropriate fields in this section. Change, Add
|
| Remove | CheckBox | |
| a. Primary Practice Location. If you are changing information about a currently reported primary practice location or adding or removing an additional practice location information, check the applicable box, furnish the effective date, and complete the appropriate fields in this section. Change | CheckBox | |
| Add | CheckBox | |
| Private Office Space Maintenance Status | ||
| Private Office Space Maintained - No | Checkbox |
Check this box if you do not maintain private office space. Fill only if 'Physical Therapist in Private Practice' is 'Yes'.
Depends on:
Physical Therapist in Private Practice
|
| Private Office Space Maintained - Yes | Checkbox |
Check this box if you maintain private office space. Fill only if 'Physical Therapist in Private Practice' is 'Yes'.
Depends on:
Physical Therapist in Private Practice
|
| Private Office Space Ownership Status | ||
| Own, Lease, or Rent Private Office Space - No | Checkbox |
Check this box if you do not own, lease, or rent your private office space. Fill only if 'Physical Therapist in Private Practice' is 'Yes'.
Depends on:
Physical Therapist in Private Practice
|
| Own, Lease, or Rent Private Office Space - Yes | Checkbox |
Check this box if you own, lease, or rent your private office space. Fill only if 'Physical Therapist in Private Practice' is 'Yes'.
Depends on:
Physical Therapist in Private Practice
|
| Private Practice Location Status | ||
| No | Checkbox |
Check this box if your private practice is not located in an institution or other facility. Fill only if 'Psychologist Billing Independently' is 'Yes'.
Depends on:
Psychologist Billing Independently
|
| Yes | Checkbox |
Check this box if your private practice is located in an institution or other facility. Fill only if 'Psychologist Billing Independently' is 'Yes'.
Depends on:
Psychologist Billing Independently
|
| Private Practice Location Type | ||
| Ambulatory Surgical Center | Checkbox |
Check this box if your private practice location is an Ambulatory Surgical Center. Fill only if 'If you do NOT have a private practice but you reassign ALL of your benefits to an organization/group or individual' is 'No'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Business Office for Administrative/Telehealth Use Only | Checkbox |
Check this box if your private practice location is a Business Office used solely for administrative or telehealth purposes. Fill only if 'If you do NOT have a private practice but you reassign ALL of your benefits to an organization/group or individual' is 'No'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Home Office for Administrative/Telehealth Use Only | Checkbox |
Check this box if your private practice location is a Home Office used solely for administrative or telehealth purposes. Fill only if 'If you do NOT have a private practice but you reassign ALL of your benefits to an organization/group or individual' is 'No'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Hospital/Hospital Department | Checkbox |
Check this box if your private practice location is a Hospital or a Hospital Department. Fill only if 'If you do NOT have a private practice but you reassign ALL of your benefits to an organization/group or individual' is 'No'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Indian Health Services (IHS) or Tribal Facility | Checkbox |
Check this box if your private practice location is an Indian Health Services (IHS) facility or a Tribal Facility. Fill only if 'If you do NOT have a private practice but you reassign ALL of your benefits to an organization/group or individual' is 'No'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Private Office Setting | Checkbox |
Check this box if your private practice location is a Private Office Setting. Fill only if 'If you do NOT have a private practice but you reassign ALL of your benefits to an organization/group or individual' is 'No'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Retirement or Assisted Living Community | Checkbox |
Check this box if your private practice location is a Retirement or Assisted Living Community. Fill only if 'If you do NOT have a private practice but you reassign ALL of your benefits to an organization/group or individual' is 'No'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Skilled Nursing Facility or Other Nursing Facility | Checkbox |
Check this box if your private practice location is a Skilled Nursing Facility or any other type of Nursing Facility. Fill only if 'If you do NOT have a private practice but you reassign ALL of your benefits to an organization/group or individual' is 'No'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Other Health Care Facility | Checkbox |
Check this box if your private practice location is an 'Other Health Care Facility' not listed in the options above. Fill only if 'If you do NOT have a private practice but you reassign ALL of your benefits to an organization/group or individual' is 'No'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Other Health Care Facility Specify | Text |
Specify the type of other healthcare facility for your private practice location. Fill only if 'Other Health Care Facility' is 'Yes'.
Depends on:
Other Health Care Facility
|
| Professional Certification and Education Documentation | ||
| Current copy of certification and proof of educational requirements | Checkbox |
Check this box if you are submitting a current copy of certification and proof of educational requirements for eligible professionals or other non-physician specialty types who provide acupuncture services. Fill only if 'Does the physician assistant, nurse practitioner, or clinical nurse specialist identified in section 2A provide acupuncture services' is 'Yes'.
Depends on:
Acupuncture Services Status: Yes
|
| Professional School Information | ||
| Medical or other Professional School (Training Institution, if non-MD) | Text | |
| Year of Graduation. 4 digit year | Text | |
| Provider Identification Numbers | ||
| Medicare Identification Number (PTAN) | Text |
Please enter the Medicare Identification Number (PTAN) if one has been issued. Fill only if 'You are reporting a change to your Medicare enrollment information' is 'Yes'.
Depends on:
6. Reporting Enrollment Change
|
| National Provider Identifier (NPI) | Text |
Please enter the National Provider Identifier (NPI) for the individual. Fill only if 'You are reporting a change to your Medicare enrollment information' is 'Yes'.
Depends on:
6. Reporting Enrollment Change
|
| Provider Name | ||
| Provider First Name | Text |
Enter the provider's first name. Fill only if 'You are reporting a change to your Medicare enrollment information' is 'Yes'.
Depends on:
6. Reporting Enrollment Change
|
| Provider Middle Initial | Text |
Enter the provider's middle initial. Fill only if 'You are reporting a change to your Medicare enrollment information' is 'Yes'.
Depends on:
6. Reporting Enrollment Change
|
| Provider Last Name | Text |
Enter the provider's last name. Fill only if 'You are reporting a change to your Medicare enrollment information' is 'Yes'.
Depends on:
6. Reporting Enrollment Change
|
| Provider Suffix/Title | Text |
Enter any suffix or title for the provider, such as Jr., Sr., or M.D. Fill only if 'You are reporting a change to your Medicare enrollment information' is 'Yes'.
Depends on:
6. Reporting Enrollment Change
|
| Reason for Submitting This Application | ||
| 1. New Enrollee in Medicare | Checkbox |
Check this box if you are a new enrollee in Medicare.
|
| 2. Enroll as Individual Practitioner | Checkbox |
Check this box if you are currently enrolled in Medicare to order and certify and wish to enroll as an Individual Practitioner.
|
| 3. Enroll with another MAC | Checkbox |
Check this box if you are enrolling with a different Medicare Administrative Contractor (MAC).
|
| 4. Revalidating Medicare Enrollment | Checkbox |
Check this box if you are revalidating your existing Medicare enrollment.
|
| 5. Reactivating Medicare Enrollment | Checkbox |
Check this box if you are reactivating your Medicare enrollment.
|
| 6. Reporting Enrollment Change | Checkbox |
Check this box if you are reporting a change to your Medicare enrollment information, including establishing or terminating a reassignment.
|
| 7. Voluntarily Terminating Medicare Enrollment | Checkbox |
Check this box if you are voluntarily terminating your Medicare enrollment.
|
| Remittance Notice/Special Payments Mailing Options | ||
| Mail to Practice Location Address | Checkbox |
Check this box if your Remittance Notice/Special Payments should be mailed to your Practice Location Address in section 4B, and skip this section. Fill only if 'If you do NOT have a private practice but you reassign ALL of your benefits to an organization/group or individual, check this box and only complete section 4F.' is 'No'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Mail to Correspondence Address | Checkbox |
Check this box if your Remittance Notice/Special Payments should be mailed to your Correspondence Address in section 2D, and skip this section. Fill only if 'If you do NOT have a private practice but you reassign ALL of your benefits to an organization/group or individual, check this box and only complete section 4F.' is 'No'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Render Services at Other Locations Question | ||
| Render Services at Other Locations - Yes | Checkbox |
Check this box if you render services at other facilities or practice locations. Fill only if 'Are the services that you render at the hospital/facility shown in section 2F1 part of your requirements for graduation from a formal residency or program?' is 'Yes'.
Depends on:
Residency Program Requirement: Yes
|
| Render Services at Other Locations - No | Checkbox |
Check this box if you do not render services at other facilities or practice locations. Fill only if 'Are the services that you render at the hospital/facility shown in section 2F1 part of your requirements for graduation from a formal residency or program?' is 'Yes'.
Depends on:
Residency Program Requirement: Yes
|
| Residency Program Details | ||
| Residency Program Completion Date | Date |
Enter the date when the residency program was completed. Fill only if 'Residency Program Requirement: Yes' is 'Yes'.
Depends on:
Residency Program Requirement: Yes
|
| Residency Program Requirement: No | Checkbox |
Check this box if the services you render at the hospital/facility are not part of your requirements for graduation from a formal residency or program. Fill only if 'Practitioner Specific Information' is 'Yes'.
|
| Residency Program Requirement: Yes | Checkbox |
Check this box if the services you render at the hospital/facility are part of your requirements for graduation from a formal residency or program. Fill only if 'Practitioner Specific Information' is 'Yes'.
|
| Residency Program Requirements Question | ||
| Residency Program Requirements Yes | Checkbox |
Check this box if the services you render in the reported practice locations are part of your requirements for graduation from a residency program. Fill only if 'Are the services that you render at the hospital/facility shown in section 2F1 part of your requirements for graduation from a formal residency or program?' is 'Yes'.
Depends on:
Residency Program Requirement: Yes
|
| Residency Program Requirements No | Checkbox |
Check this box if the services you render in the reported practice locations are not part of your requirements for graduation from a residency program. Fill only if 'Are the services that you render at the hospital/facility shown in section 2F1 part of your requirements for graduation from a formal residency or program?' is 'Yes'.
Depends on:
Residency Program Requirement: Yes
|
| Second Deletion Location | ||
| Second Deletion City/Town | Text |
Enter the city or town of the second location to be deleted. Fill only if 'Deletion Entire State' is 'No'.
Depends on:
Deletion Entire State
|
| Second Deletion County | Text |
Enter the county of the second location to be deleted. Fill only if 'Deletion Entire State' is 'No'.
Depends on:
Deletion Entire State
|
| Second Deletion State/Territory | Text |
Enter the state or territory of the second location to be deleted. Fill only if 'Deletion Entire State' is 'No'.
Depends on:
Deletion Entire State
|
| Second Deletion Zip Code | Text |
Enter the ZIP code of the second location to be deleted. Fill only if 'Deletion Entire State' is 'No'.
Depends on:
Deletion Entire State
|
| Second Final Adverse Legal Action | ||
| Second Final Adverse Legal Action Details | Text |
Enter the details of the second final adverse legal action. Fill only if 'Adverse Legal Action History Confirmation Yes' is 'Yes'.
Depends on:
Adverse Legal Action History Confirmation Yes
|
| Second Final Adverse Legal Action Date | Date |
Enter the date when the second final adverse legal action occurred. Fill only if 'Adverse Legal Action History Confirmation Yes' is 'Yes'.
Depends on:
Adverse Legal Action History Confirmation Yes
|
| Second Final Adverse Legal Action Imposing Agency | Text |
Enter the federal or state agency, court, or administrative body that imposed the second final adverse legal action. Fill only if 'Adverse Legal Action History Confirmation Yes' is 'Yes'.
Depends on:
Adverse Legal Action History Confirmation Yes
|
| Second Final Adverse Legal Action | Text |
Provide the details of the second final adverse legal action. Fill only if 'Yes, continue below' is 'Yes'.
Depends on:
Yes, continue below
|
| Second Final Adverse Legal Action Date | Date |
Enter the date when the second final adverse legal action occurred. Fill only if 'Yes, continue below' is 'Yes'.
Depends on:
Yes, continue below
|
| Second Final Adverse Legal Action Taken By | Text |
Enter the federal or state agency, court, or administrative body that imposed the second final adverse legal action. Fill only if 'Yes, continue below' is 'Yes'.
Depends on:
Yes, continue below
|
| FINAL ADVERSE LEGAL ACTION_Row_2 | Text |
Depends on:
Yes, continue below
|
| DATE_Row_2 | Text |
Depends on:
Yes, continue below
|
| ACTION TAKEN BY_Row_2 | Text |
Depends on:
Yes, continue below
|
| Second Initial Reporting Location | ||
| CITY/TOWN_Row_2 | Text |
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| COUNTY_Row_2 | Text |
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| STATE/TERRITORY_Row_2 | Text |
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| ZIP CODE_Row_2 | Text |
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| Secondary Practice Location | ||
| Effective date. 2 digit month, 2 digit day, 4 digit year | Text |
Depends on:
Remove, b. Secondary Practice Location. If you are changing information about a currently reported additional practice location or adding or removing an additional practice location information, check the applicable box, furnish the effective date, and complete the appropriate fields in this section. Change, Add
|
| Practice Location Name (“Doing Business As” Name) | Text |
Depends on:
Remove, b. Secondary Practice Location. If you are changing information about a currently reported additional practice location or adding or removing an additional practice location information, check the applicable box, furnish the effective date, and complete the appropriate fields in this section. Change, Add
|
| Practice Location Street Address Line 1 (Street Name and Number – NOT a P.O. Box) | Text |
Depends on:
Remove, b. Secondary Practice Location. If you are changing information about a currently reported additional practice location or adding or removing an additional practice location information, check the applicable box, furnish the effective date, and complete the appropriate fields in this section. Change, Add
|
| Practice Location Street Address Line 2 (Suite, Room, Apt. #, etc.) | Text |
Depends on:
Remove, b. Secondary Practice Location. If you are changing information about a currently reported additional practice location or adding or removing an additional practice location information, check the applicable box, furnish the effective date, and complete the appropriate fields in this section. Change, Add
|
| City/Town | Text |
Depends on:
Remove, b. Secondary Practice Location. If you are changing information about a currently reported additional practice location or adding or removing an additional practice location information, check the applicable box, furnish the effective date, and complete the appropriate fields in this section. Change, Add
|
| State | Text |
Depends on:
Remove, b. Secondary Practice Location. If you are changing information about a currently reported additional practice location or adding or removing an additional practice location information, check the applicable box, furnish the effective date, and complete the appropriate fields in this section. Change, Add
|
| ZIP Code + 4 | Text |
Depends on:
Remove, b. Secondary Practice Location. If you are changing information about a currently reported additional practice location or adding or removing an additional practice location information, check the applicable box, furnish the effective date, and complete the appropriate fields in this section. Change, Add
|
| Medicare Identification Number for this location – P.T.A.N. (if issued) | Text |
Depends on:
Remove, b. Secondary Practice Location. If you are changing information about a currently reported additional practice location or adding or removing an additional practice location information, check the applicable box, furnish the effective date, and complete the appropriate fields in this section. Change, Add
|
| National Provider Identifier (N.P.I.) | Text |
Depends on:
Remove, b. Secondary Practice Location. If you are changing information about a currently reported additional practice location or adding or removing an additional practice location information, check the applicable box, furnish the effective date, and complete the appropriate fields in this section. Change, Add
|
| Remove | CheckBox | |
| b. Secondary Practice Location. If you are changing information about a currently reported additional practice location or adding or removing an additional practice location information, check the applicable box, furnish the effective date, and complete the appropriate fields in this section. Change | CheckBox | |
| Add | CheckBox | |
| SECTION 4: BUSINESS INFORMATION | ||
| Do NOT have private practice, reassign ALL benefits | Checkbox |
Check this box if you do not have a private practice but reassign all of your benefits to an organization or individual. Fill only if 'Do you also render services at other facilities or practice locations?' is 'Yes'.
Depends on:
Render Services at Other Locations - Yes
|
| DO have private practice, reassign ANY benefits | Checkbox |
Check this box if you have a private practice and reassign any of your benefits to an organization or individual. Fill only if 'Do you also render services at other facilities or practice locations?' is 'Yes'.
Depends on:
Render Services at Other Locations - Yes
|
| DO have private practice, ONLY render services in own practice | Checkbox |
Check this box if you have a private practice and only render services in your own private practice. Fill only if 'Do you also render services at other facilities or practice locations?' is 'Yes'.
Depends on:
Render Services at Other Locations - Yes
|
| Section Applicability | ||
| Section Not Applicable | Checkbox |
Check this box if the Section 8: Billing Agency/Agent Information does not apply to you, and you should skip to section 12. Fill only if 'If you do NOT have a private practice but you reassign ALL of your benefits to an organization/group or individual' is 'No'.
Depends on:
Do NOT have private practice, reassign ALL benefits
|
| Seventh Initial Reporting Location | ||
| CITY/TOWN_Row_7 | Text |
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| COUNTY_Row_7 | Text |
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| STATE/TERRITORY_Row_7 | Text |
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| ZIP CODE_Row_7 | Text |
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| Sixth Initial Reporting Location | ||
| CITY/TOWN_Row_6 | Text |
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| COUNTY_Row_6 | Text |
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| STATE/TERRITORY_Row_6 | Text |
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| ZIP CODE_Row_6 | Text |
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| Skilled Nursing Facility Information | ||
| Skilled Nursing Facility Name | Text |
Enter the full name of the skilled nursing facility. Fill only if 'SNF Yes' is 'Yes'.
Depends on:
SNF Yes
|
| Skilled Nursing Facility Address Line 1 | Text |
Provide the primary street address for the skilled nursing facility, including the street name and number. Fill only if 'SNF Yes' is 'Yes'.
Depends on:
SNF Yes
|
| Skilled Nursing Facility Address Line 2 | Text |
Provide any additional address details for the skilled nursing facility, such as suite or room number. Fill only if 'SNF Yes' is 'Yes'.
Depends on:
SNF Yes
|
| City/Town | Text |
Enter the city or town where the skilled nursing facility is located. Fill only if 'SNF Yes' is 'Yes'.
Depends on:
SNF Yes
|
| State | Text |
Enter the state where the skilled nursing facility is located. Fill only if 'SNF Yes' is 'Yes'.
Depends on:
SNF Yes
|
| ZIP Code | Text |
Enter the ZIP code for the skilled nursing facility, including the optional four-digit extension. Fill only if 'SNF Yes' is 'Yes'.
Depends on:
SNF Yes
|
| SNF Tax Identification Number | Text |
Enter the tax identification number for the skilled nursing facility. Fill only if 'SNF Yes' is 'Yes'.
Depends on:
SNF Yes
|
| Telephone Number | Text |
Enter the primary telephone number for the skilled nursing facility. Fill only if 'SNF Yes' is 'Yes'.
Depends on:
SNF Yes
|
| Fax Number | Text |
If applicable, enter the fax number for the skilled nursing facility. Fill only if 'SNF Yes' is 'Yes'.
Depends on:
SNF Yes
|
| Email Address | Text |
If applicable, enter the email address for the skilled nursing facility. Fill only if 'SNF Yes' is 'Yes'.
Depends on:
SNF Yes
|
| SNF Employment Status | ||
| SNF No | Checkbox |
Check this box if you are NOT an employee of a skilled nursing facility (SNF) or of another entity that has an agreement to provide nursing services to a SNF. Fill only if 'Clinical Nurse Specialist (CNS)' is 'Yes'.
Depends on:
Clinical Nurse Specialist (CNS)
|
| SNF Yes | Checkbox |
Check this box if you are an employee of a skilled nursing facility (SNF) or of another entity that has an agreement to provide nursing services to a SNF. Fill only if 'Clinical Nurse Specialist (CNS)' is 'Yes'.
Depends on:
Clinical Nurse Specialist (CNS)
|
| Social Security Number and Date of Birth | ||
| Social Security Number | Text |
Enter the Social Security Number (SSN). Fill only if 'You are reporting a change to your Medicare enrollment information' is 'Yes'.
Depends on:
6. Reporting Enrollment Change
|
| Date of Birth | Date |
Enter the individual's date of birth. Fill only if 'You are reporting a change to your Medicare enrollment information' is 'Yes'.
Depends on:
6. Reporting Enrollment Change
|
| Special Payments Mailing Address | ||
| Special Payments Address Line 1 | Text |
Enter the first line of the special payments mailing address, which may include a P.O. Box or street name and number. Fill only if 'Mail to Practice Location Address', 'Mail to Correspondence Address' is 'No' for all dependency fields.
Depends on:
Mail to Practice Location Address, Mail to Correspondence Address
|
| Special Payments Address Line 2 | Text |
Enter the second line of the special payments mailing address, such as a suite, room, or apartment number. Fill only if 'Mail to Practice Location Address', 'Mail to Correspondence Address' is 'No' for all dependency fields.
Depends on:
Mail to Practice Location Address, Mail to Correspondence Address
|
| Special Payments City/Town | Text |
Enter the city or town for the special payments mailing address. Fill only if 'Mail to Practice Location Address', 'Mail to Correspondence Address' is 'No' for all dependency fields.
Depends on:
Mail to Practice Location Address, Mail to Correspondence Address
|
| Special Payments State | Text |
Enter the state for the special payments mailing address. Fill only if 'Mail to Practice Location Address', 'Mail to Correspondence Address' is 'No' for all dependency fields.
Depends on:
Mail to Practice Location Address, Mail to Correspondence Address
|
| Special Payments ZIP Code + 4 | Text |
Enter the ZIP code, including the plus four extension, for the special payments mailing address. Fill only if 'Mail to Practice Location Address', 'Mail to Correspondence Address' is 'No' for all dependency fields.
Depends on:
Mail to Practice Location Address, Mail to Correspondence Address
|
| Storage Location Change | ||
| Effective Date | Date |
Provide the effective date for adding or removing a storage location. Fill only if 'Remove', 'If you are adding or removing a storage location, check the applicable box below and furnish the effective date. Add' is checked, any.
Depends on:
Remove, If you are adding or removing a storage location, check the applicable box below and furnish the effective date. Add
|
| Remove | CheckBox | |
| If you are adding or removing a storage location, check the applicable box below and furnish the effective date. Add | CheckBox | |
| Teaching Hospital Cost Coverage Question | ||
| If yes, has the teaching hospital/facility reported in section 2F1 above agreed to incur all or substantially all of the costs of your training in the non-hospital/facility location? Yes | CheckBox |
Depends on:
Residency Program Requirements Yes
|
| No | CheckBox |
Depends on:
Residency Program Requirements Yes
|
| Tenth Initial Reporting Location | ||
| Tenth Initial Reporting City/Town | Text |
Enter the city or town for the tenth initial reporting location where health care services are rendered in patients' homes. Fill only if '1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state' is 'No'.
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| Tenth Initial Reporting County | Text |
Enter the county for the tenth initial reporting location where health care services are rendered in patients' homes. Fill only if '1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state' is 'No'.
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| Tenth Initial Reporting State/Territory | Text |
Enter the state or territory for the tenth initial reporting location where health care services are rendered in patients' homes. Fill only if '1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state' is 'No'.
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| Tenth Initial Reporting Zip Code | Text |
Enter the ZIP code for the tenth initial reporting location where health care services are rendered in patients' homes. Fill only if '1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state' is 'No'.
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| Third Deletion Location | ||
| Third Deletion City/Town | Text |
Enter the city or town for the third deletion location. Fill only if 'Deletion Entire State' is 'No'.
Depends on:
Deletion Entire State
|
| Third Deletion County | Text |
Enter the county for the third deletion location. Fill only if 'Deletion Entire State' is 'No'.
Depends on:
Deletion Entire State
|
| Third Deletion State/Territory | Text |
Enter the state or territory for the third deletion location. Fill only if 'Deletion Entire State' is 'No'.
Depends on:
Deletion Entire State
|
| Third Deletion ZIP Code | Text |
Enter the ZIP code for the third deletion location. Fill only if 'Deletion Entire State' is 'No'.
Depends on:
Deletion Entire State
|
| Third Final Adverse Legal Action | ||
| Third Final Adverse Legal Action Details | Text |
Provide a detailed report of the third final adverse legal action that occurred. Fill only if 'Adverse Legal Action History Confirmation Yes' is 'Yes'.
Depends on:
Adverse Legal Action History Confirmation Yes
|
| Third Action Date | Date |
Enter the date on which the third final adverse legal action occurred. Fill only if 'Adverse Legal Action History Confirmation Yes' is 'Yes'.
Depends on:
Adverse Legal Action History Confirmation Yes
|
| Third Action Imposing Body | Text |
Specify the federal or state agency, court, or administrative body that imposed the third final adverse legal action. Fill only if 'Adverse Legal Action History Confirmation Yes' is 'Yes'.
Depends on:
Adverse Legal Action History Confirmation Yes
|
| Third Final Adverse Legal Action | Text |
Enter the details of the third final adverse legal action. Fill only if 'Yes, continue below' is 'Yes'.
Depends on:
Yes, continue below
|
| Third Final Adverse Legal Action Date | Date |
Enter the date when the third final adverse legal action occurred. Fill only if 'Yes, continue below' is 'Yes'.
Depends on:
Yes, continue below
|
| Third Final Adverse Legal Action Taken By | Text |
Enter the federal or state agency or the court/administrative body that imposed the third final adverse legal action. Fill only if 'Yes, continue below' is 'Yes'.
Depends on:
Yes, continue below
|
| Third Final Adverse Legal Action | Text |
Enter a description of the third final adverse legal action. Fill only if 'Yes, continue below' is 'Yes'.
Depends on:
Yes, continue below
|
| Third Final Adverse Legal Action Date | Date |
Enter the date when the third final adverse legal action occurred. Fill only if 'Yes, continue below' is 'Yes'.
Depends on:
Yes, continue below
|
| Third Final Adverse Legal Action Taken By | Text |
Enter the federal or state agency or court/administrative body that imposed the third final adverse legal action. Fill only if 'Yes, continue below' is 'Yes'.
Depends on:
Yes, continue below
|
| Third Initial Reporting Location | ||
| CITY/TOWN_Row_3 | Text |
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| COUNTY_Row_3 | Text |
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| STATE/TERRITORY_Row_3 | Text |
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| ZIP CODE_Row_3 | Text |
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| Twelfth Initial Reporting Location | ||
| Twelfth Initial Reporting City/Town | Text |
Enter the city or town for the twelfth initial reporting location. Fill only if '1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state' is 'No'.
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| Twelfth Initial Reporting County | Text |
Enter the county for the twelfth initial reporting location. Fill only if '1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state' is 'No'.
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| Twelfth Initial Reporting State/Territory | Text |
Enter the state or territory for the twelfth initial reporting location. Fill only if '1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state' is 'No'.
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| Twelfth Initial Reporting ZIP Code | Text |
Enter the ZIP code for the twelfth initial reporting location. Fill only if '1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state' is 'No'.
Depends on:
1. Initial Reporting and/or Additions. If you are reporting or adding an entire state, check the box below and specify the state
|
| Type of Other Name | ||
| Former or Maiden Name | Checkbox |
Check this box if the 'Other Name' refers to a former or maiden name. Fill only if 'You are reporting a change to your Medicare enrollment information' is 'Yes'.
Depends on:
6. Reporting Enrollment Change
|
| Professional Name | Checkbox |
Check this box if the 'Other Name' refers to a professional name. Fill only if 'You are reporting a change to your Medicare enrollment information' is 'Yes'.
Depends on:
6. Reporting Enrollment Change
|
| Other (Describe) | Checkbox |
Check this box if the 'Other Name' is a type not listed, and provide a description in the space provided. Fill only if 'You are reporting a change to your Medicare enrollment information' is 'Yes'.
Depends on:
6. Reporting Enrollment Change
|
| Other Name Type Description | Text |
Provide a description for the 'Other' type of name. Fill only if 'Other (Describe)' is 'Yes'.
Depends on:
Other (Describe)
|
| What Information is Changing | ||
| B. WHAT INFORMATION IS CHANGING? Check all that apply and complete the required sections. Personal Identifying Information | CheckBox | |
| Final adverse legal action | CheckBox | |
| Medical Specialty Information | CheckBox | |
| Supllier Specific Information | CheckBox | |
| Physician Assistant Employment Arrangements | CheckBox | |
| Private Practice Business Information | CheckBox | |
| Managing Employee Information | CheckBox | |
| Address Information | CheckBox | |
| Billing Agency Information | CheckBox | |
| Any other information not specified above | CheckBox | |