CMS Web Interface: Planning Your Work

CMS Web Interface: Planning Your Work


CMS Web Interface
Planning your work. Viewing your beneficiary sample. When your sample is ready, you can view it in two ways: – Within the CMS Web Interface: Click on “Report
Data” to view your beneficiary sample list within
the CMS Web Interface. Here, you can review, sort,
and filter the list. – Download in Excel template: Alternatively, you can
download your beneficiary sample in the provided
Excel template by clicking the Download button at
the top of the Report Data page. Beneficiary Details Each row under the sample list represents a
beneficiary. The default view of your beneficiary
sample list is filtered on “All Measures” to show every beneficiary in your sample, and how many
measures in which each is ranked. For each beneficiary, you can see: • Beneficiary completion status – Each beneficiary
will have one of the following three statuses: – Incomplete – If you have not entered appropriate
data for all measures in which the beneficiary is
ranked (both for those which the beneficiary is ranked in the minimum and those that
they are ranked in the oversample),
the beneficiary will show as incomplete. – Complete – Beneficiaries for whom all ranked measures
are completed, regardless of whether the beneficiary is
ranked in the minimum or in the oversample for the measures. – Skipped – Skipped beneficiaries are those
that cannot be confirmed for the sample. • Beneficiary ID – this is a unique beneficiary identifier.
It is either the Medicare Beneficiary Identifier or Health
Insurance Claim Number. This field will be pre-filled by CMS. • Beneficiary Info – this section contains the
beneficiary’s demographic information including: – First and last name
– Gender
– Birthdate – Medical Record Number – this is an optional field where
you can associate a beneficiary with a number that your
organization uses internally to track patients.
It will not have a pre-filled value. – Clinics – the beneficiary may be associated
with up to one Clinic ID so you can more easily
locate their medical record. – Providers – the beneficiary may be associated
with up to three providers, so you can more easily
locate their medical record. Rank Summary – Under rank summary, you can see
the number of measures where the beneficiary is ranked
in the minimum as well as the number of measures where the beneficiary is part of the oversample.
These numbers are fluid and will change if lower
ranked beneficiaries are skipped. If so, the next ranked beneficiary will be moved into
the minimum in order to meet reporting requirements. The rank numbers will be updated automatically
in the CMS Web Interface if a patient moves into
the minimum due a skip. Filtering and sorting your sample. You can use the tabs at the top of the list
to filter the list by beneficiary status. Under the Total tab, you can see your
complete beneficiary sample list. The Complete tab will filter the list of beneficiaries
to show only those whom you have completed
all measures in which they are ranked. The Incomplete tab filters the list to show
only beneficiaries for whom not all measure
questions have been answered. Please note: if a beneficiary is ranked in the
oversample for some measures, they will still show as “Incomplete” even when you have
answered all measures in which that beneficiary
is ranked in the minimum. You do NOT need to answer the oversample
measures to have a successful submission. To see the minimum ranks you need to complete
to have a successful submission, you can filter by a
measure to see which minimum ranks are incomplete. In the Skipped tab, you’ll see only beneficiaries
who you have skipped from all measures. Filtering Sample by Measure To filter the list by a specific measure, click the
dropdown under “Select a Measure”. Upon clicking on a measure, you’ll see a
filtered list of only the beneficiaries who
are ranked in that measure, sorted in rank order. Filtering Sample by Other Criteria. You can further filter down the list by: – Beneficiary ID
– Beneficiary Name
– Medical Record Number Once you have selected a specific filter type,
enter the specific query into the adjoining
field to filter the list. Sort Sample You can sort your beneficiary sample
list to be ordered by:
– Beneficiary ID
– Beneficiary Last Name – Medical Record Number
– Number of Measures Ranked in Minimum
– from most to least To associate your beneficiaries with
different or additional clinics and/or
providers, you can do the following: Managing Clinics. To manage the list of your clinics: 1. Select “Manage Group” in the navigation. 2. Select “Manage Clinics” in the sub-navigation. Each row represents a clinic. You can edit a
clinic by clicking on the “Edit” button on the right. To delete a clinic, click the “Delete”
link on the right of the row. However, in order to delete a clinic, you must
first disassociate it from every beneficiary it
may be connected to in the CMS Web Interface. To do so:
1. Select “Report Data” in the navigation. 2. Download your beneficiary sample in Excel format. 3. Use Excel filter controls to filter the sample
by the clinic you’d like to delete to find all
beneficiaries associated with it. 4. Enter “N/A” to replace the Clinic ID you’d
like to disassociate from the beneficiary. 5. Repeat for all beneficiaries
associated with the clinic. 6. Upload the updated Excel file. 7. Go back and click “Delete” next to the clinic row. To add or change a clinic association for a beneficiary,
you can edit the beneficiary’s demographic information
in the CMS Web Interface, or do so in the Excel template. To create a new clinic, click the “Add New”
button at the top of the page. You can also download the list of clinics
in Excel format by clicking the “Download”
button at the top of the page. To locate a specific clinic, use the Search bar at
the top of the page to search by name or Clinic ID. For your convenience, you can sort the clinic
list by either Clinic ID or Clinic Name by clicking
the carets at the top of each column. Managing Providers. Managing the list of providers works exactly
the same way as managing clinics. To manage the list of your providers: 1. Select “Manage Group” in the navigation. 2. Select “Manage Providers” in the sub-navigation.

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