Section 111 medicare mandatory reporting registration instruction guide step 2 account set up
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Section 111 Medicare Mandatory Reporting Registration Instruction Guide Step 2: Account Set up Getting started! This information is for completing Step 2 (Account Set Up) of the Medicare mandatory reporting Registration process. The purpose of Step 2 is to: Identify the Reporting Agent (RA)

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Section 111 medicare mandatory reporting registration instruction guide step 2 account set up l.jpg

Section 111 Medicare Mandatory Reporting Registration Instruction GuideStep 2: Account Set up


Getting started l.jpg
Getting started! Instruction Guide

  • This information is for completing Step 2 (Account Set Up) of the Medicare mandatory reporting Registration process.

  • The purpose of Step 2 is to:

  • Identify the Reporting Agent (RA)

  • Enter the Account Manager (AM) information

  • Provide the File Transmission Method information

  • Provide the Electronic Transmission Information (dataset names for Claim File and Query Only)

  • *** Important information ***

  • You must have all information available prior to beginning Step 2.

  • For dataset names, contact Susan Montoya at 813-663-1664 ([email protected]) or Chris Nelson at 860-954-0236 ([email protected]) – we will need your RRE ID.

  • Enter here: COB secure website link

© 2009 The Travelers Companies, Inc.

This document is intended as a general guideline and does not constitute legal or professional advice.


Login warning page l.jpg
Login Warning page Instruction Guide

  • Screen 1: Access to website warning message

  • Review the Login Warning message and click “I ACCEPT” to proceed to the next screen.

© 2009 The Travelers Companies, Inc.

This document is intended as a general guideline and does not constitute legal or professional advice.


Account set up l.jpg
Account Set up Instruction Guide

  • Screen 2:

  • Click Account Setup button.

© 2009 The Travelers Companies, Inc.

This document is intended as a general guideline and does not constitute legal or professional advice.


How to page l.jpg
How To page Instruction Guide

  • Screen 2:

  • Clicking on the How To Get Started link will provide additional information for each role related to the RRE ID. There are three: Account Representative, Account Manager, and Account Designee.

  • As the reporting agent, we can take on the role of the Account Manager. Please contact Chris Nelson at 860-954-0236 or Susan Montoya at 813-663-1664 for additional information!

© 2009 The Travelers Companies, Inc.

This document is intended as a general guideline and does not constitute legal or professional advice.


Account setup introduction l.jpg
Account Setup introduction: Instruction Guide

  • Screen3:Introduction to Account Set up

  • Enter RRE ID and PIN, then your E-mail address information.

© 2009 The Travelers Companies, Inc.

This document is intended as a general guideline and does not constitute legal or professional advice.


Verifying company information l.jpg
Verifying company information: Instruction Guide

  • Screen 4: Company information associated with this RRE ID

  • Verify the RRE ID information for accuracy.

  • This is the information from Step 1 of the registration process.

© 2009 The Travelers Companies, Inc.

This document is intended as a general guideline and does not constitute legal or professional advice.


Account manager role l.jpg
Account Manager role: Instruction Guide

  • Screen 5: Beginning the process of Step 2 – the role of the Account Manager

  • Now that the RRE ID information has been verified, this screen is to remind the user of the role of the Account Manager.

  • Continue with this process only if you are the Account Manager for your RRE ID.

© 2009 The Travelers Companies, Inc.

This document is intended as a general guideline and does not constitute legal or professional advice.


Account manager information l.jpg
Account Manager information: Instruction Guide

  • Screen 6: Providing the Account Manager information

  • IF you are already a user of the COBSW and you entered your E-mail address at screen3, your information will pre-fill here. Verify and click continue.

  • IF you are not a user of the COBSW, enter all information marked as “required.”

© 2009 The Travelers Companies, Inc.

This document is intended as a general guideline and does not constitute legal or professional advice.


User agreement l.jpg
User Agreement: Instruction Guide

  • Screen 7: Agreement to use the COB secure web site.

  • Check appropriate acceptance box and click continue.

© 2009 The Travelers Companies, Inc.

This document is intended as a general guideline and does not constitute legal or professional advice.


Rre id profile information l.jpg
RRE ID Profile information: Instruction Guide

  • Screen 8: Identifying business, transmission volume and the Reporting Agent.

  • Line of business: may select any or all

  • Estimated Number of Paid claims: COBC is looking for estimate volume for transmission

  • Agent info: select yes

  • For CSS as the Agent Company, use TIN 061501229

  • For Travelers as the Agent Company, use TIN 060566050

© 2009 The Travelers Companies, Inc.

This document is intended as a general guideline and does not constitute legal or professional advice.


Rre id profile information sample l.jpg
RRE ID Profile Information (sample): Instruction Guide

  • Screen 8:

  • Sample of completed screen.

© 2009 The Travelers Companies, Inc.

This document is intended as a general guideline and does not constitute legal or professional advice.


Agent information l.jpg
Agent information: Instruction Guide

  • Screen 9:Verify Reporting Agent information.

  • For both Constitution State Services (CSS) and Travelers Indemnity Company (TIN), Chris Nelson is the contact.

  • IF the information does not prefill, enter the above address.

© 2009 The Travelers Companies, Inc.

This document is intended as a general guideline and does not constitute legal or professional advice.


File transmission methods l.jpg
File Transmission Methods: Instruction Guide

  • Screen 10:Identifying File Transmission Methods

  • For both Claim Input File and Query Only File transmission methods, select

  • ConnectDirect (NDM via the AT&T Global Network System (AGNS)

  • For HIPPAA Eligibility Wrapper (HEW) software, select version: None

© 2009 The Travelers Companies, Inc.

This document is intended as a general guideline and does not constitute legal or professional advice.


Electronic transmission information claim file response l.jpg
Electronic Transmission Information (Claim File Response): Instruction Guide

  • Screen 11:Entering Electronic Transmission Information for CLAIM FILE RESPONSE

  • AGNS Account ID: TVLR

  • For SNA Connections: Node ID: cd3.travelers

  • Net ID: TRAVNET

  • Appl ID: CDTIC3

  • Data Set Names – we will provide this.

  • IF you reached this screen without this information, you must CANCEL.

© 2009 The Travelers Companies, Inc.

This document is intended as a general guideline and does not constitute legal or professional advice.


Electronic transmission information query only response l.jpg
Electronic Transmission Information (Query Only Response): Instruction Guide

  • Screen 12:Entering Electronic Transmission Information for QUERY ONLY RESPONSE

  • AGNS Account ID: TVLR

  • For SNA Connections: Node ID: cd3.travelers

  • Net ID: TRAVNET

  • Appl ID: CDTIC3

  • Data Set Names – we will provide this.

  • IF you reached this screen without this information, you must CANCEL.

© 2009 The Travelers Companies, Inc.

This document is intended as a general guideline and does not constitute legal or professional advice.


Rre information summary l.jpg
RRE Information Summary: Instruction Guide

  • Screen 13:Account set up is complete!

  • This is a summary of the information entered. Review and click the print button

  • before proceeding to the last screen.

© 2009 The Travelers Companies, Inc.

This document is intended as a general guideline and does not constitute legal or professional advice.


Thank you page l.jpg
Thank You page! Instruction Guide

  • Screen 14:Thank you page

  • Review the NEXT STEPS and print this page.

  • A Profile Report will be sent to the Authorized Representative with a copy to the Account Manager. Review this report for accuracy prior to signing.

  • Feel free to contact Susan Montoya at 813-663-1664 or Chris Nelson at 860-954-0236 for any questions!

© 2009 The Travelers Companies, Inc.

This document is intended as a general guideline and does not constitute legal or professional advice.


Additional important information l.jpg
Additional important information Instruction Guide

  • If the account selects an internal employee as the Account Manager, CSS or Travelers, as the Reporting Agent will need to be designated as an Account Designee.

  • This is how we can access the RRE ID and view data transmissions. However we will not be the recipient of any E-mails from COBC.

  • Please follow the below if the above meets your situation:

  • Designate Chris Nelson ([email protected]) and Susan Montoya ([email protected]) as Account Designees.

  • Create process to forward all E-mails from COBC to both designees.

  • Thank you!

© 2009 The Travelers Companies, Inc.

This document is intended as a general guideline and does not constitute legal or professional advice.


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