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Section 111 Medicare Mandatory Reporting Registration Instruction Guide Step 2: Account Set up - PowerPoint PPT Presentation


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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


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section 111 medicare mandatory reporting registration instruction guide step 2 account set up

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

getting started
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)
  • 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 (smontoya@travelers.com) or Chris Nelson at 860-954-0236 (cenelso1@travelers.com) – 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
Login Warning page
  • 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
Account Set up
  • 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
How To page
  • 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
Account Setup introduction:
  • 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
Verifying company information:
  • 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
Account Manager role:
  • 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
Account Manager information:
  • 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
User Agreement:
  • 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
RRE ID Profile information:
  • 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
RRE ID Profile Information (sample):
  • 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
Agent information:
  • 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
File Transmission Methods:
  • 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
Electronic Transmission Information (Claim File Response):
  • 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
Electronic Transmission Information (Query Only Response):
  • 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
RRE Information Summary:
  • 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
Thank You page!
  • 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
Additional important information
  • 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 (cenelso1@travelers.com) and Susan Montoya (smontoya@travelers.com) 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.