ECRS Web Enhancements for Prescription Drug Assistance Requests 1 ECRS Web Used to notify COBC regarding • New Other Health Insurance (OHI) coverage, or • Changes to existing OHI coverage 2 ECRS Web • OHI information must be communicated promptly • Missing, inaccurate or invalid OHI records may result in: • Plans not paying a claim correctly • Incorrect calculation of a beneficiary’s TrOOP calculation 3 ECRS Web • Did not originally include a transaction to request modifications to drug coverage • To modify drug coverage, users submitted the CWF Assistance Request with: • Dummy MSP values to pass front-end MSP edits • Comments to identify the correct Drug Occurrence record to be updated/deleted and the reason for the request 4 Prescription Drug Assistance Request • Used to update/delete existing Drug Occurrences • Provides easier, user-friendly interface • Updates are entered into new data-entry Web pages 5 Prescription Drug Assistance Request • Eliminates use of CWF Assistance Request for Drug Occurrences • Including the need to submit dummy hospital and medical coverage information 6 ECRS Web Enhancements • Use the PDR to submit all Drug Occurrence update/delete requests • Majority of requests will be automatically processed, and • Contractor may receive a response within 24-48 hours • Do not use the CWF Assistance Request to submit Drug Occurrence update/delete requests • Request will not be automatically processed • Response time will be longer 7 New Actions for Drug Occurrence Records • Added to facilitate all commonly requested updates/special processing Action Action Description AP BN CX Add Policy Number/Group Number Develop for Rx BIN Change Rx Values (BIN, Group, PCN) GR PC PN Develop for, Group Number Update Rx Person Code Develop for/add PCN 8 Automated Processing of Certain Actions • PDRs submitted with the following Actions will automatically process to speed response time Action Action Description AP CX DO Add Policy Number/Group Number Change Rx Values (BIN, Group, PCN) Delete Occurrence TD Add Termination Date • PDR cannot have any reject errors • Key fields must match an existing Drug Occurrence 9 Submitting the PDR • Verify that the Drug Occurrence is not marked for deletion • Delete Indicator (on MARx report) does not = ‘Y’ • When a record has been deleted • Update requests are not feasible • If the record was deleted in error, it must be added back using the Prescription Drug Inquiry transaction • Check ECRS Web to see if transaction was submitted 10 Submitting the PDR • Identify correct Drug Occurrence that requires update/delete by • Ensuring data submitted in key fields on PDR match the Drug Occurrence stored on Medicare’s files • A Medicare beneficiary may have multiple Drug Occurrences • Carefully review daily/monthly MARx files to identify correct Drug Occurrence to be updated/deleted 11 Submitting the PDR • Primary Drug Occurrence (Record Type = ‘PRI’) • Submit data that exactly matches the existing primary Drug Occurrence for the following fields: Primary Drug Occurrence Key Fields Field Name ECRS Web Page Flat File Position HICN Action Requested 89-100 Patient Relationship Action Requested 250-251 MSP Type Action Requested 163 Effective Date Action Requested 262-269 Originating Contractor Action Requested 286-290 12 Submitting the PDR • Supplemental Drug Occurrence (Record Type = ‘SUP’) • Submit data that exactly matches the existing supplemental Drug Occurrence for the following fields: Supplemental Drug Occurrence Key Fields Field Name ECRS Web Page Flat File Position HICN Action Requested 89-100 Person Code Action Requested 254-256 Supplemental Type Insurance Information 562 Effective Date Action Requested 262-269 Originating Contractor Action Requested 286-290 13 Submitting the PDR • Include all required data elements to: • Prevent request from being rejected • Assist COBC Analysts in identifying the correct record • Required data fields are denoted by asterisks: • However, additional data may be required depending on the value(s) submitted in certain fields 14 15 ECRS Web Enhancements • MSP Occurrence termination/delete requests will be automatically applied to the linked Drug Occurrence • CWF Assistance Request with Action ‘TD’ or ‘DO’ automatically applied to the linked Drug Occurrence as long as there are no reject errors • Prescription Drug Assistance Request will not have to be submitted if the linked MSP Occurrence was deleted/terminated 16 17 ECRS Web Enhancements • The following Web pages will be displayed when creating a Prescription Drug Assistance Request • • • • • • • Action Requested Informant Information Insurance Information Employment Information Additional Information Comments/Remarks Summary • Web pages are similar to those used for CWF Assistance Requests 18 Prescription Drug Assistance Request • Users must have proper authorization to use ECRS Web • Requires an IACS User ID and Password • Complete self-registration process at: https://applications.cms.hhs.gov • For more information on obtaining access to ECRS Web, please see Chapter 5, Section 10.2.1 at the following link: • http://www.cms.gov/manuals/downloads/msp105c05.pdf 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 Primary Drug Occurrence Update Example • Existing Working Aged Primary Drug Occurrence • HICN – 100000000A • Effective Date – 01012011 • No Termination Date • Health Plan providing this coverage is notified of the following inaccuracies: • Group Number MVP123 is missing • PCN is incorrect • Health Plan must submit a Prescription Drug Assistance Request 38 Primary Drug Occurrence Update Example • Before submitting the PDR • Ensure that the record is not marked for deletion • Ensure data in key fields* match Field Name Value *HICN 100000000A (the Member’s HICN) *Patient Relationship Code 01 (Patient is policy holder) *MSP Type A – Working Aged *Effective Date 01012011 *Originating Contractor 11110 Action CX (Change Rx Values (BIN, Group, PCN)) AP (Add Policy Number/Group Number) Group Number MVP123 PCN A9939876 Comments As Applicable 39 Supplemental Drug Occurrence Update Example • Existing Supplemental Drug Occurrence • HICN – 101000000A • Effective Date – 12012008 • No Termination Date • Member notifies their Drug Plan Sponsor • They have opted out of this plan as of January 5, 2012 • Drug Plan Sponsor must submit a Prescription Drug Assistance Request 40 Supplemental Drug Occurrence Update Example • Before submitting the PDR • Ensure that the record is not marked for deletion • Ensure data in key fields* match Field Name Value *HICN 101000000A (the Member’s HICN) *Person Code 001 *Supplemental Type L - Supplemental *Effective Date 12012008 *Originating Contractor 11110 Action TD (Add Termination Date) Termination Date 01052012 41 Viewing, Updating or Deleting a PDR • ECRS Web allows users to view, update or delete a transaction • View a transaction to: • Verify if a submitted PDR was successful (by viewing the response) • Determine if a PDR was previously submitted for the desired change • PDR can only be updated/deleted: • By a user with the same contractor number as the originating contractor number • When the transaction is in ‘NW’ (New) Status 42 Status and Reason • Used to identify the current state of the transaction • Prescription Drug Assistance Request is automatically stored on COBC’s system • Batch process reads transactions and processes them • Updated as transaction moves through the system 43 Status • Defines the current state of the record in the COBC system Status Description CM PDR has been completed DE PDR has been deleted HD Hold, individual not yet a Medicare beneficiary IP In process, being editing by the COBC NW New, not yet read by the COBC 44 Reason • Explains why transaction is in a particular status Reason Codes Reason Description 01 Not yet read by COBC, used with NW Status 02 Being processed by COBC, used with IP Status 03 Under development by COBC, used with IP Status 15 Prescription Drug Information sent to MBD, used with CM Status 45 46 47 48 49 50 51 52 53 54 55 File Submissions • Flat file submission process will include a new PDR File Type for Prescription Drug Assistance Requests • Will only include the data needed to process a PDR 56 File Submission Methods • Uploaded via ECRS Web • Transmitted external to the ECRS Web • Connect:Direct, or • SFTP 57 Connect:Direct • Requires FTP connection with a certified Verizon reseller • Most costly option 58 Connect:Direct Input File Naming Convention • Destination dataset name: PCOB.BA.NDM.ECRS.INPUT(+1) Node 1st Description Production Files: PCOB Test Files: TCOB 2nd BA 3rd NDM 4th ECRS 5th INPUT(+1) 59 Connect:Direct Input File Naming Convention • Indicates if record was accepted, rejected, or updated • Most files returned within 24 to 48 hours • Naming convention: PCOB.BA.ECRS.CCCCC.RESP.PS Node 1st Description Production Files: PCOB Test Files: TCOB 2nd BA 3rd ECRS 4th Plan Number (e.g., H####). 5th RESP 6th PS 60 SFTP • New SFTP users must set up a GENTRAN mailbox • Call the MAPD Help Desk at 800-927-8069, or • Send an e-mail to: mapdhelp@cms.hhs.gov • Current SFTP users may use their existing GENTRAN mailbox • Will use the same CMS SFTP Mailbox (organization number) and IACS User ID for ECRS 61 SFTP – Input File Naming Convention • Naming convention: GUID.RACFID.APPID.X.UNIQUEID.FUTURE.W.ZIP Node Description 1st IACS User ID 2nd CMS RACF USERID or “NONE” 3rd ECRS 4th D for Daily, W for Weekly, M for monthly, Q for quarterly, Y for Yearly, A for Ad Hoc 5th Plan Number 6th FUTURE 7th T for test or P for production 8th If file compressed/zipped 62 SFTP – Response File Naming Convention • Indicates if record was accepted, rejected, or updated • Most files returned within 24 to 48 hours • Naming convention: PCOB.BA.ECRS.CCCCC.RESPONSE.SSSSSSS Node 1st Description Production Files: PCOB Test Files: TCOB 2nd BA 3rd ECRS 4th Plan Number (e.g., H####). 5th RESPONSE 6th Date/time stamp 63 ECRS Web • Most effective method • Allows information to be input daily, one record at a time or as a flat file • Users can view the entered information and see the action taken by the COBC 64 Next Steps • Curriculum of CBTs to assist you in • Using ECRS Web • Understanding the fundamentals of MSP • We strongly encourage you to complete all appropriate CBTs offered 65 Next Steps • To register for the curriculum, send an e-mail to techi@nhassociates.net • • • • • Company name Company description Name Phone number (formatted ###-###-####) E-mail address • E-mail notification will be sent to each registered individual 66 Questions 67