Railroad Medicare Provider Number (PTAN)
Billing NPI on file with Palmetto for the Railroad Medicare PTAN
Name and Address on file with Palmetto for the PTAN and Billing NPI
To verify this information, please contact Palmetto at (888) 355-9165.
Complete EDI Enrollment Packet
o Includes ALL forms and instructions necessary to enroll with Railroad Medicare.
o Should be used by all new providers or those not sure of which individual forms to complete.
Railroad Medicare EDI Application
o When a provider switches from one clearinghouse to another, a new Railroad Medicare EDI
Application must be completed to link the provider to the new clearinghouse’s Submitter ID
Medicare EDI Enrollment Agreement
o For each unique Billing NPI (33A), there must be at least ONE EDI Enrollment Agreement
form on file at Palmetto. When switching to a new clearinghouse, this form does not need to
be completed again.
o The form must be signed by the provider (if the form is for a solo doctor) or the president,
CEO, or owner of the group (if the form is for a group).
Railroad Medicare Provider Authorization Form
o Every provider who authorizeds a billing service and/or clearinghouse to act on their behalf
must complete the Provider Authorization form. The form must be completed by the
provider and submitted with the Railroad Medicare EDI Application.
o The form must be signed by the provider (if the form is for a solo doctor) or the president,
CEO, or owner of the group (if the form is for a group).
Fax the form to (803) 382-2416; or
Email the form to RREDI.ENROLL@PalmettoGBA.com
In order to receive ERAs from Palmetto through Office Ally, make sure to check the Electronic
Remittancebox on the Railroad Medicare EDI Application and Railroad Medicare Provider
Authorization Form. If you do not wish to receive ERAs through Office Ally, do not check this box.
Office Ally, Inc | PO Box 872020 | Vancouver, WA 98687 | (360) 975-7000
RAILROAD MEDICARE (MR018)
PRE-ENROLLMENT INSTRUCTIONS
TO COMPLETE THE ENROLLMENT FORM(S) YOU WILL NEED:
WHICH FORM(S) SHOULD I DO?
WHERE SHOULD I SEND THE FORM(S)?
ELECTRONIC REMITTANCE ADVICE (ERA/835)
Use one (1) provider number (PTAN) per form.
If you are a group, list only your group name, group NPI and group provider number (PTAN)
o Never list the rendering provider information whenever this is being completed for a group.
If you are an incorporated solo provider, list your corporation name, corporation NPI and
corporation number.
If you are a solo provider (not incorporated), list your provider name, solo NPI and solo provider
number.
If you have NEVER submitted your Railroad Medicare claims through Palmetto electronically
(through any clearinghouse), you must complete all forms:
o Medicare EDI Enrollment Agreement
o Railroad Medicare EDI Application
o Railroad Medicare Provider Authorization form
If you have submitted your Railroad Medicare claims through Palmetto electronically through
another clearinghouse, you will only need to complete the below forms as the EDI Enrollment
Agreement should already be on file.
o Railroad Medicare EDI Application
o Railroad Medicare Provider Authorization Form
Standard processing time is 4-6 weeks.
Call Palmetto at (888) 355-9165 and ask if your PTAN and NPI have been linked to Office Allys
Submitter ID RR3426.
Once notified of approval, you MUST contact Office Ally at (360) 975-7000 Option 1 PRIOR to
submitting claims.
Office Ally, Inc | PO Box 872020 | Vancouver, WA 98687 | (360) 975-7000
WHICH PROVIDER NUMBER (PTAN) DO I USE ON THE FORM(S)?
DO I NEED TO COMPLETE ALL FORMS?
WHAT IS THE TURNAROUND TIME?
HOW DO I CHECK STATUS?
RRB Provider Contact Center
888-355-9165
RAILROAD MEDICARE PART B
EDI ENROLLMENT PACKET
Attention: Please Read Before Completing Paperwork
Enrollment Submission
We are now accepting completed enrollment paperwork via fax or email.
FAX:
EMAIL:
803
-382-2416*
RREDI.ENROLL@PalmettoGBA.com
*Please ensure you enter area code 803 when dialing our fax number.
EDI Application Form
The EDI Application Form is used for initial EDI set up. The information on this form is also used to
verify requester information submitted on additional EDI applications. You must submit an EDI
Application Form when submitting the EDI Enrollment Agreement.
Email Enrollment Monitoring
Your email address will be the primary method of communication with Railroad EDI Operations. We will
send you a Tracking Number via email that you can use to monitor your enrollment process through the
website at www.palmettogba.com/RR. Be sure to include your email address on all EDI Enrollment
forms. Please add @palmettogba.com and @bcbssc.com to your email contact list to ensure our emails
are not filtered into your spam or junk mail folder.
Take Control of your Accounts Receivable and Become
Compliant Now!
Sign up today to receive your remittances electronically and be ahead of the game. Download and print
your remits more quickly. CMS is focused on increasing the number of providers who receive their
remittances electronically and decreasing the printing and mailing costs associated with hardcopy
remittances. Complete your forms today!
Support
If you have any question pertaining to electronic billing or the information contained in this package,
please contact the Palmetto GBA RRB Provider Contact Center at 888-355-9165, Monday through Friday
from 8:00 AM until 5:00 PM EST. When calling, please identify yourself as a Railroad Medicare
provider. We look forward to assisting you with any questions you may have.
Thank you for your interest in Electronic Data Interchange!
Railroad Medicare Electronic Data Interchange (EDI) Operations
Post Office Box 10066
Augusta - Georgia - 30999-0001
www.PalmettoGBA.com
SY-003-06/16/15
A RRB-Contracted Specialty Medicare Administrative Contractor
Palmetto GBA Railroad Medicare EDI Enrollment Packet
June 2020
This information is intended as reference to be used in addition to information from the Centers for Medicare & Medicaid Services
(CMS). Use or disclosure of the data contained on this page is subject to restriction by Palmetto GBA.
USING ELECTRONIC DATA INTERCHANGE SERVICES
Palmetto GBA has prepared this packet for Railroad Medicare Part B submitters of electronic claims. It
contains forms and explanations for each of the services offered by our Electronic Data Interchange (EDI)
department. For further information regarding any of this material, please call the Palmetto GBA RRB
Provider Contact Center at 888-355-9165.
If you are a provider waiting for a Railroad Medicare Provider Number or Provider Transaction Access
number (PTAN), please wait before submitting any EDI forms! You must be assigned your Railroad
Medicare Provider Number (PTAN) before completing any of the paperwork below. Call the Railroad
Medicare Part B Provider Enrollment Department at 888-355-9165 or visit the Provider Enrollment
section of our website for more information.
The Administrative Simplification Compliance Act (ASCA) prohibits Medicare coverage of claims
submitted to Medicare on paper, except in limited situations. All initial claims for reimbursement from
Medicare must be submitted electronically, with limited exceptions.
For more information on Palmetto GBA EDI options, please visit the Palmetto GBA website at
www.palmettogba.com/RR or email us at RRB.EDI@palmettogba.com. The CMS Electronic Billing &
EDI Transactions Web page at https://www.cms.gov/Medicare/Billing/ElectronicBillingEDITrans/index.html
also includes detailed information on EDI and the Administrative Simplification provision.
You can check the status of Palmetto GBA’s EDI Systems by visiting the Palmetto GBA website. Under
Electronic Data Interchange (EDI), choose “EDI System Status.A pop-up window will display the
current status of several systems, including GPNet, the EDI front-end. The pop-up window will
automatically refresh every 60 seconds so you can keep it up during the day. We will update the EDI
System Status window with information on any system-related issue. When a problem occurs, such as a
delay with posting remittance files, a detailed informational message will appear below the system
affected. This message will be updated until the problem has been corrected. Please visit this area on the
Palmetto GBA website prior to calling the Palmetto GBA RRB Provider Contact Center with system
status questions.
Please register on the Palmetto GBA website (www.palmettogba.com/RR) to receive EDI news
electronically. By selecting “Email Updates” (which displays at the top of all pages) and completing a
user profile, you will be notified via email when new or important EDI information is added to our
website. If you have already registered, please ensure your profile has been updated for all applicable EDI
categories, including the EDI topic located under the Railroad Medicare category. Users of Palmetto
GBA-provided PC-ACE Pro32 or Medicare Remittance Easy Print (MREP) software should select the
Palmetto GBA Software Users topic located under the General category. This category also includes a
special topic created for Vendors, Clearinghouses and Billing Services.
This packet contains the following forms, in this order, along with instructions on how to complete each
form. Below is a brief overview of each form. Please allow a processing time of approximately 15
business days. Remember Palmetto GBA cannot process incomplete applications or agreements! Please
fill in all appropriate blanks.
1. Railroad Medicare EDI Application Form
2. EDI Enrollment Agreement
3. Provider Authorization Form
Palmetto GBA Railroad Medicare EDI Enrollment Packet
June 2020
This information is intended as reference to be used in addition to information from the Centers for Medicare & Medicaid Services
(CMS). Use or disclosure of the data contained on this page is subject to restriction by Palmetto GBA.
1. RAILROAD MEDICARE EDI APPLICATION FORM
PLEASE NOTE: The EDI Application Form is used for initial EDI set up. The information on this
form is also used to verify requester information submitted on additional EDI applications. Please
retain a copy of the Railroad Medicare Part B EDI Application Form for your records. You
must submit a completed EDI Application Form when submitting the EDI Enrollment Agreement.
A Submitter ID number is a unique identifier for electronic submitters. You must request a Submitter ID
if you will be submitting claims directly to Palmetto GBA. However, if you are a provider and will be
using a billing service or clearinghouse to submit your claims, do not complete this form. Billing services,
not their customers, need electronic submitter numbers. Providers, Billing Services, Clearinghouses and
Vendors must complete the EDI Application Form when requesting a change your current EDI setup.
Providers are not permitted to share their personal EDI access number (Submitter ID) or password with:
Any billing agent, clearinghouse/network service vendor
Anyone on their own staff who does not need to see the data for completion of a valid electronic
claim, to process a remittance advice for a claim, to verify beneficiary eligibility or to determine the
status of a claim
Any non-staff individual or entity
The EDI Submitter ID and password act as an electronic signature; therefore, the provider would be liable
if any entity performed an illegal action while using that EDI Submitter ID and password. Likewise, a
provider’s EDI Submitter ID and password is not transferable, meaning that it may not be given to a new
owner of the provider’s operation. New owners must obtain their own EDI Submitter ID and password.
GPNet is the HIPAA-compliant EDI gateway used by Palmetto GBA. The GPNet platform is available 24
hours a day, seven days a week. The real time editing system is down from 11:30 p.m. to 5:00 a.m. EST.
If the editing system is not available, you may still upload a file to GPNet. As soon as the editing system
resumes processing, files in GPNet will be edited. The response files will be built and loaded into your
mailbox for retrieval at your convenience within 24 hours.
The GPNET Communications Manual includes information about connecting to Palmetto GBA’s EDI
Gateway. The GPNet Communications Manual is available for download from
www.palmettogba.com/RR under Software & Manuals.
Note: Palmetto GBA supports file transfers via Network Service Vendors and CONNECT:Direct (also
known as Network Data Mover or NDM).
2. EDI ENROLLMENT AGREEMENT
Every provider who submits electronic claims to Palmetto GBA, whether directly or through a billing
service/clearinghouse must complete this agreement. Please indicate your Railroad Medicare provider or
group number and your National Provider Identifier (NPI) so the contract may be logged correctly.
Billing services should not complete the EDI Enrollment Agreement unless they are a Railroad Medicare
Part B provider as well as a billing agency. Only one agreement per group is required.
Palmetto GBA EDI cannot process any of the enclosed forms for a provider without a completed EDI
Enrollment Agreement on file. All 3 pages of the EDI Enrollment Agreement are required for
processing.
Providers who have contracted with a third party (clearinghouse/network service vendor or a billing
agent) are required to have an agreement signed by that third party in which the third party has agreed to
meet the same Medicare security and privacy requirements that apply to the provider in regard to the
viewing or use of Medicare Beneficiary data. These agreements are not to be submitted to Medicare, but
are to be retained by the provider.
Palmetto GBA Railroad Medicare EDI Enrollment Packet
June 2020
This information is intended as reference to be used in addition to information from the Centers for Medicare & Medicaid Services
(CMS). Use or disclosure of the data contained on this page is subject to restriction by Palmetto GBA.
Providers are obligated to notify Medicare by hardcopy of:
Any changes in their billing agent or clearinghouse
The effective date of which the provider will discontinue using a specific billing agent or
clearinghouse
If the provider wants to begin to use additional types of EDI transactions
Other changes that might impact their use of EDI
Providers are not required to notify Medicare if their existing clearinghouse begins to use alternate
software; the clearinghouse is responsible for notification in this instance.
Note: The binding information in an EDI Enrollment Agreement does not expire if the person who signed
the form for a provider is no longer employed by the provider.
3. PROVIDER AUTHORIZATION FORM
The purpose of the Provider Authorization Form is to authorize a clearinghouse and/or billing service as
an electronic submitter and recipient of electronic claims data. It is important that instructions are
followed and that all required information is completed. This form is to be completed and signed by the
provider. Forms completed and signed by a vendor, billing service or clearinghouse for a provider will not
be processed. Incomplete forms will be returned to the applicant, thus delaying processing.
PLEASE NOTE: CR3875 requires that each provider be notified when a clearinghouse and/or billing
service has requested access to the provider’s claims, responses, electronic remittances or online services
access.
Software Download Information
PLEASE NOTE: Palmetto GBA software can be downloaded from our website free of charge. For
additional software information and download instructions, please visit www.PalmettoGBA.com/EDI
and select Railroad Medicare. Software information and files are located under Software & Manuals.
If you are unable to download the software from our web site, please call our RRB Provider Contact
Center at 888-355-9165 for assistance.
PC-ACE Pro32 Claims Entry Software
Palmetto GBA offers PC-ACE Pro32, a claims-entry software that allows providers to enter their claims.
Pro32 does not integrate into office systems such as accounts receivable, inventory or billing.
This software is not supported when installed on a network. The software should only be installed on a
stand-alone PC.
Minimum system requirements for Pro32 include:
SVGA monitor resolution (800 x 600)
Windows 10, Windows 8.1, Windows 7 or Vista operating system
Adobe Acrobat Reader Version 4.0 or later (for overlaid claim printing)
This free software can be downloaded from the Adobe website (www.adobe.com)
Medicare Remittance Easy Print (MREP) Software
The Centers for Medicare & Medicaid Services (CMS) has made available the Medicare Remittance Easy
Print (MREP) software to enable Medicare providers to view and print ASC X12 835 Electronic
Remittance Advice. Using the HIPAA 835 files, MREP enables providers to view and print ASC X12
835 in the current Standard Paper Remittance (SPR) format Medicare uses. MREP provides the ability to
view, search and print the 835 in a format providers are familiar with, as well as view and print special
reports.
Palmetto GBA Railroad Medicare EDI Enrollment Packet
June 2020
This information is intended as reference to be used in addition to information from the Centers for Medicare & Medicaid Services
(CMS). Use or disclosure of the data contained on this page is subject to restriction by Palmetto GBA.
Providers who use MREP can print reports to reconcile accounts receivable as well as create documents
that can be included with claim submission to Coordination of Benefits (COB) payers. MREP is available
free to Medicare providers, and it can be installed on a personal computer (PC) or network.
Electronic Remittance
Electronic Remittances, downloaded from GPNet, duplicate the information contained on paper
remittances. The current format for electronic remittances is the ASC X12 835 5010A1. Electronic
Remittance can be requested by marking the appropriate box on the Railroad Medicare Part B EDI
Application.
Palmetto GBA eServices (formerly Online Provider Services /
OPS)
Palmetto GBA is pleased to offer eServices by Palmetto GBA, a free Internet-based, provider self-
service portal. Our goal is to give the provider secure and fast access to their Medicare information
seamlessly via our website through the eServices application. The eServices application provides
information access over the Web for the following online services:
Eligibility
Claims Status
Remittances Online
Financial Information (payment floor and last three checks paid)
eServices will generally be available 24 hours a day, seven days week. Please visit the eServices webpage
at www.PalmettoGBA.com/eServices for function availability and registration information. To be eligible
to participate in eServices, you must have a completed a Railroad Medicare EDI Enrollment Agreement
(included in the packet) that is actively on file with Railroad Medicare. An enrollment agreement
processed by EDI will not automatically enroll a provider in eServices. eServices registration information
is available online at www.PalmettoGBA.com/eServices. Only one Provider Administrator per EDI
Enrollment Agreement related to a PTAN/NPI combination performs the registration.
Note: Palmetto GBA has the right to terminate any user’s eServices access if suspicious or improver
activity is suspected or determined.
Connectivity Options
To assist submitters in finding a Network Service Vendor (NSV) best suited to their needs, contact
information for approved NSVs who have successfully tested with Palmetto GBA is posted on our
website (under EDI Enrollment).
This list is updated periodically and is subject to change between publications. This list should not be
construed as a recommendation or sponsorship by BlueCross BlueShield of South Carolina, Palmetto
GBA, nor CMS, for any of the organizations that appear on the listing. Specific services and financial
arrangements must be made between vendors and providers. Palmetto GBA will not be a party to any
such arrangement. The posted listing is provided solely for your convenience.
Testing
Submitter testing is required to ensure that the flow of data from the submitter to Palmetto GBA works
properly. Testing also ensures the data submitted is valid and formatted correctly. New submitters are
required to test prior to sending their first production dataset. New submitters are also required to have
completed the Palmetto GBA enrollment process prior to testing.
Begin testing once you have software and a Submitter ID. You must submit a minimum of 25 claims that
are representative of your practice (they do not have to be “real” or current claims) and you must score
Palmetto GBA Railroad Medicare EDI Enrollment Packet
June 2020
This information is intended as reference to be used in addition to information from the Centers for Medicare & Medicaid Services
(CMS). Use or disclosure of the data contained on this page is subject to restriction by Palmetto GBA.
95% or better to get certified for “live” claims production. You should submit test claim files using your
Railroad Medicare Provider Number (PTAN). Do not notify Palmetto GBA before you test just start!
Response reports are available within 24 hours of transmission. Submitters should retrieve their reports,
correct any errors, and re-submit the claims until a single file of at least 25 claims is 95% error free. You
must contact the Palmetto GBA RRB Provider Contact Center at 888-355-9165 once you have
successfully passed testing.
Notice to Billing Services
If you will be submitting claims for more than one provider and you do not have a financial relationship
with those providers (other than a billing relationship), you will be classified as a billing service. Each
provider must complete an EDI Enrollment Agreement. Palmetto GBA EDI Operations will verify claims
submission and provider authorization. Please keep a blank copy of these forms in the event that you
secure new clients:
1. EDI Enrollment Agreement (required)
2. EDI Application Form
Notice to Clearinghouses and Network Service Vendors
Clearinghouses and Network Service Vendors (NSVs) must use their own EDI Submitter ID /Receiver ID
Number and password to submit and receive EDI transactions on behalf of providers. You may not use a
number or password that has been assigned to a provider. If you currently use or have knowledge of an
EDI Submitter ID or Receiver ID number and password issued to a provider by Palmetto GBA, you must
disclose that information to the EDI Operations Department.
Clearinghouses and NSVs can submit or receive EDI Medicare transactions for providers who have filed
an EDI Enrollment Agreement and EDI forms which authorizes the Clearinghouse or NSV to conduct
specified transactions on their behalf. A Clearinghouse or NSV will be in violation of CMS and HIPAA
privacy and security requirements for the following actions:
Attempting to conduct EDI transactions for a provider that has not authorized it to perform such
actions on their behalf
Conducts an authorized transaction for a provider who did not request the specific transaction (such
as submission of a request for eligibility data when that request was not originated by the provider
identified as the source of the request)
Violators may be subject to penalties established by HIPAA and could lose all access rights to Medicare
contractor systems nationally.
Clearinghouses and NSVs who do not translate non-HIPAA transactions or prepare claims are not
permitted to read the content of data transmitted between a provider and Medicare, beyond accessing
basic fields needed to determine inbound or outbound routing.
Change of Ownership, Address or Phone Number
When you have a change of ownership, you must notify Palmetto GBA by calling the Palmetto GBA
RRB Provider Contact Center at 888-355-9165. If the change of ownership results in different Railroad
Medicare provider number(s) or PTAN(s), please inform the EDI Support Team when you call.
You must also notify Palmetto GBA when you have a change of address or phone number. Please provide
this information to us on your company letterhead and include your Submitter ID, NPI and Railroad
Medicare Provider Number (PTAN), if applicable. Send your notice via fax or email to:
Fax:
803-382-2416* Email: RREDI.ENROLL@PalmettoGBA.com
*Please ensure you enter area code 803
when dialing our fax number.
Palmetto GBA Railroad Medicare EDI Enrollment Packet
EDI Application Form
This information is intended as reference to be used in addition to information from the Centers for Medicare & Medicaid Services
(CMS). Use or disclosure of the data contained on this page is subject to restriction by Palmetto GBA.
EDI APPLICATION FORM INSTRUCTIONS
The purpose of the Railroad Medicare EDI Application Form is to enroll providers, software vendors,
clearinghouses and billing services as electronic submitters and recipients of electronic claims data. It is
important that instructions are followed and that all required information for the services you are
requesting is completed. Incomplete forms will be returned to the applicant, thus delaying processing.
Please retain a copy of this completed form for your records. You must submit a completed EDI
Application Form when submitting additional EDI forms.
Providers are not permitted to share their personal EDI access number (Submitter ID) or their password to:
Any billing agent, clearinghouse/network service vendor
To anyone on their own staff who does not need to see the data for completion of a valid electronic
claim, to process a remittance advice for a claim, to verify beneficiary eligibility or to determine the
status of a claim
Any non-staff individual or entity
The EDI Submitter ID and password act as an electronic signature, therefore the provider would be liable
if any entity performed an illegal action while using that EDI Submitter ID and password. Likewise, a
provider’s EDI Submitter ID and password is not transferable, meaning that it may not be given to a new
owner of the provider’s operation. New owners must obtain their own EDI Submitter ID and password.
The field descriptions listed below will aid in completing the form properly.
Instructions for Field Completion
Add New EDI
Provider(s)
Change/Update
Delete
Apply for New
Submitter ID
Indicate the action to be taken on the application form.
If you need to add additional providers to an existing Submitter ID, check
Add New EDI Provider(s).
If you request to change/ update information about the Submitter, check
Change/Update Submitter Information and be sure to include your current
Submitter ID.
If you request to delete a provider(s), check Delete and be sure to include your
submitter ID.
If you are a new applicant, check Apply for New Submitter ID.
If you are a new applicant, check Apply for New Receiver ID.
Enter today’s date.
The submitter ID is used by the submitter to communicate with Palmetto GBA
electronically. For new applicants, this field should be left blank, as Palmetto
GBA will assign this ID. For changes or additions, enter the Submitter ID to
which the change/additions should be applied.
The ERN Receiver ID is used to download electronic remittances. For new
applicants, this field should be left blank, as Palmetto GBA will assign this ID.
For changes or additions, enter the ERN Receiver ID to which the
change/additions should be applied.
Enter the name of the entity (provider, software vendor, billing service or
clearinghouse) that will actually be communicating electronically with Palmetto
GBA.
Enter the name of the individual(s) who owns the entity listed above.
Check the appropriate box.
The name of the submitter’s primary EDI contact. This is the person Palmetto
GBA will contact if there are questions regarding the application or future
questions about their communications.
The area code and phone number of the Contact Person listed.
Palmetto GBA Railroad Medicare EDI Enrollment Packet
EDI Application Form
This information is intended as reference to be used in addition to information from the Centers for Medicare & Medicaid Services
(CMS). Use or disclosure of the data contained on this page is subject to restriction by Palmetto GBA.
Instructions for Field Completion
The Fax number of the Contact Person listed.
The mailing address of the submitter.
The city, state, and ZIP code of the submitter.
The Contact Person’s email address. Note: This will be the primary method of
communication. This email address will also receive EDI Tracking Numbers
used to monitor the processing status of your EDI forms.
Check the format in which you will receive GPNet Claim Acceptance
Responses.
To receive files compressed for faster transmission, indicate which data
compression utility you support.
Indicate the name of the software vendor you are using, if applicable.
Enter the Vendor ID assigned by Railroad Medicare, if applicable.
Indicate the name of the network service vendor you are using, if applicable.
Provider For Whom Submitter Will Be Transmitting
List the provider whose bills will be submitted by the submitter named above.
Enter the Tax Identification Number for the provider.
Address
Indicate the email address for the provider listed above. This email address will be
the primary source of communications regarding approval of changes to their EDI
options.
Provider Number
List the provider number (PTAN) for whose bills will be submitted by the submitter
named above.
Include the National Provider Identifier (NPI).
Attached?
Indicate “Y” for Yes or “N” for No. A properly executed 3-page EDI
Enrollment Agreement must be attached for the provider listed. Palmetto GBA
will not activate a submitter ID for any provider without a properly
executed EDI Enrollment Agreement.
Authorization
Indicate “Y” for Yes or “N” for No. A provider authorization form is required to
authorize a clearinghouse and/or billing service as an electronic submitter.
Check this box if the application is for the submitter to submit claims
electronically for this provider.
Electronic
Check this box if the submitter wishes to receive Electronic Remittances for the
provider indicated. If this box is unchecked, the provider will be mailed
hardcopy remittances.
Check this box if the submitter wants to receive response reports electronically for
the provider indicated.
Once you have completed the application form, please retain a copy for your records and mail the
original to the address listed below. Your Submitter ID and software (if applicable) will be mailed within
15 business days of receipt of completed forms.
Completed forms must be faxed or emailed to:
Fax:
803-382-2416* Email: RREDI.ENROLL@PalmettoGBA.com
*Please ensure you enter area code 803
when dialing our fax number.
Palmetto GBA Railroad Medicare EDI Enrollment Packet
EDI Application Form
This information is intended as reference to be used in addition to information from the Centers for Medicare & Medicaid Services
(CMS). Use or disclosure of the data contained on this page is subject to restriction by Palmetto GBA.
Railroad Medicare
Electronic Data Interchange Application
Action Requested: Add New EDI Provider(s) Change/Update Submitter Information
Apply for New Submitter ID Apply for New Receiver ID Delete
Date:
Submitter ID: ERN Receiver ID:
Submitter Name:
Owner Name:
Type of Submitter: Software Vendor Billing Service Provider Clearinghouse
Contact Person:
Phone: Fax:
Address:
City: State: ZIP:
Email Address*:
*Note: Email will be the primary method of communication.
Request Response Format:
File Report
Data Compression:
PKZIP UNIX-Compress
Name of Software Vendor:
Vendor ID (if applicable):
Name of Network Service
Vendor
Provider For Whom Submitter Will Be Transmitting:
Provider Name: Tax ID:
Provider Email Address:
Railroad Medicare
Provider Number (PTAN):
NPI:
Enrollment Attached? Yes No Provider Authorization Form Attached? Yes No
Submit Claims Receive Electronic Remittances Receive Reports
Completed forms must be faxed or emailed to:
Fax:
803-382-2416* Email: RREDI.ENROLL@PalmettoGBA.com
*Please ensure you enter area code 803
when dialing our fax number.
Please retain a copy for your records. You must submit a completed EDI Application Form
when submitting additional EDI forms.
PO Box 872020
Vancouver
WA
98687
info@officeally.com
RR3426
ER3426
Office Ally
Brian O'Neill
Customer Service
360-975-7000 Option 1
360-896-2151
Palmetto GBA Railroad Medicare EDI Enrollment Packet
EDI Agreement Form
This information is intended as reference to be used in addition to information from the Centers for Medicare & Medicaid Services
(CMS). Use or disclosure of the data contained on this page is subject to restriction by Palmetto GBA.
EDI ENROLLMENT AGREEMENT INSTRUCTIONS
The Railroad EDI Enrollment Form (commonly referred to as the EDI Agreement) should be submitted
when enrolling for electronic billing. It should be reviewed and signed by the provider, administrator or
legal representative to ensure each provider is knowledgeable of the enrollment request and the associated
requirements.
Providers that have contracted with a third party (clearinghouse/network service vendor or a billing agent)
are required to have an agreement signed by that third party in which the third party has agreed to meet
the same Medicare security and privacy requirements that apply to the provider in regard to the viewing
or use of Medicare Beneficiary data. These agreements are not to be submitted to Medicare, but are to be
retained by the providers.
Providers are obligated to notify Medicare by letter of:
Any changes in their billing agent or clearinghouse.
The effective date of which the provider will discontinue using a specific billing agent or
clearinghouse.
If the provider wants to begin to use additional types of EDI transactions.
Other changes that might impact their use of EDI.
Providers are not required to notify Medicare if their existing clearinghouse begins to use alternate
software, the clearinghouse is responsible for notification in this instance.
Note: The binding information in an EDI Enrollment Form does not expire if the person who signed the
form for a provider is no longer employed by the provider.
General Instructions
Please ensure that you include your Railroad Medicare Provider Number (PTAN) and National
Provider Identifier (NPI) where requested on the EDI Enrollment Agreement. Do not enter your
TAX ID Number.
If a provider is a member of a group, only one agreement per group is required.
If the submitter will be submitting for multiple providers, this form must be completed by each
provider whose claim data will be submitted.
The entire form must be read carefully, dated with day, month and year.
The name of the provider must be printed in the space provided, an authorized officer’s name
(printed), authorized officer’s title and original signature.
When completed, the properly executed 3-page EDI Enrollment Agreement must be returned with
the EDI Application form.
Completed forms must be faxed or emailed to:
Fax:
803-382-2416* Email: RREDI.ENROLL@PalmettoGBA.com
*Please ensure you enter area code 803
when dialing our fax number.
Note: If the submitter will be an entity other than the provider, the submitter must complete the Railroad
Part B EDI Application form and the provider must complete the EDI Enrollment Agreement. The
EDI Application form must be returned with the EDI Enrollment Agreement enclosed for each
applicable provider.
Palmetto GBA Railroad Medicare EDI Enrollment Packet
EDI Agreement Form
This information is intended as reference to be used in addition to information from the Centers for Medicare & Medicaid Services
(CMS). Use or disclosure of the data contained on this page is subject to restriction by Palmetto GBA.
IMPORTANT NOTICE PLEASE READ
The address shown on the EDI Enrollment Agreement must match the address that was
submitted to our Provider Enrollment Department when enrolling for a Railroad Medicare
Provider Number (PTAN). If the address on the completed EDI Enrollment Agreement does not
match, your entire EDI Enrollment Packet will be rejected and notification will be sent to the
email address on the EDI Application Form.
The National Provider Identifier (NPI) must be printed in the space provided on the EDI
Enrollment Agreement. If this information is missing, the EDI Enrollment Agreement will not be
processed.
Palmetto GBA Railroad Medicare EDI Enrollment Packet
EDI Agreement Form Page 1 of 3
This information is intended as reference to be used in addition to information from the Centers for Medicare & Medicaid Services
(CMS). Use or disclosure of the data contained on this page is subject to restriction by Palmetto GBA.
MEDICARE ELECTRONIC DATA INTERCHANGE
ENROLLMENT AGREEMENT
A. The provider agrees to the following provisions for submitting Medicare
claims electronically to CMS’ A/B MACs or CEDI:
1. That it will be responsible for all Medicare claims submitted to CMS or a designated
CMS contractor by itself, its employees, or its agents;
2. That it will not disclose any information concerning a Medicare beneficiary to any
other person or organization, except CMS and/or its A/B MACs, DME MACs or CEDI
without the express written permission of the Medicare beneficiary or his/her parent
or legal guardian, or where required for the care and treatment of a beneficiary who
is unable to provide written consent, or to bill insurance primary or supplementary
to Medicare, or as required by State or Federal law;
3. That it will submit claims only on behalf of those Medicare beneficiaries who have
given their written authorization to do so, and to certify that required beneficiary
signatures, or legally authorized signatures on behalf of beneficiaries, are on file;
4. That it will ensure that every electronic entry can be readily associated and identified
with an original source document. Each source document must reflect the following
information:
Beneficiary’s name;
Beneficiary’s health insurance claim number;
Date(s) of service;
Diagnosis/nature of illness; and
Procedure/service performed.
5. That the Secretary of Health and Human Services or his/her designee and/or A/B
MAC, DME MAC, CEDI or other contractor if designated by CMS has the right to
audit and confirm information submitted by the provider and shall have access to all
original source documents and medical records related to the provider’s
submissions, including the beneficiary’s authorization and signature. All incorrect
payments that are discovered as a result of such an audit shall be adjusted according
to the applicable provisions of the Social Security Act, Federal regulations, and CMS
guidelines;
6. That it will ensure that all claims for Medicare primary payment have been
developed for other insurance involvement and that Medicare is the primary payer;
7. That it will submit claims that are accurate, complete, and truthful;
8. That it will retain all original source documentation and medical records pertaining
to any such particular Medicare claim for a period of at least 6 years, 3 months after
the bill is paid;
9. That it will affix the CMS-assigned unique identifier number (submitter ID) of the
provider on each claim electronically transmitted to the A/B MAC, CEDI or other
contractor if designated by CMS;
Palmetto GBA Railroad Medicare EDI Enrollment Packet
EDI Agreement Form Page 2 of 3
This information is intended as reference to be used in addition to information from the Centers for Medicare & Medicaid Services
(CMS). Use or disclosure of the data contained on this page is subject to restriction by Palmetto GBA.
10. That the CMS-assigned unique identifier number (submitter identifier) or NPI
constitutes the provider’s legal electronic signature and constitutes an assurance by
the provider that services were performed as billed;
11. That it will use sufficient security procedures (including compliance with all
provisions of the HIPAA security regulations) to ensure that all transmissions of
documents are authorized and protect all beneficiary-specific data from improper
access;
12. That it will acknowledge that all claims will be paid from Federal funds, that the
submission of such claims is a claim for payment under the Medicare program, and
that anyone who misrepresents or falsifies or causes to be misrepresented or falsified
any record or other information relating to that claim that is required pursuant to
this agreement may, upon conviction, be subject to a fine and/or imprisonment
under applicable Federal law;
13. That it will establish and maintain procedures and controls so that information
concerning Medicare beneficiaries, or any information obtained from CMS or its A/B
MAC, DME MAC, CEDI or other contractor if designated by CMS shall not be used
by agents, officers, or employees of the billing service except as provided by the A/B
MAC, DME MAC or CEDI (in accordance with §1106(a) of Social Security Act (the
Act).
14. That it will research and correct claim discrepancies.
15. That it will notify the A/B MAC, CEDI, or other contractor if designated by CMS
within 2 business days if any transmitted data are received in an unintelligible or
garbled form
B. The Centers for Medicare & Medicaid Services (CMS) agrees to:
1. Transmit to the provider an acknowledgment of claim receipt;
2. Affix the A/B MAC, DME MAC, CEDI or other contractor if designated by CMS
number, as its electronic signature, on each remittance advice sent to the provider;
3. Ensure that payments to providers are timely in accordance with CMS’ policies;
4. Ensure that no A/B MAC, CEDI, or other contractor if designated by CMS may
require the provider to purchase any or all electronic services from the A/B MAC,
CEDI or from any subsidiary of the A/B MAC, CEDI, other contractor if designated
by CMS, or from any company for which the A/B MAC, CEDI has an interest. The
A/B MAC, CEDI, or other contractor if designated by CMS will make alternative
means available to any electronic biller to obtain such services.
5. Ensure that all Medicare electronic billers have equal access to any services that CMS
requires Medicare A/B MACs, CEDI, or other contractors if designated by CMS to
make available to providers or their billing services, regardless of the electronic
billing technique or service they choose. Equal access will be granted to any services
sold directly, indirectly, or by arrangement by the A/B MAC, CEDI, or other
contractor if designated by CMS;
6. Notify the provider within 2 business days if any transmitted data are received in an
unintelligible or garbled form;
Palmetto GBA Railroad Medicare EDI Enrollment Packet
EDI Agreement Form Page 3 of 3
This information is intended as reference to be used in addition to information from the Centers for Medicare & Medicaid Services
(CMS). Use or disclosure of the data contained on this page is subject to restriction by Palmetto GBA.
Note: Federal law shall govern both the interpretation of this document and the
appropriate jurisdiction and venue for appealing any final decision made by CMS under this
document.
This document shall become effective when signed by the provider. The responsibilities and
obligations contained in this document will remain in effect as long as Medicare claims are
submitted to the A/B MAC, DME MAC, CEDI, or other contractor if designated by CMS.
Either party may terminate this arrangement by giving the other party thirty (30) days
written notice of its intent to terminate. In the event that the notice is mailed, the written
notice of termination shall be deemed to have been given upon the date of mailing, as
established by the postmark or other appropriate evidence of transmittal.
C. Signature
I certify that I have been appointed an authorized individual to whom the provider has
granted the legal authority to enroll it in the Medicare program, to make changes and/or
updates to the provider’s status in the Medicare Program (e.g., new practice locations,
change of address, etc.) and to commit the provider to abide by the laws, regulations and the
program instructions of Medicare. I authorize the above listed entities to communicate
electronically with Palmetto GBA on my behalf.
Provider Name:
____________________________________________________________________
Address: _________________________________________________________________________
_________________________________________________________________________
City/State/ZIP: ____________________________________________________________________
Authorized Signature: _______________________________________________________________
By (Print Name): __________________________________________________________________
Title:
____________________________________________________________________________
Email: ___________________________________________________________________________
Date: ___________ Railroad Medicare Provider Number (PTAN): ___________________________
National Provider Identifier (NPI): ____________________________________________________
Complete ALL fields above and submit via fax or email the entire agreement (three pages) with original
signature and with a copy of the EDI Application form to:
Fax:
803-382-2416
Email: RREDI.ENROLL@PalmettoGBA.com
Palmetto GBA Railroad Medicare EDI Enrollment Packet
Provider Authorization Form
This information is intended as reference to be used in addition to information from the Centers for Medicare & Medicaid Services
(CMS). Use or disclosure of the data contained on this page is subject to restriction by Palmetto GBA.
PROVIDER AUTHORIZATION FORM INSTRUCTIONS
The purpose of the form is to authorize a clearinghouse and/or billing service as an electronic submitter
and recipient of electronic claims data. It is important that instructions are followed and that all required
information is completed. This form is to be completed and signed by the provider. Forms completed and
signed by a vendor, billing service or clearinghouse for a provider will not be processed. Incomplete
forms will be returned to the applicant, thus delaying processing.
Please retain a copy of this completed form for your records.
You must submit a completed EDI Application Form when submitting this form. The Provider
Authorization form must be completed and signed by the Provider.
The field descriptions listed below will aid in completing the notice properly.
Form Field Name
Instructions for Field Completion
Action Requested
Indicate the type of service(s) you are authorizing the Submitter to access.
Check all that apply.
Provider Name
List the provider name for which this Provider Authorization Form is being
completed. This name must match the name submitted on the CMS 855
Medicare Enrollment Application.
Tax ID
Enter the Tax Identification Number for the provider.
Provider Email
Address
The email address of the provider to receive EDI notifications.
Railroad Medicare
Provider Number
(PTAN)
List the provider number (PTAN) whose Medicare claims, electronic
remittances or response reports will be accessed by the submitter listed on the
EDI Application.
NPI
Indicate the National Provider Identifier (NPI).
Name/Title
The name and title of the person Palmetto GBA will contact if there are
questions regarding this Authorization Form.
Address
The mailing and/or the physical address of the provider. (Only one valid
address has to be submitted.)
City, State, ZIP
The city, state and ZIP code of the provider.
Phone Number
The area code and phone number of the Contact Person listed.
Submitter’s Name
The name of the Submitter you are authorizing for the above services.
Signature
The signature of the listed provider’s authorized contact.
Date
The date the form was signed.
Palmetto GBA Railroad Medicare EDI Enrollment Packet
Provider Authorization Form
This information is intended as reference to be used in addition to information from the Centers for Medicare & Medicaid Services
(CMS). Use or disclosure of the data contained on this page is subject to restriction by Palmetto GBA.
Railroad Medicare
Provider Authorization Form
This form must be completed and signed by the Provider ONLY.
Action Requested: Electronic Claims Submissions Electronic Remittance
Electronic Response Reports
Provider for whom Submitter will be granted access:
Provider Name:
Tax ID:
Provider Email Address:
Railroad Medicare
Provider Number (PTAN): NPI:
Name:
Title:
Address:
City: State: ZIP:
Phone:
Submitter Name:
I hereby authorize the above submitter to receive the items notated above on my behalf. I understand that
these items contain payment information concerning my processed Medicare claims. I am authorized to
endorse this access on behalf of my company, and I acknowledge that is my responsibility to notify
Palmetto GBA EDI in writing if I wish to revoke this authorization.
Signature: Date:
Please complete, sign and submit this form via fax or email, with the EDI Application Form, to:
Fax:
803-382-2416
Email: RREDI.ENROLL@PalmettoGBA.com
Office Ally