How to register for access to the CMS Open Payments (Sunshine Act) system:

Step by step guide for Emory physicians—with pictures!

BASIC OVERVIEW

  • This process should take approximately 30 minutes to complete.
  • Youhaveto register in three places: CMS,EIDMandthe OPENPAYMENTSdatabase(inthisspecificorder).
  • For the CMS registration, you will createausernameandID,thencreateyourPhysicianProfile.
  • Then you will loginwithyournewCMS accountandselectEIDMtoregisterinthatsystem.
  • You will waittoreceiveanemailafterbeing“vetted”bysystem (typicallyovernight).Onceyoureceivethisemail,you will logbackinandrequestaccesstotheOPENPAYMENTSdatabase.
  • Thelastday todispute atransactionisSeptember 11,2014.
  • You will need the following information during the registration process, so please have it nearby:
  • NPI Number-Lookup Here:
  • DEA Number

•Note: Entering your DEA number will be optional, but assists the government in verifying of your identity

  1. Georgia State Medical License Number
  2. Physician Specialty Code (Taxonomy Code)-Lookup Here:

•Note: This is your taxonomy code and not your Medicare specialty code

***If you have anyproblemsregisteringor with the website generally, please contact the Open Payments Help Desk at1-855-326-8366***

STEP BY STEP GUIDE

CMS REGISTRATION

  1. Go to CMS New User Registration site:
  1. Agree to terms
  1. Enter Demographics
  2. Note: Entering you social security number and other personal identifiers will be required to verify your identity.
  3. Note: You may enter your Emory office number as your “primary phone number.”
  1. Choose user ID, password, security questions. Password Requirements are as follows:
  2. Must contain 8 to 20 characters
  3. Must contain at least1 letter
  4. Must contain at least 1 UPPER CASE letter
  5. Must contain at least 1 lower case letter
  6. Must contain at least 1 number
  7. Must NOTcontain your User ID

Note: Passwords expire every 60 days.

EIDM REGISTRATION

  1. Go to the CMS Homepage:
  1. On the right side of the page, click on “Login to CMS Secure Portal”and login to the portal using the username and password that you just created.
  1. On the right side of the following page, Select “Request Access Now”
  1. On the left side of the following page, Select “Request New System Access”
  1. From dropdown menu for System Description select “Open Payments”. When the second dropdown for role appears, select “Applicable Manufacturer, GPO, Physician”and click “Submit”

  1. Click “Next” on the Identity Verification Screen, agree to the terms on the next screen and click “Next”. Review demographics and confirm email, enter SS# then click “Next”
  1. On the Verify Identity Screen you will be asked to answer some personal questions to help prove you are the one completing the information. Select the appropriate answers and click “Next” then click “Next” on the following screen. Then click “OK” on the successful completion screen
  1. Click “Log Out” at the top right hand corner, then log back in to the portal:
  1. There will now be a gold “Open Payments” tab in the upper left. Scroll your cursor over the “Open Payments” tab, then select “Open Payments - Home”
  1. Click on the “Create My Profile” sideways triangle

  1. Scroll to bottom right corner of the next page and click “Start Profile”
  1. On the next page, select “Physician” for your entity type (DO NOT CLICK Teaching Hospital) then click “Continue”
  1. Enter Physician Personal Information and click “Continue”
  1. On the Physician Details page select the appropriate Physician Type from the dropdown box, enter your NPI number and your Physician Specialty (Taxonomy) Code(s)
  1. Click “Add License”, choose Georgia from the dropdown, then enter your Georgia license number in the appropriate box and then click “ADD.” (If you have other state licenses,you may add those as well, but you are not required to do so.) Then, click “Continue”
  1. On the Authorized Representative page, select “Not Now” and click “Continue”
  1. Review your information and click “Submit”
  1. Logout of the system. Your information will be verified, and this process takes up to 24 hours. CMS will send you an e-mail after your verification is complete. See next page for post-verification steps.

HOW TO AFFIRM OR DISPUTE OPEN PAYMENTS RECORDS

  1. After you receive an e-mail informing you that your information has been verified, log into the portal:
  1. Scroll your cursor over the gold “Open Payments” tab in the upper left, then select “Open Payments - Home”
  1. Choose “Review and Dispute, Review, Affirm, Dispute” tab to review any reported open payments
  1. Then click on the blue bar that says “Review and Dispute”
  1. Scroll to the very bottom and select your name. This is how you will enter the database each time and see all your records
  1. Youcanselectthecheckboxontheleftandeitherclickthe“AffirmRecord”or“DisputeRecord”buttonshownbyarrowsbelow.Ifyouwanttoseemoredetailsabouttheindividualrecord,thetablescrollstotheright.Gotothelastcolumnwhichhasalinkcalled“view”

  1. Ifyouselect“DisputeRecord”youwillbeshownatextboxthatonlyacceptsspecificcharactersdescribedonthepage. Enteryourdisputethenselect“send dispute”
  2. Note:Makesureyougettoaconfirmationpage.Ifyoudonot seeaconfirmationpage,startagainasthereisaknownloopingissuewiththe Open Paymentsdatabase.--Loopingiswhenyouclickabuttontomoveforwardandthepagegoesbacktowhereyouwerepreviously.
  1. CMS has stated that the process of resolving the dispute will be between the reporting company and the physician; CMS will not intervene. How each company will approach this may vary. If you have a contact at the company that submitted this disputed report, please get in touch with that person for advice on how to resolve this entry. If not, please email the information to either Helen McLaughlin () or Zainab Wurie (), and we will assist you.

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