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Program Registration

All applicable manufacturers and applicable GPOs, who have information to report, must register with the Open Payments system using a CMS secure website prior to the submission of data for each reporting year. Physicians and teaching hospitals are encouraged to register with the Open Payments system, so that they are able to review submitted data to ensure it is accurate and complete, and if not, dispute the information and work with applicable manufacturers and applicable GPOs to make any necessary corrections to the information before CMS releases those data to the public.

 

User roles will be granted on an annual basis, and users will be required to update or validate profile information on an annual basis thereafter. Registration for the 2013 program cycle will begin in early 2014.

 

Important Information Regarding  Registration and Data Submission for the 2013 Open Payments Program Year

On February 18, Open Payments registration and data submission for applicable manufacturers and applicable GPOs opened with a two-phased approach for this first reporting year of this new program:

  • Phase 1 (February 18 through March 31) includes user registration in CMS’ Enterprise Portal (the gateway to CMS’ Enterprise Identity Management system (EIDM)) and submission of corporate profile information and aggregate 2013 payment data.
  • Phase 2 (begins in May and extends for no fewer than 30 days) includes industry registration in the Open Payments system, submission of detailed 2013 payment data, and legal attestation to the accuracy of the data.

No action is needed from affected physicians and teaching hospitals at this time. CMS will soon issue more specific information regarding the dates for Phase 2 registration and data submission, as well as when registration and review/correction will open for affected physicians and teaching hospitals, which will be no later than August 1, 2014. 

 

Phase 1 Instructions

Step 1: New User Registration with CMS Enterprise Portal (EIDM Registration)

The first step of Phase 1 requires industry to register in the CMS Enterprise Portal. This is the gateway to registration in EIDM. 

The authorized official (an entity's executive-level officer
who can legally represent their organization) must complete EIDM registration and obtain their user ID
. The EIDM user ID that the registrant will ultimately receive is required for any future data submissions in the Open Payments system. EIDM registration must be completed before industry can begin any 2013 data submission activities. Note: The authorized official can then manually delegate data submission responsibilities to others (referred to as authorized representatives) after EIDM registration. This manual delegation is done through the sharing of the authorized official’s CMS user ID directly with another trusted person in their entity, who can then use that information to complete data submission on the authorized official’s behalf. This exchange is performed outside of CMS systems.

 

Here are the steps to complete EIDM registration – step-by-step screenshots are also available to guide you through the registration process:

 

  • Go to the CMS Enterprise Portal (https://portal.cms.gov).
  • Select “New User Registration.”
  • Read the Terms and Conditions, indicate your agreement by selecting the checkbox next to “I agree to the terms and conditions” and click “Next.”
  • Fill out the requested fields on the “Your Information” page and click “Next.”
  • Choose your user ID, password, and challenge questions and click “Next.”
  • On the “Registration Complete” page, click on “OK.”
  • After clicking on “OK”, you will receive a confirmation email message that contains your user ID and a link to the CMS Enterprise Portal.
  • Log back in to the CMS Enterprise Portal by clicking “Login to CMS Secure Portal”, accept the Terms and Conditions, and enter your user ID and password.
  • Once logged in, click “Request Access Now” on the right hand side of the CMS Enterprise Portal home page.
  • Request access to the Open Payments system by clicking on “Request New Application Access” on the left hand side of the page.
  • Select “Open Payments” from the drop down menu.
  • A second drop down will then appear prompting you to select an Open Payments role in the system.
  • Select “Open Payments User” and then click “Submit.”
  • You will then see the “Identity Verification” page, click on “Next."
  • You will then see the “Terms and Conditions” page; select the check box next to “I agree to the terms and conditions” and click “Next.”
  • Fill out the requested fields on the “Your Information” page and click “Next.”
  • On the “Verify Identity” page, select the correct answer for each question to verify your identify and when completed click “Next.”
  • On the “Complete Step Up” page, click “Next.”
  • You will then see an acknowledgement message; click on “OK.”
  • Then log out of the system by clicking “Log Out” in the upper right hand corner of the page.
  • Log in to the CMS Enterprise Portal once again by clicking “Login to CMS Secure Portal” and entering your user ID and password.
  • On the CMS Enterprise Portal home page you should now see a yellow button labeled “Open Payments” next to “My Portal” on the upper left hand side of the page.
  • When you click on “Open Payments” you should have an option labeled "Registration" appear beneath it.
  • Click on “Registration” to access details about Phase 1 aggregate data submission. You will now see the Open Payments Registration Page.

 

Step 2: Aggregate Data Submission

The Data Submission and Attestation page provides more details about on how the second step of Phase 1, submission of corporate profile information and aggregate 2013 payment data via email, will be conducted.

 

More Phase 1 Registration Learning Resources

  • The Phase 1/Phase 2 Comparison Document summarizes the key activities taking place in Phase 1 and Phase 2, and shows a side-by-side comparison of each phase.
    • For example, the comparison table illustrates that in Phase 1 only limited corporate profile information and aggregate payment and investment interest data is to be submitted to CMS. However, in Phase 2 detailed 2013 payment and investment interest data will be submitted to CMS.
  • Review the Events page to access the recording and presentation from the “Open Payments Phase 1 of 2 – Overview of Industry Registration and Data Submission” webinar, which discusses Phase 1 program registration and data submission requirements.

 

The Data Submission and Attestation page provides more details about on how the second step of Phase 1, submission of corporate profile information and aggregate 2013 payment data via email, will be conducted.

 

See the below table for a summary of the registration requirements and timeline. For additional registration details, review the Open Payments User Guide.
 

Registration
  Applicable Manufacturers Applicable GPOs Physicians Teaching Hospitals
Who registers with CMS? Yes, but only if there is data that has to be reported for the program cycle Yes, but only if there is data that has to be reported for the program cycle Optional, not required.  Registering allows data to be seen and corrected before it is publicly posted.   Optional, not required.  Registering allows data to be seen and corrected before it is publicly posted.  
When does the Open Payments system open for registration for the 2013 program cycle?

Phase 1 registration will be from February 18 through March 31, 2014. Phase 2 registration will begin in May and extend for no fewer than 30 days.

Phase 1 registration will be from February 18 through March 31, 2014. Phase 2 registration will begin in May and extend for no fewer than 30 days.

Projected to follow the conclusion of Phase 2 of industry registration and  date submission.

Projected to follow the conclusion of Phase 2 of industry registration and  date submission.

 

When does the Open Payments system close for registration for the 2013 program cycle? The system will remain open for at least 30 days for Phase 2 detailed data submission The system will remain open for at least 30 days for Phase 2 detailed data submission

Once the system is open for physician registration, there is no deadline for physician registration. 

Once the system is open for teaching hospital registration, there is no deadline for teaching hospital registration.

When does the Open Payments system open for registration for on-going program cycles? January 1 January 1

Once the system is open for physician registration (following the conclusion of Phase 2 of industry registration and data submission in 2014), there is no start date for physician registration in subsequent years; registration can be ongoing.

Once the system is open for teaching hospital registration (following the conclusion of Phase 2 of industry registration and data submission in 2014), there is no start date for teaching hospital registration in subsequent years; registration can be ongoing.

When does the Open Payments system close for registration for on-going program cycles? March 31 March 31

Once the system is open for physician registration (following the conclusion of Phase 2 of industry registration and data submission in 2014), there is no end date for physician registration in subsequent years; registration can be ongoing.

Once the system is open for teaching hospital registration (following the conclusion of Phase 2 of industry registration and data submission in 2014), there is no end date for teaching hospital registration in subsequent years; registration can be ongoing.

Additional Notes The registration and identity vetting process may take up to a week to complete, so it is advised that individuals representing Applicable Manufacturers register as soon as possible in order to avoid delays in data submission. The registration and identity vetting process may take up to a week to complete, so it is advised that individuals representing Applicable Manufacturers register as soon as possible in order to avoid delays in data submission. Registration that occurs beyond the review and dispute period does not guarantee that any changes can be made to inaccurate data being displayed. Registration that occurs beyond the review and dispute period does not guarantee that any changes can be made to inaccurate data being displayed.