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WCMSA Portal

The Workers’ Compensation Medicare Set-Aside Portal (WCMSAP) allows electronic submission of Workers’ Compensation Medicare Set-Aside Arrangements (WCMSAs).  The WCMSAP is the recommended method for submitting a WCMSA for review since it is more efficient than sending this information via the mail.  For an overview of WCMSAs and the review process, please review the Workers’ Compensation Medicare Set-Aside Arrangements and the WCMSA Submission pages.

Attorneys, Medicare beneficiaries, claimants, insurance carriers, and WCMSA vendors may use the WCMSAP to enter WCMSA case information directly.  Registration is required to use the WCMSAP.  Please see the section titled “How to Access the WCMSAP and User Documentation” and the “WCMSAP Training Materials” sections below for additional information and assistance.

WCMSAP Features & Benefits:

The WCMSAP provides you with the following features and related benefits:

  1. Create a Work-In-Progress Case:
    • Enter and save partial information for a case while you continue to gather the necessary information to complete the WCMSA submission.
  2. Receive Alerts:
    • Notification of issues or errors found with your submission.
    • Immediate confirmation of the receipt of your WCMSA submission.
  3. Append Documentation:
    • Add documentation to a work-in-progress case at any time prior to submission (i.e., the documentation does not need to be mailed).
    • Add new documentation to your submitted case if you have received an e-mail alert notifying you that documentation was missing.
    • Replace documentation on your case if you received an e-mail alert notifying you that the original documentation was incorrect.
  4. Perform Case Lookups:
    • Search for and view a previously submitted WCMSA case or a work-in-progress in order to obtain case status information, view alerts related to the case, or append documentation to the case.
  5. Submit a Re-Review Request:
    • You can request the Regional Office (RO) to re-review your WCMSA case if you disagree with the RO decision.
    • Note:  A re-review request is only allowed under specific circumstances.  These circumstances are explained in the WCMSA Reference Guide which is available in the Downloads section of this page.

How to Access the WCMSAP and User Documentation

The WCMSAP application can be accessed using the link found in the Related Links section below.  For more information on how to register and use this application, please see the WCMSAP User Manual which is available under the ‘Reference Material’ menu option of the WCMSAP application.  It should be used in unison with the other reference materials that can be accessed from the ”Help About This Page” link which is available on each WCMSAP page.

WCMSAP Training Materials

CMS has made available a curriculum of computer-based training (CBT) courses for WCMSAP users. These courses provide in-depth training on WCMSAP registration and use of the WCMSAP.  You can access these CBTs from the Dynamic List located on the bottom of this page. Please see the WCMSAP Curriculum document for a complete listing of the courses, their descriptions, and course lengths.  The WCMSAP Curriculum document is also available in the Dynamic List at the bottom of this page. If you have any questions or feedback on this material, please click the Training Feedback link found in the Related Links section below.

For assistance with WCMSAP Issues

Contact the EDI Department at 1-646-458-6740 for issues related to the WCMSAP (e.g., password resets, or the status of your WCMSAP account registration).

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ID Title Type Description
07 Registration Process - Representative User PDF Provides instruction on how to complete a Representative Account registration on the WCMSAP and the steps to follow once the registration has been submitted.
05 Registration Process - Corporate User PDF Demonstrates how to complete the Account Setup, including establishing an account and a login ID and password. This course will also describe the next steps to follow once the Account Setup has been submitted. Note: This course is intended for corporate WCMSAP account users. A corporate account indicates that the submitter is a corporate entity with an Employer Identification Number (EIN) and will be regularly submitting WCMSA requests.
06 Account Setup - Corporate User PDF Demonstrates how to complete the Account Setup, including establishing an account and a login ID and password. This course will also describe the next steps to follow once the Account Setup has been submitted. Note: This course is intended for corporate WCMSAP account users. A corporate account indicates that the submitter is a corporate entity with an Employer Identification Number (EIN) and will be regularly submitting WCMSA requests.
08 Account Setup - Representative User PDF Demonstrates how to complete the Account Setup, including establishing an account and a login ID and password. Describes the next steps to follow once the Account Setup has been submitted. Note: This module is intended for those entities who will register for a representative account.  A representative account indicates that the submitter is registering as a non-corporate entity with no Employer Identification Number (EIN), but will be submitting multiple WCMSA requests.
13 Login and User Maintenance PDF Demonstrates how to login to the WCMSAP, how to retrieve a forgotten Login Identification (ID), how to retrieve a forgotten password, and Account Setting options including updating personal information, viewing account activity, and changing a password.
11 Basic Functions - Account Manager PDF Describes the role of the Account Manager and the basic functions available to the Account Manager, including managing the account profile and designee maintenance.
12 Basic Functions and Registration - Account Designee PDF Describes the role of the Account Designee, the basic functions available to the Account Designee, and Account Designee registration.
17 Case Lookup PDF Demonstrates the WCMSAP Case Lookup feature which gives WCMSAP users the ability to view a previously submitted Workers’ Compensation Medicare Set-Aside (WCMSA) case or a work-in-progress (WIP) case that was submitted/entered through the WCMSA Web portal.
18 Alerts PDF Describes what an alert is, explains the different ways to access an alert and clarifies what to do when an alert is received.
14 Application Overview PDF This document provides an overview on how to navigate the WCMSAP and the menu options listed on the Home page.
01 WCMSAP Curriculum PDF A listing of WCMSAP courses and their descriptions.
04 Benefits of Using the WCMSA Web Portal PDF This document explains the benefits of using the WCMSA Web Portal and provides the basic system requirements.
15 Case Submission PDF This document demonstrates the WCMSAP Case Creation feature including how to save and edit a Work-In-Progress (WIP) case and how to submit a WCMSA case.
16 Uploading and Appending Documents 11 This document describes how WCMSAP users may add additional documents to an existing case, delete documents from a work-in-progress case or replace co-mingled documents on submitted cases.
02 Webinar Presentation (August 10, 2011) PDF In this webinar presentation dated August 10, 2011, the following topics were reviewed: the current WCMSA proposal submission process, the new submission process on the WCMSAP and an overview on the WCMSAP screens that will be used to enter and submit a WCMSA proposal.
03 Webinar Q&A Session PDF This documents contains responses to the questions asked during the Question and Answer session following the WCMSAP Webinar presentation held on August 10, 2011.
09 Registration Process - Self Submitter PDF Provides instruction on how to complete a self-submitter registration on the WCMSAP and the steps to follow once the registration has been submitted.
10 Account Setup - Self Submitter PDF Demonstrates how to complete the Account Setup, including establishing an account and a login ID and password. This course will also describe the next steps to follow after the Account Setup has been submitted.