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Limited Data Set (LDS) – EPPE Transition

Registration Instructions : Training Materials : Important Information : Contact Information

CMS is transitioning to a process where LDS Data Use Agreement (DUA) requesters will submit and manage their DUAs through the DUA tracking system, EPPE.

To get started using EPPE, please review the registration instructions and training videos below.

For general information on LDS file requests please visit: https://www.cms.gov/Research-Statistics-Data-and-Systems/Files-for-Order/Data-Disclosures-Data-Agreements/DUA_-_NewLDS.html


Registration Instructions

LDS requesters are required to complete two trainings before accessing EPPE for the first time. Training materials are available as either a YouTube video or PDF slide deck. Users will need to attest to completing the training when registering for EPPE roles.

Role Title Description YouTube PDF
Requester

Registering in EIDM & Requesting a Role This training covers how to register in EIDM and Request a Role in EPPE. Link Download
Initial Reassignment of DUAs This training covers how to take ownership of your DUAs from the old email based workflow to the new LDS EPPE workflow Link Download

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Training Materials

The following training modules provide instructions on performing specific actions in EPPE.

Title YouTube PDF
New DUA Actions

New LDS DUA Request with New Data Files

Link Download

New LDS DUA Request with Re-Use Data Files

Link Download
Update/Amend DUA Actions

Update/Amend Main Information

Link Download

Update/Amend Collaborating Organization(s)

Link Download

Update/Amend Custodians

Link Download

Update/Amend Existing Data Files

Link Download

Update/Amend Re-Use Data Files

Link Download

Update/Amend New Data Files

Link Download
Extensions and Closures

Extend LDS DUA

Link Download

Closing a LDS DUA

Link Download

Close Select Data Files on a LDS DUA

Link Download
EPPE DUA Management

DUA Organization Name Change & Change in Requester

Link Download

DUA Requester Queues

Link Download

Upload Supporting Documents

Link Download

Print LDS DUA

Link Download

Requesting Additional Roles

Link Download

Removing a Role

Link Download

Requester Proxy Assignment

Link Download

Requester DUA Search

Link Download

 

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Important Information

  1. DUA Policies: Requesters will no longer be required to complete a paper version of LDS DUA Form 0235L when submitting a DUA through EPPE. However, requesters will attest to and be expected to adhere to all policies listed on the form.
  2. DUA Custodian: Custodians are required to complete and sign the DUA Addendum form as part of the EPPE process. While the requester adds individuals to a DUA directly in EPPE, CMS still needs a signed copy of the DUA Addendum form for legal purposes.

 For general LDS DUA reminders, please visit: https://www.cms.gov/Research-Statistics-Data-and-Systems/Files-for-Order/Data-Disclosures-Data-Agreements/DUA_-_NewLDS.html.

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Contact Information

If you need assistance with the DUA tracking system, EPPE, please review the EPPE FAQs.  If you are unable to find the answer to your question, contact the EPPE Help Desk at 844-EPPE-DUA (844-377-3382) or EPPE@cms.hhs.gov

If you have questions regarding general information or LDS policies, please contact datauseagreement@cms.hhs.gov.

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