NGSConnex User Guide

Navigation Structure

Table of Contents

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NGSConnex Home Page

  1. After you successfully log in to NGSConnex the home page will display. The home page is where all transactions or inquiries will begin.

NGSConnex home page

  1. In the upper left-hand corner you will notice the National Government Services logo. If you click it you will be re-directed to the ngsmedicare.com landing page.
  2. If you want to navigate back to the NGSConnex home page from anywhere in the site, click Home next to the National Government Services logo.

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Breadcrumbs

Breadcrumbs are a user design element included to make navigation easy and intuitive. Breadcrumbs are used to display the path of the current inquiry or transaction and provide one-click access to each of the sections. If you select Home in the breadcrumbs you will be returned to the NGSConnex home page.

Breadcrumbs

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Progress Bar

A Progress Bar is a user design element included when a transaction requires multiple steps to complete. The progress bar will help you determine what step you are at in the process. When you have completed a step it will display green in the progress bar. When you are currently completing a step it will display blue in the progress bar, and if you have not started a step it will display black in the progress bar.

Progress Bar

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Select a Provider

The ‘Select a Provider’ panel will display in various areas of the web portal. A list of all provider accounts (NPI, PTAN, TIN) you have associated with your NGSConnex User ID will display. This is where you will select the applicable provider you would like to perform a transaction or inquiry for.

  1. To search for a specific provider account, enter search criteria in the ‘Search Provider’ field click the Search button. To reset a search, select the ‘Reset Search’ link.
  2. You can search by entering any of the following information, or you can use the pagination numbers at the bottom of the ‘Select a Provider’ panel.
    • PTAN
    • NPI
    • TIN (Last five digits)
    • Provider/Supplier Name
    • Physical City
    • Line of Business

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Select a Beneficiary

  1. In the Select a Beneficiary panel, enter the CMS required beneficiary demographic information in the applicable fields.
    • Medicare Number – enter the number MBI as it appears on the Medicare card. If you do not have the MBI number, you can select the MBI Lookup link to search for the MBI.
    • Last Name – enter, at a minimum, the first six letters of the last name exactly as it appears on the Medicare card.
    • First Name – enter, at a minimum, the first letter of the first name exactly as it appears on the Medicare card.
    • Date of Birth – enter in the appropriate format MMDDYYYY or MM/DD/YYYY

Select a Beneficiary

  1. Click the Submit button.

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Cancel

When you select Cancel in NGSConnex you are abandoning the transaction or inquiry you started.

Cancel

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Reset Search

When you select Reset Search in NGSConnex you will clear any filters or search criteria entered. This will allow you to initiate a new search.

Reset Search