EDI Enrollment Process User Guide

I Am a Provider and “I Want to Complete a Connex Registration Form”

This selection will prompt you to complete the Connex Registration Form.

This option is for providers who wish to send claims or receive remits through the NGSConnex portal.

Step 1. Provider Information

Complete the following fields as it applies to the provider of services:

  • Provider/Facility Name - Enter the name EXACTLY as it was approved in section 2 of the CMS-855/PECOS enrollment applications.
  • Provider/Facility Address- Enter the physical or corporate address EXACTLY as approved in section 4 of the CMS-855/PECOS enrollment application.
  • Contact First and Last Name - Enter the name of the contact within the provider/facility office that will be the authorized contact for any logon IDs requested.
  • Title - Enter the title of the contact person within the provider’s office.
  • Email Address - Enter the email address of the authorized contact for the provider/facility.
  • Telephone Number - Enter the provider/facility telephone number to their office.

Provider Information fields.

Step 2. What Transactions will you Authorize for this Submitter?

Select all the EDI Electronic Transactions you are authorizing for the submitter via NGSConnex.

If you are a new provider, it is required to have 837 claims established in order to obtain online remits.

Provider Information fields.

Step 3. PTAN/NPI Information

If there is one PTAN/NPI complete the following fields as it applies to the provider of services in the PTAN/NPI Information section:

  • Primary PTAN - Enter the provider’s primary PTAN.
  • Primary NPI - Enter the provider’s primary NPI.
  • Provider/Facility Name - Enter the provider’s name EXACTLY as it was approved in section 2 of the CMS-855/PECOS enrollment application.
  • Provider/Facility Address - Enter the physical or corporate address as approved in section 4 of the CMS-855/PECOS enrollment application.
    • If this is the same information entered in the “Provider Information” section check the box at the top of this section “Address is same as listed above”.
    • If the provider/facility office location is not the same as their corporate or primary location enter the provider/facility’s secondary location address EXACTLY as approved in section 4 of the CMS-855/PECOS enrollment application.

PTAN/NPI Information fields.
 

If there’s multiple PTAN/NPI numbers to include, then select “I have multiple PTAN/NPIs” tab.

  • You can enter up to 100 PTAN/NPI combinations.
  • They must all be for the same Medicare Contractor Code.
  • They must all have the same Authorized or Delegated official.
  • You must download and complete the supplied template.
  • Once completed you must upload the template.

Multiple PTAN/NPIs tab.

Step 4. Offshore Provider Information

Select “Yes” or “No” to indicate whether you or your organization uses one or more business entities that work outside the United States or US Territories to access the NGSConnex Provider Portal.

Offshore Provider Information yes or no.

If “Yes” is selected complete the additional questions/information:

Offshore Provider Information fields.
 

Step 5. Authorized Signature

Review the Terms and Conditions and check the box “I agree to the terms and conditions above”.

  • Be sure to note the requirements for who may sign the documents.

Next, scroll down and complete the “signature name” and “title” fields and click the “Submit” button.

Authorized Signature page.

Once completed, the EDI Enrollment Complete screen will display.

This screen will provide the Packet PID information. You will also have the option to print the packet, finish and exit, or start a new packet. With printing, you are able to print to PDF which will allow you to save a copy of the packet or select the appropriate printer to obtain a paper copy.

EDI Enrollment Complete display.

10/12/2023