The Change Payment Setup feature allows Plan Sponsors to modify existing Cost Reporting and Payment Request privileges as needed for reporting costs, requesting payment, and Reconciliation.

CMS' RDS Center does not limit the number of times you can make changes to Payment Setup. However, Payment Setup must be completed before you can submit a Cost Report or make a Payment Request.

Before cost data is reported, anything can be changed in Payment Setup. It is not until after cost data has been reported that there are rules on what can be changed in Payment Setup.

After cost data has been reported:

• You cannot remove the Report Costs privilege from the Account Manager or Plan Sponsor Designee if that specific person reported costs;
• You cannot remove a Vendor after the Vendor reported costs and;
• You cannot remove a Benefit Option from a specific Cost Reporter after that Cost Reporter reported costs.

Changing Payment Setup

The Payment Setup process consists of six steps, and once submitted, a Plan Sponsor may only modify the following 4 steps. If Steps 2, 3, 4, or 5 are modified, Step 6 automatically becomes incomplete. The Plan Sponsor should return to Step 6: Final Review to Complete Payment Setup to verify and submit any changes.

Step 2: Assign Payment/Cost Privilege to Account Manager

An Account Manager can be assigned to:

• Request payment and only view cost data or;
• Report cost data and only view payment data or;
• View both cost and payment data.

Step 3: Assign Payment/Cost Privilege to Designee(s)

• A Designee can be assigned to report costs or request payment, but not both in the same Application
• Plan Sponsor can decide to assign payment-related privileges (Report Costs or Request Payment) to existing Designees already defined in the Application, or add new Designees during the Payment Setup process and assign them payment-related privileges

Step 4: Specify Vendors for Cost Reporting

• A Vendor can be assigned to report costs using Mainframe or Data Entry Cost Report submission methods
• A Vendor Designee must be assigned if the Vendor is reporting costs by Data Entry. A Vendor Designee is optional if the Vendor is reporting by Mainframe A Vendor can be removed from the Application until the Vendor reports costs

Step 5: Assign Benefit Options to Cost Reporters
As a rule:

• At least one Cost Reporter must be assigned to each Benefit Option; however, it is also possible to have more than one Cost Reporter for a Benefit Option
• The Cost Reporters could be multiple Vendors or multiple Plan Sponsor Cost Reporters, or a combination of both
• Plan Sponsor Designee Cost Reporters can only view or report the cost data for their assigned Benefit Options. Vendor Designees can only view or report the cost data for the Benefit Options assigned to their Vendor. The Account Manager can view all cost data on the Application but can only report cost data for their assigned Benefit Options

Step 6: Final Review to Complete Payment Setup

• If changes are entered and Step 6 becomes incomplete, Plan Sponsors must return to Step 6: Final Review to Complete Payment Setup and resubmit the changes for them to take effect.

Payment Setup must be completed before submitting Cost Reports or Payment Requests. The Payment Setup Status column on the Application List page or Payment Setup page must read "Complete". If the Payment Setup Status column displays a link to Payment Setup then the setup is considered "Incomplete".

Only "Approved" Applications display a status of "Complete" on the Application List. Reconciliation or Appeal statuses display "Not Applicable" even though Payment Setup may be "Complete".

Payment Setup and Reconciliation Step 2: Review Payment Setup must be complete to proceed with Reconciliation.

After Payment Setup is submitted without errors, an Application's Payment Setup status is instantly changed to "Complete". The completed Payment Setup status may be viewed on the Application List page or Payment Setup page. Since the Payment Setup status is updated instantly, changes to Payment Setup can be made minutes before submitting Cost Reports or Payment Requests.

The Authorized Representative or the Account Manager can make changes to Payment Setup. Payment Setup allows a Plan Sponsor to assign a Cost Reporter, Payment Requester, and any Vendors or Vendor Designee roles.

For more information about the user roles required in Payment Setup, go to: Complete Payment Setup on the RDS Program Website.

User Role Changes Affecting Payment Setup

If the Account Manager is reassigned, no changes need to be made to Payment Setup because privileges are attached to the user role, not the person. For more information, go to: Complete Payment Setup.

Changes to the Authorized Representative user role do not affect Payment Setup, since the Authorized Representative automatically defaults to the Request Payment privilege and cannot be changed.

However, the Authorized Representative is not required to request payment. The Account Manager or a Designee can also be assigned the Request Payment privilege for an Application.

Note: The Authorized Representative is the only person who may request Reconciliation payments.

Add a Designee in Payment Setup

Designees may be added during Payment Setup at anytime in the process. For information about adding a Designee through the Payment Setup process, go to: Complete Payment Setup.

There are three standard Payment/Cost privileges that the Account Manager can be assigned: (1) Request Payment privilege, (2) Report Costs privilege, or (3) View Only privilege. Depending on the change being made to the Account Manager’s privileges, there are a total of six possible “change” selections that can be made:

• Change from Report Costs to Request Payment (Selection 1)
• Change from Report Costs to View Only (Selection 2)
• Change from Request Payment to Report Costs (Selection 3)
• Change from Request Payment to View Only (Selection 4)
• Change from View Only to Request Payment (Selection 5)
• Change from View Only to Report Costs (Selection 6)

Access the RDS Secure Website to Change Account Manager Payment/Cost Privileges

To access the RDS Secure Website and navigate to the Application List page, go to: Appendix A: Access the RDS Secure Website in the RDS User Guide.

From the Application List page:

1. Find the appropriate Application Number.
2. Select Payment Setup from the Actions dropdown menu and select the Go button or select the Payment Setup link in the Payment Setup Status column.

On the Payment Setup Menu page:

3. To view the details of the selected Payment Setup, select the View Payment Setup Options link.
4. To modify the Account Manager’s privilege, select the Step 2: Assign Payment/Cost Privilege to Account Manager link.

Change from Report Costs to Request Payment (Selection 1):

On the Assign Payment/Cost Privilege to Account Manager page:

1. Select the Request Payment radio button and select the Continue button to proceed or select the Cancel button to return to the Payment Setup Menu page.

Note: To change the Account Manager's payment privilege, if the Account Manager was previously assigned to Report Costs privilege, you must first remove all assigned Benefit Options. A Plan Sponsor is not allowed to remove a Benefit Option assignment if the Account Manager reported costs for the Benefit Option.

On the Assign Payment/Cost Privilege to Account Manager Confirmation page:

2. Select the Assign Benefit Options to Cost Reporters link to view the Assign Benefit Options to Cost Reporters page or select the Cancel button to return to the Payment Setup Menu page.

On the Assign Benefit Options to Cost Reporters page:

3. Select Assign Benefit Options from the Actions dropdown menu for the Cost Reporter to be modified and select the Go button.

On the Assign Benefit Options page:

4. Select the Unselect All button or select each checkbox to remove a particular Benefit Option.
5. Select the Continue button to proceed or select the Cancel button to return to the Assign Benefit Options to Cost Reporters page.

Note: After you select the Continue button, you navigate to either the Assign Benefit Options Confirmation page if Payment Setup Step 6 is "Complete" or the Assign Benefit Options to Cost Reporter page if Payment Setup Step 6 is "Incomplete".

On the Assign Benefit Options Confirmation page:

6. Select the Confirm button to proceed or select the Cancel button to ignore this change and return to the Assign Benefit Options to Cost Reporters page.

On the Assign Benefit Options to Cost Reporter page:

7. Verify the Cost Reporter selected displays zero Benefit Options Assigned.
8. Select the Continue button to return to the Payment Setup Menu page.

Note: Now that the Benefit Options are unassigned, you can proceed to change the Account Manager privileges from Report Cost to Request Payment.

On the Payment Setup Menu page:

9. Select the Step 2: Assign Payment/Cost Privilege to Account Manager link.

On the Assign Payment/Cost Privilege to Account Manager page:

10. Select the Request Payment radio button and select the Continue button to proceed or select the Cancel button to return to the Payment Setup Menu page.

On the Assign Payment/Cost Privilege to Account Manager Confirmation page:

11. Select the Confirm button to proceed or select the Cancel button to return to the Payment Setup Menu page without completing this step.

Change from Report Costs to View Only (Selection 2):

On the Assign Payment/Cost Privilege to Account Manager page:

1. Select the View Only radio button and select the Continue button to proceed or select the Cancel button to return to Payment Setup Menu page.

On the Assign Payment/Cost Privilege to Account Manager Confirmation page:

2. Select the Assign Benefit Options to Cost Reporters link to view the Assign Benefit Options to Cost Reporters page.

Note: Before changing the Account Manager's payment privilege, all assigned Benefit Options must be removed. A Plan Sponsor will also not be allowed to remove a Benefit Option assignment if the Account Manager reported costs for the Benefit Option.

On the Assign Benefit Options to Cost Reporters page:

3. Select Assign Benefit Options from the Actions dropdown menu and select the Go button.

On the Assign Benefit Options page:

4. Select the Unselect All button or select each checkbox in the Assign Benefit Options to Cost Reporters table to remove a particular Benefit Option.
5. Select the Continue button to proceed or select the Cancel button to return to the Assign Benefit Options to Cost Reporters page without completing this step.

Note: After selecting the Continue button, you navigate to either the Assign Benefit Options Confirmation page if Payment Setup Step 6: Final Review to Complete Payment Setup is “Complete” or you navigate to the Assign Benefit Options to Cost Reporter page if Payment Setup Step 6 is "Incomplete".

On the Assign Benefit Options Confirmation page:

6. Select the Confirm button to proceed or select the Cancel button to ignore this change and return to the Assign Benefit Options to Cost Reporters page.

On the Assign Benefit Options to Cost Reporter page:

6. Verify the Account Manager displays with zero Benefit Options Assigned.
7. Select the Continue button to return to the Payment setup Menu page.

Note: Now that the Benefit Options are unassigned, you can proceed to change the Account Manager privileges from Report Cost to View Only.

On the Assign Payment/Cost Privilege to Account Manager page:

8. Select the View Only radio button and select the Continue button to proceed or select the Cancel button to return to Payment Setup Menu page without completing this step.

On the Assign Payment/Cost Privilege to Account Manager Confirmation page:

9. Select the Confirm button to proceed or select the Cancel button to return to the Payment Setup Menu page without completing this step.

Changing from Request Payment to Report Costs (Selection 3):

On the Assign Payment/Cost Privilege to Account Manager page:

1. Select the Report Costs radio button and select the Continue button to proceed or select the Cancel button to return to the Payment Setup Menu page.

On the Assign Payment/Cost Privilege to Account Manager Confirmation page:

2. Select the Confirm button to continue or select the Cancel button to return to the Payment Setup Menu page without completing this step.

Note: To complete the change from Request Payment to Report Cost privilege, a Reporting Method and Benefit Option(s) must be assigned to the new Cost Reporter.

On the Payment Setup Menu page:

3. Select the Step 5: Assign Benefit Options to Cost Reporters link.

On the Assign Benefit Options to Cost Reporters page:

4. Select Specify Reporting Method from the Actions dropdown menu and select the Go button or select the Continue button to return to the Payment Setup Menu page.

On the Specify Reporting Method page:

5. Select the Data Entry or Plan Sponsor Mainframe to RDS Center Mainframe through CMS Extranet radio button.
6. Select the Continue button to proceed or select the Cancel button to return to the Assign Benefit Options to Cost Reporters page without completing this step.

On the Assign Benefit Options to Cost Reporters page:

7. Select Assign Benefit Options from the Actions dropdown menu and select the Go button or select the Continue button to return to the Payment Setup Menu page.

On the Assign Benefit Options page:

8. Select the Select All button or select each checkbox to select a particular Benefit Option Name.
9. Select the Continue button to proceed or select the Cancel button to return to the Assign Benefit Options to Cost Reporters page without completing this step.

On the Assign Benefit Options to Cost Reporters page:

10. Verify the Account Manager displays with the appropriate number of Benefit Options Assigned.
11. Select the Continue button to return to the Payment Setup Menu page.

Changing from Request Payment to View Only (Selection 4):

On the Assign Payment/Cost Privilege to Account Manager page:

1. Select the View Only radio button and select the Continue button to proceed or select the Cancel button to return to the Payment Setup Menu page.

On the Assign Payment/Cost Privilege to Account Manager Confirmation page:

2. Select the Confirm button to continue or select the Cancel button to return to the Payment Setup Menu page without completing this step.

Change from View Only to Request Payment (Selection 5):

On the Assign Payment/Cost Privilege to Account Manager page:

1. Select the Request Payment radio button and select the Continue button to proceed or select the Cancel button to return to the Payment Setup Menu page.

On the Assign Payment/Cost Privilege to Account Manager Confirmation page:

2. Select the Confirm button to proceed or select the Cancel button to return to the Payment Setup Menu page without completing this step.

Change from View Only to Report Costs (Selection 6):

On the Assign Payment/Cost Privilege to Account Manager page:

1. Select the Report Costs radio button and select the Continue button to proceed or select the Cancel button to return to the Payment Setup Menu page.

On the Assign Payment/Cost Privilege to Account Manager Confirmation page:

2. Select the Confirm button to proceed or select the Cancel button to return to the Payment Setup Menu page without completing this step.

Note: To complete the change from View Only to Report Cost privilege, a Reporting Method and Benefit Option(s) must be assigned to the new Cost Reporter.

On the Payment Setup Menu page:

3. Select the Step 5: Assign Benefit Options to Cost Reporters link:

4. Select Specify Reporting Method from the Actions dropdown menu and select the Go button or select the Continue button to return to the Payment Setup Menu page.

On the Specify Reporting Method page:

5. Select the Data Entry or Plan Sponsor Mainframe to RDS Center Mainframe through CMS Extranet radio button.
6. Select the Continue button to proceed or select the Cancel button to return to the Assign Benefit Options to Cost Reporters page without completing this step.

On the Assign Benefit Options to Cost Reporters page:

7. Select Assign Benefit Options from the Actions dropdown menu and select the Go button or select the Continue button to return to the Payment Setup Menu page.

On the Assign Benefit Options page:

8. Select the Select All button or select each checkbox to select a particular Benefit Option Name.
9. Select the Continue button to proceed or select the Cancel button to return to the Assign Benefit Options to Cost Reporters page without completing this step.

On the Assign Benefit Options to Cost Reporters page:

10. Verify the Account Manager displays with the appropriate number of Benefit Options Assigned.
11. Select the Continue button to return to the Payment Setup Menu.

A Designee can be assigned the Report Costs privilege or the Request Payment privilege, but not both in the same Application. A Plan Sponsor can decide to assign payment-related privileges (Report Costs or Request Payment) to existing Designees already defined in the Application, or add new Designees during the Payment Setup process and assign them payment-related privileges.

Note: If a Plan Sponsor Designee has been assigned as a Cost Reporter for one or more Benefit Options and you want to change the Designee’s privileges, you must first remove the Benefit Option assignments. A Plan Sponsor will not be allowed to remove a Benefit Option assignment if the Plan Sponsor Designee reported costs for the Benefit Option. If the Designee is assigned to a Vendor, the Designee must be unassigned from the Vendor before changing the privilege.

You cannot remove the Reports Costs privilege from a Plan Sponsor Designee that has reported costs for the Application. For more information, contact CMS' RDS Center Help Line.

Access the RDS Secure Website to Change Designee Payment/Cost Privileges

To access the RDS Secure Website and navigate to the Application List page, go to: Appendix A: Access the RDS Secure Website in the RDS User Guide.

From the Application List page:

1. Find the appropriate Application Number.
2. Select Payment Setup from the Actions dropdown menu and select the Go button or select the Payment Setup link in the Payment Setup Status column.

On the Payment Setup Menu page:

3. Select the Step 3: Assign Payment/Cost Privilege to Designee(s) link.

On the Assign Designee Payment/Cost Privilege Summary page:

4. Select a Designee Name link to modify or select the Continue button to return to the Payment Setup Menu page.

On the Maintain Designee page:

5. Review the Designee information and privileges.
6. Select the Change Privileges button to change the Designee’s privileges or select the Cancel button to return to the Assign Designee Payment/Cost Privilege Summary page without completing this step.

On the Change Designee Privileges page:

7. Select one or more of the privileges for the Designee to perform on this Application.
8. Select the Continue button to proceed or select the Cancel button to return to the Maintain Designee page without completing this step.

Note: A Designee may not be assigned both the Report Costs privilege and the Request Payment privilege.

If the Report Costs, Request Payment privilege or View/Send/Receive Retiree Data privilege was selected, the E-PHI Agreement displays.

On the E-PHI Agreement page:

9. Read the E-PHI Agreement. Select the Accept button to authorize the Designee to access E-PHI associated with this Plan Sponsor's RDS Application or select the Decline button to modify the privileges that you want to assign to the Designee.

On the Change Designee Privileges Verification page:

10. Review the Designee Information and Designee Privileges.
11. Select the Confirm button to accept the privileges or select the Cancel button to return to the Change Designee Privileges page.

On the Change Designee Privileges Confirmation page:

12. Verify the privileges for the Designee have been successfully changed for the Application.
13. Print the confirmation page for your records then select the Continue button to return to the Assign Designee Payment/Cost Privilege Summary page.

Access the RDS Secure Website to Change Benefit Options Assigned to Cost Reporters

To access the RDS Secure Website and navigate to the Application List page, go to: Appendix A: Access the RDS Secure Website in the RDS User Guide.

From the Application List page:

1. Find the appropriate Application Number.
2. Select Payment Setup from the Actions dropdown menu and select the Go button or select the Payment Setup link in the Payment Setup Status column.

On the Payment Setup Menu page:

3. Select the Step 5: Assign Benefit Options to Cost Reporters link.

On the Assign Benefit Options to Cost Reporters page:

4. To change a Cost Reporters Benefits Option, select Assign Benefit Option from the Actions dropdown menu for a particular Designee and select the Go button.

On the Assign Benefit Options Page:

5. Select the Select All button or Unselect All button or select a particular checkbox to select or unselect a Benefit Option.
6. Select the Continue button to save the changes and return to the Assign Benefit Options to Cost Reporters page or select the Cancel button to return to the Assign Benefit Options to Cost Reporters page without saving the changes.

Note: After selecting the Continue button, you navigate to either the Assign Benefit Options Confirmation page if Payment Setup Step 6 is “Complete” or you navigate to the Assign Benefit Options to Cost Reporter page if Payment Setup Step 6 is “Incomplete”.

On the Assign Benefit Options Confirmation page:

7. Select the Confirm button to proceed or select the Cancel button to ignore this change and return to the Assign Benefit Options to Cost Reporters page.

On the Assign Benefit Options to Cost Reporter page:

8. Select the Continue button to return to the Payment Setup Menu.

Designees may be completely removed from an Application in addition to reassigning or removing their payment/cost privileges. Also, if the Designee is assigned to a Benefit Option and has not yet reported costs for the Benefit Option, the Benefit Option assignment must be removed before deleting the Designee. If the Designee is assigned to a Vendor, the Vendor assignment must be removed before deleting the Designee.

Note: In addition to the payment/cost privileges, there may be Application privileges assigned to a Designee, such as, Submit an Appeal or View/Send/Receive Retiree Data. Consider all privileges a Designee performs before deleting the Designee.

Access the RDS Secure Website to Delete Designees From Payment Setup

To access the RDS Secure Website and navigate to the Application List page, go to: Appendix A: Access the RDS Secure Website in the RDS User Guide.

From the Application List page:

1. Find the appropriate Application Number.
2. Select Payment Setup from the Actions dropdown menu and select the Go button or select the Payment Setup link in the Payment Setup Status column.

On the Payment Setup Menu page:

3. Select the Step 3: Assign Payment/Cost Privilege to Designee(s) link.

On the Assign Designee Payment/Cost Privilege Summary page:

2. Select the Designee Name link to delete or select the Continue button to return to the Payment Setup Menu page.

On the Maintain Designee page:

5. Select the Delete Designee button or select the Cancel button to return to the Assign Designee Payment/Cost Privileges Summary page without completing this step.

On the Delete Designee Verification page:

6. Verify the information for the Designee you wish to delete displays.
7. Select the Confirm button to delete this Designee or select the Cancel button to return to the Maintain Designee page without completing this step.

On the Delete Designee Confirmation page:

6. Print the confirmation page for your records then select the Continue button to return to the Assign Designee Payment/Cost Privilege Summary page.

A Vendor can be assigned to report costs using Mainframe or Data Entry Cost Report Submission methods. As a reminder, a Plan Sponsor cannot remove a Vendor from a Benefit Option if the Vendor reported costs for the Benefit Option.

Note: Vendors are required to request a Vendor ID from CMS’ RDS Center as each Vendor ID has a pre-associated cost data submission method already specified by the Vendor.

To remove the Reports Costs privilege from a Designee who has already been assigned as a Cost Reporter for a Vendor, you must first remove the Designee as a Cost Reporter from the Vendor.

There are two selections available when making changes to Vendor Payment Setup information.

• Maintain Cost Reporters (Selection 1)
• Remove Vendor (Selection 2)

Access the RDS Secure Website to Change Vendor Assignments in Payment Setup

To access the RDS Secure Website and navigate to the Application List page, go to: Appendix A: Access the RDS Secure Website in the RDS User Guide.

From the Application List page:

1. Find the appropriate Application Number.
2. Select Payment Setup from the Actions dropdown menu and select the Go button or select the Payment Setup link in the Payment Setup Status column.

Maintain Cost Reporters (Selection 1):

On the Payment Setup Menu page:

3. Select the Step 4: Specify Vendors for Cost Reporting link.

On the Vendor Summary page:

4. To add or remove a Cost Reporter, select Maintain Cost Reporters from the Actions dropdown menu for a particular Vendor ID and select the Go button.

On the Identify Vendor Cost Reporters page:

5. Select Assign All button or Unassign All button or select a particular checkbox in the Identify Vendor Cost Reporters table to select or unselect a Cost Reporter.
6. Select the Continue button to save the changes or select the Cancel button to return to the Vendor Summary page without saving the changes.

Note: If Step 6: Final Review to Complete Payment Setup was complete, you navigate to the Identify Vendor Cost Reporter Confirmation page after selecting Continue. If Step 6 of Payment Setup was incomplete, after selecting Continue you navigate to the Vendor Summary page.  

On the Identify Vendor Cost Reporter Confirmation page:

7. Select the Confirm button to proceed or select the Cancel button to return to the Vendor Summary page without saving the changes.

On the Vendor Summary page:

7. The Cost Reporter’s Name displays in the Cost Reporters column of the Vendor Summary table if a Cost Reporter was added or it displays none if the Cost Reporter was removed.
8. Select the Continue button to return to the Payment Setup Menu page.

Remove Vendor (Selection 2):

On the Payment Setup Menu page:

1. Select the Step 4: Specify Vendors for Cost Reporting link.

On the Vendor Summary page:

2. To remove a Vendor, select Remove Vendor from the Actions dropdown menu for a particular Vendor ID and select the Go button.

Note: If a Vendor ID has been assigned as a Cost Reporter, you must first remove all assigned Benefit Options. If the Vendor has reported cost data for the Benefit Option, removal of the Benefit Option will not be allowed. If no Benefit Options are assigned, proceed to step 11 below.

On the Remove Vendor page:

3. Select the Assign Benefit Options to Cost Reporters link to view the Assign Benefit Options to Cost Reporters page or select the Cancel button to return to the Vendor Summary page.

On the Assign Benefit Options to Cost Reporters page:

4. Select Assign Benefit Options from the Actions dropdown menu for the Cost Reporter being modified and select the Go button.

On the Assign Benefit Options Page:

5. Select the Unselect All button or select each checkbox in the Assign Benefit Options table to remove a particular Benefit Option.
6. Select the Continue button to proceed or select the Cancel button to return to the Assign Benefit Options to Cost Reporters page.

On the Assign Benefit Options to Cost Reporters page:

7. Verify the Cost Reporter selected displays with zero Benefit Options Assigned.
8. Select the Continue button to return to the Payment Setup Menu page.

Note: Now that the Benefit Options are unassigned, you can proceed with removing the Vendor.

On the Payment Setup Menu page:

9. Select the Step 4: Specify Vendors for Cost Reporting link.

On the Vendor Summary page:

10. Select Remove Vendor from the Actions dropdown menu and select the Go button.

On the Remove Vendor page:

11. Select the Remove button to proceed or select the Cancel button to return to the Payment Setup Menu page.

On the Remove Vendor Success page:

12. Select the Continue button to return to the Payment Setup Menu page.

After changes to Payment Setup have been completed, Payment Setup must be resubmitted for the changes to take effect.

Access the RDS Secure Website to Review and Complete Payment Setup

To access the RDS Secure Website and navigate to the Application List page, go to: Appendix A: Access the RDS Secure Website in the RDS User Guide.

From the Application List page:

1. Find the appropriate Application Number.
2. Select Payment Setup from the Actions dropdown menu and select the Go button or select the Payment Setup link in the Payment Setup Status column.

On the Payment Setup Menu page:

3. Select the Step 6: Final Review to Complete Payment Setup link.

On the Review to Complete Payment Setup page:

4. Review each Payment Setup step to complete the final review.
5. If a step is “Incomplete”, select the corresponding link to proceed to that step and complete.
6. Select the Submit Payment Setup button after all steps are completed or select the Cancel button to return to the Payment Setup Menu page.

On the Successful Payment Setup page:

7. Select the Continue button to return to the Payment Setup Menu page.

Notes:

• After submitting changes to Payment Setup, the Authorized Representative and Account Manager receive an email confirmation of the change.
• Selecting the Submit Payment Setup button in Step 6: Final Review to Complete Payment Setup instantly changes the Application's Payment Setup status from "Incomplete" to "Complete" in CMS’ RDS Center database as long as no errors are encountered.

Limitations do exist when making changes to Payment Setup. The following actions are not allowed in Payment Setup if a Cost Reporter has submitted a Cost Report:

After cost data has been reported:

• You cannot remove the Report Costs privilege from the Account Manager or Plan Sponsor Designee if that specific person reported costs;
• You cannot remove a Vendor after the Vendor reported costs and;
• You cannot remove a Benefit Option from a specific Cost Reporter after that Cost Reporter reported costs.

Note: Only approved Applications display a status of "Complete" on the Application List when Payment Setup is complete. Reconciliation or Appeal statuses display "Not Applicable" even though Payment Setup may be complete. A Reconciliation Request Complete status will display "Complete" when Payment Setup is complete.

Payment Setup and Reconciliation Step 2: Review Payment Setup must be complete to proceed with Reconciliation.

Payment Setup must be completed before submitting a Cost Report or a Payment Request. The Payment Setup Status column on the Application List or Payment Setup page must read "Complete".

If Payment Setup is incomplete, the RDS Secure Website prevents a Cost Reporter from entering costs. If Payment Setup is incomplete when a Mainframe Cost Report is processed, the Cost Report will be rejected and displayed on the RDS Secure Website with a status of "Mainframe: Errors Detected."

Note: If the Payment Setup Status column on the Application List page has a Payment Setup link then Payment Setup is incomplete.