NCPDP Online. User Guide. 3 rd Party Contracting/PSAOs

Transcription

1 NCPDP Online User Guide 3 rd Party Cntracting/PSAOs UGpsa/v1.6/180320

2 Table f Cntents 1. Intrductin Lg In Managing Yur Preferences Change Yur Prfile Change Yur Passwrd Change Yur PIN Change Yur Alert Preferences PIN Recvery Update an Existing NCPDP Prvider ID Pharmacy Prfile Update an NCPDP Prvider ID Prfile Change f Relatinship/Payment Center Request Access t an NCPDP Prvider ID Create a Batch Exprt f NCPDP Prvider ID Pharmacy Prfiles Administratr Tls Manage Users Manage Relatinships Manage Parent Organizatins Manage Payment Centers Manage Remit and Recnciliatin Cdes Page: 2 UGpsa/v1.6/180320

3 User Guide Update Lg February 7, 2009 Change f Relatinship/Payment Center (see 4.2) Octber 20, 2015 Updated fr Website redesign August 2, 2016 Credentialing and CMS 455 (see 4.1) February 06, 2018 General and Prfessinal Liability (see 4.1) March 20, 2018 Lg update Page: 3 UGpsa/v1.6/180320

4 1.0 Intrductin NCPDP has maintained accurate pharmacy infrmatin fr ver 30 years. It is imprtant that pharmacies update their infrmatin with NCPDP. Ding s is vital t prper reimbursement by many third party plans. CMS als uses NCPDP pharmacy infrmatin t audit Medicare Part D claims data. With the launch f NCPDP Online () it is nw easier than ever t help maintain pharmacy data fr the pharmacies yur rganizatin represents. Yu can nw access pharmacy data in real time fr the pharmacies where yu are the primary relatinship r where yu have been given permissin t access/edit their pharmacy prfiles. NCPDP ensures accuracy f pharmacy data thrugh bth autmated and manual data validatin. Data flw thrugh NCPDP Online: Page: 4 UGpsa/v1.6/180320

5 2.0 Lg In As sn as yu receive yur user name and passwrd yu shuld lg in, verify yur data is crrect and clean up any utdated infrmatin. Anytime yur pharmacy infrmatin changes in the future, yu shuld return t NCPDP Online t make updates. Initially nly the Authrized Official fr yur pharmacy will have an accunt and he/she will be set up as an Administratr. If yu are nt yur pharmacy s Authrized Official and yu d nt have an accunt n NCPDP Online, and yu need ne, yu shuld cntact yur Authrized Official t get an accunt. The NCPDP Online web site supprts multiple brwsers such as Ggle Chrme, Apple Safari, Mzilla Fire Fx and Micrsft Windws Explrer 9.0 r higher. There are parts f NCPDP Online that require yur Internet brwser t accept pp-ups. Yu shuld allw pp-ups fr, which yu can d withut allwing pp-ups fr ther web sites. The fllwing is a guide t allwing pp-ups fr withut allwing pp-ups fr ther web sites. Micrsft Internet Explrer: 1. Click n Tls at the tp f yur Micrsft Internet Explrer brwser 2. Select Pp-Up Blcker 3. Select Pp-Up Blcker Settings 4. Enter in the Address f Website t Allw bx 5. Click the Add buttn, then click the Clse buttn Ggle Chrme: 1. In the tp-right crner f Chrme, click the Chrme menu. 2. Select Settings, scrll t the bttm and click n Advanced Settings 3. Click Shw advanced settings. 4. Under "Privacy," click the Cntent settings buttn. 5. Under "Pp-ups," click Manage exceptins. 6. Enter in the Hstname Pattern bx. 7. Select Allw in the Behavir clumn. Safari: Safari des nt allw single web site cntrl ver blcking pp-ups windws. Pp-ups are either blcked, r they are nt. T allw pp-ups: Page: 5 UGpsa/v1.6/180320

6 1. Frm the Safari menu, check t see if the Blck Pp-Up Windws ptin is checked. Un- checking this ptin will allw pp-ups. 2. T blck pp-ups nce again, check Blck Pp-Up Windws in the Safari menu. Yu can use a keybard shrtcut: [Apple key]-k. Or yu can use this wrk arund: Cmmand-Shift-K keys can tggle blcking pp-ups n and ff as yu visit different Sites. Firefx: If yur preferred brwser is Firefx, pen Firefx and d the fllwing: 1. In the tp-right crner, click the menu, click n ptins 2. On the left, select the Cntent tab 3. Click the Exceptins buttn next t the Blck Pp-up Windws item 4. Enter in the Address f web site bx. 5. Click Allw. The site will shw up in the list. 6. Select save changes t finish. T lg in t NCPDP Online: 1. Open yur Internet brwser and g t 2. Enter yur User Name and Passwrd, then click the Lgin buttn. If yu click the Remember Me bx, yu will autmatically be lgged in if yu are using the same cmputer the next time yu visit the website (if yur Internet Brwser is set t allw ckies ). When yu are finished using NCPDP Online, yu shuld simply clse yur brwser r g t anther site, d nt lg ut. Page: 6 UGpsa/v1.6/180320

7 3.0 Managing Yur Preferences The first thing yu shuld d after lgging n t NCPDP Online is update Yur Preferences. This includes updating yur user prfile, changing yur passwrd and PIN, and setting alert preferences. 3.1 Change Yur Prfile Yur prfile cntains yur basic cntact infrmatin. 1. Click the My Preferences tab. 2. Make changes t yur Primary Infrmatin. Yur address, phne number and fax number will be validated fr crrect frmat. 3. Click the Update link t save yur prfile. 3.2 Change Yur Passwrd T change yur passwrd, yu will need yur current passwrd. 1. Click the My Preferences tab. 2. Click the Change Passwrd link in the Actins bx. 3. Enter yur Current Passwrd, a New Passwrd and re-enter the new passwrd in the Cnfirm New Passwrd bx. 4. Click the Update link t save yur new passwrd. 3.3 Change Yur PIN Alng with a user name and passwrd, yu are als prvided with a PIN. The PIN is an additinal level f security n the web site. Yur PIN will be required when submitting a new NCPDP Prvider ID applicatin r updating key infrmatin in an existing NCPDP Prvider ID pharmacy prfile. Updates t the fllwing fields within an existing NCPDP Prvider ID pharmacy prfile will require a PIN fr authenticatin: Page: 7 UGpsa/v1.6/180320

8 Pharmacy DBA Name Pharmacy Legal Name Stre Clsing Date Federal Tax ID and Dcumentatin Relatinships and Payment Centers T change yur PIN, yu will need yur current PIN. 1. Click the My Preferences tab. 2. Click the Change PIN link in the Actins bx. 3. Enter yur Current PIN, a New PIN and re-enter the new PIN in the Cnfirm New PIN bx. 4. Click the Update link t save yur new PIN. 3.4 Change Yur Alert Preferences Yur Alert Preferences define hw yu want NCPDP Online t alert yu when changes are made t yur pharmacy data. 1. Click the My Preferences tab. 2. Click the Alert Preferences link in the Actins bx. 3. Select ne r mre types f alerts frm the Select Alert Type list. 4. Click ne r mre alert frmats frm the Select Frmat list. If yu select Fax Alerts, enter yur preferred fax number. If yu d nt enter a preferred fax number, the fax number in yur prfile (see 3.1 Change Yur Prfile) will be used. Nte: Sme accunts d nt allw HTML ; if yu experience issues receiving an HTML alert, change the alert t Text Chse t receive yur alerts Daily r Weekly. If yu chse daily, all changes t yur pharmacy data will be cmpiled and ne alert will Page: 8 UGpsa/v1.6/180320

9 be sent at apprximately 1:00am Eastern fr the changes made the day befre. If yu chse weekly, all changes t yur pharmacy data will be cmpiled, ver the curse f a week, and ne alert will be sent at apprximately 1:00am Eastern n Thursdays fr the changes made the week befre. Nte: If there are n changes t yur pharmacy data, yu will nt receive an alert. There are sme alerts that yu will receive in real time. These are time sensitive alerts that require yur attentin immediately. 6. Click the Update link t save yur alert preferences. 3.5 PIN Recvery If yu have frgtten yur PIN, yu can request t have it reset and ed t yur address n recrd. 1. Click the My Preferences tab. 2. Click PIN Recvery link in the Actins bx. 3. Yu will be asked D yu wish t reset yur PIN and send it t yur address n recrd? If yu click OK, yur PIN will be reset and ed t yu. Page: 9 UGpsa/v1.6/180320

10 4.0 Update an Existing NCPDP Prvider ID Pharmacy Prfile When yu update an existing NCPDP Prvider ID pharmacy prfile, yu will have tw ptins: Update NCPDP Prvider ID Prfile Change f Relatinship/Payment Center 4.1 Update an NCPDP Prvider ID Prfile T update an NCPDP Prvider ID pharmacy prfile: 1. Click the NCPDP Prvider ID tab. 2. All pharmacies managed by yur rganizatin are listed. T search fr a pharmacy, enter the NCPDP number and click the Search buttn OR click the Advanced Search link, enter search criteria and click the Search buttn. Frm the search results, click the Edit icn (lks like a pencil) fr the pharmacy yu wish t update. 3. Chse Update NCPDP Prvider ID Prfile and click the OK buttn. When yu update yur NCPDP Prvider ID pharmacy prfile, it is separated int 2 tabs (Part I & Part II). Page: 10 UGpsa/v1.6/180320

11 Under Part 1 the fllwing sectins which can be accessed by clicking the apprpriate tab n the left f the page: Primary Infrmatin Address (Physical Lcatin and Mailing Address) NPI Infrmatin State Bard License DEA License Tax Infrmatin Medicaid/Medicare Class Designatin Services Taxnmy Cdes Cntact Details (Authrized Official and Prfile Manager) Under Part II the fllwing sectins can be accessed by clicking the apprpriate tab n the left f the page (Nte: Part II des nt apply t Nn Pharmacy Dispensing Sites (NPDS) and will nt be shwn): Additinal Pharmacy Detail Ownership & Cntrl Owner & Cntrl Entities Owner Relatinship Detail Other Pharmacies Owned Insurance Pharmacist-in-Charge Pharmacy Licenses/Certificatins/Accreditatins Sanctins Exclusins Actins Practice Settings Immunizatins Clinical Services Cmpunding Page: 11 UGpsa/v1.6/180320

12 Sme parts f the prfile will require a dcument uplad. Dcuments required fr the NCPDP Prvider ID pharmacy prfile under Part I include: State pharmacy license DEA license Federal Tax ID (EIN) dcument NPI cnfirmatin EFIO authrizatin (if EFIO permissin is granted t NCPDP, see 4.3 Mdify EFIO Permissins) *Nte: The pharmacy can elect t grant NCPDP t act as an Electrnic File Interchange Organizatin (EFIO). NCPDP will cmmunicate pharmacy infrmatin t the CMS Natinal Plan and Prvider Enumeratin System (NPPES) in rder t 1) Obtain a Natinal Prvider Identifier (NPI) fr the pharmacy, r 2) if the pharmacy already has an NPI, t update the infrmatin with CMS autmatically. Dcuments required fr the NCPDP Prvider ID pharmacy prfile under Part II include: Federal Tax ID (EIN) dcumentatin fr any cmpany that wns r has part wnership in the pharmacy Cpy f the pharmacy s General and Prfessinal Liability Insurance dcument(s) Pharmacist(s) State Bard license(s) Pharmacist in Charge (PIC) State bard License Additinal dcuments in Part II that may be required if applicable t the pharmacy include: Cpy f Inspectin Reprt if pharmacy has any disciplinary actin recded by state bard f pharmacy in past 10 years Cpy f mst recent site visit by the State Bard f Pharmacy Supprting dcument t cntest a mistaken sanctin Federal Anti-Kickback Statue cmpliance Plicy & Prcedures dcument. Any Pharmacy Accreditatin dcument(s) Immunizatin certificatin, if pharmacy prvides vaccinatins and/r immunizatins. Pharmacist in Charge (PIC) - NPI Cnfirmatin Letter Page: 12 UGpsa/v1.6/180320

13 Pharmacist In Charge (PIC) - Cntrlled substance License Required nly if the pharmacy des sterile cmpunding r cmplex nnsterile cmpunding: Cmpunding Accreditatin Certificate Cmpund Marketing Material Sales frce listing f cntractrs (1099) r emplyees If pharmacy has preprinted prescriptin then Cpy f Preprinted Prescriptins If have prcess t check fr allergies then cpy f the Plicy & Prcedures If prvide samples r medicatins t Physician r prescriber ffices then cpy f Plicy and Prcedures Plicy and Prcedures fr USP 795 cmpliance if have them Plicy and Prcedures fr USP 797 cmpliance if have them Standard Operating Prcedures (SOP) fr cmpunding a gel, cream r intment if yu have them Plicy and Prcedure if pharmacy prvides cmpunds t be dispensed r sld t ther parties If pharmacy has MSDS sheets and is accessing them then Plicy and Prcedures fr that Plicy and Prcedure fr submitting Usual and Custmary (U & C) price, if pharmacy des s If pharmacy engaged in anticipatry cmpunding then Plicy and Prcedures If yu have the dcument electrnically, simply uplad it in the apprpriate sectin f yur pharmacy prfile by clicking the Select Files r Chse Files buttn and selecting the file frm yur cmputer. If yu d nt have the dcument electrnically, click the assciated Click Here link. Page: 13 UGpsa/v1.6/180320

14 A fax cversheet will be presented fr yu t print. Print the cversheet and fax it with the dcument t the tll free number indicated n the cver sheet. Yur dcument will be cnverted t an electrnic file (Adbe pdf file) and assciated with yur pharmacy prfile. It is imprtant yu use the cversheet generated when yu fax. It cntains imprtant infrmatin fr NCPDP t prperly match the dcument with yur prfile. If yu have mre than ne dcument t send t NCPDP, yu may batch all dcuments under ne cversheet. 4. If yu are updating yur pharmacy prfile and yu are nt ready t submit changes t NCPDP, yu can save yur changes by clicking the Pend Changes link in the Actins bx and/r at the bttm f the prfile page. Yu can access yur pended changes by ging t the NCPDP Prvider ID tab and then clicking n the My Pended Pharmacies link in the Queue bx. 5. When yu have cmpleted yur changes and yu are ready t submit them t NCPDP, click the Submit t NCPDP link in the Actins bx r at the bttm f the prfile page. Depending n the data yu changed, yu may be required t enter yur PIN. Changes t the fllwing data require a PIN t submit t NCPDP: Pharmacy DBA Name, Pharmacy Legal Name, Stre Open / Clse Date, Physical Address, NPI Number and cnfirmatin dcument, Federal Tax ID and dcumentatin, State Tax ID, Class Designatin, Taxnmy Cde(s), and Authrized Official. When submitting a change t the NCPDP Prvider ID pharmacy prfile, the fllwing fields will be validated: Date fields are valid dates Expiratin dates in future Page: 14 UGpsa/v1.6/180320

15 Cmbinatin f class designatin and dispenser type/taxnmy cdes are crrect NPI number is valid DEA registratin number is valid The fllwing fields will be checked against ther NCPDP Prvider ID pharmacy prfiles fr duplicates*: Pharmacy license number Pharmacy DEA license number Pharmacy NPI number *Nte: NCPDP Online will allw sme duplicates and nt thers. Yu will be prmpted with mre infrmatin and advised n hw t prceed when a duplicate is fund. Yur changes will be submitted t NCPDP fr verificatin AFTER the pharmacy s Authrized Official apprves changes. Once NCPDP verifies the changes t the NCPDP Prvider ID pharmacy prfile, yu will be alerted based n yur alert preferences (see 3.4 Change Yur Alert Preferences). If the changes are verified, but rejected by NCPDP, yu will receive an alert with the reasn fr the rejectin. Yu can then make the apprpriate changes and resubmit. 4.2 Change f Relatinship/Payment Center/Remit and Recnciliatin Yu can add, update r deactivate a relatinship, payment center r remit and recnciliatin cde assciated with an NCPDP prfile. 1. Click the NCPDP Prvider ID tab. 2. Click the Update link fr the pharmacy yu wish t change a relatinship r payment center. 3. Chse Change f Relatinship/Payment Center/Remit and click the OK buttn. A list f the active relatinships and payment centers are prvided. Yu can Add Relatinship, Add Payment Center, Add Remit and Recnciliatin Cde, Update, r Deactivate a relatinship/payment center/ remit cde. In Page: 15 UGpsa/v1.6/180320

16 all cases, yu will be required t enter yur PIN fr authenticatin befre changes will be submitted t NCPDP fr verificatin. Once NCPDP verifies, yu will be alerted based n yur alert preferences (see 3.4 Change Yur Alert Preferences). If yur changes are verified, but rejected by NCPDP, yu will receive an alert with the reasn fr the rejectin. Yu can then make the apprpriate changes and re-submit. T add a relatinship: 1. Click the Add Relatinship buttn t add a relatinship. 2. Chse the relatinship type frm the Select Relatinship Type list. The screen is refreshed and a list f relatinships, based n relatinship type, is presented. Chse a relatinship frm the Select Relatinship list. (Nte: If yu d nt see any chices appear in the drp dwn, that means that yur NCPDP User Accunt is nt linked t any relatinships f the type yu chse t add.) If adding a payment center with this relatinship, click the Add buttn and chse a payment center frm the Select Payment Center list. The payment center will be linked t the relatinship, which means they will bth have the same effective date and will be updated r deactivated tgether in the future. (Nte: If yu d nt see any chices appear in the drp dwn, that means that yur NCPDP User Accunt is nt linked t any payment center cdes.) If adding a remit and recnciliatin cde with this relatinship, click the Add buttn and chse a remit and recnciliatin frm the Select Remit and Recnciliatin list. The remit and recnciliatin cde will be linked t the relatinship, which means they will bth have the same effective date and will be updated r deactivated tgether in the future. (Nte: If yu d nt see any chices appear in the drp dwn, that means that yur NCPDP User Accunt is nt linked t any remit and recnciliatin cdes.) T avid any remittance delay, please be sure t deactivate any ld payment centers when yu add a new ne t insure the payments are delivered t the prper lcatin. 3. Enter the effective date f the relatinship in the Select Relatinship ID Effective Date bx. Page: 16 UGpsa/v1.6/180320

17 4. If yu have an electrnic cpy f the affiliatin agreement, click the Brwse buttn and select the file frm yur cmputer. If yu have a paper cpy f the affiliatin agreement, click the click here link t print a fax cversheet and fax the affiliatin agreement t the tll free number prvided. The agreement will be cnverted t an electrnic file (Adbe pdf) and attached t the pharmacy prfile. 5. If this is the primary relatinship, click the check bx fr Is Primary. Yu are allwed t identify ne relatinship as the primary relatinship. A stand-alne payment center and /r Remit and recnciliatin entity cannt be designated a Primary relatinship. 6. Click the Submit buttn t submit t the pharmacy fr verificatin. T add a stand-alne payment center: 1. Click the Add Payment Center buttn t add a payment separate frm a specific relatinship (e.g. nt linked t a relatinship). 2. Chse a payment center frm the Select Payment Center list. (Nte: if yu d nt see any chices appear in the drp dwn, that means that yur NCPDP User Accunt is nt linked t any payment center cdes.) T avid any remittance delay, please be sure t deactivate any ld payment centers when yu add a new ne t insure the payments are delivered t the prper lcatin. 3. Enter the effective date f the payment center in the Select Relatinship ID Effective Date bx. 4. If yu have an electrnic cpy f the affiliatin agreement, click the Brwse buttn and select the file frm yur cmputer. If yu have a print cpy f the affiliatin agreement, click the click here link t print a fax cversheet and fax the affiliatin agreement t the tll free number prvided. The agreement will be cnverted t an electrnic file (Adbe pdf) and attached t the pharmacy prfile. 5. Click the Submit buttn t submit t pharmacy fr verificatin. Page: 17 UGpsa/v1.6/180320

18 T add a stand-alne remit and recnciliatin 1. Click the Add Remit and Recnciliatin buttn t add a recnciliatin cde separate frm a specific relatinship (e.g. nt linked t a relatinship). 2. Chse a recnciliatin cde frm the Select Recnciliatin list. (Nte: if yu d nt see any chices appear in the drp dwn, that means that yur NCPDP User Accunt is nt linked t any remit and recnciliatin cdes.) T avid any remittance delay, please be sure t deactivate any ld recnciliatin cdes when yu add a new ne t insure the claims are delivered t the prper lcatin. 3. Enter the effective date f the recnciliatin in the Select Relatinship ID Effective Date bx. 4. If yu have an electrnic cpy f the affiliatin agreement, click the Brwse buttn and select the file frm yur cmputer. If yu have a print cpy f the affiliatin agreement, click the click here link t print a fax cversheet and fax the affiliatin agreement t the tll free number prvided. The agreement will be cnverted t an electrnic file (Adbe pdf) and attached t the pharmacy prfile. 5. Click the Submit buttn t submit t pharmacy fr verificatin. T update an existing relatinship, payment center r remit and recnciliatin cde: 1. Click the Update link fr the relatinship, payment center r remit cde yu wish t update. Fr relatinships, yu can nly add a payment center r remit and recnciliatin cde, if ne is nt already assciated, attach an affiliatin agreement if ne is nt attached and set the relatinship as primary. When adding a Payment Center r Remit and Recnciliatin cde t an existing relatinship n a prfile, the current relatinship must be termed and a new Relatinship Start Date must be entered. The current relatinship will be termed ne day prir t the new Relatinship Start Date. Fr payment centers and remit and recnciliatins yu can nly update the Start date. Page: 18 UGpsa/v1.6/180320

19 2. If updating a relatinship and adding a payment center, click the Add buttn and chse a payment center frm the Select Payment Center list. The payment center will be linked t the relatinship, which means they will bth have the same effective date and will be updated r deactivated tgether in the future. (Nte: If yu d nt see any chices appear in the drp dwn, that means that yur NCPDP User Accunt is nt linked t any payment center cdes.) T avid any remittance delay, please be sure t deactivate any ld payment centers when yu add a new ne t insure the payments are delivered t the prper lcatin. If updating a relatinship and adding recnciliatin cde, click the Add buttn and chse recnciliatin frm the Select recnciliatin list. The recnciliatin will be linked t the relatinship, which means they will bth have the same effective date and will be updated r deactivated tgether in the future. (Nte: If yu d nt see any chices appear in the drp dwn, that means that yur NCPDP User Accunt is nt linked t any remit and recnciliatin cdes.) 3. If yu have an electrnic cpy f the affiliatin agreement, click the Brwse buttn and select the file frm yur cmputer. If yu have a print cpy f the affiliatin agreement, click the click here link t print a fax cversheet and fax the affiliatin agreement t the tll free number prvided. The agreement will be cnverted t an electrnic file (Adbe pdf) and attached t the pharmacy prfile. 4. If updating a relatinship and this is the primary relatinship, click the check bx fr Is Primary. Yu are allwed t identify ne relatinship as the primary relatinship. A Payment Center and/r Remit and Recnciliatin entity cannt be designated as Primary. 5. Click the Submit buttn t submit t NCPDP fr verificatin. T deactivate a relatinship r payment center r remit and recnciliatin: 1. Click the Deactivate link fr the relatinship, payment center r remit cde Page: 19 UGpsa/v1.6/180320

20 yu wish t deactivate. 2. Yu can chse t simply deactivate a relatinship, payment center r remit cde, r deactivate and replace with a new relatinship, payment center r remit cde. Click the Deactivate link assciated with the individual relatinship, payment center r remit cde, r the linked relatinship. If yu chse t deactivate and replace a relatinship, payment center r remit cde with a new relatinship payment center r remit cde, click the Deactivate and replace with a new relatinship radi buttn. Otherwise, click the Deactivate relatinship radi buttn. 3. Enter an Effective Date fr the deactivatin. 4. Click the Submit buttn. Yu will be asked t enter yur PIN fr verificatin. If yu chse t replace with a new relatinship, yu will be able t enter the new relatinship nw exactly the same way yu add a new relatinship r payment center (see Add abve). Page: 20 UGpsa/v1.6/180320

21 5.0 Request Access t an NCPDP Prvider ID If yu will becme r are the primary relatinship fr a pharmacy and yu d nt see that pharmacy in yur NCPDP Prvider ID tab, yu can request permissin t access and edit the NCPDP Prvider ID prfile. This is especially imprtant if the pharmacy des nt knw hw t prperly assciate a relatinship r payment center with the NCPDP Prvider ID pharmacy prfile. 1. Click the NCPDP Prvider ID tab. 2. Click the Assciatin Request link in the Actins bx. 3. Enter the NCPDP Prvider ID and attach a cpy f the Affiliatin Agreement. 4. Click the Submit buttn. The request t access the pharmacy will be submitted t the pharmacy s Authrized Official fr apprval. Once apprved, yu will be able t access and update the pharmacy prfile frm yur rganizatin s list f pharmacies in the NCPDP Prvider ID tab (see 4.0 Update an Existing NCPDP Prvider ID Pharmacy Prfile). Page: 21 UGpsa/v1.6/180320

22 6.0 Create a Batch Exprt f NCPDP Prvider ID Pharmacy Prfiles Yu can utilize the Batch Exprt utility t view all data frm the NCPDP Prvider ID pharmacy prfiles, maintained by yur rganizatin, in a Micrsft Excel spreadsheet. 1. Click the NCPDP Prvider ID tab. 2. Click the Batch Exprt link in the Actins bx. 3. Enter the search criteria fr the pharmacies yu wish t exprt. Click the Search buttn t view all pharmacies matching the search criteria. Click the Reset link t reset the search criteria. 4. Select ne r mre pharmacies frm the search results by clicking the check bx next t each pharmacy. If yu wish t select ALL pharmacies, click the check bx abve in the light blue header rw f the search results (next t Pharmacy Name). Nte: When yu select ALL pharmacies yu are selecting all pharmacies n this PAGE f the search results. If yu wish t increase the number f pharmacies n the page f search results, g t the bttm f the page. By default, 50 pharmacy recrds are displayed per page. Click the 100, 300, r 500 links t increase the number f pharmacy recrds displayed per page. 5. Once yu have selected the pharmacies, click the Add t Selected Pharmacies buttn. The pharmacies will be added t the Pharmacies Selected fr Batch Exprt bx. T remve a pharmacy frm the Pharmacies Selected fr Batch Exprt bx, click the X next t the pharmacy name/ncpdp Prvider ID. If yu wish t remve all pharmacies, click the Clear Search buttn. Page: 22 UGpsa/v1.6/180320

23 6. When all pharmacies have been selected fr the batch exprt, click the Batch Exprt buttn. A Micrsft Excel file will be generated. Yu may r may nt be asked t Open the file r Save the file t yur desktp, dependent n yur brwser. The Micrsft Excel file prvides the fllwing data fr each pharmacy: Pharmacy Data (pharmacy prfile data) Additinal Dispenser Types Additinal Medicaid IDs Additinal Medicare IDs Additinal Taxnmy Cdes Services Prvided Languages Spken Page: 23 UGpsa/v1.6/180320

24 7.0 Administrative Tls 7.1 Manage Users A user can have ne f fur rles in NCPDP Online. User rles are hierarchical, i.e. they build n each ther with mre respnsibilities as yu mve frm View t Admin. PSAO View User can nly VIEW pharmacy prfiles PSAO Edit User can VIEW and EDIT pharmacy prfiles, but cannt submit pharmacy prfile adds/changes t the pharmacy PSAO Apprver User can VIEW, EDIT and submit pharmacy prfile adds/changes t the pharmacy, as well as apprve changes made by ther users with the edit permissins PSAO Admin User can perfrm all functins, as well as manage users, relatinships, parent rganizatins and payment centers (see 7.2 thrugh 7.4) T manage users: 1. Click the Tls tab. 2. Click the Manage Users link in the Relatinships and Users bx. 3. T create a new user, click the New User link in the Actins bx. If there are any Relatinships, Parent Organizatins, Payment Centers r remit cdes yu manage fr the pharmacies, and yu wuld like t prvide permissin fr the new user t manage ne r mre f these. Select ne r mre by clicking the checkbx next t the Grup Key/Relatinship in the Assciated Grups bx. Enter the required infrmatin (nted with a RED *), which includes First Name, Last Name, Lgin Name, Passwrd, PIN and Rle. Click Save t create the new user. If the user is created successfully, yu will receive an alert at the tp f the page User details saved successfully. Click Return t Users List (in the Actin bx) t verify the new user is nw part f yur user list. 4. T update an existing user, click the Update link assciated with the user. Page: 24 UGpsa/v1.6/180320

25 Make any changes t the existing user infrmatin. As with creating a new user, required infrmatin (nted with a RED *) must be cmplete. Click Save t save changes. If changes have been saved successfully, yu will receive an alert at the tp f the page User details saved successfully. Click Return t Users List in the Actin bx at the left. 5. T deactivate an existing user, click the check bx next t the user s name, click n the Deactivate buttn abve the grid. When prmpted D yu want t deactivate selected user(s)? click the OK buttn. If yu have successfully deactivated a user, yu will receive an alert at the tp f the page User(s) deactivated successfully. Click the OK buttn. Deactivated users can be fund in the Inactive Users queue in the User Status bx. There are tw ways t make the user active again. 1. Check the check bx by his r her name and then click the Activate Selected buttn abve the grid. When prmpted D yu want t activate selected user(s)? click the OK buttn. If yu have successfully reactivated a user, yu will receive an alert at the tp f the page User(s) activated successfully. Click the OK buttn. The user will then be active and appear in the Active Users queue in the User Status bx. 2. T make the user active again, simply click the Edit icn t the right f his/her name, click the Is Active check bx, then click Save. Yu will receive an alert at the tp f the page User(s) activated successfully. The user will then be active and appear in the Active Users queue in the User Status bx. 7.2 Manage Relatinships Yu may require ne r mre relatinships fr yur rganizatin. T manage relatinships: 1. Click the Tls tab. Page: 25 UGpsa/v1.6/180320

26 2. Click the Manage Relatinships link in the Relatinships and Users bx. 3. T create a new relatinship: Click the Create New Relatinship link in the Actins bx. Enter the required infrmatin (nted with a RED *), which includes Grup Name, Effective Date, Type and address. Select the Type f relatinship frm the pick list. If a parent rganizatin is assciated with this relatinship, chse the Parent Organizatin frm the pick list. Click Submit t create the relatinship. Yu will be asked t enter yur PIN. Once NCPDP verifies the new relatinship, yu will be alerted based n yur alert preferences (see 3.4 Change Yur Alert Preferences). The relatinship will be added t yur list f active relatinships. Yu can then assciate this relatinship with ne r mre f the NCPDP Prvider ID pharmacy prfiles (see 4.2 Change f Relatinship/Payment Center). If rejected by NCPDP, yu will receive an alert with the reasn fr the rejectin. Yu can then make the apprpriate changes and re-submit. 4. T update an existing relatinship: Click the Edit icn (lks like a pencil) assciated with the relatinship. Page: 26 UGpsa/v1.6/180320

27 Make any changes t the existing relatinship infrmatin. As with creating a new relatinship, required infrmatin (nted with a RED *) must be cmplete. Click Save t save changes. Once NCPDP verifies changes t the relatinship, yu will be alerted based n yur alert preferences (see 3.4 Change Yur Alert Preferences). If rejected by NCPDP, yu will receive an alert with the reasn fr the rejectin. Yu can then make the apprpriate changes and re-submit. 5. T deactivate an existing relatinship: Click the Deactivate link assciated with the relatinship. Yu will be asked t enter yur PIN. Yu can nly deactivate a relatinship if NO active NCPDP Prvider ID pharmacy prfiles are assciated with the relatinship. Once NCPDP verifies the relatinship deactivatin, yu will be alerted based n yur alert preferences (see 3.4 Change Yur Alert Preferences). 7.3 Manage Parent Organizatins If yu have mre than ne relatinship, it is recmmended that yu create a Parent Organizatin. T manage parent rganizatins: 1. Click the Tls tab. 2. Click the Manage Parent Organizatins link in the Relatinships and Users bx. 3. T create a new parent rganizatin Page: 27 UGpsa/v1.6/180320

28 Click the Create New Parent Org link in the Actins bx. Enter the required infrmatin (nted with a RED *), which includes Grup Name and address. Click Submit t create the parent rganizatin. Yu will be asked t enter yur PIN. Once NCPDP verifies the new parent rganizatin, yu will be alerted based n yur alert preferences (see 3.4 Change Yur Alert Preferences). The parent rganizatin will be added t yur list f active parent rganizatins. Yu can then assciate this parent rganizatin with ne r mre f yur relatinships (see 7.2 Manage Relatinships). If rejected by NCPDP, yu will receive an alert with the reasn fr the rejectin. Yu can then make the apprpriate changes and re-submit. 4. T update yur existing parent rganizatins: Click the Edit icn link assciated with the parent rganizatin. Make any changes t the existing parent rganizatin infrmatin. As with creating a new parent rganizatin, required infrmatin (nted with a RED *) must be cmplete. Click Save t save changes. Once NCPDP verifies changes t yur parent rganizatin, yu will be alerted based n yur alert preferences (see 3.4 Change Yur Alert Preferences). If rejected by NCPDP, yu will receive an alert with the reasn fr the rejectin. Yu can then make the apprpriate changes and re-submit. Page: 28 UGpsa/v1.6/180320

29 5. T deactivate an existing parent rganizatin: Click the Deactivate link assciated with the parent rganizatin. Yu will be asked t enter yur PIN. Yu can nly deactivate a parent rganizatin if NO active relatinships are assciated with the parent rganizatin. Once NCPDP verifies yur parent rganizatin deactivatin, yu will be alerted based n yur alert preferences (see 3.4 Change Yur Alert Preferences). 7.4 Manage Payment Centers Yu may require ne r mre payment centers fr yur rganizatin. T manage payment centers: 1. Click the Tls tab. 2. Click the Manage Payment Centers link in the Relatinships and Users bx. 3. T create a new payment center: Click the Create New Payment Center link in the Actins bx. Enter the required infrmatin (nted with a RED *), which includes Grup Name, Effective Date and address. Because this is a payment center (versus a relatinship), it is imprtant that yu enter the address and Authrized Official infrmatin. Click Submit t create the new payment center. Yu will be asked t enter yur PIN. Once NCPDP verifies new payment center, yu will be alerted based n yur alert preferences (see 3.4 Change Yur Alert Page: 29 UGpsa/v1.6/180320

30 Preferences). The payment center will be added t yur list f active payment centers. Yu can then assciate this payment center with ne r mre f yur NCPDP Prvider ID pharmacy prfiles (see 4.2 Change f Relatinship/Payment Center). If rejected by NCPDP, yu will receive an alert with the reasn fr the rejectin. Yu can then make the apprpriate changes and re-submit. 4. T update yur existing payment centers: Click the Edit icn (lks like a pencil) assciated with the payment center. Make any changes t the existing payment center infrmatin. As with creating a new payment center, required infrmatin (nted with a RED *) must be cmplete. Click Save t save changes. Once NCPDP verifies changes t yur payment center, yu will be alerted based n yur alert preferences (see 3.4 Change Yur Alert Preferences). If rejected by NCPDP, yu will receive an alert with the reasn fr the rejectin. Yu can then make the apprpriate changes and re-submit. 5. T deactivate an existing payment center: Click the Deactivate link assciated with the payment center. Yu will be asked t enter yur PIN. Yu can nly deactivate a payment center if NO active NCPDP Prvider ID pharmacy Page: 30 UGpsa/v1.6/180320

31 prfiles are assciated with the payment center. Once NCPDP verifies yur payment center deactivatin, yu will be alerted based n yur alert preferences (see 3.4 Change Yur Alert Preferences). 7.5 Manage Remit and Recnciliatin Cdes Yu may require ne r mre remit and recnciliatin cdes fr yur rganizatin. T manage remit and recnciliatin cdes: 1. Click the Tls tab. 2. Click the Manage Remit and Recnciliatin link in the Relatinships and Users bx. 3. T create a new remit and recnciliatin: Click the Create New Recnciliatin link in the Actins bx. Enter the required infrmatin (nted with a RED *), which includes Grup Name, Effective Date and address. Because this is a remit and recnciliatin (versus a relatinship), it is imprtant that yu enter the address and Authrized Official infrmatin. Click Submit t create the new remit and recnciliatin cde. Yu will be asked t enter yur PIN. Once NCPDP verifies new remit cde, yu will be alerted based n yur alert preferences (see 3.4 Change Yur Alert Preferences). The remit cde will be added t yur list f active remit and recnciliatins. Yu can then assciate this remit cde with ne r mre f yur NCPDP Prvider ID pharmacy prfiles (see 4.2 Change f Relatinship/Payment Center/Remit and Recnciliatin cde). Page: 31 UGpsa/v1.6/180320

32 If rejected by NCPDP, yu will receive an alert with the reasn fr the rejectin. Yu can then make the apprpriate changes and re-submit. 4. T update yur existing remit and recnciliatin cdes: Click the Edit icn (lks like a pencil) assciated with the payment center. Make any changes t the existing remit and recnciliatin infrmatin. As with creating a new remit and recnciliatin, required infrmatin (nted with a RED *) must be cmplete. Click Save t save changes. Once NCPDP verifies changes t yur remit and recnciliatin, yu will be alerted based n yur alert preferences (see 3.4 Change Yur Alert Preferences). If rejected by NCPDP, yu will receive an alert with the reasn fr the rejectin. Yu can then make the apprpriate changes and re-submit. 5. T deactivate an existing remit and recnciliatin cde: Click the Deactivate link assciated with the remit and recnciliatin. Yu will be asked t enter yur PIN. Yu can nly deactivate a remit and recnciliatin if NO active NCPDP Prvider ID pharmacy prfiles are assciated with the remit and recnciliatin. Page: 32 UGpsa/v1.6/180320

33 Once NCPDP verifies yur payment center deactivatin, yu will be alerted based n yur alert preferences (see 3.4 Change Yur Alert Preferences). Page: 33 UGpsa/v1.6/180320