How to approve a surrogate to the Identity & Access Management System

In order for someone other than yourself to submit data to CMS, you need to add them as a surrogate. If you received a request for access, click on the link in the e-mail or visit the Identity and Access Management System.

1. Login to the I&A Management System by using your username and password. This is the same username and password that you would use to access NPPES and PECOS. If you don’t have a login, check with your billing staff or the provider.

2. When you login, you will be directed to the Home page. If the request was already made, you will see the surrogate listed here.

3. Make sure EHR is checked of next to the surrogate name, then click Approve.


NOTE: If the surrogate request isn’t listed on the Home page, view my document on how to add a surrogate.