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We've Moved! Coding Leader is now Healthcare Training Leader. Visit us at We've Moved! Coding Leader is now Healthcare Training Leader. Visit us at

On-Demand Webinar

PECOS: Master CMS Surrogacy Enrollment Requirements


On-Demand Webinar

PECOS: Master CMS Surrogacy Enrollment Requirements


  • If you are using your practitioner’s login to access and manage their PECOS (Provider Enrollment, Chain and Ownership System) records, you are not in compliance with CMS requirements. 

    CMS rules specifically prohibit you from using your provider’s login to manage, verify, update or authorize their information in PECOS. Instead, you’re required to use a surrogacy system which allows you to work on their behalf under your own login. There are strict guidelines for proper completion and compliance for this system, which means the accurate set-up of connection requests and surrogacy access can be complex and confusing. 

    This is where enrollment expert, Gretchin S. Heckenlively, CPA, FHFMA, can help. During her 90-minute online training session on, she’ll walk you through how to set up your PECOS connection requests and surrogacy access correctly the first time. You’ll be able to successfully, compliantly and more easily manage multiple practitioners (if needed), and access multiple platforms (PECOS, NPPES, etc.) all from one login. 

  • Here are just a few of the easy-to-implement PECOS surrogacy account set-upsteps you’ll receive by taking advantage of this 90-minute online training: 

    • Efficiently add, modify and terminate providers from your group login 
    • Comply with access rules for the PECOS Identify & Access (I&A) Management System
    • Correctly choose your designation: Authorized/Delegated Official (AO/DO) or Staff End User 
    • Efficiently manage organizational and individual practitioner enrollments in PECOS 
    • Successfully use your PECOS login to also manage your provider NPI records 
    • More easily and quickly update practitioner information to avoid Medicare deactivation 
    • Easily add, terminate and authorize staff as PECOS users to streamline workflow
    • And so much more…. 

    By watching this expert-led online training, you’ll be able to more accurately and efficiently use the PECOS Identity & Access (I&A) Management System to comply with Medicare enrollment regulations, and in turn be able to head off possible payer deactivations and disruptions in cash flow. 

    Using PECOS accurately is one of the few occasions where complying with government regulations will actually save you time and headaches. With the click of a button, you’ll be able to tell which of your practitioners need verification or are missing information, and be able to address the issue. 

    Whether you’re enrolling your provider in Medicare for the first time, modifying an existing account or removing a practitioner from your group, this training will provide you with the tools you need to successfully utilize the PECOS system. Don’t wait, sign up for this must-watch online training today.

    This session is part of a 4-part Credentialing Training. If you'd like to learn more about this series, please click here.

    100% Satisfaction Guarantee: You take no risk by registering for this training. If you are ever less than satisfied, for any reason, just let us know, and we’ll return all fees you’ve paid. No question. No hassle. Your satisfaction is 100% guaranteed.

  • Meet Your Expert:  Gretchin S. Heckenlively, CPA, FHFMA

    Gretchin S. HeckenlivelyGretchin is a CPA and Partner in the Health Care Consulting division at Seim Johnson, LLP. Gretchin joined the firm in 1997 in the HealthCare Audit Division providing audit, and Medicare/Medicaid cost reporting services on over 100 engagements.

    Gretchin left Seim Johnson in 2006 to pursue an opportunity as the Chief Financial Officer of a critical access hospital. There she gained valuable experience in both the financial and clinical arenas of a hospital.  Gretchin rejoined the firm in 2010, and since that time, she has been able to bring frontline knowledge and understanding of working in a healthcare environment to the consulting division. Her focus is on Medicare and Medicaid provider enrollment, Medicare provider-based issues and reimbursement. 

    Gretchin has given many presentations on a wide range of healthcare, and not-for-profit related topics at a local, state and national level and currently serves on the CMS Central Office PECOS Focus Group and the CMS Central Office Provider Compliance Focus Group. Also, she is an active member of Healthcare Financial Management Association (HFMA) and is a past President of their Nebraska Chapter. She also served as the Treasurer of HFMA Region 8. Gretchin graduated from Doane College in May 1997 with a Bachelor of Science Degree in Accounting and Finance.

  • Reviews:

    “This had very precise instructions, and step by step pictures.”
    - Kimberly Stricklen, Credentialing Specialist, Associated Radiologists, Inc., Charleston, WV

    “Well organized, the pace was very good and the content well rehearsed.”
    - Jody Tinsley, Director of Revenue Cycle Management, Community Healthcore, Longview, TX

    “This was a clear presentation.”
    - Karen Topale, Medicare Enrollment Manager, ENT and Allergy Associates LLP, Tarrytown, NY

    “Overall it was very informative.”
    - Missy Brannick, Credentialing Specialist, Iowa Specialty Hospital, Clarion, IA

    “Great, clear and concise information!”
    - CJ Johnson, Office Manager, Medical Center Anesthesiologist, Des Moines, IA

    “Very informative and easy to follow along.”
    - Simonae Garcia, Credentialing Supervisor, Emergence Health Network, El Paso, TX

    “It was excellent.”
    - Maria Lopez, Enrollment Manager, SOC Telemed, Miami, FL

    “The handout will be very helpful going forward as I have all of the tips and tricks!”
    - Michelle Cleghorn, Credentialing Accounts Payable, Southeastern Orthopaedic Specialists, Greensboro, NC

    “This was informative and answered questions I had.”
    - Gerarda Loeza, Operations Manager, Family Healthcare, St. George, UT

    “It was presented in a way that was easy to follow along and understand.”
    - Debbie Skaggs, Credentialing Specialist, KC CARE Health Center, Kansas City, MO

    “The training handouts are helpful. The speaker was very clear.”
    - Tammy Moody, Provider Enrollment Specialist, Appalachian Regional Medical Associates, Inc., Boone, NC

    “This was very informative. It helped to de-mystify a lot of questions between the different systems.”
    - Christine Kolbmann, Credentialing Specialist, PMSI, Pottstown, PA

    “Very Interesting!”
    - Marissa Perez, Credentialing Manager, MedRecovery Solutions LLC, Houston, TX