Medicare Direct User Account Management

The Medicare Direct User Account Management screen is used to manage Medicare Direct accounts used by Claims Manager for submitting claim data to Medicare for processing and payment. Functions available in this screen include:

  • Adding new Medicare Direct logins to be used for Medicare Direct claims processing.
  • Activating or deactivating temporary Medicare Direct logins used for high-volume processing.

The summary grid displays the user's Claims Manager user name, along with the Medicare Direct user name, Account Status, and Temporary Account indicator. To add or remove columns from the summary grid, right-click in the column area and select Arrange Columns.

Add a New Medicare Direct Account

To add a Medicare Direct user account:

  1. Select the Add button at the bottom of the screen, or from the grid's context (right-click) menu. The Add/Edit Medicare Direct Account screen opens in a new window.

  2. Select the user's Claims Manager User Name in the drop-down list.

  3. Enter the user's Medicare User Name into the required field. Note that Medicare user names cannot be edited after the account details are saved.

  4. If the account is to be used on a temporary basis, select the Temporary Account option. Do not select this option for accounts dedicated to Medicare Direct claims processing.

  5. Click Save to commit changes, or Cancel to close the screen without saving changes.

Once the account has been added, the user will receive a system alert prompting them to enter their Medicare Direct account password/PIN. The account status will be New Account until the user completes this step.

If the wrong Claims Manager user was assigned to a Medicare user name, it can be corrected in this screen. Note that the Medicare user names are not editable. If the account is currently in Active status, the login will work for processing claims, but should be updated to the correct Claims Manager user as soon as possible.

To correct the user name, select the account in the grid and click Edit. In the Add/Edit Medicare Direct Account screen, select the correct user's Claims Manager User Name in the drop-down list. Click Save to commit changes.

If the account was in New Account status, the updated Claims Manager user will receive a system alert prompting them to enter their Medicare Direct account password/PIN. The original user can ignore their system alert.

Manage a Temporary Account

The box in the Temp Account column is an indicator, not an active check box. To activate or deactivate a Temporary account, right-click on the account in the grid and select the Activate or Deactivate option.

When activating an account, the status will change from Inactive to New Account. The user will receive a system alert prompting them to enter their Medicare Direct account password/PIN, and the account will go through FinThrive verification process before it can be used for processing claims.