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CMS Research, Statistics, Data & Systems- Health Plan Management System (HPMS)- User ID Process

Guidance for CMS Health Plan Management System (HPMS) User ID Process.

Issued by: Centers for Medicare & Medicaid Services (CMS)

Issue Date: July 24, 2020

Obtaining HPMS Access

All users that require access to HPMS must request a CMS user ID. As of December 11, 2019, CMS will only accept request for new user IDs via EFI.

Plan and State users must submit user id request using the EFI system. The HPMS EFI instructions are also available in the Downloads section below. Please ensure that you follow the correct EFI instructions carefully to avoid errors that will delay the processing of your submission. These requests require on average 3-5 days to complete. State users should check for their State program they are accessing HPMS for to determine which instructions to follow.

Questions regarding the user ID process should be directed to HPMS_access@cms.hhs.gov.

The HPMS team has developed 3 videos to assist users with completing the process for a CMS user ID to obtain access to HPMS. The three videos below walk the user through each step of the process from initially creating the EFI account, to what to expect once the ID is received.

Consultant and Signatory HPMS Access

All users that require HPMS access as a consultant (i.e., users that are not a direct employee of the organization) or require electronic signature access must follow the instructions identified in the below memos.  Failure to follow these instructions may jeopardize your HPMS access. Any questions regarding this process should be directed to HPMSConsultantAccess@cms.hhs.gov.

HHS is committed to making its websites and documents accessible to the widest possible audience, including individuals with disabilities. We are in the process of retroactively making some documents accessible. If you need assistance accessing an accessible version of this document, please reach out to the guidance@hhs.gov.

DISCLAIMER: The contents of this database lack the force and effect of law, except as authorized by law (including Medicare Advantage Rate Announcements and Advance Notices) or as specifically incorporated into a contract. The Department may not cite, use, or rely on any guidance that is not posted on the guidance repository, except to establish historical facts.