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Individual Within a Group Enrollment Checklist

Last revised 3/27/2024

request information page with Individual WIthin a Group highlighted

Request Information Page

  
  • Select the Individual within Group enrollment type from the dropdown.
  • Note: Individual/Social Security Number (SSN) enrollments are limited to one enrollment only.
  
  
  • A future enrollment effective date is not allowed. A backdate (up to ten months) can be requested; however, the request is not a guarantee of approval. See the Backdate Enrollment Quick Guide.
  
  • Group NPI, group name, service location address (for the clinic or organization)
  • If belonging to more than one group, continue to add associations in this same application. A separate Individual within a Group application for each group association is not allowed.
  
  
  
  • Enter the Social Security Number (SSN) for the individual and check SSN in the Tax ID Type. (An individual must enter their SSN.)
  • Effective date for the SSN is optional.
  
  • This Contact email address will receive notifications regarding the status of the application.

Specialties Page

  
  • Select the appropriate specialty from the dropdown.
  • There are many instances where the only specialty option is the provider type chosen. If this is the case, select the only option available and then use the Taxonomy dropdown to indicate the area of specialty.
  

Addresses Page

  
  • A primary email address and office phone number are required.
  • Service location must be a physical address and cannot be a PO Box.
  • Including the 9-digit (zip code + 4) service location zip code is crucial for claims payment. Don’t know the 9-digit zip code? Look it up on the USPS website.
  • Note: Individual/SSN enrollments are limited to one enrollment only. Multiple group or clinic associations can be indicated in the Group Association Information.
  
  • A primary email address and office phone number are required.
  • A "Pay to Name" is required; e.g., Office Manager, Billing Manager.
  
  • A primary email address and office phone number are required.
  • A "Mail to Name" is required (e.g., Attn: Front Desk, mail room)

Provider Identification Page

  
  
  
  
  • Degree, School, year of graduation
  
  • Select the appropriate Payer. Applicable Payer checkboxes will be enabled and at least one Payer must be selected. Medicaid is Title XIX Payer, Colorado BHA is the Colorado Department of Human Services, Behavioral Health Administration.
  
  • Issuing authority, license #, effective date, expiration date, issuing state, and type are required.
  • Be sure to enter the entire license number including alpha and numerical characters as well as dots, dashes, etc.
  • Don’t forget to attach a copy of the license on the Attachment and Fees page of the application.
  
  • Specialty, certification type, effective date, end date, certification #.
  • If the certification does not have an end date, use 12/31/2299. If there is no certification number, enter "N/A".
  
  • The Effective Date for the Medicare number and the Medicare Type is needed.
  • The information included in the application should match what was submitted to Medicare.
  
  • CLIA number, effective date, and end date.
  
  • DEA number, effective date, and end date.

Network Participation Page

  
  • Complete if participating in any of Colorado Medicaid’s Managed Care Organizations (MCO) or Regional Accountable Entities (RAE).
  • For each MCO or RAE contracted with, attach a copy of one of the following on the Attachment and Fees page of the application:
    • A completed Network Participation Verification Form (located under the Provider Enrollment & Update Forms or
    • The contract page(s) that identifies the contracting parties, the program name (e.g., Denver Health Medicaid Choice, Colorado Access, etc.) and the page(s) with signatures of both parties, including the date; or
    • The entire contract with the MCO or RAE.

Languages Page

  

Other Information Page

  
  • Carrier name, policy ID, insurance type, effective date, and expiration date.
  
  • Please read each question carefully and answer yes or no as applicable. Enter the applicable states when indicated.

  

Disclosures Page

  

Attachment and Fees Page

Scan and attach:

  
  
  • Transcripts are not sufficient and will not be accepted.
  
  • A completed Network Participation Verification Form (located under the Provider Enrollment & Update Forms heading); or
  • The contract page(s) that identifies the contracting parties, the program name (e.g., Denver Health Medicaid Choice, Colorado Access, etc.) and the page(s) with signatures of both parties, including the date; or
  • The entire contract with the MCO or RAE.
  
  

Agreement

  
  • If multiple payers were selected, multiple agreements must be read, agreed to, and accepted.

Summary