Account Designee Invitation Page

The Account Designee Invitation page allows an Account Manager (AM) to invite a user to become an Account Designee (AD) for a selected Account ID.

If the AD’s e-mail is not associated to a registered user of a Coordination of Benefits (COB) secure web application, such as the CRCP, Medicare Secondary Payer Recovery Portal (MSPRP), Section 111 Coordination of Benefits Secure Web Site (COBSW) Portal, or Worker’s Compensation Medicare Set-Aside Portal (WCMSAP):

1. Enter the Designee’s First Name and Last Name.

2. Create a Passphrase (i.e., temporary password) for your selected AD.

   The Passphrase can be any sequence of words or text. It is case-sensitive and can be up to 30 characters long. Provide the invited AD with the Passphrase exactly as created on this page.

3. Enter (and re-enter) the Passphrase.

4. Click Continue to save the information and go to the Account Designee Confirmation page, or click Cancel to cancel the invite operation and return to the Account Designee Listing page.

   Click Previous to return to the Account Designee Information page with no changes submitted.

The selected AD will receive an e-mail invitation from the CRCP with a hyperlink to the Account Designee Registration page and instructions on how to register and access the account on the CRCP. The Designee will appear in “Pending” status on the Account Designee Listing page. The Passphrase you created is also displayed.

Reminder: The Passphrase is not included in the selected AD’s e-mail invitation.

If the AD’s e-mail is already associated to a registered user of one of the Coordination of Benefits (COB) secure web applications:

You must verify that the individual listed on the page is the person you intended to invite. Click Previous to return to the Account Designee Information page. Click Continue to confirm the invitation or Cancel to return to the Account Designee Listing page.

If you click Continue the Account Designee Confirmation page displays, the AD is automatically added to the selected Account. The AD will receive an e-mail informing them that they have been invited to be a designee for the account and they may access the account by logging into the CRCP with their existing Login ID and Password.