U.S. Flag An official website of the United States government

Designee Listing Help

The Designee Listing page allows account managers (AMs) to add, edit, or delete account designees (ADs) associated with a selected account. To perform these functions for more than one account, click the Designee Maintenance link in the Account Settings box on your Account List page. See the WCMSAP User Guide for step-by-step details.

ADs assist the AM with case submission and management. The AM must invite ADs to register and become users of the WCMSAP associated with one or more accounts. Corporate accounts may have up to 200 ADs per account; Representative accounts may have up to 5. (Note: AMs should periodically review their designees and delete users who should no longer have access.)

This page shows the total number of designees and the following fields for each designee. Note: Three columns have sorting and filtering capability: Last Name, Status, and Last Login Date. To filter/search by last name, enter part or all of a name in the text field at the column head. To filter by status or last login date, choose the status or date range of last login from the drop-down box at the column head. To reverse the sort order, click the arrow in the column header. Use the Clear Filters button to reset the display to its original unfiltered state.

Account Designee Listing Information

FieldDescription
Clear FiltersClick this button to clear any filters you have applied in the Last Name, Status, or Last Login Date columns.
Delete (X)Click this icon to remove the AD from the account. The Delete Designee Confirmation page appears as a result.
Last NameLast name of the AD.

Note: Searchable and filterable column: click the arrows in the header to sort or reverse the sort order; type a search term into the box at the top of the column to filter for names beginning with that value.

If the status of the AD is Pending, you can click their last name to go to the Update Designee Information page. On this page, you can change the AD name, email, and/or passphrase and also request to regenerate the invitation email.
First NameFirst name of AD.
E-mail AddressAD email address. This is the email address to which the invitation email was sent.
PassphraseA short sequence of case-sensitive letters, numbers, and/or symbols up to 30 characters long that was developed by the AM for the AD to use when they register(ed) for the first time on the WCMSAP to obtain a login ID.
Status

  • Indicates the status of the designee on your account and whether the designee is able to access the WCMSAP account to submit cases, perform case lookups, view cases, update cases, and access alerts.

    Note: Sortable and filterable column: click the arrows in the header to sort or reverse sort order; click the drop-down menu at the top of the column to show only designees with that status.

    Possible values:

     

  • Pending - The AD has been invited to the WCMSAP account, but has not yet obtained a Login ID.
    Instruct the designee to follow the link in the invitation email sent by the WCMSAP. The designee will need to enter the passphrase created by the Account Manager. The Account Manager can click on the designee's last name to edit their information, or resend an invitation email to that designee.
  • Active - The AD has registered on the WCMSAP and has access to the WCMSAP account.
  • Locked - The AD has entered their password incorrectly too many times and is currently locked out of the system. Instruct the designee to perform the Forgot Password function on the Account Sign-in box.
  • Expired - The AD has not changed their password for more than 60 days and is denied access to the WCMSAP. Instruct the designee to change their password using the Change Password function on the Account Settings box.
  • Revoked - The AD's Login ID has been revoked and has no access to the WCMSAP. Contact your Electronic Data Interchange (EDI) Representative with questions about this status.
Last Login Date

Indicates the last date the designee logged in to an account in any COBSW application. Sortable and filterable. Filter range values include:

  • 0-14 days inactive
  • 15-29 days inactive
  • 30-44 days inactive
  • 45+ days inactive

Note: This list automatically sorts blank values to the top.

Click Add a Designee to add an AD user to your account. The Account Designee Information page displays.

Click Return Home to return to the Account List page.

CMS.gov Logo

 

A federal government website managed and paid for by the U.S. Centers for Medicare and Medicaid Services. 
7500 Security Boulevard, Baltimore, MD 21244