Note: The information on this page does not apply to you if you are a Medicare beneficiary who has entered this website through your Medicare.gov account.

The Workers' Compensation Medicare Set-Aside Web Portal (WCMSAP) allows for the electronic receipt and tracking of Workers' Compensation Medicare Set-Aside Arrangements (WCMSAs). Attorneys, beneficiaries, claimants, insurance carriers, and WCMSA vendors use the WCMSAP to enter case information directly. The WCMSAP also provides attorneys, beneficiaries, claimants, insurance carriers, and WCMSA vendors with the ability to track their submitted cases and statuses without inquiry to BCRC or CMS.

Unless previously registered, all registrants are directed to the WCMSAP URL to register for a web portal account. Users of the Section 111 Mandatory Reporting application, or other Coordination of Benefits Secure Website (COBSW) applications (the Medicare Secondary Recovery Portal [MSPRP] and Commercial Recovery Repayment Portal [CRCP]), must use the same login ID and password to access the WCMSAP site.

From the WCMSAP registration page, the submitter will first select an account type. The submitter will then provide basic information about the account requestor and, when applicable, the beneficiary/claimant. Through the registration process, the BCRC will obtain the information needed to:

• Validate information provided by the registrant
• Assign account IDs to each WCMSAP account
• Develop a WCMSAP Profile Report for each organization
• Obtain contact information and the mailing address for the account

WCMSAP registration and account setup is a seven-step process (the final two steps are for Corporate, Professional Administrator, and Representative account types only):

• Step 1: Determine Account Type
• Step 2: Identify a Contact for the Account
• Step 3: Start Account Registration
• Step 4: Account Setup and AM Registration
• Step 5: Return Signed Profile Report
• Step 6: Identify Account Designees
• Step 7: Account Designee Registration

Step 1: Determine Account Type

Before beginning the registration process, an organization or person must determine its account type. There are four types of WCMSAP accounts: Corporate, Representative, Self, and Professional Administrator. Account types are mutually exclusive; only one may be selected.

• Corporate account type indicates that the submitter is registering as a corporate entity with an Employer Identification Number (EIN). Those registering for a Corporate account will regularly submit WCMSAP requests.
• Representative account type is for non-corporate WCMSAP users. These submitters do not have an EIN, but will submit multiple cases.
• Self Submitters are Medicare beneficiaries, or individuals with a reasonable expectation of becoming a Medicare beneficiary within 30 months, who submit cases for themselves.
• Professional Administrators are corporate entities registering with an EIN that will be the responsible party for administering WCMSA funds and reporting to Medicare.

The account type selected determines both the basic information that is captured during the registration process and the level of vetting that is subsequently undertaken.

Step 2: Identify a Contact for the Account

Account Representative:

Each WCMSAP corporate or professional administrator account must assign an Account Representative (AR). This is the individual in the organization who has the legal authority to bind the organization to a contract and the terms of WCMSAP requirements. The AR is the individual who initiates account registration, provides the requested corporate information, and signs the profile report. An AR cannot be an actual user of the system.

Please refer to the Data Use Agreement in the WCMSAP user guide to make sure the person named as the corporation's AR has the authority to sign this agreement. To register as an AR, click on Step 1, New Registration. After selecting the Corporate or Professional Administrator account type and entering corporate information, AR information is required for registration.

Step 3: Start Account Registration

The person designated as the contact for the WCMSAP account must go to the WCMSAP URL, click on the New Registration button, and complete and submit registration. It is critical that you provide contact information (including email address) in this step, and not the email address for someone you want to be a user of the WCMSAP.

For Corporate Accounts, the application will ask that you submit:

• The Employer Identification Number (EIN) for the corporation
• Corporation name and mailing address
• AR contact information (name, title, email address, fax, and phone)

For Representative Accounts, the application will ask that you submit:

• AR contact information (name, mailing address, email address, fax, and phone)
• Representative Social Security Number (SSN)
• Beneficiary last name and first initial
• Beneficiary SSN or Medicare ID (Health Insurance Claim Number [HICN])
• Beneficiary date of birth
• Beneficiary's gender

For Self Submitters, the application will ask that you submit:

• Beneficiary or claimant's contact information (name, mailing address, email address, and phone)
• Beneficiary or claimant's SSN or Medicare ID (HICN). The Medicare ID is also known as the Medicare Number to CMS' Medicare beneficiaries.
• Beneficiary or claimant's date of birth
• Beneficiary or claimant's gender

For Professional Administrators, the application will ask that you submit:

• The Employer Identification Number (EIN) for the organization
• Company name and mailing address
• AR contact information (name, title, email address, fax, and phone)

At the end of the initial registration, the BCRC-assigned account ID will be shown on the registration confirmation Thank You page. Please print this page for your records; this ID is required for next steps.

When the registration application is submitted, the information provided will be validated by the BCRC. Once this is completed, the BCRC will send an email to the named contact with a Personal Identification Number (PIN).

For Corporate and Professional Administrator account types: The AR must give this PIN and account ID to his or her Account Manager (AM) to use to complete account setup.

Step 4: Account Setup and AM Registration

To set up the WCMSAP account, the AM must go to the WCMSAP URL with the PIN and account ID, and click on the Account Setup button. Only the individual who will be the AM for the WCMSAP account may complete the Account Setup process.

Each WCMSAP account must assign an AM. The AM is established during the account setup process. Each WCMSAP account can have only one AM. This is the individual who controls the administration of an organization's account and manages cases.

The AM is a registered user of the system. AMs have unlimited access to WCMSAP functionality and cases. They are also responsible for inviting Account Designees (ADs) to become registered WCMSAP users, controlling AD access to individual cases, removing ADs from an account, and maintaining global account information. The submitter for a Self account type is, by default, the AM for the account.

Note: You can have multiple roles across different accounts. For example, you can be an AM on one account and an AD on another. Also, an AM can change the role of an AD on a current account to an AM by contacting an Electronic Data Interchange (EDI) Representative by phone at (646) 458-6740 or email at: COBVA@bcrcgdit.com for assistance.

For Corporate, Professional Administrator, & Representative account types:

To register an AM, Step 1, New Registration must be completed. At the end of the initial registration step, the BCRC-assigned account ID will be shown on the Registration Confirmation (Thank You) page. Once the registration information is validated, the BCRC will then send an email to the named account contact with a PIN.

The account contact must give this PIN and account ID to the designated AM. The AM can then go to the WCMSAP and click Step 2, Account Setup. During the account setup process, the AM will create a login ID and password.

The AM must:

• Confirm the information provided during initial registration
• Enter the account ID and associated PIN
• Enter personal information including name, mailing address, phone, and email address
• Accept the User Agreement and Privacy Policy
• Create a login ID and password for the WCMSAP
• Select security questions and provide responses

Once the AM has successfully completed account setup, the AM may log into the application and invite ADs to register.

Step 5: Return Signed Profile Report

Once the WCMSAP account has been set up and processed by the BCRC, a Profile Report will be sent to the AR (for Corporate and Professional Administrator account types) via email. For the Representative and Self account types, the AM receives the report. The Profile Report contains:

• A summary of the information you provided on your registration and account set up
• The WCMSAP account ID that must be included on all cases submitted to the BCRC
• Contact information for the BCRC EDI Department, which will support you throughout the case submission process

The AR (for Corporate and Professional Administrator) or AM (for Representative or Self) must review, sign, and return the Profile Report to the BCRC. Once your Profile Report has been marked as received by the BCRC, you may begin submitting WCMSA cases. The BCRC will send an email to your AR and AM, indicating that submissions can begin.

Note: Once you log in to the WCMSAP, there is a user guide available that gives you instructions for using the rest of the WCMSAP site.

Step 6: Identify Account Designees

The AD role is for Corporate, Professional Administrator, and Representative account types only. At the organization's discretion, the AM may designate other individuals to register as users of the WCMSAP associated with the account. ADs assist the AM with the case creation and case management process. ADs may be organization employees or agents. The number of ADs associated with one WCMSAP account is dependent on the account type. Corporate and Professional Administrator accounts may have up to 200 ADs associated with one WCMSAP account; Representative accounts may have up to five.

An AD is a registered user of the WCMSAP system and must be invited by an AM. Access to cases is typically more restricted for this role.

Add designees using the Designee Maintenance process. In this process, you will need to provide the email address and name for the AD. This must be an email address associated with an individual person, not a distribution list or generic address.

The AD will receive an email invitation from the BCRC with instructions on how to come to the WCMSAP and create a login ID and password. The email will contain a token link to the WCMSAP that the AD must follow to obtain a login ID. The AD must perform this step.

Note: ADs can be assigned to multiple WCMSAP accounts.

Step 7: Account Designee Registration

ADs are assigned by the AM. After the AM adds an AD to an account, the system sends them an invitation email, containing a specific URL. It is necessary for them to use this URL, as it contains a specific token which grants access to the registration site. They will also receive a passphrase directly from the AM, which must be entered during the registration process.

ADs register themselves on the WCMSAP, using the information contained in the system-generated email sent and the passphrase given to them by the AM. They will only go through this process once, as they need only one login ID no matter how many account IDs they ultimately work with.

April 2024