This page contains links and descriptions to job aids that can be used for RDS.
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The Reconciliation Job Aid is a toolkit of best practices that provides helpful suggestions to help you plan and complete Reconciliation. The contents of the toolkit are provided courtesy of the CMS' RDS Community Information Group (CIG), a volunteer group of participating Plan Sponsors and other RDS stakeholders working in partnership with CMS' RDS Center. The views expressed in this toolkit do not necessarily reflect the view of CMS, the HHS or any other HHS agency or employees.
Timeline of Events: The Timeline of Events illustrates a typical Reconciliation timeline and provides a diagram to customize the timeline for your Application. It is available in the following formats:
Task List and Assignments: The Task List and Assignments is similar to a project plan and will help you assign and prioritize key Reconciliation tasks. It is available in the following formats:
Best Practices: The Best Practices compliments the Task List and Assignments by providing CIG guidance on each task. It is available in the following formats:
Contact List: The Contact List is designed to help you organize your Reconciliation participants. It is available in the following formats:
To assist Plan Sponsors and Vendors with creating and uploading retiree files to CMS' RDS Center on the RDS Secure Website, the RDS Center provides an editable Sample Retiree File Spreadsheet:
To assist Plan Sponsors and Vendors in preparing for and submitting an Application to CMS' RDS Center for processing, the RDS Center provides the Application Submission Job Aid in the following format:
For Plan Sponsors and Vendors to
effectively change Retiree Electronic Data Interchange (EDI) Methods or
Sources on Applications with Qualifying Covered Retirees (QCRs) and to
understand the impact of EDI Methods and Sources, the RDS Center provides the EDI Methods and Sources Job Aid in the following format:
You may download a free copy of Acrobat Reader from Adobe.
Page last updated: May 11, 2013
