Job Aids
This page contains links and descriptions to job aids that can be used for RDS.
Reconciliation Job Aid: 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:
- Adobe PDF to print for quick reference:
Open printable pdf version (pdf, 1589KB)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:
- Adobe PDF to print for quick reference:
Open printable pdf version (pdf, 138KB)- MS Word to edit, save, and print:
Open Word version (doc, 189KB)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:
- Adobe PDF to print for quick reference:
Open printable pdf version (pdf, 111KB)- MS Word to edit, save, and print:
Open Word version (doc, 135KB)Contact List: The Contact List is designed to help you organize your Reconciliation participants. It is available in the following formats:
- Adobe PDF to print for quick reference:
Open printable pdf version (pdf, 62KB)- MS Word to edit, save, and print:
Open Word version (doc, 71KB)
Sample Retiree File Spreadsheet: 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:
- Excel .xls format for download:
Open editable .xls version (xls, 26 KB)
Application Submission Job Aid: 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:
- Adobe PDF to print for quick reference:
Open printable pdf version (pdf, 152 KB)
EDI Methods and Sources Job Aid: 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:
- Adobe PDF to print for quick reference:
Open printable pdf version (pdf, 416 KB)
Adobe Acrobat format. You may download a free copy of Acrobat Reader from Adobe.
