Instructions to Access the Reconciliation Checklist

User Roles:

AM

AR

D

These steps are provided for all registered RDS participants to access the Reconciliation Checklist.

On the RDS Program Website homepage (http://www.rds.cms.hhs.gov):

  1. Select Login Here.

     Select [Login Here]

On the Login page:

An * indicates a required field.

  1. *Enter your Login ID.
  2. *Enter your Password.
  3. Select Login to proceed or select Cancel to return to the RDS Program Website.

     Select [Login]

    Note: Select Forgot Password to reset your Password.

On the Login Warning page:

  1. Review the Login Warning.
  2. Select Accept to continue or select Decline to exit this process.

     Select [Accept]

On the Welcome page:

  1. Select Continue to proceed.

    Note: The Welcome page provides the date and time you last accessed the RDS Secure Website and the number of unsuccessful login attempts since your last successful login. If either of these is incorrect, contact CMS' RDS Center.

     Select [Continue]

On the Plan Sponsor List with Application Summary page:

  1. Select a Plan Sponsor ID.

     Select [Plan Sponsor ID]

On the Application List page:

  1. Locate an Application ID or Plan Name and select Reconciliation from the corresponding Actions dropdown menu then select Go.

    Note: All columns in the Application List table, with the exception of the Actions column, may be sorted by selecting the up or down Up and down arrows for sorting symbol. Select the up or down Up and down arrows for sorting symbol again to sort in reverse order.

    All columns with the exception of the Actions column contain either a Search field box or a dropdown menu. Enter information to search for in a Search field box for a particular column or choose an item from the dropdown menu. Data within the column matching the criteria displays.

    Select Clear All to reset all Search field boxes to perform another search.

     Select [Actions dropdown], Select [Go]

Note: Only the Authorized Representative, Account Manager, and Designee with the Request Payment privilege have access to Reconciliation in the Actions dropdown menu.

On the Reconciliation Checklist page:

  1. Select a Reconciliation step to proceed.

    Note: Reconciliation steps must be completed in numerical order, but may be viewed in View Only mode at any time.

    Reconciliation Checklist

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