Provider Statistical and Reimbursement System: Order Detail Report
The Provider Statistical & Reimbursement System (PS&R) contains various report features. The following describes how to order a Detail Report.
First, ensure a Detail Report is the report desired. A Detail Report will list each claim processed in the requested period (and can be very lengthy). This report is useful if seeking information on a specific claim or a specific patient. However, the Detail Report is not useful if summarized information is needed. Typically, for preparing reports, the Summary Report offers the needed information.
An approved PS&R User can order reports. Access to the PS&R is controlled through the Identity Management (IDM) system. If access is needed, refer to the article Provider Statistical and Reimbursement: Obtain Access via IDM for instructions.
A. Login to PS&R
Use the following link to login to the PS&R: https://psr-ui.cms.hhs.gov/psr-ui/
To sign in, enter ID and Password, click to “Agree to Terms and Conditions” and click Sign In.
At SMS Authentication, click Request Code, enter the code received via Text message or email, and click Verify.
B. Request Detailed PS&R Report
After logging in, the Welcome to The Provider Statistical and Reimbursement System screen will appear. In the banner line at the top of the screen, select Request Report.
On the next screen, select Request Detail.
An ATTENTION screen will appear – to confirm that the Detail Report will provide the desired information.
The Detail Report Request screen will appear. Perform the following steps to complete the request.
1. Select Provider(s)
Select the provider number/name and click >> button to select the provider. Select Continue at the bottom of the screen.
2. Select Report(s)
Reports can be selected by a group of reports or for a specific report. Select the Report Group or the specific report under Report Type as noted below.
3. Enter Service Periods (Format: MM/DD/YYYY)
Four periods may be listed. However, given the amount of data on a Detail Report, it is recommended to limit the period to a single period.
4. Enter Paid Dates (Format: MM/DD/YYYY)
The default setting is all paid dates and is typically used. If different paid dates are desired, choose those below. Scroll to the end of the screen and select Continue.
5. Select Report Format
The PDF option will produce the PS&R in a static, report format. The CSV option will produce a file in a format that can be searched and manipulated. Select Continue.
6. Enter Contact Information
As the Detail Report contains protected information, the file must be encrypted/password protected. Accordingly, we will need to contact the requester to provider the password to open the file. After entering contact information, select Continue.
7. Confirm Report Request
This screen summarizes the requested information - confirm the report numbers, paid date range, and service period are correct. A name can be added to the report. If the request is correct, scroll to the end of the screen and select Submit (or select Back to modify).
8. Receive the Report
Detailed Reports are routed by the PS&R system to the MAC for distribution. The MAC encrypts/password protects the file. The file is then sent to the requester via email (if the size will allow and the requester’s system will accept) or on a disk via the US Postal Service. The requester will be informed by phone or by email that the file has been sent and provided the password to open the file.
The Detail PS&R file will be encrypted using SecureZip. The software, ZIP Reader by PKWARE, will be required to open the encrypted file. This software is free and can be downloaded here.