EDI Enrollment and EDI Claim Record Retention

40.2.2.5 - EDI Enrollment and EDI Claim Record Retention (Rev. 2965, Issued: 05-23-14, Effective: 07-25-14, Implementation: 07-25-14) In order for an entity to become an EDI trading partner, an EDI enrollment form must be completed, approved, and on file with an A/B MAC or CEDI. A/B MAC or CEDI are required to retain all EDI enrollment forms according to the same CMS Records Schedule retention requirements that apply to the CMS-855 Medicare Enrollment Application. The paper claim retention schedule can be found at Pub 100-01, Chapter 7, Section 30: http://www.cms.gov/Regulations-and- Guidance/Guidance/Manuals/Downloads/ge101c07.pdf Once a trading partner has been tested and approved for electronic submission of claims, they can begin submitting electronic claims to Medicare. A/B MAC, DME MACs or CEDI are required to retain electronically filed claims under the same CMS Records Retention Schedule retention requirements that apply to hardcopy claim.