skip to content
Thank you for visiting First Coast Service Options' Medicare provider website. This website is intended exclusively for Medicare providers and health care industry professionals to find the latest Medicare news and information affecting the provider community.
To enable us to present you with customized content that focuses on your area of interest, please select your preferences below:
Select which best describes you:
Select your location:
Select your line of business:
This website provides information and news about the Medicare program for health care professionals only. All communication and issues regarding your Medicare benefits are handled directly by Medicare and not through this website. For the most comprehensive experience, we encourage you to visit Medicare.gov or call 1-800-MEDICARE. In the event your provider fails to submit your Medicare claim, please view these resources for claim assistance.
Join eNews       En Español
Text Size:
YouTube LinkedIn Email Print
Send a link to this page
[Multiple email adresses must be separated by a semicolon.]
Last Modified: 8/3/2022 Location: FL, PR, USVI Business: Part A, Part B

IDM annual certification

The CMS requires that your approved accesses to each of the systems in the CMS Identity Management System (IDM) be certified annually. All registered SPOT customers will need to be reviewed as part of the annual certification process.
First Coast staff are responsible for reviewing the Office Approver (OA) and Office Back-Up Approver (OBA) role accesses. If the user with the OA or OBA role for your organization is not the person we have on file in our records, the user’s access will be revoked. Customers who need to update the OA or OBA on our records should use the Update request form for SPOT organizations immediately when a change has occurred to ensure accurate information is on file.
OAs and/or OBAs are responsible for reviewing the SPOT End User role accesses for their organization(s).
The CMS IDM System certification requirements were implemented in July 2021. As a result, all SPOT roles established before July 2021 needed to be certified before July 15, 2022. Roles established after July 2021 will be due for the annual certification one year after the role was established. OAs and/or OBAs must routinely certify all end users before the annual certification due dates. Failure to certify users times will result in their role being removed.
If users lose their role, they will need to follow these steps to regain access.

Office Approver / Office Backup Approver steps to certify SPOT End User access

SPOT Office Approver and Office Backup Approvers will receive emails from the CMS IDM system when action is needed on the SPOT End Users’ certification. Approvers must complete the certification for each of their end users before the due date or the user’s access will be revoked.
Annual certification steps are listed below.
1. Access the Identity Management (IDM) website at: https://home.idm.cms.gov external link and login.
2. Click the “My Annual Role Certifications” tile.
3. Click the user name to open the user details and carefully review each user within your organization who are due for certification. Only users who should continue to have access to your organization in SPOT should be certified.
If no users are listed, no action is needed at this time.
To certify a user, check the “I acknowledge” box and click the Certify button.
To revoke, check the “I acknowledge” box and click the Revoke button.
Note: quick click options are also available on the certification list screen to certify or revoke each user or the full list of users at once.
4. You will be returned to the certification list to review additional users as needed.
For screenshots of this process, refer to either resource below:
CMS IDM User Guide external pdf file - Annual role certification section
IDM Quick Reference Guide - How to complete annual role certification
First Coast Service Options (First Coast) strives to ensure that the information available on our provider website is accurate, detailed, and current. Therefore, this is a dynamic site and its content changes daily. It is best to access the site to ensure you have the most current information rather than printing articles or forms that may become obsolete without notice.