EFI New User Guide - Home - Centers for Medicare ... User Guide Version 1.0 March 5, 2018 EFI User Guide v1 March 5, 2018 Page i Table of Contents Table of Figures 1

DEPARTMENT OF HEALTH & HUMAN SERVICES

Centers for Medicare & Medicaid Services

Office of Information Services

EFI

New User Guide

Version 1.1

May 23, 2018

EFI User Guide v1.1 May 23, 2018

Page i

Table of Contents

Table of Figures ............................................................................................................................................. ii

1. Introduction ........................................................................................................................................... 1

2. Things You Need To Know Before Registering ...................................................................................... 2

3. Register .................................................................................................................................................. 3

4. Forgot Username ................................................................................................................................... 6

5. Forgot Password ....................................................................................................................................... 7

6. Login with Username/Password .............................................................................................................. 8

7. Create / Fill out Access Request ................................................................................................................ 9

8. Reset Password ....................................................................................................................................... 12

Appendix A: Snapshots of questions asked in applications ........................................................................... I

Appendix B: EUA Docs .................................................................................................................................. III

Appendix C Revision History ........................................................................................................................ IV


Page ii

Table of Figures

Figure 1: Register .......................................................................................................................................... 3

Figure 2: Register – Answer CMS USERID Question ................................................................................. 4

Figure 3: Register - Complete Sign Up form ................................................................................................ 4

Figure 4: Register – Confirmation of successful registration ....................................................................... 5

Figure 5: Register - EFI User Verification Email ......................................................................................... 5

Figure 6: Forgot Username - EFI User Recovery Email ............................................................................... 6

Figure 7: Forgot Password - EFI Password Reset Email .............................................................................. 7

Figure 8: Login with Username/Password - Home Page .............................................................................. 8

Figure 9: Create / Fill out Access Request - Access Tab .............................................................................. 9

Figure 10: Create / Fill out Access Request - Expand Section ..................................................................... 9

Figure 11: Create / Fill out Access Request – Confirm and Submit Signature ........................................... 10

Figure 12: Create / Fill out Access Request – Confirmation of Submission .............................................. 11

Figure 13: Create / Fill out Access Request - Status ................................................................................... 11

Figure 14: Reset Password - EFI Password Reset Email ............................................................................ 12

Figure 15: Reset Password - Reset Password Form .................................................................................... 12


Page 1

1. Introduction

EUA Front-End Interface (EFI) is a web interface which allows users to request access to CMS network,

application, and facility resources. In order to access the web site, the user must first register for an

account. EFI then provides the user the ability to create an access request for a specific contract.

This document guides the user through the registration process, the login process, the username and

password management process, and the Access Request process.

There are four distinct user categories in the application when going through the Access Request process.

Each is described below with some data points needed for each user category.

CMS Employees are new employees going through the onboarding process as well as commission corps

personnel joining CMS. Both are referred to as CMS employees. CMS employees interact with the HR

department to determine when they should fill out the form as well as what admin code they will be

requiring in order to onboard at CMS. In order to complete an Access Request as a CMS Employee you

must know your Admin Code, CMS Region/Facility, and if you are a manager or not.

Contractors make up a majority of the population at CMS. These contractors come from many different

companies and work on different contracts. EFI is able to dynamically search contracts and companies to

ensure proper data entry. In order to complete an Access Request as a contractor you must know your

CMS Region/Facility, Company, and Contract Number (if applicable).

Federal Agency users can fill out the Access Request form similar to many users but in most cases, these

users already have a PIV credential. In order to complete, an Access Request as a Federal Agency user you

must know your CMS Region/Facility, Federal Agency you work for, and the User Principal Name (UPN)

from your PIV card/CAC.

Business Partners are a user category that encompasses those that partner with CMS for critical

transactions tied to the CMS mission. In order to complete an Access Request as a Business Partner you

must know your CMS Region/Facility and your company specific information such as Plan Number if you

are of type HPMS/HICS or Labeler Code(s) if you are a Medicaid Drug Manufacturer.


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2. Things You Need To Know Before Registering

Note: Do you already have a CMS user ID? If so then you are using the wrong Guide. Please use the EUA/EFI

User Guide from the EUA Docs webpage.

Information your Federal Approver/CMS COR must provide to you:

Category: _________________

Type: _________________

Region: _________________

Full Contract Number: __________________

You may also find this how to video Helpful

STOP !!! If you do not have the above information do not proceed !!!

https://youtu.be/W0pLLShRkpQ


Page 3

3. Register

The EFI registration process distinguishes between those users who are Existing Users and

currently have a CMS USERID (registered in EUA) and those who are New Users and do not. Your

first question asks, “Do you already have a CMS USERID?

If the answer is “No,” EFI will register you as a new user and require you to enter a desired username,

password, first name, last name, and an email address. You will also be required to enter your email

address a second time. After clicking the “Sign Up” button, you will receive an email message containing a

link to verify your ownership of the email address and to enable (activate) the EFI account.

If the answer is “Yes” and you believe you have an existing EUA account, please open the EUA EFI User

Guide and follow those instructions to register in EFI.

1. Click Register from EFI login page. (https://eua.cms.gov/efi )

Figure 1: Register

https://eua.cms.gov/efi


Page 4

2. Select the No radio button to answer the question, “Do you already have a CMS USERID?”

Figure 2: Register – Answer CMS USERID Question

3. Enter the personal information requested by the Please Sign Up form.

4. After you finished filling in all the required fields, click the Sign up button.

Figure 3: Register - Complete Sign Up form

5. You will be directed to the EFI Login page with a confirmation that you successfully have registered

and to follow the instructions from the automated email to activate (enable) your EFI account. Please

check your JUNK or SPAM folder if you have not received the email directly in your INBOX.


Page 5

Figure 4: Register – Confirmation of successful registration

6. Check your email at the address provided during the sign up process for the activation instructions

and click the Activate EFI Account link provided within the email:

Figure 5: Register - EFI User Verification Email

7. You will be directed to the EFI login page with the following confirmation message “Your account is

now verified and active”.

8. This concludes the Registration process. You will be able to use your username and password provided

in Step 4 to Log-in (Please consult the Login with Username/Password section of this

guide).


Page 6

4. Forgot Username

The “Forgot Username” process allows the user to recover their username. The user must provide their

first name, last name, and the email address used during registration. If there is match in the EFI system

then an e-mail message containing the user’s username will be sent to the user.

1. Click Forgot Username? Link from EFI login page. https://eua.cms.gov/efi

2. Enter your First Name, Last Name, and Email at the “Recover Username” form and click the Recover

Username button.

3. You will receive an email at the email address you provided, containing your Username:

Figure 6: Forgot Username - EFI User Recovery Email



Page 7

5. Forgot Password

The “Forgot Password” process allows the user to reset their password. The user must provide their

username and the email address used during registration. If there is match in the EFI system then an e-

mail message containing a link to reset the password will be sent to the user.

1. Click Forgot Password? Link from EFI login page. ( https://eua.cms.gov/efi )

2. Enter your Username and Email at the “Recover Password” form and click the Recover Password

button.

3. You will receive an email at the email address you provided, containing a link to reset your password:

Figure 7: Forgot Password - EFI Password Reset Email

4. Reference the Reset Password section for steps on resetting your password.



Page 8

6. Login with Username/Password

The “Login with Username/Password” process requires the user to provide their username, password and

accept the HHS Warning message. After a successful login the user will be directed to the EFI Home Page.

1. Enter your Username, Password under the EFI Credentials section on the EFI login page and click the

Login button.

2. At the WARNING pop-up message click the Agree button once you are ready to continue.

3. A successful login will land you on the EFI Home page, which will display “Welcome to the CMS

Network, Application, & Building Access Request Application!”

Figure 8: Login with Username/Password - Home Page


Page 9

7. Create / Fill out Access Request

The “Create / Fill out Access Request” process provides the user the ability to request access to CMS

Network, Application, & Building resources. The user must first select their role and fill out the required

information based on the selected role. The user has an option to save the request and work on it at a

later time. Once the user submits the request it will be reviewed by the contract POC or a user with

Approval Authority for that contract. After the POC approves the request, the form will be reviewed by

the Federal Approver and the user will receive a notification.

1. Login to EFI using either your Username/Password or PIV card.

2. Click the Access tab either from the EFI top menu or the EFI Home page:

Figure 9: Create / Fill out Access Request - Access Tab

Fill out the “Create/Modify Access Request” form with the data requested in User Details, Personal

Details, Contact Details, and Additional Details sections. Your COR should be providing you with some

information.

3. To expand a section click the + button to the left of the section header (see Appendix A for sample):

Figure 10: Create / Fill out Access Request - Expand Section


Page 10

4. In order to save your input data and work on it at another time click the Save Request button at the

bottom of the form.

5. After you have completed the information request please review it for accuracy and enter your SSN

before you click the Submit Request button.

6. If you receive “Form not saved. Please correct errors and try again” message you will need to correct

any input errors, highlighted in red outline, and re-enter your SSN before you click the Submit Request

button again in order to submit your Access Request.

7. A pop-up to sign your HHS-745 form will show and once you have completed your signature you can

click the Confirm and Submit Signature button to continue.

Figure 11: Create / Fill out Access Request – Confirm and Submit Signature

8. At the “Confirmation of Submission” pop-up click the Confirm and Submit button once you are ready

to continue otherwise click the Cancel button if you want to go back to your request.


Page 11

Figure 12: Create / Fill out Access Request – Confirmation of Submission

9. You will be directed to the Status page showing a summary of your input and the status of your

request:

Figure 13: Create / Fill out Access Request - Status


Page 12

8. Reset Password

The “Reset Password” process allows the user to provide a new password for their account. Once, the

user completes the Forgot Password process they will receive an e-mail message containing a link to

initiate the “Reset Password” process. After clicking the “Reset Password” link the user will be directed to

EFI page where they can enter their username and a new password.

1. Refer to Forgot Password Section of this document for instructions on how to initiate a password

reset.

2. Once you receive the EFI Password Reset email click the Reset Password link within:

Figure 14: Reset Password - EFI Password Reset Email

3. Complete the “Reset Password” form and click Change Password button:

Figure 15: Reset Password - Reset Password Form

4. Verify the “Password has been successfully changed” message on the EFI login page.

5. You will receive an EFI User Change email confirmation message

Page I

Appendix A: Snapshots of questions asked in applications

Figure 13: Create/Modify Access Request figure 1



Page II




Page III

Appendix B: EUA Docs

The EFI User Guides are accessible to those individuals who have a EUA account and are on the CMS

domain via this internal link:

https://vpnint.cms.local/EUADOCS

The EFI User Guides are accessible to those individuals who have a EUA account and are not on the CMS

domain via this external link:

https://vpnext.cms.hhs.gov/EUADOCS

https://urldefense.proofpoint.com/v2/url?u=https-3A__vpnint.cms.local_EUADOCS&d=DwMFAg&c=A-GX6P9ovB1qTBp7iQve2Q&r=lnXymBqPcfyUGrducOZ0AmP6ZLvoFlZrE20i8F5mgDc&m=8Q03z3SnsTDxjuwzC1SyCgqfUsilOJXOzvSNo2GPg_M&s=9J2Qd29cMXqKNEMjdBCjwgWJYXAt8ZxC27tN_Ryq_AY&e=

https://urldefense.proofpoint.com/v2/url?u=https-3A__vpnext.cms.hhs.gov_EUADOCS&d=DwMFAg&c=A-GX6P9ovB1qTBp7iQve2Q&r=lnXymBqPcfyUGrducOZ0AmP6ZLvoFlZrE20i8F5mgDc&m=8Q03z3SnsTDxjuwzC1SyCgqfUsilOJXOzvSNo2GPg_M&s=WjS2mpouA6JwXkzaNw_ND1AgNt62ih9KtMJqs2hkgqE&e=


Page IV

Appendix C Revision History

Date Version Description of Changes

05/23/3018 1.1 Reformatted and updated documents

03/05/2018 1.0 Reformatted Document

02/02/2015 0.3 Ag comments

11/13/2014 0.2 CMS Input added

11/11/2014 0.1 Initial Template

Documents

EFI New User Guide - Home - Centers for Medicare ... User Guide Version 1.0 March 5, 2018 EFI User Guide v1 March 5, 2018 Page i Table of Contents Table of Figures 1