Provider Statistical and Reimbursement System: Order Summary Report
The Provider Statistical and Reimbursement (PS&R) System contains various report features. The following describes how to order the Summary Report which is used in preparing the Medicare cost report.
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 PS&R - Obtain Access through IDM (JJ Part A, JM Part A, HHH) 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, select "Agree to Terms and Conditions" and selet Sign In.
At SMS Authentication, select Request Code, enter the code received via Test message or email, and select Verify.
Select Log In.
B. Order Summary 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 Summary.
The Summary Report Request screen will appear. Perform the following steps to complete the request.
- Select Provider(s)
Select the provider number/name and click >> button to select the provider. Select Continue at the bottom of the screen.
- Select Report(s)
Select the first option, By Service Type, by clicking the round button. All will be displayed on the next line. Scroll to the end of the screen and select Continue.
- Enter Service Periods (Format: MM/DD/YYYY)
Four periods may be listed. If only one period is needed, exclude the other periods by clicking the box beside Exclude. If a different period is desired, enter the dates in the above section and select Apply.
- Enter Paid Dates (Format: MM/DD/YYYY)
The default setting is all paid dates and is typically used. If different dates are desired, choose those below. Scroll down to the end of the screen and select Continue.
- Select Report Format
The PDF option will produce the PS&R in a report format. The CSV option will produce a file that can be loaded into the cost report software. If in doubt, order both. Select Continue.
- Confirm Report Request
This presents information on the request. Scroll down to the end of the screen and select Submit to complete the request (or select Back to modify).
Note: The PS&R System may take a few minutes to a few hours to process the report. The next section will explain how to obtain the completed report.
C. Print or Save the Summary Report
To obtain the completed report, Select Report Inbox in the banner at top of the screen.
On the following screen please note the following:
- The Status column indicates if the request is Queued, Processing or Complete
- If status is Queued — the reporting is waiting to process
- If status is Processing — the report should be complete in a few minutes
- If status is Complete — the report is available
- Once status is Complete, the PDF or CSV column contains the requested file
(refer to the following screen)
- Click on the item in the PDF or CSV column to open the file
- After opening the file — print the report or save the file containing the report