DMEPOS Supplier Accreditation - Onboarding & Documentation Checklist Please provide the information and documents below so we can verify business identity, ownership, location, licensure, product scope, payer status, and initial accreditation readiness. Section 1: Business and Tax Verification Legal Business Name DBA / Trade Name, if applicable Entity Type Select Corporation LLC LLC taxed as S-Corp S-Corp Sole Proprietor Other EIN / Tax ID Has there been any amendment, name change, address change, ownership change, or restructuring? Select Yes No Not Applicable Business Change Notes, if applicable Business and Tax Documents Articles of Incorporation or Articles of Organization Certificate of Good Standing / Colorado Secretary of State Record DBA / Trade Name Registration IRS EIN Confirmation Letter CP 575 or 147C Signed Current W-9 form IRS S-Corp Election Confirmation, if available Amendments / Name Change / Address Change / Ownership Change Documents Section 2: Ownership and Signing Authority Number of Owners List of Officers, Directors, Managers, and Key Leadership Personnel Who is authorized to sign ACHC, licensure, payer enrollment, lease, insurance, and regulatory documents? Main Accreditation / Project Contact Contact Name Contact Title Contact Phone Contact Email Ownership and Signing Authority Documents Current Ownership List with Ownership Percentages Corporate Bylaws / Shareholder List / Stock Ledger / Shareholder Agreement Operating Agreement or Membership Schedule Signing Authority Documentation Section 3: NPI / NPPES Verification Organization NPI Number Legal Business Name Listed in NPPES DBA / Other Name Listed in NPPES Taxonomy Code Practice Location Address Mailing Address Authorized Official Listed in NPPES Organization NPI Confirmation or NPPES Screenshot Upload NPPES Confirmation / Screenshot Section 4: Holding Company Information Holding Company Legal Name Holding Company DBA / Trade Name (if applicable) Holding Company Entity Type Select Corporation LLC LLC taxed as S-Corp S-Corp Sole Proprietor Partnership Non-Profit Other Holding Company State of Formation Number of Holding Company Owners / Officers / Directors / Managers / Controlling Persons Name of Authorized Person Designation / Title Ownership Change, Acquisition, Merger, Restructuring or EIN Change Details Holding Company Supporting Documents Secretary of State Record / Certificate of Good Standing Documentation Showing Holding Company Owns the DME Company Ownership Chart Showing Relationship Between Holding Company, DME Company and Affiliates Holding Company Ownership / Leadership List Signing Authority Documentation Management, Shared Services, Lease/Sublease, Staffing, Billing, Administrative or Operational Agreements Section 5: Location Documentation DME Location Address Location Documents Lease, Sublease, Deed, or Proof of Ownership Lease Amendments or Renewals Landlord Approval for DME / Medical Supply Business Use Proof of Address / Utility Bill / Business Mail Certificate of Occupancy / Zoning Approval / Local Business License Facility Photos Upload Floor Plan (Upload the DME Floor Plan, Interior & Exterior Both DME Facility Photos, Photo of clearly posted DME signage with hours of operation, DME Entrance) Section 6: Product Scope / Item List Please fill & upload the Product Scope Worksheet on ShareFile - Onboarding folder. This worksheet includes specific information for all your current & potential supplies. Section 7: Payer / Medicaid Enrollment Status Current Company Status Enrolled with Medicaid but pending revalidation Unable to bill Medicaid until revalidation is approved Claims denied due to incomplete revalidation Inactive or terminated with Medicaid Private pay / cash only Enrolled with commercial payers Planning future payer enrollment Medicaid Provider ID, if available Payer / Medicaid Notes Payer / Medicaid Documents Medicaid Approval Letter or Provider ID Medicaid Provider Portal Screenshot Medicaid Revalidation Application Status Medicaid Deficiency Notice / Request for Additional Information Commercial Payer Contracts or Approval Letters Payer Credentialing / Enrollment / Site Visit Correspondence Section 8: Insurance and Bonding Insurance Documents General Liability Insurance Certificate or Declaration Page Professional Liability / Malpractice Coverage Product Liability Coverage Workers’ Compensation Policy or Exemption Commercial Auto Policy Payer-Required Insurance Certificates Insurance Notes Section 9: Existing Accreditation-Related Materials Have accreditation-related materials already been created? Select Yes No Some materials exist Accreditation-Related Documents Existing Policies and Procedures Existing Patient / Client Packet or Welcome Packet Existing Forms, Logs, Templates, or Training Materials HIPAA / Compliance / Emergency Preparedness / Infection Control / QAPI Materials Accreditation Materials Notes Section 10: Initial Patient Record Status Has the company served any DME patients / clients yet? Select Yes No Number of Active DME Patients / Clients Total DME Patients / Clients Served to Date Does the company have at least five actual patient / client records available for accreditation review? Select Yes No Not Sure Payer Types Represented Private Pay / Cash Medicare Medicaid Commercial Insurance Other Product Categories Represented in Patient Records Have any claims been billed or paid? Select Yes, claims have been billed Yes, claims have been paid Both billed and paid No Not Sure Patient Record Status Notes Section 11: Vendor / Supplier Information Please complete this section for each vendor, supplier, distributor, manufacturer, drop-ship partner, delivery contractor, billing vendor, software vendor, or other company involved in your DME business. Please add a separate entry for each vendor. Number of Vendors Section 12: EHR System / Record Storage Please complete this section so we can understand how patient/client records, business records, accreditation documents, and compliance documentation are stored and maintained. Do you currently use an EHR, EMR, billing system, CRM, or other software system to store patient/client records? Select Yes No Not sure System Name What types of records are stored in the system? Patient/client intake records Orders/prescriptions Delivery tickets / proof of delivery Product education documents Patient/client packet acknowledgments Insurance/payer information Billing/claims information Prior authorization documents Patient communication notes Complaint records Incident/adverse event records Equipment tracking records Inventory records Vendor documents Personnel/training records Policies and procedures QAPI/performance improvement documents Emergency preparedness documents HIPAA/compliance documents Other If you do not use an EHR or software system, how are records currently stored? Paper files Scanned documents Shared drive Cloud storage Email folders Excel spreadsheets Billing portal Vendor portal Other Please briefly describe your current record storage process Who has access to patient/client records? Are patient/client records stored securely? Select Yes No Not sure Please describe how records are secured Can records be exported, printed, or downloaded for accreditation review if needed? Select Yes No Not sure Not applicable — no patient/client records yet Section 13: Attestation By submitting this form, the organization certifies that the information provided is accurate and complete to the best of its knowledge. Authorized Representative Name Authorized Representative Title Submission Date Electronic Signature Draw Signature Upload Signature Draw your signature using your mouse, trackpad, or touchscreen. Clear Save Signature Or Upload Signature Image Upload Signature JPG, PNG accepted I confirm that the information submitted is accurate and complete. This onboarding checklist is used to determine business identity, ownership, licensure, payer status, and initial ACHC accreditation readiness. Submit Onboarding Form