Before transmission
- Reconfirm applicability and review path
- Validate evidence and identifiers
- Confirm assigned participant and current channel
- Authorize the sender
Operational handoff
WISeR participant handoff
Move from internal preparation to the official channel without blurring who submits, who decides, or where status comes from.
CMS and assigned official participant instructions control. WISeRly is independent, not affiliated with or endorsed by CMS, not an official WISeR participant, does not issue determinations, and does not guarantee authorization or payment.
Handoff checklist
At transmission
- Use only the official secure channel
- Follow format and attachment instructions
- Capture date/time and receipt
- Never treat “sent” as “received” without confirmation
During review
- Use official status sources
- Track information requests and exact deadlines
- Preserve communications
- Escalate ambiguity to the participant
After notice
- Store the official notice
- Record exact outcome and conditions
- Route next steps to qualified owners
- Keep authorization separate from payment
What WISeRly can and cannot hand off
WISeRly can help organize a synthetic checklist, source map, gap list, and proposed next-action record. It cannot identify itself as the participant, send an official request, obtain participant status, make a clinical determination, or transform a readiness result into an official outcome.
Enhanced technology/AI-assisted review may support official review, but human clinical determinations remain distinct. Never describe WISeRly’s preparation output as the participant’s technology result or a reviewer’s decision.
Documentation readiness · Deadline controls · Outcome routing
Official channels begin here
CMS WISeR model page
CMS Provider and Supplier Guide v7.0 (PDF)
Synthetic/no-PHI boundary: WISeRly’s public demo is not a secure official handoff channel. Do not submit patient identifiers, records, claims, official notices, or other PHI.