Limited Data Set (LDS) - EPPE Transition

Registration Instructions : Training Materials : Important Information : Contact Information

CMS is transitioning to a process where LDS Data Use Agreement (DUA) requesters will submit and manage their DUAs through the DUA tracking system, EPPE.

To get started using EPPE, please review the registration instructions and training videos below.

For general information on LDS file requests please visit: /Research-Statistics-Data-and-Systems/Files-for-Order/Data-Disclosures-Data-Agreements/DUA_-_NewLDS

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Registration Instructions

LDS requesters are required to complete two trainings before accessing EPPE for the first time. Training materials are available as either a YouTube video or PDF slide deck. Users will need to attest to completing the training when registering for EPPE roles.

Role	Title	Description	YouTube	PDF
Requester	Registering in EIDM & Requesting a Role	This training covers how to register in EIDM and Request a Role in EPPE.	Link	Download (PDF)
	Initial Reassignment of DUAs	This training covers how to take ownership of your DUAs from the old email based workflow to the new LDS EPPE workflow	Link	Download (PDF)

 

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Training Materials

The following training modules provide instructions on performing specific actions in EPPE.

Title	YouTube	PDF
New DUA Actions
New LDS DUA Request with New Data Files	Link	Download (PDF)
New LDS DUA Request with Re-Use Data Files	Link	Download (PDF)
Update/Amend DUA Actions
Update/Amend Main Information	Link	Download (PDF)
Update/Amend Collaborating Organization(s)	Link	Download (PDF)
Update/Amend Custodians	Link	Download (PDF)
Update/Amend Existing Data Files	Link	Download (PDF)
Update/Amend Re-Use Data Files	Link	Download (PDF)
Update/Amend New Data Files	Link	Download (PDF)
Extensions and Closures
Extend LDS DUA	Link	Download (PDF)
Closing a LDS DUA	Link	Download (PDF)
Close Select Data Files on a LDS DUA	Link	Download (PDF)
EPPE DUA Management
DUA Organization Name Change & Change in Requester	Link	Download (PDF)
DUA Requester Queues	Link	Download (PDF)
Upload Supporting Documents	Link	Download (PDF)
Print LDS DUA	Link	Download (PDF)
Requesting Additional Roles	Link	Download (PDF)
Removing a Role	Link	Download (PDF)
Requester Proxy Assignment	Link	Download (PDF)
Requester DUA Search	Link	Download (PDF)

 

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Important Information

1. DUA Policies: Requesters will no longer be required to complete a paper version of LDS DUA Form 0235L (PDF) when submitting a DUA through EPPE. However, requesters will attest to and be expected to adhere to all policies listed on the form.
2. DUA Custodian: Custodians are required to complete and sign the DUA Addendum (PDF) form as part of the EPPE process. While the requester adds individuals to a DUA directly in EPPE, CMS still needs a signed copy of the DUA Addendum form for legal purposes.

 For general LDS DUA reminders, please visit: /Research-Statistics-Data-and-Systems/Files-for-Order/Data-Disclosures-Data-Agreements/DUA_-_NewLDS.

 

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Contact Information

If you need assistance with the DUA tracking system, EPPE, please review the EPPE FAQs (PDF).  If you are unable to find the answer to your question, contact the EPPE Help Desk at 844-EPPE-DUA (844-377-3382) or EPPE@cms.hhs.gov

If you have questions regarding general information or LDS policies, please contact datauseagreement@cms.hhs.gov.

 

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